Configure worksets and initiate worksharing

Learn how to initiate worksharing and create • Manage worksets in linked models.
worksets so that multiple team members can • Detach models from the central model.
work on the same project. Then see how to use
worksharing display modes and manage
worksets in linked models. Lastly, discover how
to detach a model from the central model.

o Collaboration and coordination

Learning objectives:

• Initiate worksharing and create

worksets.
The completed exercise
• Use worksharing display modes.

1. Open the exercise file worksharing.rvt.

Figure 1. The opened worksharing.rvt file

Configure worksets and initiate worksharing Page | 1

2. In the Collaborate tab, Manage
Collaboration panel, click Collaborate.

Figure 2. Collaborate tooltip

3. In the Collaborate dialog, select Within

Your Network and then click OK.

Figure 3. Collaborate dialog

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4. Click Save on the Quick Access Toolbar.
Then, in the Save File as Central Model
dialog, click Yes. This creates the
central model.

Figure 4. Save File as Central Model dialog

5. Next, close the central model by

clicking the File tab > Close. Then on
the Home page, under MODELS, click
Open.

Figure 5. Home page with cursor over

Open

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6. In the Open dialog, select
worksharing.rvt and then look at the
Worksharing options. Make sure Create
New Local is selected and then click
Open.

Figure 6. Open dialog

7. In the Collaborate tab, Manage

Collaboration panel, click Worksets.

Figure 7. Worksets tooltip

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8. In the Worksets dialog, click New. Then
create a new workset named Core and
Shell and click OK.

Figure 8. Worksets dialog with New

Workset dialog open

9. Create another workset named

Interiors and then click OK to close
each dialog.

Figure 9. Worksets dialog

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10. In the Collaborate tab, Manage
Collaboration panel, expand the
Synchronize with Central split button
and click Synchronize and Modify
Settings.

Figure 10. Synchronize and Modify

Settings tooltip

11. In the Synchronize with Central dialog,

select User-created Worksets to
relinquish ownership of the previously
created worksets. Then click OK to
synchronize the local copy with the
central model.

Figure 11. Synchronize with Central dialog

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12. Open the Level 1 floor plan view and
select the exterior walls. Then, in the
Properties palette, change the Workset
to Core and Shell.

Figure 12. Properties palette for exterior

walls with Workset parameter expanded

13. In the View Control Bar, click

Worksharing Display and then select
Worksets. Take a look at the color
coding in the drawing area. Adjust the
Workset of walls as needed so that
they are in the appropriate workset.

Figure 13. Worksharing display modes in

View Control Bar

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