Introduction
Worksharing is a design method that allows multiple team members to work on the same project
model at the same time.
On many projects, team members are assigned a specific functional area to work on.
The important distinction when working with ownership of objects in a workset is between
making a workset editable and borrowing from a workset.
When you make a workset editable in Revit, you are taking exclusive ownership of all objects in
it. Only one user can exclusively edit each workset at a given time. All team members can view
worksets owned by other team members, but they cannot always make changes to them. This
restriction prevents potential conflicts within the project.
It is possible to borrow an element from a workset that you do not own.
Worksharing Terminology
Here some of the important terms that are particular to worksharing in Revit.
Term
Definition
worksharing
central model
local model
workset
Term
Definition
active workset
element borrowing
workshared file
non-workshared file
collaboration
server-based worksharing
file-based worksharing
Revit Server
Accelerator
Worksharing Workflow
The following steps provide the general workflow for setting up and using workshared projects.
1. Select the project to share. A workshared project is one that several team members
need to work on at the same time.
2. Enable worksharing. When you enable worksharing, Revit creates the central model for
the project. The central model is like the project database. It stores all changes made to
the project and stores all current workset and element ownership information. It is
recommended that after the central model is created, all work be done in local copies of
the central model. All users will need to save a copy of the central model on their local
network or hard drive. All changes can be published to the central model and all users
can load other users changes from the central model at any time.
3. Optionally, you can set up additional worksets. A workset is a collection of elements,
such as walls, doors, floors, stairs, ducts, air terminal, or air handlers. When you enable
worksharing, several default worksets are created (2 default user-created worksets, and
worksets for the families that are loaded in the project, project standards, and project
views). You can create worksets based on functional areas, such as interior, exterior,
site, HVAC, electrical, or plumbing.
4. Begin worksharing. Each team member creates a copy of the central model on the local
network or hard drive to begin using worksharing.
(Worksets).
Note: If you have installed the A360 Collaboration for Revit add-on, then:
a. Click Collaborate tab
Collaborate.
b. In the Collaborate dialog, select Collaborate within your network and click
OK.
The Worksharing dialog displays, showing the default user-created worksets (Shared Levels
and Grids, and Workset1).
6. Click
Save As
(Project).
7. In the Save As dialog, specify a file name and directory location for the central model.
When specifying a name for the central model, use a naming convention that identifies it as the
central model (for example, OfficeBuilding_CentralModel.rvt).
Note: Because legacy versions of Revit appended backup file names with a decimal point and a
numerical string, you should not end your file name in this manner. Otherwise, a proper backup
directory will not be created. For example, if you want to name your central model
hotel.2010.rvt, consider naming it hotel_2010.rvt.
Attention: When you save the central model, be sure that it is saved to a network drive to which
all team members have access. If you are using server-based worksharing, Revit Server must
be installed on any machine hosting a central model, and the Host role must be enabled in the
RSN.ini file on that machine.
9. In the File Save Options dialog, select Make this a Central Model after save.
Note: If this is the first time you have saved after enabling worksharing, this option is selected by
default and cannot be changed.
10. Select a default workset for local copies. For Open workset default, select one of the
following.
Workset Default
Description
All
Editable
Last Viewed
Specify
Workset Default
Description
Initial status is based on when the file was last
opened. Specify different worksets or click OK
to confirm the default.
Press Ctrl+A to select all worksets in this
dialog.
The backup folder contains the backup information and editing permission information for the
central model.
The Revit_temp folder contains files that provide progress information on operations (such as
Synchronize with Central) to the Worksharing Monitor.
The visibility of Individual Worksets can now be controlled through the Worksets tab of the
Visibility/Graphics Overrides dialog for each view.
All the Worksharing options are now available for use in the Collaborate tab.
Open.
2. In the Open dialog, navigate to the folder where the central model resides and select it.
To navigate to a central model that is connected to the Revit Server:
a. In the Open dialog, in the left pane, select
4. Click Open.
If you are already working in the central model, use Save As to create a local copy.
trying to Synchronize with Central at the same time. At the end of the day, you should relinquish
the elements you borrowed and the worksets you own.
You save your local model the same way you save a project model that does not use
worksharing. By default, you automatically save the changes in your local model when you
Synchronize with Central.
