Workset Assignment View Filter

This issue came up the other day and I thought it would be useful to pass along.  A sometimes forgotten filter rule we can sort all objects by is workset.  There may be scenarios where graphically seeing which objects are assigned to which worksets may be useful.

We can achieve this by creating view filters, and enabling them in a view as needed.  Colors can be assigned to each filter to easily differenciate which objects are assigned to which workset.

I’ve included a quick video example of this process below:

Workset View Filter

Comments

[Scott D Davis]

Great tip! People are always asking for an easy way to tell what workset something is on. As long as I don't start seeing "A-ANNO-DIMS" and "A-DOOR" worksets with filters to make them look like AutoCAD layers! :-)

[Howard Roman]

Thank you Ryan. Fantastic idea. Is there a way of having these "Workset Key" views set up in a template? Is there a way to pre set Worksets in a template? Wonderful tip.

[Ryan Duell]

Thank you I’m glad this tip was helpful. Unfortunately this type of filter cannot be included in a template file. Because it requires worksets to be enabled to choose the option, and worksets cannot be enabled in a template file, it is not possible.

You could have it set up in another blank project with worksharing enabled, and when needed use “Manage” > “Transfer Project Standards” > “Filters” to load it into the current project. After the filters are loaded you could adjust the Workset names used in the filter if the current project has different worksets. Hope this helps!

[Jason Rostar]

Great tip! Is there a way to have a standard list of worksets set up in a template, or get them to easily transfer once worksets are enabled? Or is manually entering them the only way to go on a new project?