Create & rename worksets

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This tutorial will present how to create worksets and rename the default worksets using Dynamo. Note that before you create worksets, you will need to enable worksharing. If you want to understand the benefits of worksharing, check out this tutorial first.

Enabling worksharing

Revit 2016 or earlier

To enable worksharing in Revit 2016 or earlier, click on the ‘Worksets’ button in the bottom ribbon. Alternatively, go to Collaborate > Manage Collaboration > Worksets.

Revit 2017 –

From Revit 2017 onwards, it is no longer possible to activate worksharing via the Workset button. It is only possible via the Collaborate > Manage Collaboration > Worksets.

Once pressed, you will be asked how you want to collaborate: Collaborate within your network; or, Collaborate using the cloud.

Default worksets

Once worksharing has been enabled, Revit will create default worksets and assigns elements and settings to these worksets. The default worksets are as follows:

  • ‘Shared Levels and Grids’ – Contains all existing levels, grids and reference planes. Note that if you choose to collaborate using the cloud via BIM360, the workset will be named ‘Shared Views, Levels and Grids’. 
  • ‘Workset1’ – Contains all existing model elements in the project. Once created, this workset can be renamed, but it cannot be deleted.

Worksharing window using Collaborate within your network

Worksharing window using Collaborate using the cloud

Dynamo automation

If you have an office naming standard for worksets, we can automate the creation of them. For example:

  • 00_FACADE
  • 40_FF&E
  • 50_SITE
  • 60_MASSING
  • Etc.

The script utilises the Parametric Monkey Dynamo Package node ‘Workset.CreateAndRenameDefault‘ to add the new worksets and rename the existing default worksets.

As you might have noticed, we’ve decided to do something a little tricky with the default worksets. Since ‘Workset1′ cannot be deleted, we figured it was best to rename this workset to something which we would always have in every project. That is, it would never be deleted. We concluded that the most logical workset was actually ’99_LEVELS & GRIDS’. Therefore, as shown in the screenshot, the ‘Shared levels and grids’ is renamed to ’60_MASSING’ (or whatever will be your most dominate workset), and ‘Workset1′ is renamed to ’99_LEVELS & GRIDS’. If you don’t want to follow this protocol, reverse the inputs. Once the script has run, you should see something like this in the workset window.

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