User-created worksets are the main ones you work in as you add and modify elements in a project. There are also three other types of worksets you can use: View, Family, and Project Standards.
- View Worksets
View worksets (shown below) are automatically created for each view that is in place when the workset is first created. When you make a change to a view (such as turning elements on or off), or create a new view, you do not need to have permission unless someone else has checked out the view by making it editable.
In the Show area, you can select the type of Worksets that you want to view.
If a View workset is made editable and a different user tries to make a modification to the view, the change is only temporary, as shown in the warnin below. The view workset must be released by the owner for anyone to make a change.
- Family Worksets
Family worksets, as shown in below, control the status of each family in the project. To make a change to a family (such as a door style or furniture component), similar to view worksets, you can make this change on-the-fly as long as someone else has not checked out the family.
If you need to check out a family so no one else can modify it, you can change the editable status in the Worksets dialog box or in the Project Browser. Expand the Families branch, right-click on the Family name, and select Make Workset Editable, as shown in here.
A family workset made editable cannot be changed by any other user. The owner must release it and synchronize it with the central file before anyone else can modify it.
- Project Standards Worksets
Project Standards worksets (shown below) hold information such as the materials, line styles, wall types, text types, and any other settings. These should only be modified by a project leader or a delegated person to help maintain these standards.
You can create new family types for floors, roofs, and walls using Type Properties without making them editable. Once they have been saved to the central file, they need to be made editable to modify them again.
Relinquishing ownership of any Project Standard workset you are not working on is especially important so that others can have access to it.
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This information is taken from the ASCENT training guide: Autodesk Revit 2017 Collaboration Tools
I've never used the Family Workset before but it sounds like a great idea. Thanks for sharing.
Posted by: Ben | 06/28/2017 at 05:27 AM