The Revizto 5 Scheduler application is installed when you install Revizto. If you cannot find the application on your device, reinstall Revizto.

1. Ensure Revizto is installed on your device. 

2. Open the Revizto 5 Scheduler desktop shortcut or search for the "Revizto 5 Scheduler" application on your device. 

   Revizto version 5.15 and later includes both the Revizto 5 Scheduler and Revizto 5 Old Scheduler applications. Refer to Revizto 5 Old Scheduler for more information on how to switch between the old and new scheduler and migrate and backup tasks. 

   Revizto 5 Scheduler	Revizto 5 Old Scheduler

To use the scheduler application, you must be signed in to Revizto. If you are not signed in to Revizto when you try to open the scheduler application, you will be asked to sign in to Revizto and try again.

In the upper right corner of the scheduler application is the account and region the scheduler is operating under. To change the region or Revizto account, close the scheduler application and sign in to Revizto using another region or account. When you reopen the scheduler, the region and account will be updated. The scheduler only runs tasks for the active account and region and cannot automatically switch between them.

1. Sign in to ws.revizto.com. 
2. If you are a member of several accounts, ensure that the correct account is selected. 

3. Open the Tools dropdown menu, then select My Projects.

   

4. Open the project and then, in the toolbar, go to the Scheduler tab.

   

The Tasks tab shows all tasks that have been created from the device (in the scheduler application) or for the project (in Revizto Workspace). From the scheduler application, you can also create, edit, delete, and run tasks here. 

Each task row includes task information columns which can be added or removed by clicking Show/hide columns to the right of the task columns. The alert column in the scheduler application (second from the left) will indicate if the task has any issues by showing a warning or error . Warnings are not critical, and mean the task can still run, but might have a problem such as a syncing issue. Errors are critical and indicate a problem that prevents the task from running, such as source files that can't be found. Tasks can be filtered by alert type.

Across the top of the Tasks tab you can filter and search for tasks. Filters vary based on the scheduler (application or Revizto Workspace).

You can view all upcoming runs of scheduled tasks in the Upcoming schedule tab. Tasks will be grouped by date with each line representing a scheduled run for a task, not the entire task. For example, if a task is set to run every week on Mondays and Tuesdays, you will see a line for a specific run of that task listed under each upcoming Monday and Tuesday for the duration of the task.

Across the top of the Upcoming schedule tab you can filter and search for tasks. Filters vary based on the scheduler (application or Revizto Workspace). You can also skip a task run, which will prevent the task from running at that scheduled time, but will not delete the task. See, Skipping tasks below.  

The History tab shows you a history of all the tasks that have been run from the device (in the scheduler application) or for the project (in Revizto Workspace). You can use this section to view the details of your previous tasks, such as start time, duration, and status. 

Across the top of the History tab you can filter and search for tasks. Filters vary based on the scheduler (application or Revizto Workspace).

The Delay column is specific to the task history and lists the time a task spent in the queue before it ran; if multiple tasks were ahead of this task in the queue, the recorded delay will be longer. Clicking a task will open an info panel with more details on the task and its status, such as who canceled the task or why it failed. 

Tasks can have the following statuses:

Depending on which scheduler you are using (application or Revizto Workspace), the task history will be slightly different. In the scheduler application, the history will show tasks related to that specific device and account. In the Scheduler tab in Revizto Workspace, the history will show all tasks related to the project you are in.

You can open the task queue by clicking the Task queue button in the upper right corner of the scheduler application. The task queue shows the current status of all running and queued tasks. Only one task can run at a time and while a task is actively running, a progress bar will show the status of the task's run. You can use the task queue to monitor the progress of your tasks.

To cancel queued tasks, click X next to the individual tasks or click Cancel all to cancel all tasks in the queue. If a task is running it will take longer to cancel as the progress on the task must be rolled back, however, it will be canceled. Task cancellations will be recorded under the History tab.

You can create tasks to import 3D models from the following file types: IFC, FBX, OBJ, RVM, 12DXML, GLTF, and point clouds (FARO, ReCAP, and LAS). While multiple file types are available for import, only one file type can be selected for an individual task. If you need to import multiple file types, you will need to create a separate task for each one. One task can include multiple files of the same file type, however. 

1. Click Create task. 
2. From the Task type dropdown menu, select Import 3D models from files.
3. Click Create. This will open the new task panel.
4. Complete the fields under New task. 
   • In the Task name field, add a name. 

   • Next to the Revizto project field, click Select projects. This will open the Publish to Revizto window. Select your project, then click OK. 

     If you select a local project, you will not have the options to sync the project or send email notifications under Additional actions. 

5. Select the model files under Model import settings.
   • In the Source models box, click Add models. Select the file format of your models from the dropdown menu and click OK, then select the files from your device. 

