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newSchoolWorks.com › VoTechWorks › Manufacturing & Marine › Drafting / CAD / BIM › Revit for Building Information Modeling › Lesson 9
MFG-DRAF17-03 · Lesson 9 · 12.5 clock hours · demo

Worksharing, Worksets, and Central File Collaboration

Objective. Students will enable Worksharing in a Revit project, create and assign worksets, synchronize a local copy with a simulated central file, and resolve a basic element-ownership conflict.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a licensed engineer or certified journey-level tradesperson or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.

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What Is Worksharing?

When a Revit project grows large enough that more than one person needs to work on it at the same time, you enable Worksharing. Worksharing divides the model into named subsets called worksets, and it creates a Central Model — a single authoritative copy of the project stored on a shared network location. Each team member works in a Local Copy of that Central Model, saved to their own workstation. Changes flow back and forth between local copies and the Central Model through a process called Synchronize with Central (SWC).

Without Worksharing, only one user can have the model open for editing at a time. With Worksharing, a structural engineer, an interior designer, and a mechanical coordinator can all edit simultaneously — as long as they are working in different worksets or on elements they have properly borrowed.

Key Concepts: Central Model and Local Copies

The Central Model lives on a server or mapped network drive that every team member can reach. You never edit the Central Model directly. Instead, each user opens a Local Copy, which Revit creates automatically the first time you open the Central Model from your machine. The Local Copy is stored on your workstation's hard drive or a personal network folder.

Before you start editing, confirm that your workstation can reliably reach the shared network folder. A dropped network connection mid-session can corrupt the Local Copy or cause a failed synchronization. Save your Local Copy frequently with Save (Ctrl+S), and synchronize with Central on a schedule your team agrees on — commonly every 30 to 60 minutes, or after completing a logical chunk of work.

Enabling Worksharing

Worksharing is not on by default. To enable it:

1. Open the project in Revit.

2. Go to the Collaborate tab on the ribbon.

3. Click Worksets. Revit will prompt you to enable Worksharing.

4. Click OK. Revit automatically creates two default worksets — Shared Levels and Grids and Workset1.

5. Rename or add worksets as needed for your project.

6. Use File → Save As → Project and save to the shared network folder; this makes the file the Central Model. Check "Make this the Central Model" when prompted.

From this point forward, team members open the Central Model from the network location and Revit guides them to create their own Local Copy.

Creating and Assigning Worksets

Worksets should reflect the major disciplines or building areas your team divides work by. For a typical building project you might create: Site, Shell (structure and exterior envelope), Interiors (partitions, finishes, interior doors), and MEP (mechanical, electrical, plumbing systems).

To create a new workset, open the Worksets dialog (Collaborate tab → Worksets), click New, type the name, and click OK. You can set any workset as the Active Workset using the drop-down in the Worksets dialog or the toolbar. New elements you place will automatically belong to the Active Workset, so always confirm which workset is active before you start placing or editing elements.

To assign an existing element to a different workset, select the element and change the Workset parameter in its Properties palette.

Borrowing Elements and Editing Requests

Revit uses an element ownership model. When you select and edit an element, you are borrowing it from the Central Model. While you have it borrowed, no one else can edit it. This prevents two users from making conflicting changes to the same wall or door simultaneously.

If a teammate has borrowed an element you need, you can submit an Editing Request. The request appears in their Editing Requests dialog. They can then Grant the request (Revit relinquishes the element on their side) or Deny it. You can monitor pending requests from the Collaborate tab → Editing Requests.

Synchronize with Central

Synchronizing pushes your Local Copy's changes to the Central Model and pulls in changes your teammates have synchronized. To synchronize:

1. Collaborate tab → Synchronize with Central.

2. In the SWC dialog, choose which worksets to relinquish after syncing (common practice: relinquish all you are not actively editing).

3. Add a sync comment if your team uses them.

4. Click OK.

Revit merges the changes, flags any conflicts, and updates your Local Copy with the latest Central Model state.

