Revit MEP Project Setup – Part 3

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Setting up Worksharing

After you create a new Revit MEP project from the appropriate template, it’s time to prepare the file for multiple users to share. The first step is to enable Worksharing, by clicking Worksets in the Collaborate tab of the ribbon.

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Revit will open a dialog box informing you that you are enabling Worksharing and will automatically create the first two worksets – one for datum objects (Levels and Grids) and one for everything else (empty if you just started the file). You can rename the second workset to whatever makes sense for the project.

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Next you will have to create the rest of the worksets. Worksets are used to assign rights to different users and prevent multiple users modifying the same objects at the same time. Worksets are also used to manage performance and visibility. You will need to create different worksets depending on the project type and size. Here is an example with the minimum worksets you’ll need on a MEP job:

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The next step is to save the file and by doing this, creating the Central file for our project.

Tip: If the save command is grayed out, you are currently in the central file.

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In the Worksets dialog box you are going to be listed as an owner of all the worksets. That means that you will be the only one that can modify them. To release the ownership, select Relinquish All Mine from the Collaborate tab of the ribbon.

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After relinquishing all the worksets you are done creating the central file and you can close it. Next you need to create local copies for each user. To create a Local file, all you need to do is open the central file using the Open command in Revit (not double-clicking the file) and verify that Create New Local box is checked.

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Revit will create a local copy of the file and append your user name to the name of the file. The default location for local files is “My Documents”, but you can change that from the Revit Options.

Once the local file is created you can continue with the project setup or start working on the project.

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One Response to “Revit MEP Project Setup – Part 3”

  1. Jim Says:

    Thanks for the post. I am a novice Revit MEP user. I have followed the procedure to create my own Revit MEP project. I was able to setup a usable project, but I noticed something you might be able to elaborate on and help me solve anissue.

    In the original Revit Architecture project, there were 8 levels where I can create a floor plan with. But in the new Revit MEP project, instead of the 8 levels from the original project, there are two generic levels, Level 1 & Level 2. What additional steps can I add to the procedure to completely transfer the level data to the new project?

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