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Opening a collaborative team project

From: Up and Running with Revit

Video: Opening a collaborative team project

In this movie, I want to talk briefly about what we do when we have a multiple user team. In Revit, your entire project lives in a single project file. This raises a problem when you have more than one person on a team because only one person can access the project file at a given time. So this would not make it very practical for teams to work together. So what Revit offers is a feature called work sharing. With work sharing, you have a central file. And this file is typically stored on a network server, can be any network server, any map drive will do the job.

Opening a collaborative team project

In this movie, I want to talk briefly about what we do when we have a multiple user team. In Revit, your entire project lives in a single project file. This raises a problem when you have more than one person on a team because only one person can access the project file at a given time. So this would not make it very practical for teams to work together. So what Revit offers is a feature called work sharing. With work sharing, you have a central file. And this file is typically stored on a network server, can be any network server, any map drive will do the job.

And then, each user on the project team creates what we call a local version or a local copy of this file that they actually do the data they are working. The local copy is created literally on the local hard drive. And it maintains a connection back to the central file. And what happens is every so often the users on the team will synchronize with the central file. That will take their changes and publish them to the central file and any changes made by their colleagues and bring them down and update their local copy. In so doing, everybody is able to work together on a project team and all make changes to various parts of the project.

Now, I should also mention that if you're using Revit LT, the worksharing feature is not available in Revit LT. So, Revit LT was designed for single person offices. You know, where one or two people work there, and they're working on there own stand alone projects. So, if you're working with Revit LT, you're basically going to follow the steps that we did in the previous movie over the project. Now, the challenge we have is, in a video course such as this, it's a little difficult for me to demonstrate and certainly to provide a exercise file for you to work in on this. So what I'm going to do is simply demonstrate the process that you follow to open and create a local copy.

But I definitely recommend that you talk to your IT professionals or your BIM or CAD manager, and get the details of how things are done in your firm. Think of this as really just an overview of the concept and a tool to help you get started. So, what I've done is setup sort of a simulated network here on my system and I've created a file called Workshare. And let me show you how you would access that if it's a worksharing file. So, I would use my Open link or I could go to my application menu to get there and go to my network server. In this case, it's on my D drive.

And I've just created a file called Your Office Network to simulate this location. When I open that file and I select the central file. In this case, it's a file called Workshare. The most important setting is down here at the bottom of the screen. There's this Create New Local checkbox. And we want to absolutely make sure that that's checked. Now, it's checked by default, so you shouldn't have to do anything here. It should already be that way. But you want to just double-check before you click open that that's checked. And what that will do is, instead of opening the central file, which we don't want to do, that would be considered a bad thing, we want to make sure we're creating a local copy. Let me show you what that looks like, if I restore this down here. Here's the file called work share.

And notice that at the end of that file, it's added my username Paul Aubin. So I'm now working on a local copy of this work share enabled project. I could go about my work, make whatever changes I want to make. And then when I'm ready, I would go the Collaborate tab or the Quick Access toolbar and use my Synchronize with Central command. And you can see it located right here and right here. This would maintain the location back to the central file, it knows were that file lives and when I click OK, it would update any changes that I've made to the central file and if any of my colleagues had made any changes, it would pull those changes down, and update my local copy as well. That's the way most teams are working together using a Revit environment. Now, for the remainder of the course, we're going to work in stand-alone projects.

I definitely recommend you talk to some of your colleagues and your CAD and BIM manager and make sure that you've got the process down for what you do there at your firm. But that's the basic steps that are involved in opening and creating a new local file.

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Up and Running with Revit

34 video lessons · 5722 viewers

Paul F. Aubin
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