Resolving an Ownership Conflict

A conflict occurs when two users have borrowed the same element — typically because one user borrowed it before the other synchronized. The workflow to resolve it:

1. The user who needs the element submits an Editing Request.

2. The user who currently owns the element sees the request in their Editing Requests dialog.

3. The owning user chooses Grant — Revit relinquishes the element for them automatically during the next SWC, or immediately if they synchronize now.

4. Once relinquished and synced, the requesting user borrows the element and makes their edits.

5. Document each conflict and resolution in the lab journal: note which element, who owned it, how it was resolved, and the time.

Workstation and Network Safety Points

Always follow your site's lockout/tagout (LOTO) procedures when performing any hardware maintenance on a file server or network switch — those tasks are for qualified IT or facilities staff only. For your daily CAD work, the relevant safety habits are:

Key terms9

WorksharingA Revit feature that allows multiple users to work simultaneously on the same project by dividing it into worksets and maintaining a Central Model on a shared network location.
Central ModelThe master Revit project file stored on a shared network drive; all Local Copies synchronize to and from this file, making it the single source of truth for the project.
Local CopyA copy of the Central Model saved on an individual team member's workstation; users edit their Local Copy and periodically synchronize changes back to the Central Model.
WorksetA named subset of model elements within a Worksharing-enabled Revit project, typically organized by discipline or building area (e.g., Shell, Interiors, MEP), used to manage who edits what.
Active WorksetThe workset currently selected in the toolbar or Worksets dialog; any new element placed or created is automatically assigned to the Active Workset.
Synchronize with Central (SWC)The Revit command that uploads changes from a Local Copy to the Central Model and downloads teammates' changes to the Local Copy, keeping all versions current.
BorrowingThe process by which Revit grants a user temporary exclusive editing rights to a specific element; while borrowed, no other user can edit that element until it is relinquished.
Editing RequestA formal notification sent within Revit from one user to another asking them to relinquish ownership of a borrowed element so the requesting user can edit it.
RelinquishThe action of releasing borrowed elements or workset ownership back to the Central Model, making them available for other team members to borrow and edit.
In class: Instructor demonstrates enabling Worksharing, creating four worksets (Site, Shell, Interiors, MEP), and saving the Central Model to a shared network drive; students replicate the steps on their own model. · Students work in pairs: one student edits walls on the Shell workset while the other edits interior partitions on the Interiors workset; both synchronize with Synchronize with Central and observe the Editing Requests dialog. · Instructor introduces a deliberate ownership conflict (two students borrow the same element); class troubleshoots using the Editing Request workflow to relinquish and re-borrow, documenting the steps in a lab journal entry.
Materials: Revit workstations, shared network folder (local server or mapped drive), worksharing and worksets chapter from Autodesk Revit User Guide, lab journal template.
Check: Instructor reviews the central file's Workset dialog to confirm four worksets exist and each pair's edits are synchronized without errors. Pass: central file updated with both partners' changes; lab journal entry complete.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Autodesk Certified Professional — Revit collaboration workflows
1. Before team members can work simultaneously on a single Revit project file, what must the project owner do first?
Autodesk Certified User — Revit fundamentals
2. When you open a Worksharing-enabled Revit project from the shared network drive, Revit prompts you to create a Local Copy. Where should you save this Local Copy?
Autodesk Certified Professional — Revit workset management
3. A team organizes a Revit project into four worksets: Site, Shell, Interiors, and MEP. A new team member is about to place interior partition walls. Which step must they confirm before placing those walls?
Autodesk Certified Professional — Revit collaboration and conflict resolution
4. Student A is editing a wall that Student B also needs to modify. Student B submits an Editing Request. What happens when Student A clicks Grant in the Editing Requests dialog?
Autodesk Certified User — Revit file management and best practices
5. During a lab session, a student's network connection drops while Synchronize with Central is in progress. What is the most important immediate step?
Autodesk Certified User — Revit fundamentals
6. Which default worksets does Revit create automatically when Worksharing is first enabled?
Autodesk Certified Professional — Revit collaboration workflows
7. A team member finishes editing elements on the Shell workset for the day. According to best practices, what should they do during their final Synchronize with Central?
Autodesk Certified User — workplace and file safety practices
8. In the context of a Revit Worksharing lab, which action is also a general workstation safety practice?
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