Welcome to this demonstration on otools – Workset Manager



Setup workset configuration

Save workset configuration

Load workset configuration

Clear workset configuration

Other features




Otools Workset Manager is a tool that enables total control of Revit worksets. Everyone who has worked with worksets on major projects knows the feeling – pain in the a..

Workset Manager is a tool for those who are tired of manual procedures and processes in relation to working with worksets. Use the tool and set some rules depending on how you would like to split your current model into worksets. Once worksets rules are configured, the tool will enable automatically placement of model element to correct worksets, when you synchronize to central file. Powerful tool that can save you many hours on Revit project.


Setup workset configuration

  1. Enable worksharing for the current model, using native Autodesk Revit worksharing tool.
  2. Create worksets needed to setup otools workset configurator.

Note, when workset configuration is saved as external schema (XML), the setup can be reused for other project. Configuration will automatically create needed workset as well as workset rules.

  1. Open the otools ribbon and click on Workset Manager. The tool is placed in the “Organize” panel.

  1. Worksets Configuration user interface

Workset Configurations user interface can only be accessed, if current model is workshared.

  1. Name the workset task and select which workset that should be applied for current task

  1. Name a job that will be applied to above mentioned task and click on Edit

  1. Select Category, select a parameter name, configure a rule by right clicking parameter value and click on “Add value to Fixed Parameter”. Sample job for a job named “Pipes” is shown below:

User can select multiple parameter values and add those in the field of Fixed Parameters.

In such cases, the ruleset will use the “and” function.


  1. Category equals “Pipes” and
  2. Type Name equal “PVC – Sanitary” and
  3. Diameter equal “ø125 mm” and ect.

The example above will then find all elements that belong to the category of Pipes, where Type Name equals to PVS – Sanitary, that are ø125 mm in diameter.

Found or filtered elements can then be assigned to a specific workset.

Other functions are described in the, Other features paragraph.

  1. Click OK to finish and save the job
  2. Create other jobs that should be applied to same workset task in same way. Repeat step 6 and 8.
  3. Apply selected Jobs by doing following:

a) Select a task

b) Select the jobs you want to apply to the task (hold Ctrl if you want to select multiple jobs)

c) Right click any selected Jobs

d) Click on “Apply Jobs to selected Task”

  1. Click on RUN for the specific workset task to execute the tool. User can apply tickmark in the “sync” column for the current task. This will execute the specific workset task configuration when Revit native synchronization button is used. Notice, this is not recommended for large models, since the processing time can take some time.
  2. Repeat step 5 to 10 for other workset configurations. Sample example is shown below and is color coded for illustration purposes:

Notice, applied colors are just for illustration. Purple task executes the purple jobs, and green task executes the green jobs and orange task executes the orange jobs.

  1. Save current configuration for the current model, by clicking on the Save button.

  1. Close the Workset Manager user interface and see applied worksets for current model.
  2. When tasks are executed, user can check worksets using following Revit workset feature

This will enable color-coding of all elements per worksets in current view. Sample example is show below:

Save workset configuration

  1. Open the Workset Manager configurator
  2. Click on Save Setting

  1. Browse to the folder where you want to save the settings

  1. Click on Save


Load workset configuration

  1. Open Workset Manager
  2. Click on Load Settings

Notice, this will add loaded configuration to current configurations.

Use Clear Settings button, if current settings needs to be purged before loading new configuration settings

  1. Browse to the folder where settings file is stored
  2. Click on Load


Clear workset configuration

  1. Open Workset Manager
  2. Click on Clear Setting

Notice that this will remove all task and jobs in current configuration

  1. To apply empty configuration click on Save


Other features

Fixed Parameters value field works as a search engine for the current model.

A search statement contains a property (a combination of selected category and parameter name), a condition operator, and a value to be tested against the selected property.

Following condition operators can be used in Fixed Parameters, and should be applied depending on the parameter value you are searching for:

  • = Equals;

Can be used to evaluate any type of parameter value. To qualify for the search, a parameter value must match the specified value exactly. For example, = Round Duct will match “Round Duct” and exclude “Rectangular Duct” and “Oval Duct”.

  • != Does not equal;

Can be used to evaluate any type of parameter value. For example, !=Round Duct will match “Rectangular Duct” and “Oval Ducts” and exclude “Round Duct”, other example, !=Yes will match “No”, “Undefined” and exclude “Yes”.

  • * Match any number of unspecified characters;

Can be used to match any number of unspecified characters. For example, “b*k” will match “bench kiosk”, “brick”, and “block”, other example *b*k* will match “bench kiosk”, “bricks” and “blocks” and also “Coarse bricks” and “block 2”.



It is highly recommended to test the jobs in single tasks before creating tasks that contains several jobs.

Configuration settings are always stored in current project. This means that if any user makes any changes to the settings and save those, these changes will be applied to all Revit users in current project. Saved changed are applied to all users for current project after synchronizing to central file.

Optimizer Tools recommends to create a boolean shared parameter as an instance (yes/no) in the Revit template for needed categories. This parameter can be utilized as an enabler for users to manually controlling which elements that should belong to which worksets. Un such case, use !=Yes in Fixed Parameter in all jobs.