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THI TEAM

Unit 2: Initial Configurations

Revit opens many options that can be used or changed during the development of a project and there are some important ones configured by default. However, there are some
configurations or options that are used regardless of whether you are working on a project or a family because they are general for Revit in its entirety such as unit management or the user
interface.
In this unit, we will analyze the options available in Revit for any project or family.

2.1 Creating a Revit Project.

When we launch Revit the start screen will appear showing the Ribbon and the Drawing Area with all the recent files for families and projects. We are able to choose which file to open
or create from the start.

Open a new Project.

• File Tab New Project.

• Drawing Area Projects New.

Open an existing Project.

• File Tab Open Project.
• File Tab Recent Files (Project).
• Drawing Area Recent Files The last four Projects Saved.

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2.2 Saving the project.

1. In Revit, open the existing (non-workshared) project file. If this is a workshared file, will need to save as a detached
copy first, discarding worksets.
2. File Tap Save As Project

3. Save As a Project file (.rvt).

4. Set number of Maximum backups.
5. Set Starting view.
6. Click Ok and Then Save.

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File Save Options

Use the File Save Options dialog to specify the maximum number of backup files and other settings related to file saving.

To open the File, Save Options dialog, use Save As from the application menu, and click Options in the Save As dialog.

• Maximum backups. Specifies the maximum number of backup files.

By default, non-workshared projects have 3 backups, and workshared projects have up to 20 backups.

• Make this a Central Model after save. Sets the current workset-enabled file to be the central model.

• Compact File. Reduces file sizes when saving workset-enabled files. During a normal save, Revit only writes new and changed elements to the existing files. This can cause files to
become large, but it increases the speed of the save operation. The compacting process rewrites the entire file and removes obsolete parts to save space. Because it takes more time than
a normal save, use the compact option when the workflow can be interrupted.

• Open workset default. Sets the workset default for the central model when opened locally from a dropdown list, you save a worksharing file to always default to one of the following
options: All, Editable, Last Viewed, or Specify. The only way a user can change this option is to resave a new central model by selecting "Make this a Central Model after save" on the File
Save Options dialog. The local model can use the Reload Latest tool to update the changed option.

To change this setting in an existing central model, resave the file using Save As and adjust the Save Options.

When opened locally, you can override this default setting each time the project is opened. The override only affects that work session, and will revert to defaults the next time the file
is opened.

• Preview. Specifies the preview image that displays when you open or save a project. The default value for this option is Active View/Sheet. Revit can create a preview image only
from open views. If you select Regenerate if View/Sheet is not up-to-date, Revit updates the preview image whenever you open or save the project. This option can consume considerable
resources on a complex model. Use it only if you want the preview image to update frequently.

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2.3 The Revit Options.

Revit begins with a series of settings ready to start a project without the need for changes, although if necessary, a user can change the
default settings to be easier to use according to any previous experience or personal taste. You can specify these settings any time while
working with Revit.

Change Default Options.

1. File Tab Options

2. Specify the desired options
3. Click OK

Options Available on The Options Window.

• General Options
Use the General tab of the Options dialog to set notifications, user names, and parameters for journal file cleanup.

Option Description
Notifications
Save reminder interval How often the software reminds you to save recent changes to open files.
Synchronize with Central reminder How often the software reminds you to Synchronize with Central (when worksharing).
interval
Username The identifier associated with a particular session of the software.

The first time Revit is run on a workstation, it uses the Windows login name as the default username. You can change and save the
username.

In subsequent sessions on the same workstation, Revit defaults to the saved username, not the Windows login name.

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If team members are not consistently working on the same workstations day-to-day, they must be sure to reset the username for each
session because the default name will be that of the previous user.

When you collaborate within your network, editing permissions are based on the username. Two (or more) active local models (or a local
model and the central model) should never be edited under the same username; doing so could cause the local models to be incompatible
with the central model.

When you collaborate using Autodesk 360, the Username field is updated to match your Autodesk 360 username.

