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How Do I Edit a Workset in Revit?

Published in Revit Worksets 3 mins read

To make elements within a specific workset editable for yourself in Revit, you change its Editable status in the Worksets dialog.

In collaborative projects using worksets in Revit, you typically need to make a workset editable to take ownership of the elements it contains and modify them. Changing the Editable status allows you to control whether you can make changes to elements assigned to that particular workset.

Steps to Change Workset Editable Status

Follow these simple steps to change the editable status of a workset based on the provided information:

  1. Access the Worksets dialog. You can usually find this on the Collaborate tab in Revit.
  2. In the list of worksets, locate the specific workset you want to modify.
  3. Find the Editable column next to the workset name.
  4. Click on the value displayed in the Editable column for that workset.
  5. Select either Yes or No from the dropdown list to change the status.
    • Selecting Yes makes the workset editable for you, allowing you to modify its elements.
    • Selecting No makes the workset non-editable for you, preventing you from modifying its elements directly.
  6. Once you have made the change, click OK to close the Worksets dialog.

As the reference states: In the Worksets dialog, click the Editable value next to the workset name, and select Yes or No.

Understanding Borrowing When Editing

It's important to note that when you change the editable status of a workset to Yes, you become the owner or borrower of the workset. This means you can now modify the elements within it.

The reference also highlights a specific scenario: If you change the editable status before you synchronize with central, Revit informs you that you remain the borrower of the elements you changed in the workset. This means that even after changing the status back to 'No' for that specific workset, you might still retain borrowing rights over individual elements within it that you modified until you synchronize with the central model.

What 'Editable' Status Means

The Editable status for a workset is a key control mechanism in workshared Revit projects.

  • Editable = Yes: You can modify elements assigned to this workset. No one else can make this workset editable for themselves simultaneously.
  • Editable = No: You cannot modify elements assigned directly to this workset unless you explicitly borrow them or change the workset's status to 'Yes'. Multiple users can have a workset set to 'No' simultaneously.

Here's a quick summary:

Workset Status Action Effect for You Effect for Others Having Status Set to 'No'
Yes Change Editable to Can modify elements in this workset Cannot make this workset Editable (Yes)
No Change Editable to Cannot modify elements directly in workset Can make this workset Editable (Yes)

Changing the editable status is a fundamental action for managing your interaction with shared model elements through worksets.

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