16.3 work sharing - revit architecture_ free online course

16.3 Work Sharing - Revit Architecture: Free online course

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Welcome > Training Course > 16. Phases >16.3 Work Sharing

You can work in a team in Revit Architecture using work sharing. Work sharing allowssimultaneous access to a shared model through use of a central file. Use worksharingwhen you are working with a single model (one RVT file) that will have multiple teammembers working on it.

Worksharing Workflow:

1. Select the project to share.

2. Enable worksharing.

3. Save a central file and create local copies with for every team member.

4. Set up worksets.

5. Begin to work in a team.

6. Save changes to central file.

Enable Worksharing:

Enabling worksharing involves creating a master project file, known as a central file, froman existing model.

1. Open the Revit project file (RVT) you want as the central file.

2. Click Collaborate tab -> Worksets panel -> Worksets.

3. The Worksharing dialog displays, showing the default user-created worksets(Shared Levels and Grids, and Workset1).

4. If desired, rename the worksets.

5. In the Worksharing dialog, click OK.

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6. The Worksets dialog displays.

7. In the Worksets dialog, click OK. You do not need to create worksets at thispoint.

8. Click Application Menu -> Save As -> Project.

9. In the Save As dialog, specify a file name and directory location for the centralfile.

10. When specifying a name for the central file, use a naming convention thatidentifies the file as the central file (for example, OfficeBuilding_CentralFile.rvt).

Important: When you save the central file, be sure that it is saved to a networkdrive that all team members have access to.

11. In the Save As dialog, click Options.

12. In the File Save Options dialog, select Make this a Central File after save.



Note: If this is the first time you have saved after enabling worksharing, this optionis selected by default and cannot be changed. Select a default workset for localcopies. In the Open workset default list, select one of the following.

Workset Default Description

All Opens all worksets in the central file. Opening all worksetswill significantly reduce performance in larger project files.

Editable Opens all editable worksets. Depending on how manyeditable worksets are in the central file, this option may significantly reduce performancein larger project files.

Last Viewed Opens worksets according to their state from a previousRevit Architecture session. Only worksets open in the last session open. If you areopening the file for the first time, all worksets open.Opens specified worksets. When you click Open, the Opening Worksets dialog displays.

Specify 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.

13. Click OK.

14. In the Save As dialog, click Save.

15. The file is now the central file for the project. Revit Architecture creates the filein the directory you specified and creates a backup folder for the file. For example,if your central file is called OfficeBuilding_CentralFile, you see the Revit project fileand the backup folder (OfficeBuilding_CentralFile_backup) in the directory.

16. Now, each team member must open this central file in their own workstationsand 'save as' for making a local copy to work on.

Set up Worksets:

A workset is a collection of elements, such as walls, doors, floors, or stairs. Only one usercan edit each workset at a given time. All team members can view worksets owned byother team members, but they cannot make changes to them. This restriction preventspotential conflicts within the project.

In general, when Setting Up Worksets, you should consider the following:

Project size

The size of the project may affect the way you enable worksharing for theteam. In general, elements that are edited together should be in oneworkset. 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 aset of building elements that only appear on one floor, such as a tenantinterior.



If the floor plate of a project is too large to fit on a sheet and you need tosplit it up, you may want to consider creating a workset for each side of thebuilding.

Team member roles

Typically, designers work in teams, with each assigned a specific functionaltask. Each team member has control over a particular portion of the design(for example, interior, exterior, or site). The workset structure for the projectcan reflect this breakdown of tasks, and you can name the worksetsaccordingly.

Worksets and templates

Worksets cannot be included in templates.

To Create Worksets:

1. Open your local copy of the central file, or open the central file.

2. Click Collaborate tab -> Worksets panel -> Worksets.

3. In the Worksets dialog, click New.

4. In the New Workset dialog, enter a name for the new workset (for example,Interior).

5. If you want the workset to display in all open and new views, select Visible bydefault in all views. Clear this option if you want the workset to display only inviews where you specifically turn on the visibility.

6. You can change the visibility of worksets later in the Visibility/Graphics dialog.

7. Click OK.

8. The new workset displays in the list of worksets; it is editable, and your username displays for Owner.

9. If you are setting up a workshared file for your team and want to assign ownersto each workset, each team member must open their local copy of the central file,select the workset in the Worksets dialog, and then select Yes in the Editablecolumn, or click the Editable button.

10. When you finish creating worksets, click OK to close the Worksets dialog.

11. If you have added only one new workset, Revit Architecture prompts you tomake the new workset active. Click Yes or No.



Adding Elements to Workset:

1. Click Collaborate tab -> Worksets panel, and select the workset from the ActiveWorkset drop-down.

2. If you want all elements that were not created in the active workset to display asgray, click Collaborate tab -> Worksets panel -> Gray Inactive Worksets.

3. Add the necessary elements to the Drawing Area.

If you wish to re-assign an element to a different workset. In the drawing area,select an element. For this example, a wall is chosen.

