Revit

How to Copy Worksets in Revit?

Steps to Copy Worksets in Revit

Copying worksets in Revit allows for effective management and organization of your project elements within a collaborative environment. Follow these detailed steps to properly copy worksets between different Revit projects.

Step 1: Open the Source Project

Start by launching Revit and opening the project file that contains the worksets you wish to copy. Ensure that you are in a view where the worksets are easily visible so that the elements can be selected without difficulty.

Step 2: Access the Worksets Dialog

Navigate to the “Collaborate” tab located in the ribbon at the top of your Revit interface. From the panel, select “Worksets.” This action will open the Worksets dialog box, displaying all the available worksets within the project.

Step 3: Select the Desired Workset

In the Worksets dialog, identify the specific workset you intend to copy. Click the checkbox next to the workset’s name to select it. You can also choose multiple worksets by holding down the Ctrl key while clicking. Make sure the worksets you need are fully highlighted for the copying process.

Step 4: Make Worksets Editable

To copy a workset, it needs to be editable in your session. Right-click on the selected workset(s) and choose the option “Editable.” If other users have locked the worksets for editing, you’ll have to make a request to the owner to gain access. This can be done by selecting the element and clicking the “Make Element Editable” button.

Step 5: Copy the Elements

Once you have the workset in an editable state, select the elements contained within the targeted workset. Use the selection tools in Revit to highlight the elements you wish to copy. After selection, press “Ctrl + C” to copy the selected elements.

Step 6: Open the Destination Project

Next, open the Revit project file where you want to paste the worksets. Ensure that this is also a workshared environment. This will enable you to maintain the structure and organization of the new worksets.

Step 7: Paste the Copied Elements

In the destination project, navigate to the appropriate view where you want to paste the elements. Use “Ctrl + V” to paste the copied elements into the workspace. After pasting, the elements will appear, and it’s crucial to assign them to the desired workset to maintain proper organization.

Step 8: Assign Worksets Post-Paste

After pasting, select the newly added elements in the destination project. Go to the Properties palette and find the “Workset” parameter. Click in the Value column to select the new workset the elements should belong to. This step is important to ensure that the workflow and organizational scheme remain intact.

FAQs

Can I copy worksets between Revit models that are not workshared?

No, worksets can only be copied between workshared models. If you attempt to copy elements from a non-workshared model, you will not have access to workset functionality.

What happens if I copy a workset and its elements without permissions?

If you copy worksets without having the necessary permissions, you may receive error messages, and some actions may be restricted. It’s essential to ensure you have the relevant access rights to avoid workflow interruptions.

Is it possible to rename worksets after copying them?

Yes, once the worksets and their elements are copied to the new project, you can rename them through the Worksets dialog in that project to better fit the project’s structure and naming conventions.

About the author

Wei Zhang

Wei Zhang

Wei Zhang is a renowned figure in the CAD (Computer-Aided Design) industry in Canada, with over 30 years of experience spanning his native China and Canada. As the founder of a CAD training center, Wei has been instrumental in shaping the skills of hundreds of technicians and engineers in technical drawing and CAD software applications. He is a certified developer with Autodesk, demonstrating his deep expertise and commitment to staying at the forefront of CAD technology. Wei’s passion for education and technology has not only made him a respected educator but also a key player in advancing CAD methodologies in various engineering sectors. His contributions have significantly impacted the way CAD is taught and applied in the professional world, bridging the gap between traditional drafting techniques and modern digital solutions.