Workflow: Setting up a Workshared Project

The following steps provide the general workflow for setting up a project for worksharing.

  1. Select the project to share.

    A workshared project is one that several team members need to work on at the same time.

    For example, different team members may be assigned to work on different functional areas of the project, such as the following:

    • For architects and structural engineers: interior, exterior, and site
    • For system engineers: HVAC, electrical, or plumbing
  2. Enable worksharing.

    When you enable worksharing, Revit creates the central model for the project. The central model is like the project database. It stores all changes made to the project and stores all current workset and element ownership information. It is recommended that after the central model is created, all work be done in local copies of the central model. All users will need to save a copy of the central model on their local network or hard drive. All changes can be published to the central model and all users can load other users’ changes from the central model at any time.

    See Enabling Worksharing.

  3. Optionally, set up worksets.

    A workset is a collection of elements in a workshared project. They may be organized into functional areas, or they might be organized in some other way.

    When you enable worksharing, several default worksets are created (2 default user-created worksets, and worksets for the families that are loaded in the project, project standards, and project views). See Default Worksets and Setting Up and Managing Worksets.

  4. Begin worksharing.

    Each team member creates a copy of the central model on the local network or hard drive to begin using worksharing.

    See Working on a Team Project.