Workset Manager - User Guide & Reference

The Workset Manager utility (Worksets category) Rule-based workset assignment and organization utility. Evaluates user worksets, verifies worksharing state, and automates bulk creation of standardized worksets from configuration text files (workset_list.txt). Includes a dedicated 3D view creator that automatically isolates worksets by building separate isometric 3D views for each workset..

1. Overview & Key Capabilities

The Workset Manager tool is designed to improve workflow efficiency by automating standard tasks. Key capabilities include:

• Rule-based workset assignment and organization utility.
• Evaluates user worksets, verifies worksharing state, and automates bulk creation of standardized worksets from configuration text files (workset_list.txt).
• Includes a dedicated 3D view creator that automatically isolates worksets by building separate isometric 3D views for each workset.

2. Detailed Step-by-Step Usage

Follow these instructions to use the tool in your active Revit session:

1. Launch Workset Manager (checks if worksharing is active on the current document).
2. Browse active worksets in the DataGrid showing their open status, editability, and owner.
3. Under the Bulk tab, import a standardized txt file and click Create from List to batch-create worksets.
4. Click Remove Unused to purge empty worksets from the model.
5. Navigate to the Views tab, select worksets, and click Create Dedicated Views to generate 3D isometric views showing only elements in the respective workset.

3. Technical Specifications & Under the Hood

Revit API Integration

• Key API Components: WorksetTable and WorksetCollector parsing, workshared check (doc.IsWorkshared), and custom FilteredWorksetCollector 3D view visibility filters.
• Transaction Handling: All modifications are packaged into a single Revit API transaction. If any error occurs, the changes are rolled back automatically to preserve model integrity.

[!TIP] Best Practice Tip: Assigning elements to dedicated worksets based on discipline improves model load speeds when opening selected worksets.