Revit Workset Best Practices

Close worksets from the Worksets dialog box to globally turn off element visibility, instead of turning them off in the Visibility/Graphics dialog box.

Specify visibility when creating worksets. When creating new worksets, there is a check box in the Workset dialog box that makes a workset visible by default in all views. Select this check box only if necessary.

Verify that the same Revit® build is installed on all computers that share worksets.

Use the Reload Latest command available on the File menu to update your copy of the project without changing
the central file. This saves time by eliminating the need to reload the file during the save-to-central process.

Use Review Warnings available on the Tools menu in order to identify and fix posted warnings prior to allowing local copies.

Periodically open the central file with the Audit option selected and then save the file. If corrupted elements are encountered during the audit, they are deleted if possible and the user is notified.

Periodically save to central with the Compact Central File (slow) option selected. This option is used to reduce file size when saving workset-enabled files. The process of compacting rewrites the entire file and removes obsolete parts in order to save space. Because the Compact process takes more time than a normal save, it is strongly recommended that you only do this when workflow can be interrupted.

Ensure that a sufficient number of backups are being created. At a minimum, you should have at least one backup for each member of your worksharing team in order to increase the likelihood that each team member’s data is saved as part of the backups.

When creating a workset, leave the Visible by default in all views option selected. Clearing this option can render the workset completely invisible and problematic in multi-discipline workflows where feature visibility can be of paramount importance.

Close unneeded worksets. This will release allocated RAM for the Revit platform's use in memory-intensive tasks such as printing and exporting.

Checking out a workset may occasionally be of use if certain model elements, such as the building grid or linked files, need to be protected from accidental change. In that event, BIM managers or team leaders can check out a workset containing project elements that should not be casually edited or relocated