Note: If you need to assume another username so you can relinquish elements from a user if that user is unavailable, first log out of your
Autodesk 360 account, then enter the other user's Revit username in the Username field.
Journal File Cleanup
When number of journals Specifies the number of journal files to retain.
exceeds...then
Delete journals older than (days) Journal files are text documents that record each step during Revit sessions. These files are used primarily in the software support process.
Journals can be run in order to detect a problem or recreate lost steps or files. They are saved at the termination of each session.
Worksharing Update Frequency How often the software updates worksharing display modes.
View Options
Default view discipline Specifies a default discipline for views where no default view template exists, or where a view template exists but no view discipline has
been specified. Changing the current selection alters the DefaultViewDiscipline parameter in the Revit.ini file.

• User Interface Options

Use the User Interface tab of the Options dialog to change the behavior of the user interface according to your needs and personal preferences.

Option Description
Active theme Specifies the visual theme to use for the Revit user interface: Light (the default), or Dark.
Keyboard Shortcuts Displays a dialog to add, remove, import, and export keyboard shortcuts for backup in case of uninstalling Revit or the use of a more current
version.

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You can change predefined keyboard shortcuts, and add your own key combinations for Revit tools.
Double-click Options Displays a dialog to specify double-click behavior for entering edit mode for the following element types:
• Family
• Sketched Element
• Views/Schedules on Sheets
• Assemblies
• Groups
• Component Stairs
Depending on the element type, you can choose to have double-click:
• Do nothing
• Enable editing of the element type properties
• Enable editing of the element (or in the case of Views/Schedules on sheets, double-click can activate the view)
Tooltip assistance Specifies the desired level of information about ribbon tools. The default is Normal.
Enable Recent Files page at startup Displays the Recent Files page when you start Revit. This page lists the projects and families that you worked on most recently. It also
provides access to online help and videos.

You can also open the Recent Files page at any time by clicking View tab Windows panel User Interface drop-down Recent Files.

• Tab Switching Behavior

Use the following settings to specify how tabs behave on the ribbon for all the disciplines.

Option Description
After clearing a selection or after Specifies the desired behavior in the project environment or in the Family Editor:
exiting • Stay on the Modify tab: After you deselect an element or exit a tool, the Modify tab stays in focus.
• Return to the previous tab: After you deselect an element or exit a tool, Revit displays the ribbon tab that displayed previously.
Display the contextual tab on Displays the contextual tab for a selected element, providing immediate access to relevant tools.
selection
When this option is turned off, the contextual tab opens but does not come into focus; instead, the current tab remains in focus. Click the
contextual tab to access it.

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• Graphics Options
In the Options dialog, click the Graphics tab to control the display of graphics and text in the drawing area.

• Hardware
Show the hardware or physical components of your work station.

• File Locations Options

One of the most common issues after installing Revit is when the Revit libraries (family library and Family Template library) are not correctly installed on the default directory. The locations can be
change or you can install or download the libraries that Revit needs. Click the File Locations tab of the Options dialog to set paths for files and directories.

Note: To download the Revit families use the following address: https://knowledge.autodesk.com/support/revit-products/downloads. Then select the Revit version you have and
download the content on the language that you need.

Option Description
Template files Specify the project template files to list on the Recent Files window and the New Project dialog when creating a new project.
Default path for user files Specify the default path where you want Revit to save the current file.

This setting overrides the default path for saving files. When you specify a folder, Revit opens that folder by default when you save or open a
file.
Default path for family template files Specify the path for the templates and libraries.

Default templates are installed in %ALLUSERSPROFILE%\Autodesk\<product name and release>\Family Templates.

Root path for point clouds Specify the root path for point cloud files. The Revit installation automatically sets this path; however, you may change it. The Saved Path
information for point cloud files in the Manage Links dialog is relative to this root path location. If you change this root path, you may need to
reload any point cloud files that are already linked in Revit projects.
Note: To improve performance and reduce network traffic, the recommended workflow for worksharing is for each user to copy the point
cloud files locally. As long as the relative path to the local copies of the point cloud files is the same for each user, the link will remain valid
when you synchronize with central. In some cases, it may be easiest to store point cloud files in the root directory.
Places Add secondary libraries that may be specific to your company.

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• Rendering Options
This option provides the information and options on how to access the RPC to be used when rendering the 3D model. For Example, 3D Max.

• Check Spelling Options

Options for automatic corrections for the text use for annotations or notes in Revit.

