Working with Profiles

Create, customize, and share tagging profiles for consistent documentation.

Last updated: 2024-12-01

Profiles encode your tagging standards: which categories to tag, which tag families to use, and how to handle placement and overlaps. Define once, apply everywhere.

Profile editor showing disciplines and categories navigation
Profile Editor: Navigate disciplines and categories on the left, configure settings on the right.

What's in a Profile

  • Category selection — Which MEP categories to tag (Ducts, Pipes, Equipment, etc.)
  • System type filters — Tag only specific system types (e.g., Supply Air, Return Air)
  • Tag family mappings — Which tag family to use for each category
  • Placement rules — Density, offsets, leader preferences
  • Overlap handling — How to resolve tag collisions (move, leader, skip, stack)
Deep Dive: Filters
For detailed coverage of Element Type, System Type, Revit Filters, Direction, Length, Interval Tagging, and Dimension Triggers, see Controlling What Gets Tagged.

The Default Profile

The "BimRock HVAC Designer (Default)" profile ships with Autotag. It's pre-configured for common HVAC documentation and is read-only—you can't modify it directly, but you can duplicate it.

Start from Default
Duplicate the default profile and modify the copy. This gives you a working baseline to customize for your office standards.

Creating and Editing Profiles

Create a New Profile

  1. Click Create New Profile in the Profiles ribbon
  2. Choose to start from an existing profile (recommended) or blank
  3. Name it descriptively (e.g., "Office Standard - HVAC Plans")
  4. Configure categories, tag families, and placement rules
  5. Save—it appears in the Active Profile dropdown

Edit an Existing Profile

  1. Select the profile in the Active Profile dropdown
  2. Click Edit Active Profile
  3. Make changes in the Profile Editor
  4. Save—changes apply to future Autotag runs (not already-tagged views)
Tag selection field with search results
Search and select tag families to assign to each category.

Profile Organization

Suggested naming conventions:

  • Include discipline: "HVAC Plans", "Plumbing Plans", "Electrical Plans"
  • Include view type if relevant: "HVAC - Floor Plans", "HVAC - Sections"
  • Add version if you iterate: "Office Standard v2"
  • Use project names for project-specific variations: "Project ABC - Mechanical"

Sharing Profiles

Profiles are JSON files. To share across your team:

Shared Network Folder (Recommended)

  1. Store profiles in a shared network location
  2. Each team member clicks Manage Profiles Folder and points to that location
  3. Everyone sees the same profiles in their dropdown
  4. Updates to a profile are immediately available to everyone
Manage Profiles Folder dialog listing JSON profile files
Manage Profiles Folder: View, copy, and organize profile files.

Manual Export/Import

  • Export: Select profile → Export Profile → save .json file
  • Import: Click Import Profile → select .json file

Profile Storage Locations

TypeLocation
Default profilesInstalled with Autotag (read-only)
User profiles%APPDATA%\Bimrock\Autotag\Profiles
Shared profilesCustom folder (set via Manage Profiles Folder)
Document Your Standards
Add your office standard profiles to your BIM manual. This helps new team members understand which profile to use for which view type.