Revit Architecture | Intermediate - Phasing and Worksharing for Project Efficiency

Revit Architecture | Intermediate - Phasing and Worksharing for Project Efficiency is an intensive half-day private course, led by a Certified Autodesk Instructor, designed for proficient Revit users who are looking to enhance their skills in managing project phases and improving team collaboration. This course can be delivered either virtually or in person, and focuses on utilising Revit's phasing and worksharing tools to ensure efficient coordination and project delivery.

Throughout the course, you will explore how to configure and customise phase settings, apply phase filters, and implement graphical overrides to ensure clarity, consistency, and accuracy in your phased designs. You will gain hands-on experience managing elements across various project phases, such as using the Demolish Tool to address phase-specific changes and demolition tasks with precision and efficiency. You will also explore phase mapping techniques to coordinate linked files, ensuring smooth integration and consistency across all project stages. The course also covers essential worksharing strategies to enable multiple users to access and work in a single Revit model simultaneously, including the creation and management of central and local files, the organisation of worksets to streamline team contributions, and the synchronisation of changes to minimise conflicts and maintain up-to-date project data. This course introduces advanced coordination tools, such as the Copy/Monitor tool for aligning grids and levels in linked models, alongside best practices for managing backups, tracking file history, and safely detaching models from central files when needed. These comprehensive techniques will ensure your project files are secure, accessible, and efficiently structured to support reliable workflows, effective coordination, and enhanced collaboration across your project teams.

Upon completing the course, you will be able to confidently manage both phasing and worksharing workflows in Revit, ensuring smoother project delivery and effective coordination throughout all project stages. You will also gain valuable skills to improve project efficiency, enabling better collaboration across teams and ensuring a more organised and optimised workflow.

During this course, you will explore the following topics:

• Module 1 – Phasing Tools | Phase Settings & Filters: Learn how to configure and customise phase settings tailored to the specific needs of your project. You will explore the use of phase filters and apply overrides to ensure clarity, accuracy, and consistency in your documentation. This module will also guide you through managing settings across different phases and applying visual overrides to clearly communicate phase requirements for project documentation.
• Module 2 – Managing Elements in Phases | Demolish Tool | Phase Mapping: Learn how to manage elements effectively across various project phases, utilising the Demolish Tool to handle phase-specific changes with precision and efficiency. You will also explore phase mapping techniques to ensure smooth coordination when working with linked files, helping to streamline team collaboration and maintain consistency throughout all project stages.
• Module 3 – Central Files | Worksets | Local Files: Discover how to create and manage central and local files for collaborative work. You will learn how to organise worksets effectively, ensuring that team members can work simultaneously without conflicts, and how to synchronise changes across all users to keep your project up to date. This module provides best practices for maintaining efficient worksharing, ensuring your project files remain well-organised, accessible, and properly structured to support smooth teamwork.
• Module 4 – Copy/Monitor | Detach | Backups | File History: Explore how to effectively use the Copy/Monitor tool to coordinate grids and levels across linked models, ensuring consistency and accuracy within your project. You will learn how to manage worksharing backups, view and track file history, and safely detach models from the central file when necessary. This module ensures your project files are properly maintained, easily accessible, and safeguarded throughout the entire project lifecycle, helping to prevent data loss and maintain workflow continuity.

Before the course, you will receive a Course Pack containing training notes and/or files that need to be downloaded prior to joining the training.

ARKANCE, an Authorized Autodesk Training Center, delivers high-quality training for Autodesk software users. Upon successful completion of the course, participants will receive an official ARKANCE Certificate of Completion, demonstrating their commitment to ongoing professional development.

Additionally, participants are encouraged to register their attendance with Autodesk Education to receive a Certificate of Completion from Autodesk. To obtain this certificate, participants must follow the steps provided in the confirmation email sent after registration and submit a post-training feedback survey within 60 days of completing the course.

To join the course, participants must be confident in their use of Revit Architecture. It is recommended that individuals have a thorough understanding of all topics covered in the Essentials course. Familiarity with basic project management concepts is also beneficial to ensure full engagement with the intermediate topics presented in the course.

Participants joining this course virtually will need:

• Revit '22 or higher installed on their computer (required). We strongly recommend that participants join using the most recent version of the software. Please contact us if you need to purchase a software licence.
• The latest Zoom version installed on their computer (required).
• A stable internet connection with a minimum download speed of 10 Mbps (required).
• A secondary screen to follow instructions shared by the course instructor during training, along with a mouse for easy software navigation (recommended).
• A headset to ensure clear communication with the instructor, and preferably a microphone and webcam for interactive conversations (recommended).

Participants joining this course in person will need:

• Revit '22 or higher installed on their computer (required). We strongly recommend that participants join using the most recent version of the software. Please contact us if you need to purchase a software licence.
• A large computer screen, along with a keyboard and mouse for easy software navigation (recommended).

Additionally, the training venue should be equipped with:

• A projector setup or a large screen enabling the instructor to connect their laptop, facilitating attendee visibility of the instructor's screen (required).

Our private training sessions are offered at a flat rate per course and accommodate up to eight participants. Delivered on request, these courses can be conducted virtually or on-site at your venue.

The training can follow a standard agenda or be customised to align with your team’s specific workflows, existing templates, and project requirements. Please note that in-person training will incur additional travel costs, and pricing may vary for customised curriculums.

Please contact us to discuss organising this training for your team.