   • If prompted, select if you would like to link the model to an existing model in your Revizto project and set the model positioning.  

     

6. Change the settings under Publishing settings if needed. The fields will vary depending on the file type. 
7. Set a schedule to run the task automatically under Schedule.  

   • If you do not want to run the task on a schedule, turn off the Run task automatically on schedule toggle. This means the task will only run manually or through a command line.

     

     The specified end date is the last date the task will run on. 

8. Select any desired options under Additional actions.

   • If you would like to run command-line actions related to this task, select the Perform command-line actions before or after task checkbox. More information on command-line actions can be found under Using the command-line functions.  

     

9. Review all task settings then, at the top of the panel, click Save. 

Your task will be ready to run. It will be visible under Tasks as well as Upcoming schedule if you set the task to run on an automatic schedule.

You can create tasks to run clash automation in your cloud and shared location Revizto projects (a Revizto+ license is required). Once a task is set up, Revizto will not need to be open to run the clash automation; this means you can set multiple tasks to run after hours or from a central machine and eliminate the need to manually run the clash automation. Clash automation tasks can run clash automation for either specific clash tests or for tests with specific labels, however the tests or labels must already be set up in your Revizto project. You cannot set up a clash test from the scheduler. 

1. Click Create task.
2. From the Task type dropdown menu, select Clash automation.
3. Click Create. This will open the new task pane.
4. Complete the fields under New task. 
   • In the Task name field, add a name. 

   • Next to the Revizto project field, click Select project. This will open the Publish to Revizto window. Select your project from the options listed, then click OK. 

     Local projects are not available for clash automation tasks as the ability to sync is required.

5. Select your Clash automation settings.

   • Under Clash tests, select which clash tests you want to include from All, Selected labels, or Selected clash tests. Choosing Selected labels or Selected clash tests will prompt you to add the labels or clash tests in the Labels or Clash tests field. 

     Revizto must be open to select labels or clash tests. If Revizto is not already open, it will be opened by the scheduler. 

   • Under Actions, select the clash test actions you want to run. The options, Run clash detection and Sync with the issue tracker, are the same actions that must be chosen for clash tests in Revizto. You must select at least one option. 

   • If you select the Sync with the issue tracker checkbox, choose what type of clashes you want synced ("reviewed" and "not reviewed" or only "reviewed").  

     

6. Set a schedule to run the task automatically under Schedule.

   • If you do not want to run the task on a schedule, turn off the Run task automatically on schedule toggle. This means the task will only run manually or through a command line. 

     

7. Select any desired options under Additional actions. 

   • If you would like to run command-line actions related to this task, select the Perform command-line actions before or after task checkbox. More information on command-line actions can be found under Using the command-line functions. 

     

8. Review all task settings then, at the top of the panel, click Save.

Your task will be ready to run. It will be visible under Tasks as well as Upcoming schedule if you set up the task to run on an automatic schedule.

You can create tasks to export object properties from the selection inspector to a CSV file. Together with the Import custom object properties from CSV, this is particularly useful for updating custom properties in bulk in your Revizto project: export the custom properties from the project, make changes to the custom properties in the CSV file, then import the CSV file to update all the properties at once. Revizto will not need to be open to run the export, meaning you can run the task manually from the scheduler or set it to run on a schedule. The search set you want to export from and properties preset must already be set up in your Revizto project.

1. Click Create task.
2. From the Task type dropdown menu, select Export object properties to CSV.
3. Click Create. This will open the new task pane.
4. Complete the fields under New task. 
   • In the Task name field, add a name. 
   • Next to the Revizto project field, click Select project. This will open the Publish to Revizto window. Select your project from the options listed, then click OK. 
5. Select your Export settings.
   • Under Search set, select which search set you want to export from. Only one search set can be selected. This will determine the list of objects that will be included as rows in the CSV file.
   • Under Favorite properties preset, select from your project's favorite properties presets or Default. This will determine what object properties will be included as columns in the CSV file. 
   • Next to Output CSV file, click Browse to select where on your device you want to save the CSV file.

   • The Include Revizto ID checkbox will be selected by default, but you can deselect it.

     Correctly formatted Revizto IDs (<Revizto ID value>) are required to re-import custom properties from this file into Revizto. Exporting with the Include Revizto ID checkbox selected ensures correct formatting.

     

6. Set a schedule to run the task automatically under Schedule.

   • If you do not want to run the task on a schedule, turn off the Run task automatically on schedule toggle. This means the task will only run manually or through a command line.

     

     The specified end date is the last date the task will run on. 

7. Select any desired options under Additional actions.

   • If you would like to run command-line actions related to this task, select the Perform command-line actions before or after task checkbox. More information on command-line actions can be found under Using the command-line functions. 

