Expertise

Worksets

Configuration in Revit

Worksets

Objectives

  1. Understand the structure of a shared file.
  2. Understand the need for a better team coordination, to distribute work in a proper way so that work from different users does not overlap or contradict.
  3. User understands in depth how worksharing work in Revit, and make every user is able to work firmly and without doubts that the work will be correctly saved and they won’t interfere with other users.

Prerequisites

  1. User can navigate through Revit files.
  2. User knows how to work with central and local files.
  3. User has basic skills in BIM modelling with Revit Software, and understands the language used.

Description

1 What worksets are

Worksets are portions into which projects can be subdivided within Revit models. A Workset is a collection of building elements (such as walls, doors, floors, stairs, etc.) or graphic elements (views or sheets are worksets). Each element in the project is contained in one and only one workset.

The division of the file in worksets will only be available in case of enabling the worksharing in the file. For stand-alone files does not exist the option of the worksets subdivision.

Worksets are simply portions of the file, and as such they can be opened or managed independently.

When first enabling the collaborative work in a file, the following worksets will be automatically created:

  • Model Worksets:
  • Shared Levels and Grids: user-defined Model workset that initially contains grids and levels existing at the time the project is shared.
  • Workset1: user-defined Model workset that initially contains everything not included in other worksets listed before. That will be, every model object that has been created up to the moment of worksharing enabling.
  • System Worksets:
  • Views: For each view, a dedicated view Workset is created. It automatically contains the view’s defining information and any view-specific elements such as text notes or dimensions. View-specific elements cannot be moved to another Workset.
  • Family Worksets: one for each loaded family in the project.
  • Project Standards Worksets: one for each type of project setting--Materials, Line Styles, etc.

After the initial creation of worksets, new ones can be added. Usually, you will want to create several Worksets besides Workset1 into which to put the modeling components that make up the building. Then structure of worsets will remain very similar to the starting one, and will be as follows:

  • Model Worksets (user created):
  • Shared Levels and Grids. Can be renamed or deleted.
  • Any Model Workset needed. Can be added, renamed or deleted.

  • System Worksets:
  • Views: one for each view that is created. Cannot be renamed.
  • Families: one for each family loaded. Cannot be renamed.
  • Project standards: one for each type of project settings. Cannot be renamed.

2 Use of worksets

Originally worksets were implemented to make possible the collaborative work in a Revit file. In the early versions of the software, they were the only way to divide the model in portions that could be edited by a unique user (the owner of the worksets).

Now this workflow has changed, and Revit has transparent element borrowing that allows more intuitive interaction with the model, despite the option of checking-out entire worksets is still available.

Uses:

  • Block edition of sensitive elements > editable worksets with an owner
  • Data segregation
  • Optimum workflow
  • Data management
  • Additional data visualization management


Get in Touch!

Can we help you with any project?

Contact us

Procedure

1 Create Worksets

1.1  Creation

Once the worksharing is enabled and initial worksets have been created, users can add new worksets to organise the model according to the agreed model breakdown structure. Model should be organised according to the decided project workflow and not the opposite.

As a project evolves, or according to the initial project decisions, it may be necessary to add worksets in order to provide the maximum flexibility when using the models.

Worksets can be created at any time using the New option of the Worksets dialog. They will become available to the project team as soon as the user who created them makes a Save to Central.

To create a new workset:

Collaborate tab > Manage Collaboration Panel > Worksets

1.2  Management and settings

  • Name: Workset naming should follow office standards or project BIM Execution Plan standards.
  • Editable:
  • Editable Workset: It will have an owner, and only that owner can edit the elements contained that particular workset. Each Workset can only be owned by one user at a time. Ownership of worksets is not assigned, it is taken by the user from his local file.

Best practices advice to keep ownership of worksets only for concrete cases, for example for sensitive elements like Levels and Grids or links that should be not moved unintentionally.  

  • Non-Editable: They do not have an owner but the elements contained in them will have consecutive borrowers that can edit them just by selecting.

Element borrowing is currently transparent and automatically assigns ownership of an edited element to a user until his next “Synch with Central” makes the edited elements available to all other users of the model.

While the capability to check out a workset remains valuable under certain circumstances, in general the best practice is to use element borrowing rather than checking out entire worksets.

  • Open: this option allows to open or close portions of the file that are not being used. It affects not  just visibility, when a workset is closed, data in it are not loaded and file works with less information.
  • Visible in all views: default settings for a workset to be visible or not by default in existing or new views in model. When enabling worksharing a new tab will appear in the visibility/graphics overrides options of each view.

2 Work with worksets

2.1 Place objects in worksets

When you are working on a shared project, you specify an Active Workset.

  • Model elements: Newly created model elements are placed in the active Workset. Any model element has a property called Workset, and objects can be moved to other model worksets as needed just changing this parameter:

  • Elements specific to a view such as annotations and dimensions are automatically placed in the view Workset of the current view and they cannot be moved to other worksets. They belong to the view they are placed on.

2.2 Visualization of worksets

When worksharing is enabled some workset related visibility options are added:

  • Visibility menu: We will find a new Worksets tab. We can here change the settings to show or hide entire worksets in the view.

  • Workset display settings: new features for displaying worksets, owners, updates, temporary in view, to have some control over elements and worksets.

3 Model breakdown

Decisions made when sharing a project and setting up its Worksets can have long-lasting effects on the project team. In general, when setting up worksets several considerations should be taken into account:

  • Project size
  • Project typology
  • Default Workset visibility
  • Disciplines

As previously said model should be organised according to the decided project workflow and not the opposite. Model breakdown structure should be described in the project BIM Execution Plan.

Recommendations are that worksets should be employed to segregate conceptual areas of a project with additional worksets for external elements. Segmentation for model elements will be project dependent. We can have then worksets for:

  • Grids and levels
  • Separate Buildings
  • Building core / Building Shell
  • Architecture / Structure
  • MEP (Separate worksets for each discipline or subdiscipline)
  • One workset per linked RVT file
  • One for external CAD links.
  • Workset to save room separation lines.

Tips&Tricks

  • To control correct placement of model element in user-created worksets it is recommended to have one 3D view per workset with visibility active only for the correspondent workset.
  • Workset are not available to filter schedules.
  • When linking files that are workset-enabled, it is possible to link them only with some of the worksets open. This can be changed at any moment in the Manage links dialog.

Bottom-line

  • Project division into worksets is the base for worksharing in Revit.
  • A good segmentation of the model can contribute to the success of collaborative work in BIM Revit Models.

Associated Files

  • Worksharing Guideline

Comments

    1. Hi Himani,

      Normally we recommend to have a separated workset for rooms and room separation lines (all-together).
      Both are tricky elements that could cause performance and warning issues. And that´s why it is better to have them under control independently.

      Thank you for your comment.

Leave a Reply

Your email address will not be published. Required fields are marked *