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Transcript
00:04
After completing this lesson, you'll be able to understand worksharing and work in a collaborative environment.
00:11
The objective domains covered are, 4.1g, apply worksharing display modes to a view, and 5.2a, understand why worksharing features are used.
00:23
In larger projects, several team members may need to work together or collaborate within this same Revit project.
00:30
Worksharing enables multiple users to access the same Revit project and file.
00:36
You can use a local area network or a wide area network system or collaborate on the cloud.
00:44
When collaboration is enabled, you can divide the projects into worksets.
00:49
For example, you may split the model into steelwork and concrete, or perhaps down movement joints.
00:55
Careful consideration should be given to how a model is divided into worksets.
01:01
Perhaps by level and structure type, in this case, the roofing steelwork and sky bridge.
01:08
Or perhaps by structural movement joints, in this case, the west wing of the structure.
01:14
Go ahead and open up the model 035-Using worksharing features.
01:20
Ensure that you open this from the folder 035 central model.
01:25
The model opens up in the 3D view.
01:28
Our first task is to enable worksharing.
01:32
To enable worksharing, select the Collaborate ribbon, and on the Collaborate ribbon, select "Collaborate".
01:43
In the Collaborate dialog box, you have two options.
01:46
You can collaborate within your own network using a local area network or a wide area network,
01:51
or you can collaborate on the cloud with BIM 360 document management.
01:57
In our example, we're going to select "Within your network". Go ahead and select "OK".
02:08
Worksharing has now been enabled.
02:10
You'll now note the worksets is active on the ribbon.
02:14
Let's go ahead and set up some worksets.
02:17
Select the Worksets command and you are presented with the Workset dialog box.
02:23
By default, two worksets are created, Shared Levels and Grids and Workset1.
02:29
So the levels and grids are automatically added to shared levels and grids, and everything else is on Workset1.
02:36
We're going to create some new worksets. Go ahead and select New.
02:41
Here, we can name our workset. So we'll start here by creating a workset for the East Wing.
02:49
And then select "OK".
02:51
We'll create another workset for the Roofing Steel, and another one for the West Wing.
03:08
Go ahead and select "OK" to the Worksets dialog box.
03:12
You may be prompted to make the last workset active, in our case, we'll say "No".
03:18
Each element within the model can now be assigned the relevant workset.
03:23
First, we're going to recall some selection sets.
03:26
On the Manage ribbon, click Load Selection.
03:31
Let's begin with East wing.
03:34
We'll select East Wing and then click "OK".
03:37
Note in the Properties palette, we have Multiple Categories Selected, but the common property here is the workset.
03:44
And here, we can now select our relevant workset.
03:47
So in this case, this is the East Wing.
03:51
Now, of course, we may have openings going through different worksets here.
03:55
So this is just warning us that the opening partially cuts its host. We'll go ahead and select "OK".
04:02
Let's go ahead and load the selection set for roofing steel.
04:05
On the Manage ribbon, select Load Selection and select "Roof Steelwork".
04:13
Once again in the Properties palette, you'll note that we have multiple categories selected, but again here, we can select our relevant workset.
04:21
So in this case here, it's going to be Roof Steel.
04:25
Finally here, we would load the selection for the West Wing and then assign the relevant workset.
04:39
Ok, so our worksets are now populated with the correct elements.
04:44
To visually check that we have the correct elements on the correct workset, we can use Worksharing Display.
04:50
On the View control toolbar, select Worksharing Display, and then select Worksets.
04:56
Each workset is now represented with a different color.
04:60
These colors can be reviewed or changed and edited.
05:03
To do this, select Worksharing Display, and then select Worksharing Display Settings.
05:10
In the Worksharing Display Settings dialog, on the Worksets tab, you'll note here that we can visually see each workset.
05:18
If we want to change colors, we can select the color, and of course we can select a new color from the color palette.
05:25
Go ahead and select "OK" and switch worksharing display off.
05:32
We're now ready to create our central model.