     

8. Review all task settings then, at the top of the panel, click Save.  

Your task will be ready to run. It will be visible under Tasks as well as Upcoming schedule if you set up the task to run on an automatic schedule.

You can create tasks to import custom object properties from a CSV file to your Revizto project. Together with the Export object properties to CSV, this is particularly useful for updating custom properties in bulk in your Revizto project: export the custom properties from the project, make changes to the custom properties in the CSV file, then import the CSV file to update all the properties at once. Revizto will not need to be open to run the import, meaning you can run the task manually from the scheduler or set it to run on a schedule. Only values of the properties that already exist in the Revizto project will be imported, so required custom properties must be created in Revizto first. Standard properties included in the file will not be changed in Revizto when imported, only custom properties.

1. Click Create task.
2. From the Task type dropdown menu, select Import custom object properties from CSV.
3. Click Create. This will open the new task panel.
4. Complete the fields under New task.
   • In the Task name field, add a name. 
   • Next to the Revizto project field, click Select project. This will open the Publish to Revizto window. Select your project from the options listed, then click OK.
5. Select your Import settings.

   • Next to Source file (CSV), click Browse and select the CSV file on your device.

     We recommend working from an object properties file that was exported from an Export object properties to CSV task to ensure the file format is correct (Revizto IDs must be formatted as <Revizto ID value>). A custom properties file exported from the selection inspector directly will not have the correct formatting. 

   • The Overwrite existing property values checkbox will be selected by default. Deselect this checkbox If you want to fill in missing property values (blanks), but keep existing Revizto values as they are. 

   • The Keep existing property values when matching CSV values are blank checkbox will be selected by default. Deselect this checkbox if you want blank CSV cells to clear the corresponding property values in Revizto.  

     

6. Set a schedule to run the task automatically under Schedule.  

   • If you do not want to run the task on a schedule, turn off the Run task automatically on schedule toggle. This means the task will only run manually or through a command line..  

     

     The specified end date is the last date the task will run on. 

7. Select any desired options under Additional actions.

   • If you would like to run command-line actions related to this task, select the Perform command-line actions before or after task checkbox. More information on command-line actions can be found under Using the command-line functions. 

     

8. Review all task settings then, at the top of the pane, click Save.

Your task will be ready to run. It will be visible under Tasks as well as Upcoming schedule if you set up the task to run on an automatic schedule.

Creating a task to publish from an authoring tool must be done in the authoring tool. Once a task has been created, however, the authoring tool must be closed for the task to publish from the tool to Revizto. If the tool is open when the task tries to run, it will fail. The scheduler currently supports publishing from: Revit, Navisworks, AutoCAD, Plant 3D, Civil 3D, Advance Steel, and Bentley MicroStation. 

1. Open your project in the authoring tool.
2. In the Revizto 5 plug-in in the authoring tool, click Revizto Scheduler. This will open a scheduler window.

3. Select the task's settings and save the task to create it.

   The button Publish to Revizto will publish the model immediately and is not used for creating tasks in the scheduler.

Once a task to publish from an authoring tool has been created, it will show up in the scheduler where you can perform all scheduler functions (such as run, delete, and import and export) and edit most settings in the task. 

1. Select the checkbox next to the tasks you want to duplicate. Selecting multiple tasks will result in a duplicate of each selected task. 
2. Click Duplicate tasks in the toolbar.
   • A task can also be duplicated by opening the task and clicking Duplicate tasks in the task's toolbar.

The selected tasks will be immediately duplicated. The new tasks will include "(Copy)" in the name, but otherwise will be the exact same as the original tasks. The new tasks can be edited independently of the originals. For more information on editing a task, see Editing tasks.

1. Select the checkbox next to the tasks you want to run. 
2. Click Run now in the toolbar.
   • A task can also be run by opening the task and clicking Run now in the task's toolbar.

The task will immediately start. Running a task manually will not stop the schedule if the task has one, it will just add an extra task run. 

1. Click on the task to open the task panel. 

2. Click Edit in the task's toolbar. This will open task fields for editing.  

   

3. Edit the relevant fields and settings. 
4. Click Save.

1. Click on the task to open the task pane. 
2. Click Edit in the task's toolbar. This will open task fields for editing. 
3. Next to Source model, click Unlink.
4. Click Save. The task will show a Warning alert, however this will go away when a new model has been linked.
5. Open the new model in your authoring tool. 
6. In the Revizto 5 plug-in in the authoring tool, click Revizto Scheduler. This will open a scheduler window
7. Under Tasks not linked to models, click Link to current model for the task you want to link.
8. Click OK to confirm your selection. 

If you need to upgrade a model linked to a task because the authoring tool has been updated to a new version:

1. Open the model in the updated authoring tool. 
2. In the Revizto 5 plug-in in the authoring tool, click Revizto Scheduler. This will open a scheduler window. 
3. Under Tasks created in other <authoring tool> versions, click Use <updated authoring tool>. This will automatically update the model linked to the task to the new version of the tool.
4. Click OK to confirm your selection.

