sharing the work in revit building with revit building · sharing the work in revit written by: ......

Sharing the Work in Revit Written by: Bill Knittle, Synergis Building Solutions Engineer

Concepts Adopting the Building Information Modeling methodology is a big step. The typical workflow of an architectural project will be noticeably different. The backbone of Revit’s power is its use of a single database for the entire project. The single database, while very powerful, provides many challenges for a project team. The first and most obvious challenge is how to share the single database among the project team. To achieve this feat, Revit uses a process called Worksharing or Worksets. Worksharing Vocabulary Central File: A master project database repository containing all building model data subdivided into logical areas created and saved in a shared location on a network so that more than one person can work on that project. Local File: A copy of the Central file saved on a project team member’s workstation or network location. This local file acts as an interfacing mechanism for working on the Central file. Workset: A collection of elements that can be edited by only one team member at a time. Element Borrowing: A process that allows a team member to edit an element with or without checking out a Workset. Element borrowing happens automatically when a team member selects an element for modification contingent on the fact the object is not owned or borrowed by another team member. Objects owned by other team members will not be open for borrowing. Editing Requests: When elements are modified by another team member, that person retains editing ownership to those elements. Therefore, when another team member wants to edit an owned element they must submit a request to the owner for rights to edit it.

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How Worksharing Works

1. A single user creates a project and begins creating the initial geometry and information. The building information model is developed to a certain point.

2. Then, additional users are required and

worksharing is enabled in the project. Central File

3. Revit automatically assigns the various

elements of the project to logical Worksets. Copy

4. The file is then saved as the Central file to the network appending the project file name with “-central” for clarification.

5. Team members will then save the Central file

as a Local file to their local hard drive or on the network and append the file name with an identifier such as “-bknittle” for clarification.

LocalFile 1

LocalFile 2 6. Additional Worksets can be created in a

user’s Local file to group the building elements into logical groupings. Element

Borrow or Create &

Check-out Worksets

7. Users make modifications by using Element

Borrowing or checking out a Workset through their Local file. Element Borrowing in a Workset checked out by another team member can be made through Editing Requests.

8. Each team member makes regular Local file

saves and also saves to the Central file throughout the day.

9. Each team member makes regular reloads

from the Central file to synchronize their own Local file.

10. Users with checked out Worksets can at

anytime relinquish ownership.

Building Shell

Workset

Interior Partition Workset

W

Save to Central

& Reload W

Central File 4 7 2 C A L I F O R N I A R O A D • Q U A K E R T O W N , P A 1 8 9 5 1 • 8 0 0 . 8 3 6 . 5 4 4 0

Initiating Worksharing The typical workflow consists of a single user creating a project and solely works to develop the building information model. The user continues to work alone until the time comes for more team members to assist in the process.

1. Beginning the process

a. Click on the Workset button on the Workset Toolbar. (It can also be accessed from the File pull-down menu.)

NOTE: There is no going back once Worksharing is enabled.

b. The Worksharing dialog will

appear. The dialog prompts the user for a name to the shared levels, grids, and generic workset that will contain default model objects. These default names are a good start, therefore they need not be renamed unless necessary. Select OK when ready.

c. The Workset window dialog

will appear allowing the user to view existing Worksets or create additional Worksets. Telements can be viewed all at once or filtered in the Show category. These Workset are the User-Created, Families, Project Standards, and the Views Workset.

he

Default Workset:

Views: For each view, a dedicated view workset is created automatically containing the view’s defining information and any view-specific elements such as annotation.

Familes: A family workset is created for each family defined in the project.


Project Standards: Each project setting is placed on its own workset. These standards include Materials, Line Styles, etc…

User-Created Workset

Shared Levels and Grids: At the onset of enabling worksharing, this workset was automatically created for existing grid and level objects.

Workset 1: Everything that is left over is placed into this workset.

2. Create the Central File

a. Doing a File>Save As will create the Central File. Best practices recommend that the Central File be given a name followed by “-Central” then saved to a shared network location. This will allow the additional team members to copy it to locally or on the network. Click the Options button.

b. The check box for “Make this

the Central location after save” wWill be checked after worksharing is envoked.

.

c. In the File menu, select Relinquish all Mine. This will relinquish all the Workses that were created so that they can then be accessed by the rest of the team.


3. Create the Local Files

Each team member will open the Central File and perform a File>Save As. Best practices recommend that the Local File be given the same project name followed by “-[Login Name]” and save it to their local hard. A virtual link is created by Revit that connects the two files.

NOTE: Some project leaders actually create the Local Files for the team and save the Local Files on the network for back-ups. Users then open their specific Local File. Verify network speed. The Central File should not be opened beyond this point.

Benefits of Workset

Large projects can be broken down into manageable areas. Each team member can be assigned a Workset giving them sole

responsibility of that portion of work. When opening a project, the user can specify which Workset to open. Disciplines can work independently from one another by creating

discipline specific Workset within the same project. (typical in an AE firm)

Visibility of Workset can be controlled per view.

Limitations of Workset

Regular saves to central and reloads from central need to be coordinated manually to keep the team and Central file in sync.

Editing Requests must be acknowledge both verbally and electronically. Anybody can create a Workset. Relying on team members going on vacation or becoming ill to relinquish

all Worksets at the end of the day to ensure the project still moves forward.

Considerations when creating Workset will depend on several factors.

The project size The size of the project team The team member’s role (modeling or drafting, Architectural or MEP,

etc…) Carefully planning with the team how the building model will be assigned

and broken down into simple and logical Worksets.