05:35
On the quick access toolbar, select Save.
05:40
We are notified that this is the first time that the project has been saved since the worksharing was enabled.
05:45
This model will now become the central model.
05:48
Normally, this would now be on a file server somewhere.
05:52
Let's go ahead and select "Yes".
05:54
Notice on the quick access toolbar that the standard save tool is now gray or inactive, and instead here we have synchronize and modify settings.
06:05
This is now the central file. This is quite an easy way to visually see whether we're working in a local file or a central file.
06:13
Go ahead and close down this file.
06:16
Select File and then select "Close".
06:21
Each user now creates their own local file.
06:25
To create a local file, select Open, browse to the central model and select the central model.
06:33
In the lower half of the dialog box, you'll note that create new local is already ticked.
06:38
So we can go ahead and say "Open".
06:43
The local file is now open.
06:45
The file name is the same as the original file name, underscore, and then the user's name.
06:50
By default when I save this, this will be saved into my documents.
06:55
If we take a look on the quick access toolbar, we'll now see that we have two different saves.
06:60
I have Save, which was saved to my local file, or Synchronize and Modify Settings that will publish my changes up to the central model.
07:11
I'm now going to relinquish all of my ownership of the worksets.
07:15
To do this, select the Collaborate ribbon and you'll note on the Collaborate ribbon, I have a tool here, Relinquish All Mine.
07:23
Just to show you what this is going to do, let's first select Worksets.
07:28
So you'll see that we have our various different worksets displayed in the Workset dialog box, and you'll notice the owner is still myself.
07:36
What I'm now going to do is relinquish the ownership of all of these elements.
07:42
To do this, I can select Relinquish All Mine.
07:47
And now, if I select Worksets again, you'll now notice that I'm not the owner of any of these items.
07:53
However, if I want to take ownership of shared levels and grids, I can now make that editable and you can now see I have ownership of that workset.
08:04
Let's go ahead and select "OK".
08:10
So now a colleague has opened up a session of Revit and also browsed to the same local file.
08:16
So we are now going to see what happens when a colleague wants to edit a particular area of the model.
08:23
So here, we are going to select the roof and you'll notice we have an icon attached to this element.
08:29
If I select this icon, this will make the element editable.
08:34
So now what happens if I also wanted to select and edit that same roof?
08:38
Well, let's take a look.
08:41
So now if I select the roof in my software and then I select the icon - make element editable, you'll notice that I get an error down here.
08:50
This is essentially saying that I can't actually edit this until my colleague resaves it and relinquishes the element.
08:57
Notice here, of course, I could place a request through to my colleague to show my intention that I did want to change this.
09:06
However, I could've seen that my colleague had ownership on this by using my Worksharing Display.
09:12
Here, if I select Owners, I can now see that the roof is red.
09:17
Now this wouldn't work in real time.
09:19
So now we're going to switch back to my colleague and we'll see if my colleague take ownership of another element.
09:25
So my colleague is now going to take ownership of this floor slab here.
09:28
So once again, they could select that element and then select make element editable.
09:35
And now when I view my machine here, I can now see that that floor slab is also owned by my colleague.
09:43
So now my colleague is going to go ahead and make a change to the roof slab here. Simply going to change the pitch.
09:50
So in the Properties palette, he makes a change of the roof to 12 degrees.
09:55
My colleague then saves local and can then also save to central.
10:03
Notice that we can also put a commenting for this change.
10:10
And then select "OK".
10:12
Here, I'm going to now switch Worksharing Display off.
10:16
But you might notice that my roof doesn't appear to have changed.
10:19
This is because I need to reload the latest changes.
10:22
To do this, select the Collaborate ribbon and you'll notice here I can reload latest.
10:29
Note now that I can see the change to the roof slab.
10:32
If I wanted to review the history of the central file, I could also do that.
10:36
I could select Show History, then I could go ahead and pick the central file, and select "Open".
10:46
And I can see very clearly here that my colleague has made a change and an edit to the model at this date and time and has also added comments here.
