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Forums >> Workflow & Implementation >> Worksets >> Working with Worksets?

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Mon, Sep 29, 2014 at 5:43:13 PM | Working with Worksets?

#1

ChicagoP1


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Good day all.

I've created worksets for my team. But I guess I didn't set them up right because my sheet metal guy and move my mechanical pipe guys content and the opposite. I own the architectural and they can also move doors and ceilings.

What can I do so that the only person working on their workset can not modify the others?

I think I understand the workset monitor options but if someone can expound on that this too would be helpful.

Thaank you all in advance.


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Mon, Sep 29, 2014 at 6:04:32 PM | Working with Worksets?

#2

WWHub


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Worksets are useful for users working in the same model and discipline... architects / structural / MEP are all seperate typically (but they don't always have to be).  In this type of setup, you will have a seperate model for each discipline and you link in the other user's model and copy monitor what you need to.  In your instance, the other users would only copy monitor the levels and grids (but don't move them).  If you follow this pracice, you each can see the other's model but you can only modify your own. 

 

If all of the sheets you produce are within one office, then you may want to use one model.  Then the only way to limit who can work with what is to check out a workset and never release it.  But then you need a workset for each discipline to work in.


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Mon, Sep 29, 2014 at 6:36:45 PM | Working with Worksets?

#3

ChicagoP1


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Ahhh, Thanks! I need to have my team copy/monitor the levels and grids that they are working on?

Yes everything is done in one office. We plan on using revit to also create our construction documents.

We are using one model and I've setup worksets for sheet metal, dwv, mechanical piping and natural gas. I'm not quite following the "check out a workset and never release it"?

Thanks.


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Mon, Sep 29, 2014 at 7:04:21 PM | Working with Worksets?

#4

WWHub


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Learn to use your HELP.  Under worksets / workset overview, you would have read this:

 

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 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 Revit models so that you do not have to turn off levels and grids individually in each view.

You have two ways of working in Revit. 

  1. Borrow what you need
  2. Make workset editable (check out the workset)

 

If you work on an element in the project, you will be borrowing it and nobody else can work on that elements until you save to central and release it.

 

When you make a workset editable (collaborate tab / worksets ), then the whole workset is checked out and nobody can work on any element in that workset.   They are visible but you can't modify them if you don't "own" them.


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