You can specify save reminders for saving local models and saving to central.
You cannot use Save As to overwrite a server-based workshared central model, but you can
use Save As to overwrite a file-based workshared central model on a file system.
When working on a workshared project, use the Synchronize with Central tool to save your local
changes to the central model.
To Synchronize with Central: Click Collaborate tab
Central drop-down
Synchronize panel
Synchronize with
(Synchronize Now).
If you want to modify the Synchronize with Central settings before you synchronize with central:
Click Collaborate tab Synchronize panel
Synchronize with Central drop-down
(Synchronize and Modify Settings). The Synchronize with Central dialog displays.
1. In the Synchronize with Central dialog, verify the location of the central model.
If necessary, click Browse to specify a different path for the central model. Specify the new path
in the Central File Location dialog, and click OK.
2. Select Compact Central Model to reduce file size when saving.
Note: Selecting this option increases the time needed to save.
3. Under After synchronizing, relinquish the following worksets and elements, select from the
following options:
To make your changed worksets and elements available to other users, select the
appropriate check boxes.
To synchronize the changes to central but keep the worksets and elements editable, clear the
appropriate check boxes.
4. If desired, enter a comment that is saved to the central model.
You can see all comments using the Show History tool.
5. Verify that Save local file before and after synchronizing with central is selected to ensure
your local file remains synchronized with central.
6. Click OK.
Your changes are saved to the central model and any changes from other team members are
copied to your local model.
Editable Elements
If you have saved all changes to the central model, but still have editable elements when you
close the local file, the Editable Elements dialog displays.
If you do not want to keep ownership of the checked out worksets and borrowed elements, click
Relinquish elements and worksets; otherwise, click Keep ownership of elements and worksets.
Synchronize panel
(Reload Latest).
Relinquishing Elements
When working on a workshared project, use this procedure to return elements for which you
have editing permissions without synchronizing with the central model.
1. With the local model open, click Collaborate tab Synchronize panel
(Relinquish All
Mine).
Revit checks for any changes that require synchronizing with central:
If there are no changes to the model elements, ownership of the worksets and borrowed
elements is relinquished. A dialog does not display.
If there are changes, ownership status does not change. You still own any model elements
you modified. A dialog displays telling you that you made changes and suggests
synchronizing with central.
2. Click Close to close the dialog, if one displays.
If you do not mind discarding your local changes, you can relinquish permissions and borrow
elements. Open the central model directly or create a new local file from the central model, and
choose Relinquish All Mine. Best practice is to discard your original local file so that you do not
accidentally work on an outdated file or the wrong local file. If you retain your original local file,
be aware that if other users have modified elements that you used to own, the original local file
will be incompatible with the central model.
Show history
You can view a list of all the times a workshared project (the central model or a local copy of the
central model) was saved and who saved it.
The list also shows any comments entered in the Synchronize with Central dialog.
1. Click Collaborate tab
Synchronize panel
(Show History).
2. In the Show History dialog, navigate to the shared file, select it, and click Open.
3. In the History dialog, click the column headers to sort alphabetically or chronologically.
4. If desired, click Export to export the history table as delimited text. The delimited text can then
be read by a spreadsheet program.
5. When finished, click Close.
Synchronize panel
(Restore Backup).
2. In the Browse for Folder dialog, navigate to the backup folder for the project.
To see the central model backups, browse to the central backup folder.
To see the local file backups, browse to the local backup folder.
3. Click Open.
4. In the Project Backup Versions dialog, select a version.
5. Click Rollback.
6. Click OK to continue the rollback, or click Cancel.
Note: If your local copy of the central model has a version number greater than the version
number the central model was rolled back to, you will need to open the central model
Editing Requests
To streamline the process of working on a workshared project, you can use the status bar. The
Worksets button and the Active Workset drop-down provide the same functions as the
corresponding tools on the Collaborate tab Manage Collaboration panel.
The status bar always displays the active workset, and it provides one-click access to the
Worksets dialog.
The Editing Requests icon displays the number of pending editing requests that involve you.
Click (Editing Requests) to open the Editing Requests dialog.
The Worksets button and drop-down list and the Editing Requests icon display in the status bar
by default. If they are turned off, turn them on by clicking View tab Windows panel User
Interface drop-down Status Bar - Worksets.