Video transcript
00:04
After completing this lesson, you'll be able to understand worksharing and work in a collaborative environment.
00:11
The objective domains covered are, 4.1g, apply worksharing display modes to a view, and 5.2a, understand why worksharing features are used.
00:23
In larger projects, several team members may need to work together or collaborate within this same Revit project.
00:30
Worksharing enables multiple users to access the same Revit project and file.
00:36
You can use a local area network or a wide area network system or collaborate on the cloud.
00:44
When collaboration is enabled, you can divide the projects into worksets.
00:49
For example, you may split the model into steelwork and concrete, or perhaps down movement joints.
00:55
Careful consideration should be given to how a model is divided into worksets.
01:01
Perhaps by level and structure type, in this case, the roofing steelwork and sky bridge.
01:08
Or perhaps by structural movement joints, in this case, the west wing of the structure.
01:14
Go ahead and open up the model 035-Using worksharing features.
01:20
Ensure that you open this from the folder 035 central model.
01:25
The model opens up in the 3D view.
01:28
Our first task is to enable worksharing.
01:32
To enable worksharing, select the Collaborate ribbon, and on the Collaborate ribbon, select "Collaborate".
01:43
In the Collaborate dialog box, you have two options.
01:46
You can collaborate within your own network using a local area network or a wide area network,
01:51
or you can collaborate on the cloud with BIM 360 document management.
01:57
In our example, we're going to select "Within your network". Go ahead and select "OK".
02:08
Worksharing has now been enabled.
02:10
You'll now note the worksets is active on the ribbon.
02:14
Let's go ahead and set up some worksets.
02:17
Select the Worksets command and you are presented with the Workset dialog box.
02:23
By default, two worksets are created, Shared Levels and Grids and Workset1.
02:29
So the levels and grids are automatically added to shared levels and grids, and everything else is on Workset1.
02:36
We're going to create some new worksets. Go ahead and select New.
02:41
Here, we can name our workset. So we'll start here by creating a workset for the East Wing.
02:49
And then select "OK".
02:51
We'll create another workset for the Roofing Steel, and another one for the West Wing.
03:08
Go ahead and select "OK" to the Worksets dialog box.
03:12
You may be prompted to make the last workset active, in our case, we'll say "No".
03:18
Each element within the model can now be assigned the relevant workset.
03:23
First, we're going to recall some selection sets.
03:26
On the Manage ribbon, click Load Selection.
03:31
Let's begin with East wing.
03:34
We'll select East Wing and then click "OK".
03:37
Note in the Properties palette, we have Multiple Categories Selected, but the common property here is the workset.
03:44
And here, we can now select our relevant workset.
03:47
So in this case, this is the East Wing.
03:51
Now, of course, we may have openings going through different worksets here.
03:55
So this is just warning us that the opening partially cuts its host. We'll go ahead and select "OK".
04:02
Let's go ahead and load the selection set for roofing steel.
04:05
On the Manage ribbon, select Load Selection and select "Roof Steelwork".
04:13
Once again in the Properties palette, you'll note that we have multiple categories selected, but again here, we can select our relevant workset.
04:21
So in this case here, it's going to be Roof Steel.
04:25
Finally here, we would load the selection for the West Wing and then assign the relevant workset.
04:39
Ok, so our worksets are now populated with the correct elements.
04:44
To visually check that we have the correct elements on the correct workset, we can use Worksharing Display.
04:50
On the View control toolbar, select Worksharing Display, and then select Worksets.
04:56
Each workset is now represented with a different color.
04:60
These colors can be reviewed or changed and edited.
05:03
To do this, select Worksharing Display, and then select Worksharing Display Settings.
05:10
In the Worksharing Display Settings dialog, on the Worksets tab, you'll note here that we can visually see each workset.
05:18
If we want to change colors, we can select the color, and of course we can select a new color from the color palette.
05:25
Go ahead and select "OK" and switch worksharing display off.
05:32
We're now ready to create our central model.