• SteeringWheels Options
On the SteeringWheels tab of the Options dialog you can specify options for the SteeringWheels view navigation tools.

• ViewCube Options
On the ViewCube tab of the Options dialog you can specify options for the ViewCube navigation tool (located by default on the right corner of the Drawing Area).

• Macros Options
Macros security is for the protection options of the document available for third party sources. Click the Macros tab of the Options dialog to set options for the macros.

Option Description
Application Macro Security Settings
Enable application macros Turns on application macros. Only run macros from trustworthy
sources.
Disable application macros Turns off application macros. You will still be able to see, edit, and
build the code, but modifications will not change the current module
status.
Document Macro Security Settings
Ask before enabling document Turns off macros, but you are prompted to enable them, if macros
macros are present when a Revit project is opened. You can then choose to
enable macros whenever they are detected. This option is the default.
Disable document macros Turns off document-level macros when a project is opened. You will
still be able to see, edit, and build the code, but modifications will not
change the current module status.
Enable document macros. Turns on document macros. Only run macros from trustworthy
sources.

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Add Keyboard Shortcuts

1. Click View tab Windows panel User Interface drop-down Keyboard Shortcuts.
2. In the Keyboard Shortcuts dialog, locate the desired Revit tool or command, using one or both of the following methods:
o In the search field, enter the name of the command. As you type, the Assignments list displays the commands that match any part of a word. For example, all matches Wall,
Tag All, and Callout. The search is not case-sensitive.
o For Filter, select the user interface area in which the command occurs, or select one of the following values:
▪ All: Lists all commands.
▪ All Defined: Lists commands for which keyboard shortcuts are already defined.
▪ All Not Defined: Lists commands that currently have no keyboard shortcuts defined.
▪ All Reserved: Lists keyboard shortcuts that are reserved for specific commands. These keyboard
shortcuts display in the list in gray. They cannot be assigned to other commands.

If you specify search text and a filter, the Assignments list displays commands that match both criteria. If no
commands are listed, select All for Filter.

The Paths column of the Assignments list indicates where the command can be found in the ribbon or user
interface. To sort the list by path or another column, click the column heading.

3. Add a keyboard shortcut to a command:

a. Select the desired command from the Assignments list.

The cursor moves to the Press new keys field.

Note: If the Press new keys field is gray, you cannot define keyboard shortcuts for the selected command. It
is a reserved command with a reserved keyboard shortcut. However, each reserved command has a
corresponding command to which you can assign keyboard shortcuts. In the search field, enter the command
name to locate the corresponding command.

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a. Press the desired key sequence (as you press keys, the sequence displays in the field. If needed, you can delete the contents of the field and press the desired keys again).
b. When the desired key sequence displays in the field, click Assign.

The new key sequence displays in the Shortcuts column for the selected command.

Note: If a command has only one keyboard shortcut, the shortcut displays in the tooltip the next time you start Revit. If a command has multiple shortcuts, the first shortcut in the
Assignment list displays in the tooltip.

Use these guidelines when adding a keyboard shortcut to a tool.

•A keyboard shortcut can consist of up to 5 unique alphanumeric keys.

•You can specify a keyboard shortcut that uses Ctrl, Shift, and Alt with a single alphanumeric key. The sequence displays in the Press new keys field. For example, if you press Control
and Shift and D, it displays as Ctrl+Shift+D.
• If a keyboard shortcut includes Alt, it must also include Ctrl and/or Shift.
• You cannot assign reserved keys.
• You can specify multiple keyboard shortcuts for each tool.
• You can assign the same keyboard shortcut to multiple tools. To select the desired tool when you execute the shortcut, use the status bar.

Use Keyboard Shortcuts

To use a keyboard shortcut in Revit, press the keys of the shortcut. When you press the final key in the shortcut, Revit executes the tool.

Keyboard Shortcuts from the Status Bar: As you press one or more keys in the shortcut, the status bar displays those keys and indicates the first matching shortcut and its corresponding tool.

• To cycle through additional matching shortcuts, press the down arrow or the right arrow.
• To reverse direction through the list of matching shortcuts, press the up arrow or the left arrow.
• To execute the tool that is currently displayed on the status bar without typing the remaining keys, press the Spacebar.

