Revit worksets

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A workset is a collection of elements within a workshared Revit project.

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A workset can be set up so that each user owns a workset or multiple worksets.

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If this is the case, only the owner can edit the elements in the workset.

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Worksets can also be set up so that multiple users can borrow elements from a workset.

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However, an element can only be edited by one user at a time,

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which prevents potential conflicts.

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Keep in mind that when you divide your model up into worksets,

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you should consider how every contributor would logically approach working on the project.

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This likely depends on the nature of the project.

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To complete this exercise, open a local version of the central model file, Collaborate_Central Model_2024.rvt.

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Make sure that the central model is already set up and ready for worksharing.

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To create a workset, on the Collaborate ribbon in the Manage Collaboration panel, click Worksets.

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This opens the Worksets dialog.

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At the top of the table, notice there are already two worksets—Shared Levels and Grids and Workset1.

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These are created automatically whenever you have worksharing enabled.

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Click New.

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In the New Workset dialog, type the name of the new workset.

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Be sure to leave Visible in all views selected if it applies to this workset.

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After you name it, click OK.

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Then, repeat this process until you have all the worksets you need for your project.

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It is important to note that worksets are initially Editable, but only by the owner, or the user who created them.

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Changing a workset to Not Editable, which can only be done after synchronizing to the central model,

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lets any user borrow elements from that workset.

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When you are finished creating worksets, click OK to close the Worksets dialog.

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After you create a new workset, you will be given the option to make it the active workset.

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For this example, click No.

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Next, on the Collaborate ribbon, Synchronize panel, in the Synchronize with Central drop-down,

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click Synchronize and Modify Settings.

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In the Synchronize with Central dialog, click OK.

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This synchronizes your new worksets with the central model,

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making them available to all Revit users accessing the model.

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You can also add existing elements to the applicable worksets you created.

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With an element selected, on the Properties palette, under Identity Data,

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expand the Workset dropdown and select a workset.

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Once the elements are assigned to worksets, on the Manage Collaboration panel,

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click Gray Inactive Worksets to visually distinguish the elements in your active worksets.

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This option is also available in the Worksets dialog.

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Note that each new element you place in the project is added to the active workset,

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which you can specify by clicking the Active Workset drop-down in the Manage Collaboration panel or in the status bar.

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Finally, it is best practice at the end of the day, when you are done working on the central model,

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to be sure to select Synchronize with Central and Relinquish All Mine

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before closing the central model.

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This allows other team members to access elements in worksets you have borrowed.

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You now know how to create worksets and use them to collaborate with team members on a workshared model.