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Thread: using a workset file to start a new project

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    Default using a workset file to start a new project

    I have a project that uses worksets, I would like to save it as a new file and use that as a starting point for a new project.

    What is the proper procedure to do this? I want to make sure it will not still synchronize with the original central file by mistake..

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    Default Re: using a workset file to start a new project

    File > Save As > Click Options > Make this file a central after save.

    It will be a new central file, in no way tied to the previous project.

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    Default Re: using a workset file to start a new project

    thanks for the super fast reply Aaron,
    does it make a difference if I "save as" from the central file or from one of the workset files?

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    Cool Re: using a workset file to start a new project

    You should make a copy of your current Central File.

    Then, open the "copied" one from the server location, and select "create new local copy".

    You may get some error messages about " The location of the central file has changed........" etc.

    If so, Detach from Central when opening the "copied" Central file.

    Then set up Worksharing and local copies per normal procedure.

    However, a better method for this might be to instead make a new Revit Template file
    with a. rte file extension, and then copy/paste and/or Transfer project Standards from your
    "example" project into the new Template.

    Then, create a new Project specifying the new Template.

    This is really a more "best practice" approach.

    cheers.....

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    Default Re: using a workset file to start a new project

    You cant create a template that has worksets enabled. A lot of people have asked for it, and why i cant say i have the imminent desire, i can certainly appreciate the need. If we COULD do it, i would. Some office have huge project standards lists (mine included) with very meticulous Workset strategies. If every project is going to have the same ones, we might as well have a way to have them at the beginning.

    Even TPS wont bring any workset information across.

    Not to contradict Cliff, but theres very little difference in using the Central or a local, if what youre doing is using it as a Springpoint to "save as" and start something completely new. (This is- of course- assuming that changes arent being made AT THAT SECOND that you want in the NEW file...).

    Making a copy of a central file means automatically that you have to open it with DFC, or youre making a local. Making a local OF a copy wont do much (anything) for you, honestly.

    That said, im against using a previous project as a starting point for a lot of reasons, but for the sake of this thread im tabling that and assuming its been decided hard and fast that thats how it is going to go.

    Of course, all that being said... Im sure a journal file/script or an API function could start a new project from a clean template, enable worksets, preload all of the "office standard" worksets,and then terminate in to the interaction mode.

    When it gets to the point that were having to do that, i think its time we just have the capability in the software.

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    Default Re: using a workset file to start a new project

    if workset strategies and office standards are important (as always), then why not create workset enabled "template" file(s), well, the only differences are:
    1) this "template" file is *.rvt, not *.rte
    2) when create new project central file (only have to do once), certain rules needs to be followed:
    . open as detached
    . save as central file to proper project location w/ proper naming

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    Default Re: using a workset file to start a new project

    Quote Originally Posted by joe.zhou View Post
    if workset strategies and office standards are important (as always), then why not create workset enabled "template" file(s), well, the only differences are:
    1) this "template" file is *.rvt, not *.rte
    2) when create new project central file (only have to do once), certain rules needs to be followed:
    . open as detached
    . save as central file to proper project location w/ proper naming
    My sense has been that what worksets you use depends on very project specific conditions. Things like how the project team is divided up, what consultants are using Revit, what kind of renderings may need to be done. It is all so unique to the project that you end up adding or changing half the worksets anyway, so much of the efficiency value is lost.

    I much prefer a "real" template, that behaves like a template, and when worksets are appropriate, the team adds the appropriate worksets. It is much like detailing in AutoCAD. Yes, you can do it, but most everyone I know who did it early on in their Revit lives now prefer not to.

    Gordon

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