Registered Projects

getting-started
Knowledge Base
Registered Projects

In This Article


Overview

The Registered Projects dialog provides many features that enable Company/Project Administrators to view all registered project models, review high-level model data, and edit the Project Configurations and Mapping Configurations for single or multiple project models simultaneously.  

Across firms of all sizes, we consistently observed the same challenges:

  • What models are being created and where are they being hosted or saved
  • Limited visibility into who is working in which models
  • Difficulty identifying early warning signs of model performance
  • Establish a data architecture strategy across portfolio of projects

To address these issues, Registered Projects and Label Manager were redesigned with a new interface in Guardian 3.3. Together, they give BIM leaders a more scalable way to monitor Revit activity, organize project data, and standardize oversight across the firm. Learn more about Label Manager here.

Registered Projects Dialog

The Registered Projects dialog lets Guardian admins view and manage registered Revit models in one place.

Use it to:

  • Review all known Revit models your organization interacts with, including local, network, and ACC models
  • See which models are currently open
  • Monitor file size trends over time
  • Filter projects by metadata such as location, Revit version, labels, and project groups
  • Save filtered views as tabs
  • Take actions such as labeling, archiving, or unregistering models
  • Enable Guardian Link on a model and see the details of each Linked model

Who Can Access Registered Projects

The Registered Projects dialog is available to:

  • Project Administrators
  • Company Administrators

If you do not see Registered Projects, confirm that your Guardian role includes Project or Company Admin permissions.

Open Registered Projects

Click Registered Projects under Settings

To open Registered Projects in Revit:

  1. Go to Add-Ins
  2. Select Guardian Settings
  3. Click Registered Projects

Structure and Features

The Registered Projects dialog is structured to provide avenues for reviewing and managing the information about all registered models. When first opening the dialog, you’ll see many features that help organize the model data. Details of each feature are further described below:

  1. Tabs provide a customized view of all registered models, and custom tabs can be created
  2. Under the cog icon, columns can be turned on and off on a tab-by-tab basis
  3. Selecting the filter allows you to drill down to specific data for that tab
  4. By default, Project Groups are automatically created for ACC projects by ACC Name (ACC Model Name GUID), and groups can be manually created under the Manage menu
  5. Labels can be automatically or manually assigned to project models to establish the foundation for your model data architecture

Managing Tabs

The Registered Projects dialog includes built-in tabs that make it easier to focus on specific groups of models.

The following tabs are included out of the box:

  • All Models: Shows all Revit models
  • Currently Open: Shows all Revit models that are currently opened within the firm
  • Cloud Models: Shows cloud models identified using ACC Project ID and Hub
  • My Projects: Shows models where you are assigned as a Guardian administrator
  • Link Actions: Shows models with a Guardian Link action waiting for your company (Accept Link or Review Link). This tab is hidden by default and isn’t listed in Manage Tabs. It appears only when you select View models in the Link Actions banner, and you can close it when you’re done.

These tabs can be enabled, disabled, or customized through Manage Tabs, or by selecting the plus icon + to the right of the My Projects tab.

From within the Manage Tabs dialog, you can:

  • Turn built-in tabs on or off
  • Create new tabs
  • Duplicate tabs
  • Rename tabs
  • Reorder tabs
  • Delete tabs

This allows teams to standardize common views for project review and management. Company administrators can create tabs that are available and seen by all Project Administrators. Any edits to a tab are limited to the users creating the edits.

Create a Custom Tab

Steps to create a custom tab in Registered Projects
  1. To open Manage Tabs from Registered Projects, click Manage (A) in the top left, then click Tabs (B)
    • You can also open this dialog by clicking the plus sign (+) on the right of the tabs (C)
  2. Click the New icon (D)
  3. Enter a tab name, then click Create. This adds the tab to the list in the Manage Tabs dialog
    • The Make Personal checkbox is limited to company administrators to create their own tabs
    • Any tabs with Make Personal not selected will be made available to all project administrators
    • Any tabs created by project administrators will be limited to only that administrator
  4. Click OK
  5. Use the Cog icon to select which columns are to be displayed
  6. Click the Filter icon in the top-right corner of Registered Projects and apply the filters you want to use
  7. Click Save to save the filtered view to your new tab

Use the Currently Open Tab

Currently open tab with mouse hover on green status icon

The Currently Open tab shows which models are actively open and who is currently working in them.