When you borrow an element from a workset, your name is listed in the Worksets dialog as a
borrower. Your name also displays on the Properties palette for the Edited by parameter.
The simplest way to borrow an element is to make a change to the element. If the workset to
which the element belongs is not owned by another user, you automatically become the
borrower of the element and can make changes.
To borrow an element:
1. Select an element that is not editable by you. Be sure that the Editable Only option on the
status bar is not selected.
Elements that are not editable by you display the Make element editable icon, when you select
them in the drawing area.
2. Click (Make element editable) in the drawing area, or right-click the element, and click
Make Elements Editable.
If no one else is editing the element, it opens for you to edit.
If another team member is editing the element or has ownership of the workset to which the
element belongs, a message displays indicating that you cannot edit the element until the other
team member (the owner) resaves the element to central, relinquishes it and you Reload Latest.
Note: If you try to make a change to an element that is being editing by another team member,
the same message displays, allowing you to place a request to borrow the element.
3. In the Error dialog, click Place Request.
The Editing Request Placed dialog displays.
4. The owner receives automatic notification of your request.
Note: Your request is granted automatically if the owner synchronizes with central and
relinquishes the element.
5. You can leave the Editing Request Placed dialog open, so that you can check to see if your
request has been granted, or you can click Close to close the dialog and continue working. If
you tried to edit the element, click Cancel in the error dialog to cancel the edit.
If you make no other changes to the file and close it without saving, you do not receive a
Grant/Deny notification when you re-open the local file. To receive a notification, save the file
before closing it.
Note: Closing the Editing Request Placed dialog does not cancel your request. You will receive
a notification message when the request is either granted or denied. To check the status of your
request, in the status bar click (Editing Requests) or click Collaborate tab Synchronize
panel
(Editing Requests) to open the Editing Requests dialog.
When you synchronize with central, borrowed elements are relinquished by default. You can
keep them by clearing Borrowed Elements in the Synchronize with Central dialog.
You can find what Workset any building element belongs to by opening its Properties and
finding the Workset listed under Identity Data.
Managing Worksets
When working with a team project that is enabled for worksharing, use the Worksets dialog to
manage worksets of elements.
When you enable worksharing, several default worksets are created (two default user-created
worksets, and worksets for the families that are loaded in the project, project standards, and
project views).
The following image shows the Worksets dialog, with the two default user-created worksets,
Shared Levels and Grids and Workset1.
Gray Inactive Workset Graphics. Displays all elements in the drawing area that are not part
of the active workset as gray. This has no effect on printing.
Name. Indicates the name of the workset. You can rename all user-created worksets.
Editable. Indicates the editable status of a workset. You cannot change editable status until
you synchronize with central.
Owner. Indicates the owner of the workset. If the Editable status of the workset is Yes, or you
change the Editable status of the workset to Yes, then you are the owner of the workset.
The Owner value is the user name that is listed on the General tab of the Options dialog.
Borrowers. Lists the users who are currently borrowing an element from the workset. If there
is more than one borrower, you can view the list of borrowers from the drop-down list.
Opened. Indicates if a workset is open (Yes) or closed (No). Elements in open worksets are
visible in the project, elements in closed worksets are not.
Show. Allows you to show or hide the different types of project worksets (User-Created,
Families, Project Standards, Views) that display in the Name list.
When creating worksets for a workshared project, use these guidelines.
Planning Worksets
Use worksets when you want to reserve parts of a project so that only the assigned user can
edit the elements in that workset.
Also consider these benefits for creating worksets:
Convenience for editing
Dividing a project into worksets makes it easier to make whole sections of a project editable at
once.
Visibility control
You can control overall visibility in a project when you link Revit models into other Revit projects.
For example, it is often convenient to turn off visibility of the Shared Levels and Grids workset
when linking models so that you do not have to turn off levels and grids individually in each
view.
You can assign a display mode to worksets so that you can visually identify and differentiate
them in your model.
Check Out a Workset to Prevent Changes to Certain Elements
In file-based workshared projects, checking out a workset may occasionally be of use if certain
model elements, such as the building grid or linked files, need to be protected from accidental
change. In that event, BIM managers or team leaders can check out a workset containing
project elements that should not be casually edited or relocated.
