Worksets¶

Worksets checks the worksets in a workshared Revit project against the standard configuration expected for the project's model role.

Flow determines whether the project is a Main Project or Topography model, identifies any required workset changes and allows you to review the proposed configuration before applying it.

Existing unrelated worksets are preserved.

Ribbon: Flow → Project → Setup

When to Use Worksets¶

Use the Worksets workflow when:

• worksharing has been enabled on a new project
• reviewing the worksets in an existing workshared project
• standard Flow worksets are missing
• the initial Revit workset needs to be renamed
• Flow cannot determine whether an existing project is a Main Project or Topography model

Before You Start¶

The active Revit project must be workshared before Flow can configure its worksets.

If the project is not yet workshared, complete the Worksharing workflow first.

Inspecting Worksets¶

1. Inspect the Project¶

Open:

Flow → Project → Setup

Select Inspect Project.

If the project is workshared, Flow inspects the existing worksets.

2. Flow Determines the Model Role¶

Where the model role is already known, Flow uses it to determine the expected workset configuration.

If Flow cannot resolve the role, it inspects the existing worksets but does not assume which role should be applied.

3. Review the Worksets Status¶

Review the Worksets card in the Current Project area.

The status indicates whether the existing worksets meet the expected configuration or whether changes are required.

If the Model Role Is Unknown¶

If the project is workshared but its model role cannot be determined, Flow asks you to identify the model as:

• Main Project
• Topography

Choose the role that describes the Revit model being configured.

Flow records the selected role and reinspects Project Setup using the expectations for that model type.

Main Project Worksets¶

For a Main Project model, Flow expects the standard worksets configured for the main building model.

The current configuration includes:

• ADa_Workset1
• ADa_Topo

Flow compares the existing project against these expectations before proposing changes.

Topography Worksets¶

For a Topography model, Flow expects:

• ADa_Workset1
• ADa_Building
• ADa_CAD
• ADa_Survey

Flow compares the existing project against these expectations before proposing changes.

Configuring Worksets¶

1. Review the Inspection Result¶

Check the Worksets status after Inspect Project has completed.

If changes are required, select Configure Worksets.

2. Review the Proposed Configuration¶

Flow prepares a configuration plan before changing the project.

The preview identifies:

• the model role
• any initial workset rename
• worksets that need to be created

Review the proposed changes before continuing.

3. Confirm the Configuration¶

Confirm the workset configuration.

Flow then applies the required changes to the active Revit project.

4. Flow Reinspects the Project¶

After successful configuration, Flow automatically reinspects Project Setup.

The Worksets status is recalculated from the resulting project state.

Renaming the Initial Workset¶

When appropriate, Flow can rename Revit's initial user workset to:

ADa_Workset1

The proposed rename is included in the configuration preview before changes are applied.

Flow does not silently rename arbitrary existing worksets.

Creating Missing Worksets¶

If an expected standard workset does not exist, Flow can create it as part of the configuration.

Only the worksets required by the selected model role are included in the plan.

Existing standard worksets that already satisfy the expectation do not need to be recreated.

Existing Worksets Are Preserved¶

Flow does not delete unrelated existing worksets as part of standard workset configuration.

The workflow is intended to establish the expected Flow worksets without removing additional worksets that may legitimately exist in the project.

Expected Result¶

After successful Workset configuration:

• the project's model role is resolved
• the expected standard worksets for that role are present
• the initial workset has been renamed where required
• unrelated existing worksets remain in the project
• Flow automatically reinspects Project Setup
• the Worksets status reflects the resulting configuration

If Configure Worksets Is Unavailable¶

Worksharing Is Not Enabled¶

Complete the Worksharing workflow first.

The Project Has Not Been Inspected¶

Select Inspect Project.

The Model Role Is Unknown¶

Choose Main Project or Topography when prompted so Flow can determine the expected worksets.

No Changes Are Required¶

If the existing worksets already meet the expected configuration, no configuration action is required.

If a Workset Already Exists¶

Flow inspects the existing project before preparing the configuration plan.

A standard workset that already exists does not need to be created again.

The preview should therefore reflect only the changes required by the current project state.

If Additional Worksets Exist¶

Additional worksets do not need to be removed simply because they are not part of the standard Flow expectation.

Flow preserves unrelated existing worksets during standard configuration.

If an additional workset is no longer required, manage that separately rather than expecting Project Setup to delete it.

Related Help¶

• Project Setup
• Reviewing a Current Project
• Worksharing
• Project Setup Troubleshooting