When working on a team project, use the following guidelines.
Worksets Dialog
Close worksets from the Worksets dialog to globally turn off element visibility, instead of turning them off in the Visibility/Graphics dialog box.
Verify Software Build
Verify that the same Revit build is installed on all computers that share worksets.
Use Reload Latest
Use the Reload Latest command to update your copy of the project without changing the central model. This saves time by eliminating the need to reload the model during the save-to-central process.
Fix Posted Warnings
Use the Select Link command to identify and fix posted warnings prior to allowing local copies. Click Collaborate tab
Coordinate panelCoordination Review drop-downSelect Link.
Use Audit
Periodically open the central model with the Audit option selected and then save the model. If corrupted elements are encountered during the audit, they are deleted if possible and the user is notified.
Compact Central Model
Periodically synchronize with the central model with the Compact Central Model (slow) option selected. This option reduces file size when saving workset-enabled files. The process of compacting rewrites the entire file and removes obsolete parts in order to save space. Because the Compact process takes more time than a normal save, it is strongly recommended that you only do this when workflow can be interrupted.
Backups
Ensure that a sufficient number of backups are being created. At a minimum, you should have at least one backup for each member of your worksharing team in order to increase the likelihood that each team member's data is saved as part of the backups.
Avoid Overlap
Avoid interaction between worksets by creating worksets that don’t overlap functionality.
Release RAM
Close unneeded worksets to release allocated RAM for use in memory-intensive tasks such as printing and exporting.
Check out a Workset
In file-based workshared projects, checking out a workset may occasionally be of use if certain model elements, such as the building grid or linked files, need to be protected from accidental change. In that event, BIM managers or team leaders can check out a workset containing project elements that should not be casually edited or relocated.
Specify a Starting View
You can specify the default view that is opened when the central or any local model is opened. See Specifying the Model Starting View.
Worksharing Display Modes
Use worksharing display modes to visually distinguish element checkout status, element owners, model updates, and worksets. See Worksharing Display Modes.