In brief
- Display multiple Revit views at once using the Tile command on the View tab.
- Right-click frequently used tools to add them to the Quick Access Toolbar.
- Set project and family template paths in File Locations.
- Autodesk recommends that each user keep a local copy of point cloud files in worksharing projects.
This guide adapts the user interface and file location settings described in Autodesk’s Revit 2026 documentation to architectural project workflows. The aim is to simplify switching between views and accessing frequently used tools while working on a model, and to manage point cloud link paths consistently in worksharing projects. The menus and features described are based on Revit 2026 documentation.
1. Use the Project Browser and Properties palette to suit your workflow
In Revit, the Project Browser lists views, schedules, sheets, and other project content in a hierarchical structure. In a large project, expand the relevant group and double-click a view name to open it. This lets you find each view in the project hierarchy rather than searching for it as though it were a separate file or workspace.
When you select an element, you can view and edit its properties in the Properties palette. The Type Selector displays the selected element’s family type and lets you choose another type. In Autodesk’s user interface example, changing a door type also updates the element in other views where it appears. It’s therefore good practice to check other views after changing a type.
In the Project Browser, expand the group containing the view you’ll work on.
Double-click the relevant view name to open it in the drawing area.
To edit an element’s properties, select the element and use the Properties palette.
To change its type, choose the appropriate family type from the Type Selector, then check how the change appears in other views.
2. Open multiple views side by side
When comparing a plan, section, or another model view, you can display several views at once instead of repeatedly switching between view tabs. Autodesk’s documented method is to tile open views using the Tile command on the View tab. This makes it possible to inspect different views of the same model simultaneously.
Open the views you want to inspect from the Project Browser.
Go to the View tab on the ribbon and select Tile.
Review the views side by side and make any necessary element changes.
Use the View Control Bar in the drawing area to change the current view’s scale or visual style.
You can use the Tile layout, for example, to check how a model change appears in different views. Its purpose is not to have Revit make design decisions automatically, but to let you see multiple views together in the same work session. Use the options on the View Control Bar for visual display settings; file operations such as saving and exporting are in the File tab.
3. Organize frequently used tools and project paths
The Quick Access Toolbar can be customized to make frequently used commands easier to reach. Autodesk’s help shows how to right-click a tool and select Add to Quick Access toolbar. Choosing tools for specific tasks can reduce the need to search the ribbon during repetitive work.
To set file locations, open the Options window from the File tab and go to the File Locations tab. Here, you can specify the project templates listed when creating a new model, the default user file location, and the paths to family templates and libraries. The default user file location affects the starting folder when opening and saving files. Autodesk’s documentation gives the default installation location for Revit 2026 family templates as %ALLUSERSPROFILE%\Autodesk\RVT 2026\Family Templates.
| Setting | Recommended value | Effect |
|---|---|---|
| Quick Access Toolbar | Add tools you use frequently | Lets you access those tools from this toolbar. |
| Default user file location | Specify a suitable folder for your project | Sets the starting folder for opening and saving files. |
| Point cloud files | A local copy for each user, using the same relative path | According to Autodesk, this helps reduce network traffic and performance overhead in worksharing. |
4. Keep point cloud links intact in worksharing projects
Autodesk recommends that each user keep a local copy of point cloud files in models using worksharing. For the link to remain valid during synchronization, team members’ local copies must use the same relative path. Additional locations, such as company libraries, can be defined using the Places option on the File Locations tab.
The point cloud root path can also be set on the same tab. Revit sets this path automatically during installation, but users can change it. According to the documentation, the Saved Path information for point cloud entries in Manage Links is relative to this root location. If the root path changes, point cloud files previously linked to the project may need to be reloaded.
Common mistakes
Assuming a toolbar change automatically adds every tool: Add tools to the Quick Access Toolbar individually.
Keeping point clouds at different relative paths for team members: In Autodesk’s recommended workflow, local copies must use the same relative path for all users.
Overlooking existing links after changing the point cloud root path: Reload linked files if needed.
Not checking other views after changing an element type: Since a type change can appear across views, review the relevant views.
These settings are especially useful for architecture and interior design teams that frequently switch between models, sheets, and different views in Revit. For shared projects involving point clouds, file location organization is also part of the workflow. Since Autodesk’s documentation does not specify particular hardware requirements or performance measurements, it’s best to focus on documented steps such as keeping local file copies and using consistent paths rather than drawing conclusions about hardware upgrades.
Sources
2 sourcesSource texts are not republished; short quotes are marked, everything else is our own summary and commentary.
For offices in Turkey using Revit, the practical value of this guide lies less in tailoring the workspace to individual habits than in establishing a repeatable setup across the team. Adding frequently used tools to the Quick Access Toolbar and reviewing open views together with Tile can make daily model checks smoother.
For worksharing projects with point clouds, the key consideration is not buying hardware but agreeing on consistent file paths across the team. Autodesk recommends local copies to help with performance and network traffic, but its documentation does not explain hardware measurements or licensing terms. Checking existing links when changing the root path is also important to prevent potential issues.
Frequently asked questions
How do you open multiple views at once in Revit?
Open the required views from the Project Browser. Then use the Tile command on the View tab to display the open views together.
How should point cloud files be managed for worksharing in Revit 2026?
Autodesk recommends that each user keep a local copy of point cloud files. To keep the links intact, these copies must use the same relative path for all users.
Where can you change the default file save folder in Revit?
Open the Options window from the File tab, then go to the File Locations tab. The Default path for user files setting determines the starting folder used when opening and saving files.
