Manage · Worksets

Assign Worksets

Assign worksets to Revit links, CAD links, or levels and grids, with optional pinning and link renaming.

When to use it

Use this after linking consultant models, after CAD underlays, or when levels and grids are still on the wrong workset.

Why it exists

Links and datums on the wrong workset cause checkout fights and make it hard to close worksets you are not editing.

How to use it

  1. Open Assign Worksets

    On the ✚ Annon App tab, open Worksets and choose Assign Worksets.

  2. Pick a tab

    Work on Revit links, CAD links, or Levels & grids.

  3. Assign in the grid

    Search, then set the workset for each row. Optionally pin elements, and rename link instances to match the file name (duplicates get -1, -2, and so on).

  4. Commit

    Apply the assignments. Repeat on the other tabs if needed.

Assign Worksets window on the Revit links tab
Revit links - assign worksets and optionally rename instances.
Assign Worksets window on the CAD links tab
CAD links - put underlays on the right workset.
Assign Worksets window on the Levels and grids tab
Levels & grids - keep datums together.

Keep in mind

  • Pinning is useful for links and datums you do not want accidentally moved.
  • Imported CAD (not linked) is cleaned with Purge DWG.