Note: This feature does not apply to keyboard shortcuts that include Ctrl, Shift, or Alt. If only one keyboard shortcut matches the pressed keys, nothing displays on the status bar.

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Import Keyboard Shortcuts

You can import keyboard shortcuts from a text file or an XML file.

Use this feature to:

• Import a keyboard shortcuts file given to you by another user.

• Migrate a keyboard shortcuts file from a previous release. KeyboardShortcuts.xml resides in the following location: %APPDATA%\Autodesk\Revit\Autodesk Revit 2019.

During the import process, you can specify whether you want to do the following:

•Overwrite existing keyboard shortcuts with the imported ones. None of your current keyboard shortcuts will be preserved.
•Merge existing shortcuts with imported shortcuts. New keyboard shortcuts from the imported file are added to your keyboard shortcuts list. Your existing keyboard shortcuts are
preserved.

To import keyboard shortcuts

1. Click View tab Windows panel User Interface drop-down Keyboard Shortcuts.
2. In the Keyboard Shortcuts dialog, click Import.
3. Navigate to the desired keyboard shortcuts file, select it, and click Open.
4. If you have an existing keyboard shortcuts file, a message displays asking whether you want to overwrite existing keyboard shortcuts with the imported ones, or merge them together.
Select the appropriate option.

Reset Keyboard Shortcuts

If you want to revert to the default keyboard shortcuts, use the following procedure. These steps discard any changes you have made to keyboard shortcuts.

1. Navigate to the folder where KeyboardShortcuts.xml resides: %APPDATA%\Autodesk\Revit\Autodesk Revit 2019.

2. Delete KeyboardShortcuts.xml.

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The View Discipline

The Discipline property determines how discipline-specific elements display in a view base on the family categories,
annotations and the View Range (Unit4→4.2) set up for filtering out the elemens that are not meant for a specific discipline.

Use the Discipline property to control the following behaviors:

• Which element categories display in the view, based on their related disciplines.
• Which view tags display in the view.
• Whether the view range and its cut plane control the display of elements in plan views.
• Whether automatic hidden lines are applied to the view.

The Discipline property affects views whether you are using a single model that incorporates multiple disciplines, or the
model links to other discipline-specific models. You can also use this property to organize views in the Project Browser.

To set the Discipline property for a view, select the view name in the Project Browser, or open the view. On the Properties
palette, the Discipline property is listed in the Graphics section. Select a value from the list.

The examples below are based on a model in which the following is a Level 1 section plan. In the section plan, the green
arrow indicates the entire view range for corresponding plan views. The blue arrow indicates the primary view range, which has
been extended above the ceiling into the plenum, and below Level 1. The orange arrow indicates the view depth. In the sample plan views below, the Detail Level is set to Fine so that
mechanical, electrical, and piping elements display more fully for illustration purposes.

When you create a view based on an existing view, the new view inherits the discipline of the originating view. This rule applies to callouts, sections, elevations, and duplicate views. For
example, suppose you open a structural plan view (a plan view whose Discipline property is set to Structural), and you use the Section tool to create a section of the plan view. The Discipline
property of the new section view is also set to Structural.

The view tags (the symbols used to indicate sections, elevations, and callouts) display in a view only if the discipline of the current view matches the discipline of the target views. See
the examples below.

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Architectural Discipline

When the Discipline property is set to Architectural:

• All element categories display in the view, regardless of their related disciplines.

For example, the view displays architectural columns and structural columns, as well as mechanical, electrical, and piping elements.

• In plan views, the view range and its cut plane control the display of elements in the view.
• Plan views display view tags only for architectural callouts, sections, and elevations.
• When the Show Hidden Lines view property is set to By Discipline (the default), automatic hidden lines do not display.

Examples: In the following architectural floor plan:

On one side of the wall, cable trays are exposed. On the other side of the wall, the cable trays are obscured
by an architectural cover.

A tag displays for a section view whose Discipline property is set to Architectural. The plan does not display
tags for views assigned to other disciplines.

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Structural Discipline

When the Discipline property is set to Structural:

• All element categories display in the view, regardless of their related disciplines. However, non-structural walls are hidden.

For example, the view displays architectural columns and structural columns, as well as mechanical, electrical, and piping elements.

