Understand worksharing concepts

00:01

In this video, we will cover working in workshared projects and using worksharing features.

00:10

In order for multiple users to work in the same model simultaneously, work sharing must be enabled,

00:19

to enable work sharing, switch to the collaborate ribbon and then in the manage collaboration panel, click Collaborate.

00:30

When enabling work sharing, there are two options and this is essentially where the central model is saved.

00:38

You can select within your network or in BIM 360 document management.

00:45

For this example select within your network and then click OK.

00:52

Revit then enables work sharing.

00:57

This is a process that consists of creating worksets and adding any existing components to those worksets.

01:06

For example, when you click worksets, the worksets, dialog opens,

01:11

and you can see the two default worksets that are created, shared levels and grids and workset 1.

01:20

I'll click OK. And then I'll select a lighting fixture.

01:25

When I scroll down in the properties palette, you can see a workset parameter under identity data.

01:33

Any model element created in the project now will be assigned to a workset.

01:41

Now, before we continue on too far, the next step is to save this current project as a central model.

01:50

And so when you are working in a workshared project, you actually need to work in a local file and then synchronize your changes to the central model.

02:02

But at this point you'll notice that the synchronized tools are not available.

02:08

And in the quick access toolbar, when you click Save, you'll get a dialogue stating that this is the first time that the project has been saved,

02:16

since work sharing was enabled and this project will now become the central model.

02:23

And so if you want to proceed, click Yes.

02:27

And then Revit will save the current project as a central model.

02:34

Now, as I mentioned before, you don't want to work in the central model.

02:39

You want to create a local model and then synchronize your changes back to the central model, so I will click File Close,

02:50

so we can close the central model and then I'll click open and in the exercise files I will navigate to the central model that we just created.

03:02

Now the work sharing options are available in the open dialog.

03:09

Notice that create new local is selected by default.

03:12

This will create a local copy of the central model and it will save it in the location specified in the options dialog.

03:22

You could also select detach from central if you wanted to create a file and detach it from the central model,

03:29

you could then save that as a new central model if you wanted to or you there are other options that you can choose.

03:38

I'll select to create new local and then click Open.

03:43

Once again, this will create a local copy of the central model and save it in the location that I have specified in the options dialog.

03:52

It will also append my Revit user name at the end of the file name and that can be specified in the options dialog as well.

04:02

At this point you can work just like you would in a private project,

04:07

you can model components, lighting fixtures, electrical fixtures, create circuits, whatever you need to do,

04:15

and then synchronize those changes back to the central model.

04:19

We can do that on the collaborate ribbon and use one of the options in the synchronized panel.

04:26

So we'll discuss that here in just a second.

04:28

But once again there are worksets and any model element you create will be added to the active workset.

04:35

So in this case will be added to workset 1.

04:39

You can also use the Gray Inactive Worksets option.

04:43

And when toggled on any elements not belonging to the active workset will be dimmed.

04:52

And then when you add components you can synchronize to central in order to save them back to the central model and so on.

05:01

The collaborate ribbon in the synchronized panel, the synchronize with central tools actually a split button.

05:08

So I'll select synchronize and modify settings.

05:11

And this opens the synchronize with central dialogue.

05:15

You want to pay attention to the options under after synchronizing and these are all the options that you can relinquish.

05:24

And in this case we only have one which is user-created worksets.

05:28

So I'll select that and then click OK.

05:32

At this point I'm synchronizing with the central model and its relinquishing anything that I chose in that dialogue.

05:40

If I open the dialogue again, you'll notice that none of these options are available because I just synchronized and I relinquished everything.

05:48

And so you want to make sure that those options are selected,

05:52

and then afterwards you can use these synchronized now option and it will use the settings that you have specified.

06:00

I'll click Cancel and then we'll look at the other two tools in the synchronized panel,

06:06

reload latest will update your local model with any changes or anything that's been added to the central model,

06:14

but it will not publish your changes back to the central model.

06:19

Relinquish all mine will relinquish your ownership of work sets and any borrowed elements that have not been changed.

06:28

And so you won't be able to close your file,

06:31

or well I should say it's not recommended that you close your file when maintaining ownership of components.

06:39

And so relinquish all mines a way to relinquish everything if you just want to close the model.

06:45

And during the synchronization process you will save your changes to the central model,

06:52

and it will also relinquish your ownership of worksets and elements and then it will also reload the latest.

06:60

So synchronize with central will essentially do both of these as well as a few saves in there.

07:06

Additionally, when you're working in a work shared project, you can use the work sharing display modes.

07:13

When you click work sharing display in the view control bar, you can see that there are four worksharing display modes,

07:19

and you can also adjust the work sharing display settings.

07:23

I'll select worksets and then the components in the view will be color coded based on their workset.

07:31

If you use one of the other options and they'd be color-coded based on the checkout status.

07:36

Who owns the elements or components that have been updated, in this case, were color coded by worksets.

08:11

The other thing that's nice about the worksharing display modes is that when you hover over a component, it shows you the current owner,

08:18

who it was originally created by and who last updated it in the central model, as well as anybody that's currently requesting it.

08:27

So once again, the work sharing display modes are very helpful when you're working in a workshared project.

Video transcript

00:01

In this video, we will cover working in workshared projects and using worksharing features.

