Wednesday, October 5, 2011

A Theory on Worksets

There are many theories out there on worksets and how to use them when you have a central file and linked files.


One popular method is to place any linked file on its own workset. This makes turning it on or off much easier in each view. It also allows you to lock it (by checking out the workset) so that no one else can move the model by mistake.

When you get into theories on setting up worksets in your central file to be shared with other users, you will find several trains of thought. There is no right way and just like anything else each have their own benefits and drawbacks. In the end, it only matters how much control you wish to have over a set of particular elements in the model, or how many people you have working in the model at a time (if there are more worksets, you could theoretically have more people working...)

One method is to have a separate workset for different categories of elements in your model. For example: Exterior walls, interior walls, doors & windows, floor pattern plans, ceilings, & furnishings. Another method is to have a smaller number of worksets, but more elements on each. For example: Exterior, Interior, Floor patterns. You could further divide each category by including a pre-fix for what area of the building it is in (for example, west, south, east, etc. to correspond with how you have the floor plan divided to go onto a CD's sheet) as well as the level, so you would have a '4th floor exterior walls' workset. As you can see though, this can make you end up with a lot of worksets in your model, which may not be a good thing.

As you can see, a common entity between the two is to locate your floor patterns and/or wall patterns on a single workset. This will allow you to much more easily turn them off in almost every other view. Where you don't want them, and will beat going at the lines one by one in each view, or having to create a sub-category, or whatever method you may prefer.

This post only covers a couple thoughts on workset creation, although the ones mentioned here are some of the more popular ones in the community. If you have some of your own thoughts on the subject, we invite you to share them.