• In plan views, the view range and its cut plane control the display of elements in the view.
• Plan views display view tags only for structural callouts, sections, and elevations.
• When the Show Hidden Lines view property is set to By Discipline (the default), automatic hidden lines display in the view.

Examples: In the following structural plan view:

Non-structural walls do not display. (Compare with the architectural plan shown above.)

A tag displays for a section view whose Discipline property is set to Structural. The plan does not display tags for
views assigned to other disciplines.

Hidden lines display to show structural framing elements below the floor because the plan's view range extends
below Level 1.

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Mechanical, Electrical, and Plumbing Disciplines

When the Discipline property is set to Mechanical, Electrical, or Plumbing:

• Elements from the mechanical, electrical, and piping categories display in the view according to their settings in Object Styles.
• Ceiling elements do not display in plan views.
• All other categories display using halftone. To select these halftone elements, you cannot use a selection box. Instead, select each halftone element individually.
• In floor plan views and callout views, most mechanical, electrical, and piping elements within the view range are drawn on top of other elements regardless of whether the cut plane
intersects them. Plumbing fixtures, however, do not overlay other elements in this way.
• Plan views display view tags only for callouts, sections, and elevations with matching disciplines.
• Hidden lines for elements are controlled as follows:
o For mechanical, electrical, and piping elements, hidden lines display in the view based on the Show
Hidden Lines view property and additional settings on the Hidden Line pane of the Mechanical Settings dialog and
the Electrical Settings dialog.
o For elements of all other categories, hidden lines do not display. For these elements, the ribbon disables
the Show Hidden Lines and Remove Hidden Lines tools.
• Inside Gap and Outside Gap (halo) settings for mechanical, electrical, and piping elements are defined using the
Hidden Line pane of the Mechanical Settings dialog and the Electrical Settings dialog.

Examples: In the following mechanical plan view:

Architectural and structural elements (walls, doors, windows, furniture) display in halftone based on the view
range. Ceiling elements do not display in the view.
Mechanical, electrical, and piping elements display as defined by Object Styles. These elements overlay other
elements, regardless of their actual vertical location in the model.
A tag displays for a section view whose Discipline property is set to Mechanical. The plan does not display tags
for views assigned to other disciplines.
Hidden lines for mechanical, electrical, and piping elements display in the view.

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Coordination Discipline

When the Discipline property is set to Coordination:

• All element categories display in the view, regardless of their related disciplines.

For example, the view displays architectural columns and structural columns, as well as mechanical, electrical, and piping elements.

• In plan views, the view range and its cut plane control the display of most elements in the view.

Some mechanical, electrical, and piping elements within the view range display regardless of whether the cut plane intersects them.

Furthermore, mechanical, electrical, and piping elements that are above the cut plane are drawn on top of other
elements. Among these elements, their draw order is defined by relative heights from the view's level. When these
elements occur below the cut plane, they are drawn in order with respect to the distance from the cut plane.

• Plan views display view tags for callouts, sections, and elevations for all disciplines.
• When the Show Hidden Lines view property is set to By Discipline (the default), automatic hidden lines do not
display.

Examples: In the following coordination plan view:

Elements of all disciplines display in the view according to the view range.

Mechanical, electrical, and piping elements display, overlaying other elements according to the rules described
above.

Tags display for section views for all disciplines.

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2.4 Modifying and saving a Template.

A Revit template file provides the initial conditions for a project or a family. Revit also provides a library with different types of templates and you have the possibility to save any project
as a template. New projects inherit all families and settings within the template. Family templates provide parameters, categories and subcategories.

The template also creates default views and standard building levels. The available views are North, South, East, West. Two floors Views, and two Ceiling Views. Each time the user
creates a Revit level, it will automatically create its Floor Plant View and its Ceiling Plan View respectably even if they do not appear on the project Browser be default, they are available
for you using the View Options on the View Tap (Unit4→4.2).

The Elevation and sections views are considered for setting the levels of the building's layout and it is also common to use them to draw the building's surroundings along with the site
View.

How to create a Revit Template.

After open a project and do the changes that you need you can make it into a Revit template file with the following steps:
1. In Revit, open the existing non-workshared Revit project file (rvt). If this is a workshared file, will need to save as a detached copy first, discarding worksets.
2. File Tap Save As Template.
3. Save As a Template file (.rte).
4. Place in your designated template directory.
5. Set Starting view.
6. Promote new template to the top if desired.
In Revit Options File Locations Project template files.