05:35
On the quick access toolbar, select Save.
05:40
We are notified that this is the first time that the project has been saved since the worksharing was enabled.
05:45
This model will now become the central model.
05:48
Normally, this would now be on a file server somewhere.
05:52
Let's go ahead and select "Yes".
05:54
Notice on the quick access toolbar that the standard save tool is now gray or inactive, and instead here we have synchronize and modify settings.
06:05
This is now the central file. This is quite an easy way to visually see whether we're working in a local file or a central file.
06:13
Go ahead and close down this file.
06:16
Select File and then select "Close".
06:21
Each user now creates their own local file.
06:25
To create a local file, select Open, browse to the central model and select the central model.
06:33
In the lower half of the dialog box, you'll note that create new local is already ticked.
06:38
So we can go ahead and say "Open".
06:43
The local file is now open.
06:45
The file name is the same as the original file name, underscore, and then the user's name.
06:50
By default when I save this, this will be saved into my documents.
06:55
If we take a look on the quick access toolbar, we'll now see that we have two different saves.
06:60
I have Save, which was saved to my local file, or Synchronize and Modify Settings that will publish my changes up to the central model.
07:11
I'm now going to relinquish all of my ownership of the worksets.
07:15
To do this, select the Collaborate ribbon and you'll note on the Collaborate ribbon, I have a tool here, Relinquish All Mine.
07:23
Just to show you what this is going to do, let's first select Worksets.
07:28
So you'll see that we have our various different worksets displayed in the Workset dialog box, and you'll notice the owner is still myself.
07:36
What I'm now going to do is relinquish the ownership of all of these elements.
07:42
To do this, I can select Relinquish All Mine.
07:47
And now, if I select Worksets again, you'll now notice that I'm not the owner of any of these items.
07:53
However, if I want to take ownership of shared levels and grids, I can now make that editable and you can now see I have ownership of that workset.
08:04
Let's go ahead and select "OK".
08:10
So now a colleague has opened up a session of Revit and also browsed to the same local file.
08:16
So we are now going to see what happens when a colleague wants to edit a particular area of the model.
08:23
So here, we are going to select the roof and you'll notice we have an icon attached to this element.
08:29
If I select this icon, this will make the element editable.
08:34
So now what happens if I also wanted to select and edit that same roof?
08:38
Well, let's take a look.
08:41
So now if I select the roof in my software and then I select the icon - make element editable, you'll notice that I get an error down here.
08:50
This is essentially saying that I can't actually edit this until my colleague resaves it and relinquishes the element.
08:57
Notice here, of course, I could place a request through to my colleague to show my intention that I did want to change this.
09:06
However, I could've seen that my colleague had ownership on this by using my Worksharing Display.
09:12
Here, if I select Owners, I can now see that the roof is red.
09:17
Now this wouldn't work in real time.
09:19
So now we're going to switch back to my colleague and we'll see if my colleague take ownership of another element.
09:25
So my colleague is now going to take ownership of this floor slab here.
09:28
So once again, they could select that element and then select make element editable.
09:35
And now when I view my machine here, I can now see that that floor slab is also owned by my colleague.
09:43
So now my colleague is going to go ahead and make a change to the roof slab here. Simply going to change the pitch.
09:50
So in the Properties palette, he makes a change of the roof to 12 degrees.
09:55
My colleague then saves local and can then also save to central.
10:03
Notice that we can also put a commenting for this change.
10:10
And then select "OK".
10:12
Here, I'm going to now switch Worksharing Display off.
10:16
But you might notice that my roof doesn't appear to have changed.
10:19
This is because I need to reload the latest changes.
10:22
To do this, select the Collaborate ribbon and you'll notice here I can reload latest.
10:29
Note now that I can see the change to the roof slab.
10:32
If I wanted to review the history of the central file, I could also do that.
10:36
I could select Show History, then I could go ahead and pick the central file, and select "Open".
10:46
And I can see very clearly here that my colleague has made a change and an edit to the model at this date and time and has also added comments here.
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