Avoid Overlap
Avoid interaction between worksets by creating worksets that dont overlap functionality.
Project Size
The size of the project may affect the way you enable worksharing for the team. In general,
elements that are edited together should be in one workset. You do not need to create a
workset for each floor of the building.
In a multistory structure, however, you may want to create a workset for a set of building
elements that only appear on one floor, such as a boiler or tenant interior.
If the floor plate of a project is too large to fit on a sheet and you need to split it up, you may
want to consider creating a workset for each side of the building.
Team Member Roles
Typically, designers work in teams, with each assigned a specific functional task. Each team
member has control over a particular portion of the design (for example, interior, exterior, site,
HVAC, electrical, or plumbing). The workset structure for the project can reflect this breakdown
of tasks, and you can name the worksets accordingly.
Worksets and Templates
Worksets cannot be included in project templates.
Default Workset Visibility
The performance of Revit improves if some worksets are not visible by default. This visibility
control eliminates the time required to draw additional views of the project.
To identify visibility requirements, determine the frequency with which the elements in the
workset display in the project. Under this guideline, you might have an exterior workset visible
by default, while a specific furniture workset would not be visible.
Display Worksets in Multi-Discipline Workflows
When creating new worksets, select the Visible by default in all views option. Clearing this
option renders the workset invisible and problematic in multi-discipline workflows where feature
visibility can be of paramount importance.
Groups and Families
Groups and families have a type workset and an instance workset that do not have to be the
same.
All elements in a group are in the group instance workset. To edit the group, make the group
type workset editable or borrow the group type. To modify the elements inside a group, make
the group instance workset editable. To determine the worksets in which the elements reside,
select elements and check the Workset property on the Properties palette. If you use element
borrowing to check out a group instance, Revit automatically borrows all elements in the group.
Note: The worksharing display mode commands are available on the View Control Bar after
worksharing has been enabled in the project.
In the example shown here, the view displays model elements that need to be synchronized
with the central model. Views with the worksharing display mode enabled display a colored
border and the name of the applied display mode (Model Updates) as shown here. You can turn
off or change the display mode at any time.
When you enable worksharing display modes, the following occurs to display styles:
wireframe remains as wireframe
hidden line remains as hidden line
all other display styles switch to hidden line
shadows are turned off
When you turn off worksharing display modes, the original display style settings are
automatically reset.
Note: While in worksharing display mode, you can change the display style or turn shadows
back on. Note that if you do this, the worksharing display colors may not display as expected.
Worksharing display modes work with ghost surfaces as well as edit modes. Note that in edit
modes, elements such as sketch lines may display according to the color enabled in the
worksharing display mode. You can turn the worksharing display mode on or off as needed to
avoid confusion with edit modes.
Worksharing display modes can be used with Temporary Hide/Isolate. If you are in both modes,
the color of elements is determined by the worksharing display colors and the visibility of the
elements is affected by Temporary Hide/Isolate.
Printing with Worksharing Display
You can print drawings with the worksharing display mode turned on or off. When you print a
drawing and any worksharing display modes are on, the Print with Worksharing Display dialog
lists the views in which these modes are enabled. Specify whether to print the display mode
color.
Best Practices
When working on a team project that is enabled for worksharing, use these guidelines to
improve productivity and performance.
Worksets and Element Borrowing
Generally, it is recommended that you work in your local copy of the central model and not
make worksets editable. When you edit an element that is not being edited by another team
member, you automatically become the borrower of the element and can make the changes you
need.
It is recommended that you synchronize with central frequently as you work. Synchronizing
relinquishes borrowed elements by default, allowing other team members to edit them.
Use Worksharing Display Modes
Use worksharing display modes to visually distinguish element checkout status, element
owners, model updates, and worksets.
Worksets Dialog
Close worksets from the Worksets dialog to globally turn off element visibility, instead of turning
them off in the Visibility/Graphics dialog box.
Use Reload Latest
Use the Reload Latest command to update your copy of the project without changing the central
model. This practice saves time by eliminating the need to reload the model during the save-tocentral process.
Compact Central Model
Periodically synchronize with the central model with the Compact Central Model (slow) option
selected. This option reduces file size when saving workset-enabled files. The process of
compacting rewrites the entire file and removes obsolete parts in order to save space. Because
the Compact process takes more time than a normal save, it is strongly recommended that you
only do this when workflow can be interrupted.
