REVIT Server

A server application for Revit that allows server-based worksharing for Revit projects across a wide area network (WAN).

Workset
s

Revit Server
Worksets

Workset - A collection of elements in a workshared project.

Open Workset A workset without owner. Non-editable
status will be shown in Revit. However, you may edit the
element as a borrower.
Editable Workset Workset owned by you.
Non-editable Workset Workset owned by others.

No
No

Non-editable
Non-editable

No

Yes

Open
Open

Yes

Editable
Editable

No

Revit Server
Workflow and Workset Types

Model
Model Development
Development
Modeller
Modeller

Completion
Completion of
of Model
Model
Modeller
Modeller

QC
QC

QC
QC PIC
PIC

Coordination
Coordination
Coordinator
Coordinator

Workset Types
1. Shared Level and Grids (Default)
i. Elevation and Gridline only
ii. Owner: Nabila
2. Model Set 1
i. All geometry
ii. Owner: Modeller or Coordinator
3. Annotation Set 1
i. Annotations only
ii. Owner: Drafter
4. Review Tag Set 1
i. Review Tag only
ii. Owner: Modeller or Coordinator

Shop
Shop Drawing
Drawing +
+ C3D
C3D
Development
Development
Coordinator
Coordinator +
+ Drafter
Drafter
Shop
Shop Drawing
Drawing Issued
Issued
Coordinator
Coordinator +
+ Drafter
Drafter

As-built
As-built
Trade
Trade Master
Master +
+ Drafter
Drafter

Coordinator includes
Package Coordinator and
Floor Master!!!
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Revit Server
Default Location and Create 1st Workset

Set default folder location for local backup files

1. REVIT LOGO(Top Left) > Option > File Location > Default
path for user > C: or D: drive > RVTS Backup
Create the 1st Workset
2. Open Revit Model
3. Collaborate > Worksets
4. Key in the names as shown the figure.
5. Click Ok.
6. Click Ok again on the Workset dialog box.

Workset must be created prior saving to Revit Server!

Revit Server
Save File to Revit Server and Open File (Part 1)

Save to Revit Server

1. Worksets must be created before saving to Revit Server
2. REVIT LOGO(Top Left) > Save as > Project > Revit Server
> myscpffs01 > File Location > Save
Open Revit file from Revit Server
3. Open > Revit Server > myscpffs01 > File Location > Open

Take note on this!

Detail description is on
next!

Revit Server
Open File (Part 2)

Worksharing Tab
1. Create New Local - Selection by default.
i.

Creates a local backup copy automatically

at default file location
ii. Sync and Reload features on
iii. Make sure you choose
Append timestamp to existing filename

2. Detach from Central Not recommended. Do not perform this

action!
i.
ii.
iii.
iv.

Detached from server

Local copy must be saved manually.
No Sync and Reload features.
Preserve worksets
i. Preserve all worksets
v. Discard worksets
i. Delete all worksets
ii. Do not select this option

3. Untick all Not recommended.

i.

Only Sync feature is allowed

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Revit Server
Editing Request

Editing Request View your pending request and Grant or Deny

others request.

1) chuan_yong tries to edit an element

owned
by tineshwarans

2) chuan_yong get a follow message

saying
that the request has been placed.

3) tineshwarans receives an editing request from

chuan_yong.
He can choose either to Grant or8 Deny the request.

Revit Server
Manage Workset

Manage Workset Create additional workset or manage existing

worksets.
Editable Status

Add new workset

Owner

Change editable status

Revit Server
Active Workset

Active Workset Active workset is the workset in which newly

created model geometry will be placed.
1) The wall created will automatically placed under the
active workset.

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Revit Server
Synchronize Function and Show History

Synchronize with Central Sync the Revit file to central or Save

to server.
Reload Latest Update your copy of project without changing the
central file.
Relinquish All Mine Remove all your ownership of worksets in
that Revit file.
Show History Review the history log of a Revit file.

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Revit Server
Worksharing Display

Indicate Editable
Elements

Indicate Owners

Indicate updates done on the

model

Indicat`e different
worksets

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Revit Server
Dos and Donts

DOs

DONTs

Every individuals must have a

proper and unique Autodesk
Username

Do not keep ownership other

than the dedicated owner in the
workflow

Local backup folder must be

created to archive all the
backups

Do not replace the model

unless agreed by the admin

Backup must be kept in the

folder for at least 2 weeks
Elements must be grouped
under the correct worksets
Aware of your active worksets
as all the elements created will
falls under this workset
Save

local

copy

before

Do not create worksets other

than stated.
Do not add elements to
worksets without the owners
knowledge
Do not make individual decision
that may affect the workflow
without acknowledged by the
admin
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Revit Server
Frequently Asked Questions

1. If I need to checkout the model for C3D or QC, what should I do?
Perform the QC online. Changes should only be done online. Only detach the
model when you need to export the model to C3D and do not replace the model
in the server.

2. I am the owner of the workset and Im empowering someone

else to edit my model. What should I do?
Pass the ownership to him/her. Relinquish all your ownership, then he/she must
immediately takeover the ownership of the workset.

3. How to change workset of an element?

Select the element, find the Workset parameter in the properties tab then
change it.

4. If I accidentally closed a request notification from someone,

where can I find it.
Go to Editing Request under Collaboration tab in Revit to manage all requests.

5. If I need to perform a roll back or replace a Revit file in the

server. What should I do?
Speak to the admin, ask he/she to do it for you. Do not do it yourself.
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6. Can worksets have multiple owner?

No. However, the elements can be owned by someone else temporarily until the
next sync. This will only happen when he/she requested for a temporary
ownership on the element.

7. If the workset do not have an owner, but it is shown as noneditable workset. In this case, can I edit the model?
Yes I can edit the model if it is an open workset. In this situation, I will be
considered as a borrower of the workset until the next sync.

8. If I require the owner to grant me the permission to edit the

element but the owner is not online or he/she missed the
request notification. What should I do?
Go to the owner and remind him/her personally. Dont wait for the owner to
realise themselves, it might take forever.

9. Can someone else see the Revit file that I have linked?
This depends on whether the user shares the same file path to the linked file. If
both users have the same file path to the file, then both can see the link.
Tips: Every user can view the linked Revit file if it is linked from Revit Server.

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