00:10

In order for multiple users to work in the same model simultaneously, work sharing must be enabled,

00:19

to enable work sharing, switch to the collaborate ribbon and then in the manage collaboration panel, click Collaborate.

00:30

When enabling work sharing, there are two options and this is essentially where the central model is saved.

00:38

You can select within your network or in BIM 360 document management.

00:45

For this example select within your network and then click OK.

00:52

Revit then enables work sharing.

00:57

This is a process that consists of creating worksets and adding any existing components to those worksets.

01:06

For example, when you click worksets, the worksets, dialog opens,

01:11

and you can see the two default worksets that are created, shared levels and grids and workset 1.

01:20

I'll click OK. And then I'll select a lighting fixture.

01:25

When I scroll down in the properties palette, you can see a workset parameter under identity data.

01:33

Any model element created in the project now will be assigned to a workset.

01:41

Now, before we continue on too far, the next step is to save this current project as a central model.

01:50

And so when you are working in a workshared project, you actually need to work in a local file and then synchronize your changes to the central model.

02:02

But at this point you'll notice that the synchronized tools are not available.

02:08

And in the quick access toolbar, when you click Save, you'll get a dialogue stating that this is the first time that the project has been saved,

02:16

since work sharing was enabled and this project will now become the central model.

02:23

And so if you want to proceed, click Yes.

02:27

And then Revit will save the current project as a central model.

02:34

Now, as I mentioned before, you don't want to work in the central model.

02:39

You want to create a local model and then synchronize your changes back to the central model, so I will click File Close,

02:50

so we can close the central model and then I'll click open and in the exercise files I will navigate to the central model that we just created.

03:02

Now the work sharing options are available in the open dialog.

03:09

Notice that create new local is selected by default.

03:12

This will create a local copy of the central model and it will save it in the location specified in the options dialog.

03:22

You could also select detach from central if you wanted to create a file and detach it from the central model,

03:29

you could then save that as a new central model if you wanted to or you there are other options that you can choose.

03:38

I'll select to create new local and then click Open.

03:43

Once again, this will create a local copy of the central model and save it in the location that I have specified in the options dialog.

03:52

It will also append my Revit user name at the end of the file name and that can be specified in the options dialog as well.

04:02

At this point you can work just like you would in a private project,

04:07

you can model components, lighting fixtures, electrical fixtures, create circuits, whatever you need to do,

04:15

and then synchronize those changes back to the central model.

04:19

We can do that on the collaborate ribbon and use one of the options in the synchronized panel.

04:26

So we'll discuss that here in just a second.

04:28

But once again there are worksets and any model element you create will be added to the active workset.

04:35

So in this case will be added to workset 1.

04:39

You can also use the Gray Inactive Worksets option.

04:43

And when toggled on any elements not belonging to the active workset will be dimmed.

04:52

And then when you add components you can synchronize to central in order to save them back to the central model and so on.

05:01

The collaborate ribbon in the synchronized panel, the synchronize with central tools actually a split button.

05:08

So I'll select synchronize and modify settings.

05:11

And this opens the synchronize with central dialogue.

05:15

You want to pay attention to the options under after synchronizing and these are all the options that you can relinquish.

05:24

And in this case we only have one which is user-created worksets.

05:28

So I'll select that and then click OK.

05:32

At this point I'm synchronizing with the central model and its relinquishing anything that I chose in that dialogue.

05:40

If I open the dialogue again, you'll notice that none of these options are available because I just synchronized and I relinquished everything.

05:48

And so you want to make sure that those options are selected,

05:52

and then afterwards you can use these synchronized now option and it will use the settings that you have specified.

06:00

I'll click Cancel and then we'll look at the other two tools in the synchronized panel,

06:06

reload latest will update your local model with any changes or anything that's been added to the central model,

06:14

but it will not publish your changes back to the central model.

06:19

Relinquish all mine will relinquish your ownership of work sets and any borrowed elements that have not been changed.

06:28

And so you won't be able to close your file,

06:31

or well I should say it's not recommended that you close your file when maintaining ownership of components.

06:39

And so relinquish all mines a way to relinquish everything if you just want to close the model.

06:45

And during the synchronization process you will save your changes to the central model,

06:52

and it will also relinquish your ownership of worksets and elements and then it will also reload the latest.

06:60

So synchronize with central will essentially do both of these as well as a few saves in there.

07:06

Additionally, when you're working in a work shared project, you can use the work sharing display modes.

07:13

When you click work sharing display in the view control bar, you can see that there are four worksharing display modes,

07:19

and you can also adjust the work sharing display settings.

07:23

I'll select worksets and then the components in the view will be color coded based on their workset.

07:31

If you use one of the other options and they'd be color-coded based on the checkout status.

07:36

Who owns the elements or components that have been updated, in this case, were color coded by worksets.

08:11

The other thing that's nice about the worksharing display modes is that when you hover over a component, it shows you the current owner,

08:18

who it was originally created by and who last updated it in the central model, as well as anybody that's currently requesting it.

08:27

So once again, the work sharing display modes are very helpful when you're working in a workshared project.

Video quiz

During the process of enabling worksharing, all model elements will be added to a ____________.

(Select one)
Select an answer

1/1 questions left unanswered

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