Release RAM
Close unneeded worksets to release allocated RAM for use in memory-intensive tasks such as
printing and exporting.
Central File Access pane shows information about project files in which you are currently
working, and identifies other users who are also working on those projects.
Editing Requests pane shows information about requests that you have issued, asking
others for permission to work on part of a project. It also shows requests that others have sent
to you, asking for your permission to work on a part of a project that you currently control.
Notifications pane displays warnings and notices, providing information about issues that
may interfere with your work on a Revit project.
Desktop Alerts
You can configure Worksharing Monitor to display desktop alerts when certain issues arise
related to Revit workshared projects. A desktop alert is a message that displays near the
Windows system tray. To specify the desktop alerts that you want to see, use the Options
dialog.
Note: When the Worksharing Monitor window is active, desktop alerts do not display, because
the same information displays in the window.
Central File Access
To determine who is currently working on a project on which you are also working, check the
Central File Access pane in Worksharing Monitor.
For each workshared project that you have open in the Revit software, Worksharing Monitor
displays a corresponding tab in this pane. Click a tab to access information about that project.
The tab displays one line for each project user. Your information line is highlighted. If you are
working with a local copy of the project file, the top of the tab indicates how long ago you saved
changes to the central file. Red text indicates that someone is working in the central file.
Check the Action column to see what other users are doing in the project:
Working in local: The user is working in a local copy of the project file.
Opening central file: The user is opening the central file to work in it directly.
Working in central: The user is working directly in the central file for the project.
Synchronizing with central: The user is saving changes to the central file.
Reloading latest: The user is updating the local copy of the project file with the most recent
version of the central file.
A user name displayed in gray indicates that the user is working in the project but is not
currently using Worksharing Monitor. As a result, this user is not able to receive information
about editing requests through Worksharing Monitor. If you want to borrow elements from this
user, you must contact the user directly, rather than relying on Worksharing Monitor to do so.
The Central File Access pane displays only current activities related to a project. To see the
recent history (up to 5 days) of central file access for the project, use the following procedure.
To view the Central File Access history
1. In the Central File Access pane, click the tab for the desired project.
2. Click (History) in the upper-right corner of the pane.
3. In the History dialog, for Show me up to, indicate the number of days of history to view.
The History dialog displays information about each action involving the central file for the
Revit project. If a central file access operation failed, click for information about the failure.
To export history to a file
1. In the History dialog, click Export history shown.
2. In the Export dialog, navigate to the desired folder, specify a file name, and click Save.
When you are working with a local copy of a project file, check the corresponding tab of the
Central File Access pane to see whether the central file has been updated by others.
If other users have changed the central file, the icon displays next to the local file name.
Move the cursor over the icon to see a tooltip indicating who has updated the central file.
When you use Collaborate tab Synchronize panel Reload Latest in the Revit session to
bring your local copy of the project file up to date with the central file, the icon disappears
from the project tab on the Central File Access pane of the Worksharing Monitor.
If desired, you can configure an option to receive a desktop alert whenever someone updates
the central file.
The Synchronize with Central process loads changes from other files to the central file, and then
saves local changes to the central file, which are saved by default.
In a Revit session, you use Collaborate tab
start saving changes.
Synchronize panel
The Central File Access pane of Worksharing Monitor displays the progress of the Synchronize
with Central operation, which involves several distinct steps. These steps are tracked in the
Step/Time Remaining column.
4. Saving Local File (optional): Saves changes to the local copy of the file, if this option is
selected by the user when initiating a Synchronize with Central operation.
If the Step/Time Remaining column displays Waiting , the Synchronize with Central operation
is on hold because it is blocked by other concurrent actions involving central file access.
Editing Requests
Use the Editing Requests pane in Worksharing Monitor to review pending requests for
borrowing elements and for granting access to elements.
The Editing Requests pane lists the following:
Requests that you have made to other users to borrow elements that they currently control
Requests from other users to you for access to elements that you currently control
When a request is granted, denied, or retracted, its information moves to the Editing Requests
history. If a request is sent to multiple recipients, it displays on the Editing Requests pane as
long as it has not been fully granted and none of the recipients has denied it.