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Changes you can do on a Template:

4. Revit Units
Revit has by default two set of units the imperial and the metric for different users on different countries and they are use in all the Projects
and Families.
Ribbon Manage Project Units
5. Scale
The Scale in Revit is defined by the user and is set by default in 1:100 for the new projects and families.
Status Bar Project Scale
6. The location
The location is quality on Revit that is normally overlook, but gives the user the option to make the Project more realistic
according to the shadows and the information base on the placement of the Project.
Ribbon Manage Location Place
7. Levels
You can change or add the default levels and their settings like name and Default Scale that open with every new
project (Unit4→4.2).
8. Families
The families that are available for the project before importing new ones. This also include the standard families that
allows you to start your project like Walls, Floors and Roofs (Unit6→6.1).
9. Anotation Preferences
All the annotations use on Revit can be personalized and as well can be save
on the template a few examples of these are section and elevation symbols.
Ribbon Manage Anotation Preferences
10. Visual Settings
There are visual presets that load with Revit that can be change like Material
and also Visual representation of lines and families like walls.
Ribbon Manage Visual Settings

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2.5 Transfer Project Standards.

If you already have a project with settings and families that you like you can use this option at the start a project transferring what you like from a previous one. You also can specify
which standards to copy. Any object referenced by an object that will be copied is included in the transfer. For example, if you select a wall type and forget to copy the material, Revit
copies it.

1. Open both the source and target projects.

2. In the target project, click Manage tab Settings panel Transfer Project Standards.
3. In the Select Items to Copy dialog, select the source project for Copy from.
4. Select the desired project standards. To select all project standards, click Check All.
5. Click OK.
6. If the Duplicate Types dialog displays, select one of the following options:

• Overwrite: Transfers all new project standards, and overrides duplicate types.
• New Only: Transfers all new project standards, and ignores duplicate types.
• Cancel: Cancels the operation.

Project standards include the following:

1. Family types (including system families, but not loaded families).

2. Global parameters (transferred global parameters with the same name as global parameters in the target project are added as a number [1] duplicate).
3. Line weights, materials, view templates, and object styles.
4. Mechanical settings, piping, and electrical settings.
5. Annotation styles, color fill schemes, and fill patterns.
6. Print settings.

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2.6 Collaboration for Revit in a Project (workshared file).

Collaborating using worksharing involves creating a master project model, known as a central model, from an existing model. The central model stores the current ownership information
for all worksets and elements in the project, and acts as the distribution point for all changes made to the model.

When first enabling cloud worksharing in a Revit project, the central model can be saved to the C4R cloud and is also published to the specified BIM 360 Team project. The first step in
creating the central file is to enable worksharing. Once a central model has been created, a local copy of the workshared project is automatically created on the user's system. As the design
team works on the project in Revit, they can synchronize their changes to the central model. The modifications sync to the central model located in the C4R cloud.

Note: This option can not be change that is why is recommended to save first before enableing Worksharing

Enable worksharing.

1. On the Collaborate Tab, click Collaborate.

2. Revit displays the Collaborate dialog with two options:

• Collaborate within your network: Collaborate within your network allows you to collaborate on a local area network (LAN), or wide
area network (WAN).
• Collaborate using the cloud: Collaborate using the cloud. This option collaborates with the central model located in the C4R cloud.
Click OK.

When you do, the Collaborate using the cloud dialog opens. Here, you must select the BIM 360 Team project that you want to publish
the Revit model to. Remember, when first enabling cloud worksharing in a Revit project, the central model is saved to the C4R cloud and is
also published to the specified BIM 360 Team project. In the Select Project: drop down, select the BIM 360 Team project that you want to
publish the central model to. Next, click Initiate to convert the model to a workshared central model in the C4R cloud and publish the Revit
model to the BIM 360 Team project.

A Collaborate using the could progress dialog opens, showing the progress of the upload. Depending on the complexity of the model, this may take several minutes. Once the process is
complete, click Close.