Creating Worksets

a. Click the Workset button on the Workset Toolbar. This will launch the Workset dialog window.

b. In the Workset dialog window

select the New button. This will launch the New Workset dialog window.

c. Give the new Workset a name that describes what elements will be assigned to it. This will prevent any confusion. Check the “Visible by default in all views” box. This will give the Workset the most flexibility.

NOTE: Creating a Workset will automatically make the user who created it the owner. d. Open a view to work in. Plan

or 3D views work really good for moving objects to a Workset. Select common objects (walls, doors, windows etc…) and on the Options Bar select Properties or Right Mouse Click to select Properties. In the Element Properties dialog window under Instance Parameters find Identity Data. Find the parameter Workset. Activate the cell’s flyout and select the new Workset.


e. Continue this procedure to create and assign elements to additional Worksets.

4. Saving Local, Saving to Central, and Reload Latest

It is very important to have a well regimented plan when it comes to Worksharing. Times to do project saves and updates should carefully be selected throughout the day as to not disrupt the project workflow (during lunch break or prior to leaving for the night.)

a. Saving the Local File can be accomplished by either cthe Save button on the Standard Toolbar, going to File>Save, or the command alias Ctrl+S. All three options execute the save command.

licking

b. Saving to Central can be accomplished one of two ways. The first method involves the Save to Central button on the Standard Toolbar. This command updates the Central File with recent changes. However, it does not return the user-created Workset. The preferred method is using File>Save to Central. This will provide the user many more options when executing the command. The File Save As dialog window will be launched.


c. In the File Save As dialog

window, the user can rany owned Workset, as well as, save their own Local File. Comment field is provided forspecifics.

elinquish

A

d. Synchronizing the project can also be accomplished in many ways. File>Reload Latest is one method of updating the Local File. The command alias RL is also available when synchronizing

5. Working in a Shared Environment

Modifying elements in a Workset checked out by you is one story. However, if that element happens to be of a Workset which is not owned or owned by another user, will require element borrowing. Element Borrowing occurs when a modification is made to an element(s) that is not owned by you. A small icon resembling a puzzle piece with a line through it appears to signify it is locked. Two things will happen at this point. The user will click the puzzle piece and:

a. The user will click the icon

and the element(s) will be free for editing. This occurs when an element(s) is part of a Workset that is not checked out or owned.

b. The user will click the icon

and a warning will appear flagging the object as being owned by another user. You will then be given the choice to place an Editing Request.


Editing Requests are delivered via Revit from the requesting user to the receiving user.

a. The requester will click the Place Request button to alert the owner electronically and then call, IM, or email the other user. The requester can wait a minute and Check Now to see if his request was granted or Continue to work while the request is answered.

b. The owner of the element will

receive a call, IM, or email aclick the Editing Requbutton on the Workset Toolbar.

nd ests

rom

c. This will launch the Editing

Requests dialog window displaying all pending requests from other team member(s). The owner will either click the Show button to see the element(s), click the Grant button to allow the requester to borrow the element, or click the Deny/Retract button to disallow the borrowing of the element(s).

d. If the requester waited and

clicked Check Now Revit relays the granted request fthe owner.

e. If the requester clicked

Continue, the owner either called, IM’d, or emailed the response. But, if that did not occur, the requester could simply click the Workset button on the Workset Toolbar and view the Borrowers column to see if the request has been granted.


NOTE: Editing Requests still require a measure of verbal communication outside of Revit to acknowledge or confirm a request for modification. Once a request has been granted it will no longer appear in the Editing Requests dialog windows of all parties.

6. Improving the Performance of Worksharing in Revit

Projects tend to take on a life of there own sometimes often leading to increased file size which can really slow performance. Revit offers the ability of selectively open the project through its Worksets.

a. A user will begin the process of opening a project either through File>Open, the Open button, or the command alias Ctrl+C. In the Open dialog window under Open Workset, several options are available as to how the project is opened.

opens all the Worksets of the

opens all Workset

e Workset t

orkset selected

7. Visibility of Workset

prominent benefit of Worksets is having the ability of controlling its visibility settings

ray Inactive Workset Graphics is an option that can be activated from several he

Allproject. Editablechecked out by you. Last Viewed opens ththat were opened when the projecwas last closed. Specify opens Wfrom a list in the Opening Workset dialog window.

Awhether it be On or Off to being grayed out for clarity. Glocations. They include clicking the Gray Inactive Workset Graphics button on tWorkset Toolbar or by check box in the Workset dialog window.


Visibility Graphics provides an additional tcalled Workset which turns the visibility of all elements on a Workset on or off. Simply access it by Right-Mouse-Clicking in the view, the menu View>Visibility Graphics, or the command aliases VV / VG. Then, select the Workset tab. Finally check the box(s) to view the Workset(s) or uncheck the box(s) to hide the Workset(s).

ab

8. Additional Tips Back-ups: When Worksharing is envoked, Revit automatically creates a back-up folder for the central and local files. The incremental back-ups are controlled by the Save As options.

New Releases or Builds: When a new release or build is rolled out, the IT manager or Project Leader needs to open the Central File and save it as the new version. Then the users can create Local Files from the new Central File and continue working. Linked Data: External project data can be linked to Revit and assigned to a Workset for additional visibility control. Revit also creates a tab for Revit Links in the Visibility Graphics dialog window.


Detaching from the Central File: This will break the connection between the Local File and the Central File. This option is accessed by opening a Local File and checking the box for Detach from Cental. Revit will explain what this process will do and request your approval before proceeding.

The Worksharing Roadmap

Local A Local B

Central

Shell & Core Workset

Furniture Workset

Linked Workset

Linked

Local Saves

Element Borrowing & Editing Requests

Save to Central

Reload Latest

Workflow Legend


sharing the work in revit building with revit building · sharing the work in revit written by: ......

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