To see who is active in a model, hover over the green check mark in the status column.

This shows which users are currently in the model and how long each user has had the model open.

Note: The status column is available on all tabs.

total active number of users in models

The lower left-hand corner of Registered Projects displays the total active number of users and models.

Customize Your Columns

Customize your Registered Projects view

You can adjust which columns are visible in Registered Projects to match your workflow. This can help reduce clutter and make it easier to focus on the project data your team uses most often.

To customize the columns:

  1. Select the Cog icon (A) on the right side of the dialog
  2. Check and uncheck columns to customize your view

You can also:

  • Sort columns A to Z or Z to A by clicking on the column header (B)
  • Resize columns by dragging the edge of the column header (C)
  • Reorder columns by clicking and dragging a column header to a new position

Kebab Menu

Kebab menu expanded

The kebab menu (three-dot menu) located on the far right next is available at both the model and group levels. You can also open this menu by right-clicking the row.

Use this menu to perform actions directly from Registered Projects.

Model-Level Actions

Available actions at the model level may include:

  • Send Message: Send a Guardian Message to the users within the selected project or to the entire company (for Company Administrators only)
  • Project Central: Open Project Central for that model
  • Sync Monitor: Open Sync Monitor for that model
  • Edit Labels: View applied Labels, add existing labels, or create a new label
  • Add to Group: Add the model to a project group
  • Make Me Admin: Assign yourself as a Guardian admin for the model
  • Enable Link: Turn on Guardian Link for an eligible model
  • Accept Link: Accept a Guardian Link that requires acceptance. Your users can’t work in the model until you do. (Linked Collaborators only, while the Link is waiting on your company)
  • Review Link: Review a Guardian Link that was enabled without requiring acceptance. Your users can already work in the model. (Linked Collaborators only, while the Link is waiting on your company)
  • Link Details: Open the Guardian Link Status dialog for a Linked model, where you can leave or end the Link. Linked Collaborators see this option once their company has accepted or reviewed the Link
  • Archive
  • Unregister

Group-Level Actions

Available actions at the group level (the kebab menu associated with the group level header) may include:

  • Expand All: Expand all groups in the tab
  • Collapse All: Collapse all groups in the tab
  • Rename Group: Rename a group your company created. Groups marked (Cloud) can’t be renamed
  • Delete Group: Delete a group your company created. Groups marked (Cloud) can’t be deleted
  • Send Message: Send a Guardian Message to the project group or company
  • Unregister

This makes it possible to manage projects without opening each model and leaving the Registered Projects dialog.

File Size Indicators

File size indicator key

Registered Projects includes a file size indicator that shows how a model’s file size is trending over time.

The indicator helps you quickly identify whether a file is experiencing:

  • Rapid Increase: A noticeable spike in size (more than 20% above baseline)
  • Gradual Increase: Steady growth over time (5% to 20% above baseline)
  • Rapid Decrease: A noticeable reduction in size (more than 20% below baseline)
  • Gradual Decrease: Steady reduction over time (5% to 20% below baseline)
  • Stable: Little or no change over time (within 5% of baseline), or not enough data has been collected yet

View the Exact File Size Change

Mouse hover over file size increase icon

Hover over the file size indicator to see the exact percentage change in file size and the model's recent file size history.

Guardian calculates this trend by comparing the model's current file size to a baseline built from weekly file size readings:

  • ‍6 or more weeks of data: the baseline is the average of the last 6 weekly readings (a rolling 6-week average).‍
  • 3 to 5 weeks of data: the baseline is the average of all available weekly readings.‍
  • Fewer than 3 weeks of data: the indicator shows Stable until enough history has been collected.

Percentage change = (current file size − baseline) ÷ baseline × 100

Guardian uses weekly readingsrather than daily ones because they smooth out day-to-day swings from syncs andkeep a spike visible long enough to show up in a weekly model review.

This can help identify models that may need review before file growth becomes a larger issue.

Search and Filter Projects

Registered Projects search and filter functions

The Registered Projects dialog includes both a search bar (A) and a Filter Panel (B). Both can be used to quickly narrow down results.

