The project revolves around the working set, with the final model centrally managed. A central model is saved on a server within the local area network (LAN). Any computer connected to the LAN can access the shared folder on this server and edit the files stored there. The central file, created within this shared folder, remains saved on the server computer.
For a professional engineer to work on the model, they must first open the central file on the server and save it as a local file on their own computer. It’s important to note that only by opening the central file directly on the server can users save a local copy for editing. All modifications happen on this local file, not the central file. Therefore, regular synchronization with the central file is necessary. To do this, save your local file and then click the “Synchronize” button under the Collaboration tab. This ensures everyone on the LAN can update their central file copy and view the latest changes.
To start a new project, select a project template and set your username in Revit’s Options menu. This username should be unique or easily identifiable.
Next, divide tasks by creating a central file that incorporates all disciplines—HVAC, fire protection, plumbing, electrical, and others. From the Collaboration tab, select “Worksets” to create new workspaces. The creator of each workspace automatically becomes its owner, identified by their local username. After creating the worksets, save the project file using “Save As.” By default, the file is saved as a central file. Ensure the project files are stored in a shared folder accessible via the LAN.
To create a local model, open the central file from the shared folder within the LAN. In the work sharing section, select “Create Local File” (this option only appears when opening from the central file on the LAN) and then click “Open.” The file opened is now a local file and should be saved on your computer, typically in the software’s default location.
Plan your worksets carefully by adding new ones based on task divisions, assigning each user to their respective workset.
When designing, first navigate to the Workset tab and claim your workspace. Make sure to change the ‘active workspace’ to one assigned to you or marked as editable. If you don’t switch, you will remain in a non-editable workspace, and any elements you draw won’t be modifiable.
To synchronize with the central file, save your local changes and then click “Synchronize with Central File” under the Collaboration tab. This uploads your updates so that other team members can synchronize on their end and view the most recent work.
Regarding borrowing permissions: You cannot edit elements created by other users unless you borrow the required permissions. To do this, select a non-editable element, then click the icon or right-click and choose the option to make it editable. This opens a request window where you select “Place Request.” The request is sent to the element’s owner, and you can track pending requests under “Editing Request” in the Collaboration tab. Once the owner approves your request, you can edit the element.
Important: Always ensure you have the correct active workset selected before drawing to avoid issues with editing later.
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