Hello mpp0117 and welcome to Revitcity! as far as books go, I would look at this post: http://www.revitcity.com/forums.php?action=viewthread&thread_id=10137 As for worksharing, that subject will open you up to a whole new world of file management issues and best practices. I’ll try to explain worksharing w/o going into all that right now. When working on a project in Revit, in a team oriented setting you need to have the ability to create a file that everyone is able to work on and also be able to save their work to with out saving over what other team members have done. This can be accomplished in Revit by creating Central and Local files the team members work on, but because the team works in the same file, you also need to have the ability to monitor and control what each team member is working on inside the project so to prevent team members from making different changes to the elements, overriding another’s work, or working on the same elements at the same time. This is done by enabling Worksets, which will allow a user to check out part of a project to work on. Worksets will also show who is working on a project as well as prevent one team member from working on any element that another team member has the rights to. The first part of this process is to enable worksets. (ONCE ENABLED, WORKSETS CAN NOT BE DISABLED.) This should be done once you are ready to create the central file. At this point you should have project information entered (SETTING MENU) as well as some project specific families such as title blocks. · When you are ready to enable worksets, got to the FILE menu > WORKSETS and press OK on the dialog that pops up. This dialog is just asking you to rename the default worksets. We will not worry about this right now. Worksharing is now enabled inside for this project. · The next dialog that pops up shows what worksets are current in this project. At this point you can create new worksets to place objects on or rename the ones that already exist. o Example worksets: § Beams, Columns and Framing § Worksets by Levels · Ie. Levels 1-2, Levels 3-4 and so on § Worksets by Industry · Ie. Arch / Struc / Interiors · Once you are done creating or editing the workset names, hit OK and this will complete the process of enabling worksharing in the project. PROCESS: CREATING A CENTRAL FILE This part of the process will create the central file on the network the worksharing team will be saving. After this is created, you will need to go back to the worksets dialog and make some changes before you can create local copies. (CENTRAL FILES CAN NOT BE CREATED WITHOUT WORKSETS ENABLED.) · To create the central, use FILE > SAVE AS and name the file by your companies naming convention and at the end of the name add to it, - Central. (A typical naming convention consists of the project name and the date that the central file was created.) o Ex. 071223-PIOLET PROJECT 1 – CENTRAL.rvt · Save the file out on the network. You should notice that you no longer have the save option, but you now have a SAVE TO CENTRAL option. · The central file is now created but before you can create your local copies you need to go back into the worksets dialog and make each work set non-editable. This can be accessed from the worksets toolbar or by going to worksets under the file menu. Doing so will allow other team members to work inside the project. Once you have set the worksets to non-editable, do a SAVE TO CENTEAL to give up you rights to the worksets. This can only be done after the central file is created. By making worksets non-editable allows other team members to work inside the project. This makes each individual element editable as opposed to the entire workset. If you leave a workset as editable and see your name in the owner column, you will be the only one who will be able to work in that workset. This is called checking out a workset. This is not usually recommended as it could lead to problems if one member leaves the team while still being the owner of a workset. Instead of checking out a workset, you set them all to be non-editable, allowing team members to become owners of the individual elements inside a particular workset, allowing multiple people to work inside the same workset. While working in a non-editable workset, you should see other worksharing member’s names inside the borrower column of the worksets dialog. When you see names in the borrower column that means that those team members are borrowing objects inside that workset. This is the preferred method to using worksets. · Once the SAVE TO CENTRAL is complete and the worksets are set to non-editable you can now create local copies of the central for the other team members to work on. PROCESS: CREATING A LOCAL FILE At this point, you can now create the local file that the individual team members will be working on. This is simply a copy of the central file saved to each team member’s computer on their local drive. · To create the local file, open the central file from the team member’s workstation. Once the central file has opened, use FILE > SAVE AS and name the file WITH OUT the – CENTRAL. o It is a good idea to save the local copy using the same formatting as the central file again consisting of project name and date created and add – LOCAL. Doing so will avoid confusion on which file is to be getting worked in. § Ex: 071223 > PIOLET PROJECT 1 – LOCAL.rvt · Once the SAVE AS is complete you should see the SAVE option available again. Once this option is available, the local copy is ready to be worked in. PROCESS: WORKING WITH CENTRAL & LOCAL FILES WITH WORKSETS You are now ready to work inside of the local file. At this point you can continue working as you normally would following the process below. · While working in a file that has worksharing enable, it is recommended that you have the WORKSET TOOLBAR open. As you begin working, you will be switching between the workset on the toolbar so elements will be added to the appropriate workset. - RELINQUISHING YOUR RIGHTS
· As you work with worksets, the entities that you modify you take possession of, preventing other team members from working on the same objects that you are working form. This will prevent anyone from overriding your changes without your permission or saving over your work. When you select an object that someone is the borrower of, you will need them to relinquish their rights to that object(s) so you can continue working. You can also take possession of objects that might affect what you are working on or elements that you will need in the future but are not ready to make changes to yet. To do this, select the element(s) and pick on the puzzle piece icon that pops up. · If you need to work on an element(s) that another workshare team member is currently borrowing, you can either send an editing request through the warning dialog that pops up. o NOTE: The user that you send an Editing Request to does not get an automatic notification of the E.R. They will have to go under the FILE menu > EDITING REQUEST and check them. It might be a better idea to call them or go to their work area and ask them to relinquish their rights to the elements. o Once the Borrower has relinquished their rights, you can either SAVE TO CENTRAL or RELOAD LATEST. Both available under the FILE menu. o When doing a SAVE TO CENTRAL, you will want to do this through the FILE menu. The reason is that by going through the FILE menu, a dialog box pops up with options on it for saving. There is a category on this dialog that is called: AFTER SAVING, RELINQUISH THE FOLLOWING WORKSETS AND ELEMENTS · There are five check boxes in that category and it is good practice that anytime you see one of these available, to check it. Doing so will give up your rights to any element that you were working on allowing other team members to work on them. If you are on subscription I would also log into Autodesk and download the WORKSHARING MANAGER. A great tool! HTH clear this up for you, Brett
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"You cannot escape the responsibility of tomorrow by evading it today. " ~ Abraham Lincoln |
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