Search Behavior

Search supports:

  • Standard keyword search
  • Search within the Filter Panel
  • Multi-term search
  • Search across multiple fields

Search can scan across available model metadata, including hidden fields, making it easier to locate projects, users, workflows, regions, disciplines, and other project data.

The Filter Panel provides a large assortment of filtering options to narrow the project list based on the metadata most relevant to your workflow.

For Guardian Link, you can filter by Primary Project Team and by Link Status.

Project Grouping

Registered Projects supports project grouping to help you organize related models together in a single view.

For ACC cloud models, Guardian automatically groups related models based on their ACC project (ACC Project GUID). This removes the need to manually create groups for models that already belong together in ACC.

You can also manually create your own custom project groups in Guardian. Please note that auto-grouping of ACC-hosted models takes precedence over manually created groups.

Manage Project Groups

Manage project groups in Registered Projects
  1. In Registered Projects, click the Manage dropdown (A), then select Project Groups (B)
  2. In the Manage Project Groups dialog, you can select a group, rename groups, or delete groups
    • Note: You cannot rename or delete project groups marked (Cloud). These groups are pulled in directly from Forma. Models in these groups can't be moved to another group.
  3. To create a new group, click the New icon (C)
  4. Enter your group name, then click OK

Apply Labels from Registered Projects

Apply labels through Registered Projects

Both Project and Company Administrators can apply Labels to models directly from Registered Projects.

Add a Label

  1. Open the kebab menu for a model, or right-click the row (A)
  2. Select Edit Labels (B)
  3. Choose an existing label or create a new label by clicking the plus sign (+) (C)

Labels can be automatically assigned to models and can only be created by company administrators. Please refer to the Label Manager article to learn more.

Manage Guardian Link

In beta

Guardian Link lets one company, the Primary Project Team, keep its Guardian standards and protections in force on a model while other companies, Linked Collaborators, work in it. In Registered Projects, you can enable a Link, see where each Linked model stands, and start the accept or review workflow. To learn how Guardian Link works, see Guardian Link.

Link Status Column

The Link Status column shows where each Linked model stands for your company. It’s on by default in the All Models and Link Actions tabs and in any new tab you create. On other built-in tabs, such as Currently Opened or Cloud Models, turn it on from the Cog icon. Like other columns, you can sort and filter it.

Status What It Means
Active Collaborator view: the Link is active and your company has accepted or reviewed it. Primary view: every Collaborator company has accepted or reviewed the Link, or no other company has registered the model yet.
Pending Actions Primary view: one or more Collaborator companies haven’t yet accepted or reviewed the Link.
Review Link Collaborator view: the Link was enabled with no acceptance required. Your users can work; an admin needs to review it.
Accept Link Collaborator view: acceptance is required. Your users can’t work in the model until an admin accepts.

Select Accept Link or Review Link in the column or the model’s kebab menu to start that workflow. See Accepting, Reviewing & Leaving a Guardian Link.

Link Actions Banner

When a Link needs your attention, a Link Actions banner appears above the grid. Select View models in the banner to open the Link Actions tab, which lists the models that need action. The banner stays until every action is addressed.

Guardian Link Filters

The Filter Panel includes two Guardian Link filters: Primary Project Team, to see the models a specific company governs, and Link Status, to find models in a particular state.

Enable Link

Enable Link appears in a model’s kebab menu only when the model is eligible and isn’t already in an active Link. During the beta, eligible models are workshared (local, network or cloud); templates and family templates aren’t eligible. Non-workshared models will also be eligible at GA. Only a Company Admin, or a Project Admin assigned to the model, can enable a Link. You can also enable one from other places in Guardian, such as the Project Panel in the ribbon. See Enabling a Guardian Link for every option.

Where to Find Leave and End

Leave Link and End  Link aren’t in the kebab menu. Select Link Details in the kebab menu, or the Link icon in the Guardian ribbon, to open the Guardian Link Status dialog, then leave or end the Link from there.

Archiving and Unregistering Linked Models

  • ‍Primary Project Team: if you unregister a model that’s in an active Link, Guardian prompts you to end the Link as well. Confirming ends the Link for every company in it and unregisters the model. See Ending a Guardian Link.‍
  • Linked Collaborators: you can’t unregister a Linked model. If your company has finished working on the project, a Company Admin or Project Admin can archive it instead. The Primary’s standards still apply, and the model is unarchived automatically if someone from your company saves it.
Knowledge Base
Registered Projects

In This Article


Overview

The Registered Projects dialog provides many features that enable Company/Project Administrators to view all registered project models, review high-level model data, and edit the Project Configurations and Mapping Configurations for single or multiple project models simultaneously.  

