Intermediate Detail Tools
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Intermediate Detail Tools

May 01, 2020
Video Length:  54:52
Presented By:  Amanda Berry

Ready to get efficient with your details? An organized detail setup that's easy to use can help your office stay focused on getting the job done – especially if you have multiple users working remotely. We'll give you some tips for organizing standard details vs. project details, using smart annotation, and developing some advanced detail builder skills.

Webinar Contents:

Note: The following catalog of content covered in this webinar is time stamped to allow you to follow along or skip to sections of the video that are relevant to your questions. You can also search for content on this page using the FIND command in your browser (CTRL + F in Windows, Command + F in Mac OS.)

  • Intro/TOC
  • Basics vs. Intermediate
  • Start Smarter – Project Detail Folder
  • Intermediate Detail Preferences
  • Search for Details
  • Keynote Callouts
  • Detail Photos
  • Print Details

0:00 – 3:50: Intro/TOC

3:51 – 6:54: Basics vs. Intermediate

Basics (3:51)

  • Placing a Detail Template (3:51)
  • Basic detail annotation (leader with text, dimension) (4:20)
  • Saving a detail (24:42)
  • Placing a detail on a layout sheet (5:07)
  • Placing a detail callout (5:27)
  • Editing, overwriting, and updating details (5:50)

6:55 – 15:03: Start Smarter – Project Detail Folder

Land F/X projects (6:55)

Remember to create a new project for each design.


Locating projects and their assigned details in the Organization tab (8:07)


Creating a new Land F/X project and associating it with a detail folder (9:30)


Assigning a Preference Set to the project (12:10)


The Project Manager (12:20)


Running a detail report (13:00)


Locating unassigned projects, archived projects, and templates (14:15)

15:04 – 30:59: Intermediate Detail Preferences

The Details Preferences screen (15:04)


Detail options (15:40):

  • Copy details to a project folder
  • Add details referenced in callouts
  • Set numeric division for details


Adding a new detail with the "Copy details to a project folder" and "Set numeric division for details" options selected in the Preferences (16:25)

A copy of the detail will be added to the project's folder automatically, with the detail numbered according to the project number.


The detail will also be added to the project's folder in the Detail Explorer (18:45)


Why the "Copy details to a project folder" option is valuable (19:10):

  • It forces staff to choose a detail folder.
  • It ensures that any changes to the original standard detail won't change the details in older projects retroactively.
  • It ensures that a user who edits a copy of a standard detail in a project will not change the actual standard detail.


Our numeric detail division system (21:56)


Saving an edited detail as a project-specific detail with a new number (23:15)


The Sheet Ordering option in the Details Preferences (25:30)


Opening the Sheet Index in the Project Manager and checking the order of the sheets (26:50)


Searching for details in the Detail Explorer (28:00)


Searching options: category titles and detail titles (29:10)


Searching for details by keyword (30:00)

31:00 – 37:24: Keynote Callouts

Keynote Callouts vs. Bubble Callouts (31:20)

Keynotes will provide a callout in each detail and the schedule will show the entire sheet's worth of callouts. Bubble Callout schedules need to be in each detail where you use the Bubble Callouts.


Opening the Keynote Manager (32:40)


Placing a Keynote Callout in a detail (34:00)


Saving the detail (34:55)


Updating the details on the sheet and running a Keynote Schedule (35:30)

37:25 – 39:02: Detail Photos

Detail previews (37:40)

We've engineered the ability to add a photo to a detail preview.


Adding a photo to a detail (38:15)

39:03 – end: Print Details

Printing a folder of detail (40:15)


Options for printing out details (40:30):

  • List of all categories
  • List of all details
  • Each detail within the selected category


Selecting a layout, a printer, and printing settings such as paper size and CTB file (41:50)


Question: How can multiple offices access a shared a detail library without the details being accidentally changed and overwritten? (45:24)

Answer: We recommend keeping your standard details in the folder structure governed by CSI numeric divisions. You can even set those details to Read-Only for most users and only give certain users access to edit them. You can also use the option in the Details Preferences to keep the CSI number when saving details into the Projects folder structure.


Most large offices we work with are opting to copy their standard details into project-specific folders when using them in a project.


When you need to make an edit to one of your standard details, it's always a good idea to make a copy of that detail and save it as a new detail, no matter how small the changes.

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