Workset Manager

The eVolve Workset Managers

The eVolve Workset Manager has immensely expanded on the capabilities of Revit's Worksets. Now users can create rules to automatically place parts on their respective worksets. These rules can be created to match your workflow through powerful selection filters and even be set to automatic for a realtime experience. This feature puts an end to the time-consuming task of manually assigning drawn elements to worksets and double-checking models for rouge parts.

Managing Worksets

  1. From the Manage Collaboration panel, in the Collaborate ribbon, Make sure the project is set up as a Workset enabled project.
  2. From the Utilities panel, in the eVolve Mechanical ribbon, click on Workset Manager.
  3. From the Project Workset Manager window, click where prompted in the center of the window to add a new row.
  4. Under Rule Name, enter a name for the new rule.
  5. Under Filter Type, select Element Filter.
  6. Under Element Filter, click on the right section of the field, with three small dots, to open the embedded element filter.
  1. From the Embedded Filter window, under the Categories tab, multiple categories can be selected to be assigned to a workset.
  1. Under the Rules tab, users can create custom rules with thousands of possibilities.
  2. When finished in both tabs, click OK.
  3. From the Project Workset Manager window, under Workset, click in the empty field to bring up a list of available worksets in the project and select one to use for this rule.
  4. Under Auto, click the Checkbox to have this rule applied automatically to newly drawn parts. (Recommended Setting)
If Auto is turned off, then the rules must be applied manually when ready. From the Project Workset Manager window, make sure that the rules about to be applied have been enabled and click the Refresh button. Select Current View or Full Project when prompted.
  1. Under Enable, click the Checkbox to have this rule enabled. (On or Off)
  2. Click OK.

Once created, rules can be exported and imported for future project use from the Project Workset Manager window. Any rules that were checked to auto and enabled will be applied to parts being drawn and the Revit Workset parameter will also be updated automatically.

To View Color-Coded Worksets in View

To get a look at the various worksets in a view, each with its own color, use the Revit Worksharing Display feature at the bottom left of the modeling area. Click the Worksharing Display button in the View Control Bar, and select the Worksets option from the menu. Preset colors will be applied to each workset. These colors can be changed by selecting Worksharing Display Settings from the Worksharing Display menu.

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