Across firms of all sizes, we consistently observed the same challenges:

  • What models are being created and where are they being hosted or saved
  • Limited visibility into who is working in which models
  • Difficulty identifying early warning signs of model performance
  • Establish a data architecture strategy across portfolio of projects

To address these issues, Registered Projects and Label Manager were redesigned with a new interface in Guardian 3.3. Together, they give BIM leaders a more scalable way to monitor Revit activity, organize project data, and standardize oversight across the firm. Learn more about Label Manager here.

Registered Projects Dialog

The Registered Projects dialog lets Guardian admins view and manage registered Revit models in one place.

Use it to:

  • Review all known Revit models your organization interacts with, including local, network, and ACC models
  • See which models are currently open
  • Monitor file size trends over time
  • Filter projects by metadata such as location, Revit version, labels, and project groups
  • Save filtered views as tabs
  • Take actions such as labeling, archiving, or unregistering models
  • Enable Guardian Link on a model and see the details of each Linked model

Who Can Access Registered Projects

The Registered Projects dialog is available to:

  • Project Administrators
  • Company Administrators

If you do not see Registered Projects, confirm that your Guardian role includes Project or Company Admin permissions.

Open Registered Projects

Click Registered Projects under Settings

To open Registered Projects in Revit:

  1. Go to Add-Ins
  2. Select Guardian Settings
  3. Click Registered Projects

Structure and Features

The Registered Projects dialog is structured to provide avenues for reviewing and managing the information about all registered models. When first opening the dialog, you’ll see many features that help organize the model data. Details of each feature are further described below:

  1. Tabs provide a customized view of all registered models, and custom tabs can be created
  2. Under the cog icon, columns can be turned on and off on a tab-by-tab basis
  3. Selecting the filter allows you to drill down to specific data for that tab
  4. By default, Project Groups are automatically created for ACC projects by ACC Name (ACC Model Name GUID), and groups can be manually created under the Manage menu
  5. Labels can be automatically or manually assigned to project models to establish the foundation for your model data architecture

Managing Tabs

The Registered Projects dialog includes built-in tabs that make it easier to focus on specific groups of models.

The following tabs are included out of the box:

  • All Models: Shows all Revit models
  • Currently Open: Shows all Revit models that are currently opened within the firm
  • Cloud Models: Shows cloud models identified using ACC Project ID and Hub
  • My Projects: Shows models where you are assigned as a Guardian administrator
  • Link Actions: Shows models with a Guardian Link action waiting for your company (Accept Link or Review Link). This tab is hidden by default and isn’t listed in Manage Tabs. It appears only when you select View models in the Link Actions banner, and you can close it when you’re done.

These tabs can be enabled, disabled, or customized through Manage Tabs, or by selecting the plus icon + to the right of the My Projects tab.

From within the Manage Tabs dialog, you can:

  • Turn built-in tabs on or off
  • Create new tabs
  • Duplicate tabs
  • Rename tabs
  • Reorder tabs
  • Delete tabs

This allows teams to standardize common views for project review and management. Company administrators can create tabs that are available and seen by all Project Administrators. Any edits to a tab are limited to the users creating the edits.

Create a Custom Tab

Steps to create a custom tab in Registered Projects
  1. To open Manage Tabs from Registered Projects, click Manage (A) in the top left, then click Tabs (B)
    • You can also open this dialog by clicking the plus sign (+) on the right of the tabs (C)
  2. Click the New icon (D)
  3. Enter a tab name, then click Create. This adds the tab to the list in the Manage Tabs dialog
    • The Make Personal checkbox is limited to company administrators to create their own tabs
    • Any tabs with Make Personal not selected will be made available to all project administrators
    • Any tabs created by project administrators will be limited to only that administrator
  4. Click OK
  5. Use the Cog icon to select which columns are to be displayed
  6. Click the Filter icon in the top-right corner of Registered Projects and apply the filters you want to use
  7. Click Save to save the filtered view to your new tab

Use the Currently Open Tab

Currently open tab with mouse hover on green status icon

The Currently Open tab shows which models are actively open and who is currently working in them.

