Configure worksets and initiate worksharing

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In this video,

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you will learn how to initiate work sharing and create works sets

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so that multiple team members can work on the same project.

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You'll also see how to use work sharing display

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modes and manage works sets and linked models.

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Lastly,

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you'll see how to detach a model from the central model.

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Work sharing allows multiple team members to

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work on the same project simultaneously.

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The process involves initiating work sharing

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and then creating a central model.

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All users then create a local copy of the central model

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and synchronize their changes to the central model.

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Let's take a look at how this works

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to initiate work sharing. Switch to the collaborate tab

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then in the manage collaboration panel, click collaborate,

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there are two options here

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within your network

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or in the cloud.

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If you choose in the cloud,

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you must have access to the Autodesk construction cloud.

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I'll select within your network and then click. OK.

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And when I do

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rev it initiates work sharing,

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the next step is to create the central model.

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And really all you have to do is click save in the quick access toolbar

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rev it recognizes that this is the first time that

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the project is being saved since work sharing was enabled.

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So all you have to do is click yes

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in the save file as central model dialogue.

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And when you do

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the project is now saved as a central model.

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And really you should not work in the central model.

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So you can close the file at this point by clicking the file tab

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and then clicking close.

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Then under models, you can click open

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and navigate to the central model.

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And when you select it in the open dialogue,

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you can see that create new local is selected in the work sharing area.

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And when you click open,

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you then create a local copy of the central model.

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Now you can work in your local copy

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and perform whatever changes you need to make. And then instead of saving

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the project, you actually synchronize with the central model.

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So on the collaborate tab

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in the synchronized panel,

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you can see there is a synchronized with central split button.

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And when you click synchronize and modify settings,

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it opens the synchronize with central dialogue.

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And here you can choose to synchronize and then relinquish

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any works sets and elements.

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And it's typically recommended that you select any available check box here

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so that you relinquish those items

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and then you can click, OK,

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and rev it will synchronize your changes from the local model to the central model.

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You can also create works sets

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to help divide the work.

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Let's take a look at that on the collaborate tab

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in the manage collaboration panel,

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click works sets

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to open the works sets, dialogue.

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This is very customizable.

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You can create works sets to meet the needs of your project.

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For example, maybe you have a co and shell works set and an interiors works set

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and maybe even a site works set.

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Or if you're working on a high rise,

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maybe you have work sets for groupings of levels, for example,

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levels one through 56 through 10,

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so on and so forth.

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It's whatever you need for your project.

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When you click new

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rev, it opens the new works set dialogue.

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I will enter corn shell

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and then I'll leave visible and all views selected and click. Ok,

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I'll click new one more time

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and this time I'll type in interiors

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and then I'll click. Ok.

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At this point, you can see that I am listed as the owner of these two works sets.

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Whereas the other two, I am not and that's because I relinquished those earlier.

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And so I'll click. Ok.

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And

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reed asks if I want to make the interiors works set, the active works set. I'll click.

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No.

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And then I'll click synchronize and modify settings in the quick access toolbar.

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And then I'll choose to relinquish the user created works sets again and click. Ok.

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Now when I go back to the works sets, dialogue,

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you can see that I am no longer the owner.

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So what that means is that any user that creates a local

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copy of this central model can borrow elements in a works set.

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I'll click. OK?

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And then I will select one of the exterior walls.

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And if I look in the properties palette

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under the identity data section, I can see the works set

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and I can change the works set.

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For example, I'll change this to core and shell

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and then I'll deselect the wall.

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Now there's also what's called the active works set. And you can see that

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in the active works set drop down.

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So you can, while you can change the works set of existing elements,

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you also need to make sure that

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you have your active works set set correctly.

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And then anything you add will be added to the active works set.

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If you want to see what works set elements belong to,

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you can use a work sharing display mode

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on the view control bar,

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click work sharing display.

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And then you can see the various options that you can use.

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For example, when you select works sets,

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the works sets, work sharing display mode will be enabled in the view.

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And now you can see

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a color code on the elements based on

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the works set.

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So for example, I'll select

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another exterior wall and I'll change the works set two core and shell

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and you can see that it updates.

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So this is helpful as you are working to make

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sure that elements are modeled on the correct works set.

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You can also use one of the other work sharing display modes.

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For example, check out status owners and model updates and those work best.

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When you are actively working with other users,

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you can also click work sharing display off

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to

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remove the current work sharing display mode.

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Additionally, when you open the visibility graphic overrides dialogue,

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you can see that there is a works sets tab

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when work sharing is being used in your project,

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and then you can control the visibility of each works set,

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you can choose to use the global setting,

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which is what we specified in the works sets, dialogue

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or you can choose to show or hide

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that works set.

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I'll click OK

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to close this dialogue.

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And now let's take a quick look at what that looks like

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in a linked model.

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When you have a linked model that is using works sets,

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you can open the visibility graphic overrides dialogue

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and then switch to the rev it links tab.

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Then when you click buy host view under display settings for the link,

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it will open the R VT link

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display settings dialogue.

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And when work sharing is enabled, you will see the works sets tab,

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for example, on the basics tab, I'll select custom

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and then switch to the works sets tab.

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And now we can choose the custom option here on the works sets tab

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and now we can control the visibility of the works sets in

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the linked model.

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I'm going to go ahead and click OK to close each of these dialogues

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and then I am going to click open

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and when we go to the open dialogue,

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and if I select the

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central model,

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really any central model you saw before that we can create a new local,

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you can also choose to detach from central.

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And there are multiple instances for which you may need to do this.

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If you need to send a model and transmit that in some way,

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you can detach it from central

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or if you just need to review it and you don't want to

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actively work on the project, you could detach it from central.

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And the way that you do that is by simply selecting detach from central

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and then click open

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and then you'll get a dialogue that gives you

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the option to either detach and preserve the works sets

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or detach it and discard the works sets altogether.

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And when you detach a model from the central model,

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you can see in the title bar that detached

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is appended to the file name.