1. Click Modify Walls tab -> Element panel -> Element Properties.

2. In the Instance Properties dialog, locate the Workset parameter under IdentityData.

3. Click in the Value column for the parameter, and select a new workset.

4. Click OK.

Borrow Elements:



You can edit an element without having ownership of the workset it belongs to. To do this,you borrow the element from the workset. The borrowing process is automatic unlessanother user is editing the element or the workset it belongs to. If this occurs, you cansubmit a request to borrow the element. When your request is granted, you can edit theelement.

Procedure:

Elements that are not editable by you display the Make element editable icon, when youselect them in the drawing area.

1. 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 foryou to edit. If another team member is editing the element or has ownership of theworkset to which the element belongs, a message displays indicating that youcannot edit the element until the other team member (the owner) relinquishes it.

Note: If you try to make a change to an element that is being editing by anotherteam member, the same message displays, allowing you to place a request toborrow the element.

2. In the Error dialog, click Place Request. The Check Editability Grants dialogdisplays. Ask the owner to approve your request. The owner does not receiveautomatic notification of your request. You must contact the owner manually.

3. You can leave the Check Editability Grants dialog open, so that you can check tosee if your request has been granted, or you can click Continue to close the CheckEditability Grants dialog and continue working. If you tried to edit the element, clickCancel in the error dialog to cancel the edit.

Note: If you close the Check Editability Grants dialog, you will not be able toreopen it. To check the status of your request, ask the owner or click Collaboratetab -> Synchronize panel -> Editing Requests to review pending requests.

When you synchronize with central, borrowed elements are relinquished by default. Youcan keep them by clearing Borrowed Elements in the Synchronize with Central ->synochrinize and modify settings.

Granting a Request:

1. After being notified of a pending request, click Collaborate tab -> Synchronizepanel -> Editing Requests.

Note: Notification of a pending request is not automatic. A colleague should informyou, independent of Revit Architecture, when they need to borrow an element fromyou.

2. In the Editing Requests dialog, expand Others pending Requests.



3. Select the request. It has a time stamp and the user name of the personsubmitting the request.

4. You can expand the request to see the element name. To view the element,select it from the list and, if the element is not visible in the current view, clickShow.

Note: If you have modified the requested element, and you have not saved yourchanges to the central file, an asterisk appears next to the request.

5. Click Grant or, if you do not want the other user to borrow this element, clickDeny/Retract. You can also use Deny/Retract to withdraw your own request toborrow an element.

TIP: As you work, you can see the changes other team members have made tothe project after they have been synchronized with the central file. In your local file,click Collaborate tab -> Synchronize panel -> Reload Latest.

Synchronize with central:

When saving the changes in your local workshared file, you can do either of the following:

Synchronize with Central

Save locally

When you Synchronize with Central, the changes you made to your local file are saved tothe central file. Any elements you borrowed are relinquished by default when youSynchronize with Central. At the end of the day, you should relinquish the elements yourborrowed and the worksets you own.

Procedure:

To Synchronize with Central: Click Collaborate tab -> Synchronize panel -> Synchronizewith Central drop-down -> Synchronize Now.

If you want to modify the Synchronize with Central settings before you synchronize withcentral: 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 file.

2. If necessary, click Browse to specify a different path for the central file. Specifythe new path in the Central File Location dialog, and click OK.

3. Select Compact Central File to reduce file size when saving.

Note: Selecting this option increases the time needed to save.

4. Under After synchronizing, relinquish the following work-sets and elements,select from the following options:

To make your changed work-sets and elements available to other users,select the appropriate check boxes.

To synchronize the changes to central but keep the work-sets and elementseditable, clear the appropriate check boxes.

5. Verify that Save local file before and after synchronizing with central is selectedto ensure your local file remains synchronized with central.

6. Click OK.

7. Your changes are saved to the central file and any changes from other teammembers are copied to your local file.

TIP: To close without synchronizing: Try closing your local file withoutsynchronizing, Changes Not Saved dialog displays. Choose the appropriate action.

Opening project independent of the Central file:

Use this procedure to open a file independently for clients who want to seechanges or make changes without saving them. Clients can view the file andmodify it without worrying about borrowing elements or owning element worksets.This is also useful for project managers who are not working in the project file, butmight want to open it for review without interrupting the team.



1. Click Application Menu -> Open -> Project.

2. In the Open dialog, navigate to the central file and select it.

3. Select Detach from Central.

4. Click Open.

If a non-work shared file is opened with Detach from Central selected, Revit Architectureignores the option, and opens the file normally. After you open the file, it no longer has any path or permissions information. It is in astate similar to when worksharing was first enabled; all elements in the file can bemodified, but no changes can be saved back to the central file.

Note: If a longer-lasting independent copy of the central file is needed, such as when thecentral file is suspected to be corrupt, detach from the central file and save it as a newcentral file. Note that existing local files cannot synchronize with this new central file andnew local files created from the detached central file cannot synchronize with the oldcentral file.

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