To see who is active in a model, hover over the green check mark in the status column.

This shows which users are currently in the model and how long each user has had the model open.

Note: The status column is available on all tabs.

total active number of users in models

The lower left-hand corner of Registered Projects displays the total active number of users and models.

Customize Your Columns

Customize your Registered Projects view

You can adjust which columns are visible in Registered Projects to match your workflow. This can help reduce clutter and make it easier to focus on the project data your team uses most often.

To customize the columns:

  1. Select the Cog icon (A) on the right side of the dialog
  2. Check and uncheck columns to customize your view

You can also:

  • Sort columns A to Z or Z to A by clicking on the column header (B)
  • Resize columns by dragging the edge of the column header (C)
  • Reorder columns by clicking and dragging a column header to a new position

Kebab Menu

Kebab menu expanded

The kebab menu (three-dot menu) located on the far right next is available at both the model and group levels. You can also open this menu by right-clicking the row.

Use this menu to perform actions directly from Registered Projects.

Model-Level Actions

Available actions at the model level may include:

  • Send Message: Send a Guardian Message to the users within the selected project or to the entire company (for Company Administrators only)
  • Project Central: Open Project Central for that model
  • Sync Monitor: Open Sync Monitor for that model
  • Edit Labels: View applied Labels, add existing labels, or create a new label
  • Add to Group: Add the model to a project group
  • Make Me Admin: Assign yourself as a Guardian admin for the model
  • Enable Link: Turn on Guardian Link for an eligible model
  • Accept Link: Accept a Guardian Link that requires acceptance. Your users can’t work in the model until you do. (Linked Collaborators only, while the Link is waiting on your company)
  • Review Link: Review a Guardian Link that was enabled without requiring acceptance. Your users can already work in the model. (Linked Collaborators only, while the Link is waiting on your company)
  • Link Details: Open the Guardian Link Status dialog for a Linked model, where you can leave or end the Link. Linked Collaborators see this option once their company has accepted or reviewed the Link
  • Archive
  • Unregister

Group-Level Actions

Available actions at the group level (the kebab menu associated with the group level header) may include:

  • Expand All: Expand all groups in the tab
  • Collapse All: Collapse all groups in the tab
  • Rename Group: Rename a group your company created. Groups marked (Cloud) can’t be renamed
  • Delete Group: Delete a group your company created. Groups marked (Cloud) can’t be deleted
  • Send Message: Send a Guardian Message to the project group or company
  • Unregister

This makes it possible to manage projects without opening each model and leaving the Registered Projects dialog.

File Size Indicators

File size indicator key

Registered Projects includes a file size indicator that shows how a model’s file size is trending over time.

The indicator helps you quickly identify whether a file is experiencing:

  • Rapid Increase: A noticeable spike in size (more than 20% above baseline)
  • Gradual Increase: Steady growth over time (5% to 20% above baseline)
  • Rapid Decrease: A noticeable reduction in size (more than 20% below baseline)
  • Gradual Decrease: Steady reduction over time (5% to 20% below baseline)
  • Stable: Little or no change over time (within 5% of baseline), or not enough data has been collected yet

View the Exact File Size Change

Mouse hover over file size increase icon

Hover over the file size indicator to see the exact percentage change in file size and the model's recent file size history.

Guardian calculates this trend by comparing the model's current file size to a baseline built from weekly file size readings:

  • ‍6 or more weeks of data: the baseline is the average of the last 6 weekly readings (a rolling 6-week average).‍
  • 3 to 5 weeks of data: the baseline is the average of all available weekly readings.‍
  • Fewer than 3 weeks of data: the indicator shows Stable until enough history has been collected.

Percentage change = (current file size − baseline) ÷ baseline × 100

Guardian uses weekly readingsrather than daily ones because they smooth out day-to-day swings from syncs andkeep a spike visible long enough to show up in a weekly model review.

This can help identify models that may need review before file growth becomes a larger issue.

Search and Filter Projects

Registered Projects search and filter functions

The Registered Projects dialog includes both a search bar (A) and a Filter Panel (B). Both can be used to quickly narrow down results.

Search Behavior

Search supports:

  • Standard keyword search
  • Search within the Filter Panel
  • Multi-term search
  • Search across multiple fields

Search can scan across available model metadata, including hidden fields, making it easier to locate projects, users, workflows, regions, disciplines, and other project data.

