How to Move Existing File-based Workshared Projects to BIM 360

As customers sign up for a trial of and/or purchase BIM 360 Design, a common question they have is how to move their existing workshared projects to the BIM 360 platform. 

The following steps assume that you have set up a project on BIM 360. If you have not set up a project, please do so as outlined here before proceeding with the instructions below.

  • Be sure that all users save and synchronize their local model with the existing central model, relinquish ownership of all worksets, and close their local models.
  • In Revit, open the central model with “Detach from central” option selected.
     
  • Save the detached model to a local or network folder with the name that will be used on BIM 360. (Note: If you save the file with the “-detached” suffix, you will have opportunity to supply a new/different name when collaborating the model to BIM 360).
     
  • Switch to the Collaborate tab on the menu.
     
  • Select the Collaborate button.

Collaborate button

  • In the Collaborate dialog, select “In BIM 360 Document Management” and then OK.

Collaborate dialog

  • In the Collaborate using the cloud dialog: a) specify a filename; b) select the BIM 360 site where the project was created; c) select the project name and browse to the folder where the file will be saved; and d) click on Initiate.  (Note:  Do not select the Plans folder when collaborating to the cloud. Models must be saved under the Project Files folder.)

Initiate

  • Revit will show information on the progress of the collaboration.

Progress

  • Close the model and attempt to reopen the model in Recent files.  (Note:  you'll know if the model is a cloud workshared model if the icon showing next to the preview is a box with a cloud symbol).
     
  • All linked models in the project should also be saved as cloud models (non-workshared) or collaborated to cloud (workshared) separately as well following the steps outlined here:  Migrate Linked Models to BIM 360 Document Management

Pro Tip: All users should clear their temp folders before working on new project as described here.

About the Author

Heather Volk

Sr. Technical Support Specialist, Building Solutions<br><br>Heather is responsible for responding to customer requests and helping them address technical challenges in a timely manner. She is an experienced Computer Aided Design Manager with a demonstrated history of working in the construction industry. She has strong arts and design professional skills in AutoCAD, plumbing, computer aided design (CAD), project estimation, and facility management, and a history of providing training and technical support.

More Content by Heather Volk
Previous Article
Civil 3D IMAGINiT Utilities 2018 Legacy Commands Do Not Function
Civil 3D IMAGINiT Utilities 2018 Legacy Commands Do Not Function

What to do if you encounter an "error unknown" command while using Civil 3D IMAGINiT Utilities 2018

Next Video
Nonlinear Static Analysis with Inventor Nastran
Nonlinear Static Analysis with Inventor Nastran

See the Nonlinear Static Analysis tools available within Autodesk Inventor Nastran.

Need tech support? Let us help!

Learn More