Adding and Associating Revit Files to the Project

For easy access, you can add the Revit project (RVT) and family (RFA) files you are working on to the project.

Working folders are the folders inside the project where you add the Revit files you are working on. The Work in progress folder is the default working folder for any project. You can use the default Work in progress folder exclusively, or you can create additional working folders and add Revit files to the different working folders as needed. For example, you might designate one working folder for local Revit files, and another working folder for Revit files stored in ProjectWise. You can rename the Work in progress folder, or any working folder, as needed. To rename a working folder, right-click it and select Properties, then change the name and click OK.

There is also the concept associating a file with a project. When a Revit file is associated to a project, opening the Revit file also opens its associated project in the ProjectWise browser.

Tip:

Adding the current open document to the project (Add Current Document command) automatically associates the document with the project.
Adding a non-open document to the project (Create Item or Add Local Revit Item command) does not associate the document with the project, but you can manually associate it later if needed.
You can also associate the current open document with a project (Associate the current document command), without adding the document to the project.

Add the Open Revit File to the Project

If the currently open Revit file is not already part of the project, you can add it.

Open a local or ProjectWise Revit file (that is not already part of the project) as you normally would.
Open the project in the ProjectWise browser.
Right-click the Work in progress folder and select Add Current Document.

The current open document is added to the project under the Work in progress folder.

Add a Local Revit Project File (RVT) to the Project

Open your project in the ProjectWise browser.
On the Documents tab, right-click the Work in progress folder and select Add Local Revit Item.

The Select local Revit project dialog opens.
Select a local Revit project file (RVT) and click Open.

The RVT file is added to the project under the Work in progress folder.

Add Other Types of Local Revit Files to the Project

Using the Add Local Revit Item command you can only add local RVT files to the project. Using the Create Item command, you can add local RVT files, but you can also add other types of Revit files to the project (for example, Revit family files (RFA)).

Open your project in the ProjectWise browser.
Right-click the Work in progress folder and select Create Item.

The Create Item dialog opens.
Click the Local button.
The Select document to link dialog opens.
Select a Revit file and click Open.
The file is added to the Create Item dialog.

By default, the Name of this item is the name of the selected Revit file, but you can change the name if needed. This is just the display name in the project for the link to the Revit file.

The Binding field shows the path to the local Revit file.
Click OK.

The Revit file is added to the project under the Work in progress folder.

Add a Revit File Stored in ProjectWise to the Project

Open your project in the ProjectWise browser.
Right-click the Work in progress folder and select Create Item.
The Create Item dialog opens.
Click the ProjectWise button.
The Select document to open dialog opens.

You can add documents from the current datasource (the datasource your advanced integration project is stored in), or you can log in to and select documents from another datasource.
Select a Revit document and click Open.
The document is added to the Create Item dialog.

By default, the Name of this item is the name of the selected Revit file, but you can change the name if needed. This is just the display name in the project for the link to the Revit file.

The Binding field shows the full server and datasource path to the Revit document in ProjectWise.
Click OK.

The Revit file is added to the project under the Work in progress folder.

Creating Additional Working Folders

The Work in progress folder is the default working folder for any project. You can create as many additional working folders as you need.

Open your project in the ProjectWise browser.
Right-click your project and select Create Working Folder.

The Create Folder dialog opens.
Edit the Name as needed and click OK.

The new working folder is added to the project. You can now add Revit files to it as needed, as described in the sections above.

Note: You can also create a working folder by right-clicking the project and selecting Create Folder (instead of Create Working Folder). When the Create Folder dialog opens, make sure you set the Role to Working Folder.