Annotation, Modeling

Preparing Revit Model for Consultants

There are few ways to send out your model to your consultant, but what would be the best way?

Should I send the Central file or my local file to our consultants? The answer is No to both. Your model needs to be Detached from Central before it is good for your consultants to use.

These are the steps I recommend:

1. Have the whole team “Synchronize” their local files to Central and close the file.

2. Open the Central File. Check “Detach from Central” & “Audit”, uncheck “Create New Local”.


3. Once you click Open, a dialog box will pop up. Select Detach & preserve worksets.


4. (Optional Step). In Project Browser, select all sheets, right click and “delete” sheets in the project. This helps to minimize the file size.

5. “Purge” unused objects in the model. Go to Manage tab > Purge Unused (under Settings panel).


6. (Optional Step) Remove unused Links. Go to Manage tab > Manage Links (under Manage Project panel). Click through the tabs to Unload and remove all AutoCAD Links and any Non-Architectural Revit Links from the file.

7. Save the file. Save As > Project > Options > Check “Make this a Central File” and “Compact File”.


8. Save the file with the same filename as your original Central File.
It is a good practice to keep track of the date you send out your model. create a folder with today’s date and save your Revit file in there.

9. Under Collaborate click on Relinquish All Mine.

10. There is a check box in the Sync window you need to check manually to release all Worksets.

11. Close Revit and delete the backup file

12. You are ready to send the *.rvt file to your consultants!

Please Note:

It is important to send the Revit model out (and ask for consultants’ Revit models regularly and after any major change in the project.

If you have other Architectural Revit files (unit files, etc) linked, you need to follow the steps for those files as well…



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