The Filter Panel provides a large assortment of filtering options to narrow the project list based on the metadata most relevant to your workflow.

For Guardian Link, you can filter by Primary Project Team and by Link Status.

Project Grouping

Registered Projects supports project grouping to help you organize related models together in a single view.

For ACC cloud models, Guardian automatically groups related models based on their ACC project (ACC Project GUID). This removes the need to manually create groups for models that already belong together in ACC.

You can also manually create your own custom project groups in Guardian. Please note that auto-grouping of ACC-hosted models takes precedence over manually created groups.

Manage Project Groups

Manage project groups in Registered Projects
  1. In Registered Projects, click the Manage dropdown (A), then select Project Groups (B)
  2. In the Manage Project Groups dialog, you can select a group, rename groups, or delete groups
    • Note: You cannot rename or delete project groups marked (Cloud). These groups are pulled in directly from Forma. Models in these groups can't be moved to another group.
  3. To create a new group, click the New icon (C)
  4. Enter your group name, then click OK

Apply Labels from Registered Projects

Apply labels through Registered Projects

Both Project and Company Administrators can apply Labels to models directly from Registered Projects.

Add a Label

  1. Open the kebab menu for a model, or right-click the row (A)
  2. Select Edit Labels (B)
  3. Choose an existing label or create a new label by clicking the plus sign (+) (C)

Labels can be automatically assigned to models and can only be created by company administrators. Please refer to the Label Manager article to learn more.

Manage Guardian Link

In beta

Guardian Link lets one company, the Primary Project Team, keep its Guardian standards and protections in force on a model while other companies, Linked Collaborators, work in it. In Registered Projects, you can enable a Link, see where each Linked model stands, and start the accept or review workflow. To learn how Guardian Link works, see Guardian Link.

Link Status Column

The Link Status column shows where each Linked model stands for your company. It’s on by default in the All Models and Link Actions tabs and in any new tab you create. On other built-in tabs, such as Currently Opened or Cloud Models, turn it on from the Cog icon. Like other columns, you can sort and filter it.

Status What It Means
Active Collaborator view: the Link is active and your company has accepted or reviewed it. Primary view: every Collaborator company has accepted or reviewed the Link, or no other company has registered the model yet.
Pending Actions Primary view: one or more Collaborator companies haven’t yet accepted or reviewed the Link.
Review Link Collaborator view: the Link was enabled with no acceptance required. Your users can work; an admin needs to review it.
Accept Link Collaborator view: acceptance is required. Your users can’t work in the model until an admin accepts.

Select Accept Link or Review Link in the column or the model’s kebab menu to start that workflow. See Accepting, Reviewing & Leaving a Guardian Link.

Link Actions Banner

When a Link needs your attention, a Link Actions banner appears above the grid. Select View models in the banner to open the Link Actions tab, which lists the models that need action. The banner stays until every action is addressed.

Guardian Link Filters

The Filter Panel includes two Guardian Link filters: Primary Project Team, to see the models a specific company governs, and Link Status, to find models in a particular state.

Enable Link

Enable Link appears in a model’s kebab menu only when the model is eligible and isn’t already in an active Link. During the beta, eligible models are workshared (local, network or cloud); templates and family templates aren’t eligible. Non-workshared models will also be eligible at GA. Only a Company Admin, or a Project Admin assigned to the model, can enable a Link. You can also enable one from other places in Guardian, such as the Project Panel in the ribbon. See Enabling a Guardian Link for every option.

Where to Find Leave and End

Leave Link and End  Link aren’t in the kebab menu. Select Link Details in the kebab menu, or the Link icon in the Guardian ribbon, to open the Guardian Link Status dialog, then leave or end the Link from there.

Archiving and Unregistering Linked Models

  • ‍Primary Project Team: if you unregister a model that’s in an active Link, Guardian prompts you to end the Link as well. Confirming ends the Link for every company in it and unregisters the model. See Ending a Guardian Link.‍
  • Linked Collaborators: you can’t unregister a Linked model. If your company has finished working on the project, a Company Admin or Project Admin can archive it instead. The Primary’s standards still apply, and the model is unarchived automatically if someone from your company saves it.

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Guardian graphic