Revit

How to Create Worksets in Revit?

Understanding Worksets in Revit

Worksets are vital for collaborative projects in Revit, allowing multiple users to work on a single model simultaneously. Each workset organizes different elements, making it easier for team members to manage their contributions without interference.

Step-by-Step Guide to Creating Worksets in Revit

1. Open the Central Model

Start by launching Revit and opening the project file that you want to designate as the central model. This serves as the main document where all changes will be stored and shared among collaborators.

2. Access Worksets Management

Navigate to the Collaborate tab in the Ribbon. Locate the Manage Collaboration panel. Within this panel, click on Worksets. This action opens the Worksharing dialog, where initial setups can be made.

3. Configure Worksets

Once you’re in the Worksharing dialog, you might want to modify the default worksets or create new ones based on the specific needs of your project. Adding meaningful names to your worksets based on areas of responsibility (like Architectural, Structural, or MEP) can enhance organization.

4. Confirm Settings

After adjusting the workset details, click OK in the Worksharing dialog to confirm your changes. Then, proceed to the Worksets dialog, which allows for final adjustments and oversight. Click OK again to complete this step.

5. Save Your Model

It’s crucial to save your project with the new configurations. Go to the File tab and select Save As, then choose Project. This saves your central model with the worksets properly configured and ready for collaboration.

Best Practices for Using Worksets

  • Organize Worksets Logically: Divide your worksets by function or project phase to avoid confusion.
  • Communicate with Your Team: Make sure all team members understand the purpose and setup of each workset.
  • Regularly Update and Maintain: Periodically review your worksets for relevance and effectiveness, especially as the project evolves.

FAQs About Worksets in Revit

1. Can I rename worksets after they’ve been created?
Yes, you can rename worksets at any time to better reflect the organization of your project. Simply access the Worksets dialog, select the workset you want to rename, and edit its name.

2. How do I check out worksets for editing?
To check out a workset, go to the Worksets dialog, select the workset you wish to modify, and then click the Editable button. If you need to check out multiple worksets, hold down Ctrl or Shift while selecting.

3. What should I do if worksets are greyed out?
If you encounter greyed-out worksets, ensure you have selected "Collaborate" and opted for "Collaborate within your network". If this doesn’t resolve the issue, consider reinstalling the software as a last resort.

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.