Revit Rename Worksets

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Creating a Revit central file and using worksharing to complete a project as a team is a great way to increase efficiency. That said, creating central files is good practice even if you are working on your own. One of the major advantages is that one creates a dual-redundant backup (one file on one’s local drive and another on the server whether it be Cloud or LAN).

When one first starts using worksets on a Revit project, it might be a little daunting. Consider renaming a Revit workset. A novice might think it is a straightforward process, but there a quite a few steps to follow.

Click on the Workset icon.

Autodesk, Micrographics, Revit, Workset, Rename

Select the workset and notice that the “Rename” and “Delete” buttons are grayed out.

Autodesk, Micrographics, Revit, Workset, Rename

For one to be able to delete (merge) or rename the workset, one must first make the workset editable.

Autodesk, Micrographics, Revit, Workset, Rename

Now the option to rename or delete the workset is active.

Autodesk, Micrographics, Revit, Workset, Rename

Try to rename the worksets and a dialogue appears.

Autodesk, Micrographics, Revit, Workset, Rename

The upshot of it all is that one needs to close the dialogue and then open it again.

Autodesk, Micrographics, Revit, Workset, Rename

Now the rename function works.

Autodesk, Micrographics, Revit, Workset, Rename

Close down the dialogue and then synchronize.

Autodesk, Micrographics, Revit, Workset, Rename

Relinquish user created worksets to finally affect the renamed worksets to the central model.

Autodesk, Micrographics, Revit, Workset, Rename

When the option is exercised to delete a workset, it is merged with a workset of one’s choosing. In other words, Delete is also a “Merge” command.

Autodesk, Micrographics, Revit, Workset, Rename

If you would like to start using central files and worksharing, consider contacting Micrographics so you can get some advanced Revit training

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