Considerations for Worksets

In general, when setting up worksets, you should consider the following guidelines.

Project Size

The size of the project may affect the way you enable worksharing for the team. In general, elements that are edited together should be in one workset. 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 a set of building elements that only appear on one floor, such as a tenant interior.

In a multistory structure, however, you may want to create a workset for a set of elements that only appear on one floor, such as a boiler.

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

Team Member Roles

Typically, designers work in teams, with each assigned a specific functional task. Each team member has control over a particular portion of the design (for example, interior, exterior, site, HVAC, electrical, or plumbing). The workset structure for the project can reflect this breakdown of tasks, and you can name the worksets accordingly.

Worksets and Templates

Worksets cannot be included in templates.

Default Workset Visibility

The performance of Revit improves if some worksets are not visible by default. This visibility control eliminates the time required to draw additional views of the project.

To identify visibility requirements, determine the frequency with which the elements in the workset display in the project. Under this guideline, you might have an exterior workset visible by default, while a specific furniture workset would not be.

Display Worksets in Multi-Discipline Workflows

When creating new worksets, leave the Visible by default in all views option selected. Clearing this option renders the workset invisible and problematic in multi-discipline workflows where feature visibility can be of paramount importance.

Groups and Families

Groups and families have a type workset and an instance workset that do not have to be the same.

All elements in a group are in the group instance workset. To edit the group, make the group type workset editable or borrow the group type. To modify the elements inside a group, make the group instance workset editable. To determine which worksets the elements are in, select elements and check the Workset property on the Properties palette. If you use element borrowing to check out a group instance, Revit automatically borrows all elements in the group.