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Worksets

When you work on a workshared project, you specify an active workset. Each new model element you add to the project is then contained in the active workset. View-specific elements,
such as annotations and dimensions, are placed in the workset for the current view. When using a workshared project, you can edit individual elements, or you can edit worksets. When
you check out an individual element or a whole workset, the elements are visible to other users but are not editable by them until you relinquish the element or workset.

To check out an individual element, borrow it. To check out a workset, make it editable.

Note: To edit an element or a workset, it must be up-to-date. If you attempt to edit an element or a workset that is not up-to-date, you are prompted to update your local copy of the
central model, so that you have all of the latest changes.

Make Worksets Editable

When working on a workshared project, you can use various methods to make worksets editable.

To make worksets editable from the Worksets dialog

1. Open your local copy of the central model.

2. Click Collaborate tab Manage Collaboration panel (Worksets).
3. In the Worksets dialog, to filter the display of worksets, make the appropriate selections under Show. For example, to see the Project Standards worksets, select Project Standards.
4. Click under Editable for the workset, and select Yes. Alternatively, you can select the workset name, and click Editable.

Note: If a workset is owned by another user, you cannot change its editable status.

5. Repeat the previous step for as many worksets as you want to edit.

Note: To check out multiple worksets at once, click the workset name under the Name column to select it, hold Ctrl or Shift and select other worksets, and then click Editable. You can
select all worksets by pressing Ctrl+A.

6. Click OK.

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When you click OK, ownership information is communicated to the central model and to all local copies of the central model, so that all team members have the current ownership
information.

• To make worksets editable by selecting an element: In the drawing area, right-click an element, and click Make Worksets Editable.
• To make project view worksets editable from the Project Browser: In the Project Browser, right-click a project view, and click Make Workset Editable.
• To make a sheet view workset editable: In the Project Browser, right-click a sheet view, and click Make Workset Editable with All Views. The sheet view workset and all the project
view worksets that are on the sheet are now editable.

Use the Make Workset Editable option if you only want to make the sheet editable. If you already own the workset, this option is not available.

Worksets and Editing Requests on the Status Bar

To streamline the process of working on a workshared project, you can use the status bar. The Worksets button and the Active Workset drop-down provide the same functions as the
corresponding tools on the Collaborate tab Manage Collaboration panel.

The status bar always displays the active workset, and it provides one-click access to the Worksets dialog.

The Editing Requests icon displays the number of pending editing requests that involve you. Click (Editing Requests) to open the Editing Requests dialog.

The Worksets button and drop-down list and the Editing Requests icon display in the status bar by default. If they are turned off, turn them on by clicking View tab Windows panel
User Interface drop-down Status Bar - Worksets.

Synchronize with the Central Model

When working on a workshared project, use the Synchronize with Central tool to save your local changes to the central model.

To Synchronize with Central: Click Collaborate tab Synchronize panel Synchronize with Central drop-down (Synchronize Now).

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If you want to modify the Synchronize with Central settings before you synchronize with central: Click Collaborate tab
Synchronize panel Synchronize with Central drop-down (Synchronize and Modify Settings). The Synchronize
with Central dialog displays.

1. In the Synchronize with Central dialog, verify the location of the central model.

If necessary, click Browse to specify a different path for the central model. Specify the new path in the Central File Location
dialog, and click OK.

2. Select Compact Central Model to reduce file size when saving.

Note: Selecting this option increases the time needed to save.

3. Under After synchronizing, relinquish the following worksets and elements, select from the following options:
• To make your changed worksets and elements available to other users, select the appropriate check boxes.
• To synchronize the changes to central but keep the worksets and elements editable, clear the appropriate check boxes.

4. If desired, enter a comment that is saved to the central model (You can see all comments using the Show History tool).
5. Verify that Save local file before and after synchronizing with central is selected to ensure your local file remains synchronized with central.
6. Click OK.

When you use Revit Cloud Worksharing, the Sync with Central window provides information about the progress of the synchronize with central process. If Sync with Central fails to
complete.

Your changes are saved to the central model and any changes from other team members are copied to your local model.

Editable Elements

If you have saved all changes to the central model, but still have editable elements when you close the local file, the Editable Elements dialog displays and if you do not want to keep
ownership of the checked out worksets and borrowed elements, click Relinquish elements and worksets; otherwise, click Keep ownership of elements and worksets.

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