Workset Manager

Workset Manager provides a compact modeless window for common workset tasks. Use it to change the active workset and adjust workset visibility in the current view without opening multiple Revit dialogs.

Getting Started

Find Workset Manager in the Utilities pulldown on the Amorphous ribbon tab.

Note

Workset Manager is available for workshared project documents. It is not available when no document is open or when the active document is not workshared.

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Features

• Active workset picker - Change the active workset from a dropdown
• Active-workset indicator - The current active workset is marked in the list
• Active-view visibility list - Toggle workset visibility for the current view
• Element counts - Shows the number of elements found on each user workset
• Multi-select editing - Select multiple worksets and toggle them together
• Bulk actions - Show All, Hide All, Invert, or Reset visibility
• Immediate view updates - Visibility changes are applied to the active view as soon as you make them
• Title-bar controls - Refresh or reset the active view from the compact header controls

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How to Use

Basic Workflow

1. Open a workshared project
2. Open Utilities and click Workset Manager
3. Use Active Workset to choose where newly created elements should go
4. Check or uncheck worksets in the visibility list for the active view
5. Use Show All, Hide All, Invert, or Reset for bulk edits

Visibility changes are written to the active view immediately. Use Refresh if you switch views or need to reload counts.

Tip

Use Workset Manager before modeling in a shared file when you want to confirm both the active workset and the view’s workset visibility in one place.

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User Interface

Active Workset

The Active Workset dropdown changes the workset used for newly created model elements. The selected active workset is also marked with an Active label in the workset list.

Visibility List

Element	Description
Checkbox	Sets whether the workset should be visible in the active view
Workset name	Name of the user workset
Element count	Number of elements found on that workset
Active badge	Marks the current active workset

Bulk Actions

Action	What It Does
Show All	Marks every listed workset visible
Hide All	Marks every listed workset hidden
Invert	Reverses the current checked state of each listed workset
Refresh	Reloads worksets, active view name, visibility state, and counts
Reset	Returns workset visibility to the global default setting

Tip

Use Reset when you want the active view to stop overriding workset visibility and return to the model’s global workset defaults.

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Keyboard and Mouse Shortcuts

Shortcut	Action
Ctrl or Shift selection	Select multiple workset rows
Space	Toggle visibility for selected rows
Double-click row	Toggle visibility for that row or selected rows
Esc	Close the window

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Options & Settings

Option	Description
Active Workset	Changes the workset used for newly created elements
Workset visibility	Sets visibility overrides for the active view immediately
Refresh	Reloads the active view, workset state, and element counts
Reset	Restores global workset visibility defaults in the active view

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Use Cases

Scenario	Recommended Approach
Change modeling destination	Pick the target active workset before creating new elements
Clean up one view	Hide unrelated worksets and review the changes in the active view right away
Review workset contents	Use element counts to understand which worksets are carrying model content
Restore defaults	Use Reset when the view should follow global workset visibility again
Prepare coordination view	Show only the worksets relevant to a review area

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Tips & Best Practices

• Check the active workset before creating new elements in a shared model
• Use Reset before troubleshooting visibility if a view has too many custom workset overrides
• Use element counts as a clue, not a full audit when reviewing workset organization
• Review checked states before toggling groups because visibility changes affect the active view immediately

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Limitations

Limitation	Details
Workshared projects only	Non-workshared projects do not have user worksets to manage
Active view visibility	Visibility changes apply to the current active view
View template control	A view template may prevent workset visibility edits if it controls those settings
User worksets only	System worksets are not the focus of this utility

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Troubleshooting

The command says the document is not workshared

Cause: The active document does not have worksharing enabled.

Solution: Open a workshared project before using Workset Manager.

Visibility changes do not appear

Possible causes:

• A view template controls workset visibility
• The affected elements are hidden by another view setting
• You changed views while the window was open and need to refresh

Solution: Click Refresh, then check the active view template and other visibility controls.

Reset does not show everything

Cause: Reset only returns workset visibility to global defaults. Other category, filter, phase, or view template settings may still hide elements.

Solution: Check Visibility/Graphics, filters, category visibility, and the active view template.

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Related Tools

• Utilities - Parent menu for focused utility commands
• View Category Manager - Manage active-view category visibility
• Batch Model Info - Export workset data across one or more models