Note: To receive a desktop alert when your editing request is granted or denied, or when
someone is sending a request to you, set options for editing requests.
For each pending request, the Editing Requests pane shows the sender, recipient, status,
related Revit project file, and time when the request was initially sent.
If a user name is listed in gray, that user is not currently using Worksharing Monitor or does not
have the requested project file open. As a result, Worksharing Monitor cannot notify the user of
pending requests. You must use another method to contact the user about the request.
Worksharing Monitor issues a notification when it cannot contact a user about an editing
request.
The Status column shows the following:
o
o
Waiting for responses: Recipients who have not responded to the request.
Redirected to: Recipients to whom the request was redirected and who have not
responded.
The Editing Request History dialog can display up to 5 days of information about editing
requests.
Notifications
In Worksharing Monitor, an active notification informs you of a current issue that impacts (or
may impact) your work in Revit.
The Worksharing Monitor lists these messages in the Notifications pane. It may also display
desktop alerts about these issues.
To see the details of a notification, click its summary in the left list. The notification description
appears on the right side of the pane.
Worksharing Monitor displays 2 types of notifications.
Icon
Type
Description
Warning
Notice
When an issue has been resolved, its notification moves to the Notification history.
In Worksharing Monitor, the Notifications pane lists only active notifications, that is, issues that
have not yet been resolved. When an issue is resolved, its notification is moved to the
Notifications history.
The Notifications history is discarded when you close the Worksharing Monitor.
To view the Notifications history
1. Click (History) in the upper-right corner of the Notifications pane.
2. In the Notifications History dialog, click a notification in the list to see its details.
To export the Notifications history
1. In the Notifications History dialog, click Export history shown.
2. In the Export dialog, navigate to the desired folder, specify a file name, and click Save.
If Worksharing Monitor detects a situation that may affect your work in a workshared Revit
project, it issues a notice.
Notice
Description
Suggestion
Expected delay
during your
central file
accesses
Slow network
Unable to
deliver editing
request
Users not
informed of
editing requests
If Worksharing Monitor detects a situation that impacts your work in a workshared Revit project,
it issues a warning.
Warning
Description
Suggestion
Critical file
unavailable
Incompatible
Revit version
Insufficient disk
space
Low physical
memory
Low virtual
memory
Multiple
sessions for
user ID
Network
disconnected
Warning
Description
Suggestion
Network
disconnected
Whether Worksharing Monitor window always stays on top of other application windows. This
option makes sure that you see new information as it becomes available.
Whether desktop alerts display near the Windows system tray to inform you of events as they
occur. Use options to indicate whether you want to receive alerts regarding central file
access, editing requests, and notifications.
To specify options for Worksharing Monitor, click
on the toolbar.
General tab
Use options on the General tab to specify the following:
Whether the Worksharing Monitor window always stays on top of other application windows.
This option makes sure that you see new information as it becomes available.
If you use desktop alerts (specified on the other tabs), how long they display on the Windows
desktop.
Notifications tab
Select an option to indicate that you want to receive desktop alerts when Worksharing Monitor
issues a notification or a problem is resolved. Clear an option to avoid receiving these desktop
alerts.
Summary Worksharing
A workshared project is one that several team members need to work on at the same time. For
example, a team may have different members assigned to work on specific functional areas,
such as the interior layout, the exterior shell, the furniture layout, HVAC, electrical, and plumbing
systems.
When you enable worksharing, Revit creates the central model for the project. The central
model is like the project database. It stores all changes made to the project and stores all
current workset and element ownership information. It is recommended that after the central
model is created, all work be done in local copies of the central model. All users will need to
save a copy of the central model on their local network or hard drive. All changes can be
published to the central model and all users can load other users changes from the central
model at any time.
When worksharing begins, each team member creates a copy of the central model on the local
network or hard drive to begin using worksharing.
TodStephens,BSEE,MSEd|SoftwareApplicationsEngineer|AdvancedTechnologiesSolutions
CertifiedProfessional:AutoCAD,RevitArchitecture,RevitMEP,RevitStructure,Inventor,3dsMax,Maya
(t)800.327.3035|(p)904.363.2223|(c)904.349.6904|
tstephens@atsiCAD.com|www.atsiCAD.com