When creating worksets for a workshared project, use these guidelines.
Use worksets when you want to reserve parts of a project so that only the assigned user can edit the elements in that workset.
Also consider these benefits for creating worksets:
Dividing a project into worksets makes it easier to make whole sections of a project editable at once.
You can control overall visibility in a project when you link Revit models into other Revit projects. For example, it is often convenient to turn off visibility of the Shared Levels and Grids workset when linking models so that you do not have to turn off levels and grids individually in each view.
You can assign a display mode to worksets so that you can visually identify and differentiate them in your model.
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.
Avoid interaction between worksets by creating worksets that don’t overlap functionality.
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 boiler or tenant interior.
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.
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 cannot be included in project templates.
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 visible.
When creating new worksets, select the Visible by default in all views option. Clearing this option renders the workset invisible and problematic in multi-discipline workflows where feature visibility can be of paramount importance.
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 the worksets in which the elements reside, 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.