Chances are that, if you are like me, you have been guilty of placing Revit model elements on incorrect Worksets. I have been using Revit since 2005, and I still manage to place elements on the incorrect Workset all the time. Call it habit. After all, the current Workset selector is at the bottom the screen and is easily forgotten.
Fortunately, we have a way to easily audit Worksets and move elements to the appropriate workset with Ideate Explorer and the Query feature built into the software. Here is a brief synopsis on this process.
To easily sort Ideate Explorer by Workset, have the Ideate Explorer tree display your entire model contents by Entire Project (See 1 in the image below) and then sort the entire tree by Workset (2). If you want to filter out other Worksets, such as Project Standards and Views, set the Filter to <Model>, which will only display the User Created Worksets (3).
Looking at this example, we see that we have a Plumbing Fixture Workset with some plumbing fixtures and a wall. The wall should be moved to Workset 1, while the plumbing fixtures should remain. Looking under Workset 1, we can see Plumbing Fixtures (5), which should belong to the Plumbing Fixtures Workset (4). Simply select the elements that are on the incorrect workset, then go to the Properties panel, and select the Workset they belong to. They will move to the correct Workset.
If you are unable to change the Workset in the Properties dialog because it is grayed out, it may be because some of the elements that you selected are nested. In this case, you can launch the Query Feature and query the selection by Is Nested.
While the elements are still selected, click on the Query button (1). Verify that you have the items selected and that they match the element count in the Ideate Explorer tree (2). Under the search feature, type in a key word, like Nested (3). Find Is Nested and select it (4). Select the non-nested elements, which will be listed as FALSE (5). Click the Select button to further filter the selection (6).
Return to the Properties dialog and verify that you can move the elements to the correct workset. In this case, we want to move the plumbing fixtures from Workset 1 to the Plumbing Fixtures Workset.
You can also use Query to filter out similar conditions, such as elements that are in modeled as In-Place Families or those that are within Groups, as detailed in our Help file.
Disorganized Revit Worksets will lead to unexpected visibility. Try Ideate Explorer today to prevent printing errors and wasted time in your Revit models.
For implementation services or to learn more about how Ideate Explorer can help your business, please contact firstname.lastname@example.org.
About the Author
Sash Kazeminejad - AIA, LEED AP, BCI, BCC - Customer Success Manager
Sash earned his Master of Architecture from Montana State University and is a California registered architect, LEED Accredited Professional, and a Bluebeam Certified Instructor. He has extensive experience in project management; BIM management; design for architectural firms in California, Montana, and Oregon; and leading classroom and online BIM training. He provides consulting, sales, support, and training solutions to AECO customers around the globe. Find Sash on LinkedIn.