1. Find the task in either the scheduler application or Revizto Workspace. 
2. Select the checkbox next to the tasks you want to delete. 
3. Click Delete tasks in the toolbar.
   • A task can also be deleted by opening the task and clicking Delete task in the task's toolbar.
4. Review the tasks listed in the confirmation window to ensure you're deleting the correct tasks, then click Delete.

The tasks will immediately be deleted. 

1. Click Import tasks in the toolbar.
2. Find and select the JSON task files from your device.
3. Open the files. 

The tasks will be immediately imported into the scheduler. 

1. Select the checkbox next to the tasks you want to export. 
2. Click Export tasks in the toolbar.
   • A task can also be exported by opening the task and clicking Export task in the task's toolbar.
3. Select a folder on your device where you want to save the exported tasks.

Each task will be saved as an individual JSON file. 

1. Open the Upcoming schedule tab.
2. Select the checkbox next to the scheduled run. Multiple task runs can be selected.

3. Click Skip at the top of the page. The skipped run will be labeled "[Skipped]" in front of the task's name. 

   

1. Select the checkbox next to a skipped run. Multiple skipped task runs can be selected.
2. Click Undo skip at the top of the page.  

1. Under the Additional Actions section of the task, select the Perform command-line actions checkbox. This will open the Action section.

2. Select when you would like the action to be performed. Options include Before task, After task on success, and After task on failure or partial failure.

   Task statuses are described under Scheduler overview > History.

3. Add the command to the box.  

   

4. When all editing on the task is completed, click Save at the top of the task panel. 

You can add as many actions as you want to a task by clicking Add another action. This will add another Action section to the task panel. Additional actions are independent from each other and are only applied to the task itself; they do not stack on top of previous actions.  

1. Click on the task to open the task panel. 

2. Click Edit in the task's toolbar. This will open task fields for editing.  

   

3. Find the action you want to delete, then click Delete action next to it. 
4. Click Save at the top of the task panel.

The Command-line settings section provides the command to run the task you are viewing. This command can be used to run this task through Revizto Console or as an action on another task. The command is auto-generated and read-only, however, you can edit the command's name in the Task alias for the command line field and copy the command for use in another task's command-line action by clicking the Copy button above the command's field.

1. Click Settings .
2.  next to the device's name in the upper left corner of the application. This will open the Settings menu.
3. Change the device name or timeout limits. 
   • To change the device name, edit directly in the Device name field. 
   • To set a timeout limit, select the checkbox next to the type of timeout you want (Duration timeout, Time in queue timeout, or both), then enter the number of hours for the timeout. The timeout limit will cancel the task after the duration of the task or the time spent in the queue has reached the hours limit set here.
4. Click Save.

When switching to the new scheduler, you might want to migrate tasks that exist in the old scheduler to the new one. 

To switch to the new scheduler and migrate your tasks:

1. Open the Revizto 5 Scheduler application. You may need to search for it in the windows start menu.
2. Click Start using new scheduler.

3. You will be asked if you want to back up your tasks. Click Select folder then choose a destination folder to create a backup file, otherwise click Skip.

   If you select Skip, a backup file will be saved in the .old-scheduler-backups folder in your Revizto working folder.

4. In the next window, click Migrate tasks.
5. Confirm the migration by clicking OK.

All tasks in the old scheduler will be migrated to the new scheduler and will run automatically on their existing schedules. Migrated tasks can be edited and will include the expanded settings that come with the current scheduler.

If you are using the current scheduler, you can switch back to the old scheduler at any time. The current scheduler offers a number of advantages over the old scheduler, however, the old scheduler will remain available if it meets your needs better.

To revert to the old scheduler:

1. Open the new Revizto 5 Scheduler application. You may need to search for it in the windows start menu.
2. Go to Settings . 
3. Click Revert to old scheduler.

4. You will be asked if you want to back up your tasks. Click Select folder then choose a destination folder to create a backup file, otherwise click Skip.

   It is recommended to create a backup file as all tasks will be deleted from the new scheduler when reverting to the old scheduler.

5. Select if you would like to restore tasks in the old scheduler from a backup file. 
   • If you want to restore tasks, click Select file, then choose the relevant file from your device. 
   • If you do not want to restore tasks, click Skip restoring. 
6. Confirm that you are switching back to the old scheduler by clicking OK. 

You will now be able to use the old scheduler. You will still be able to open the current scheduler application and the Scheduler tab in Revizto Workspace, but will not be able to create a task or perform any actions without switching to the current scheduler. Additionally, any tasks created in the current scheduler before switching back to the old scheduler will be deleted, so it is recommended to always create a backup file when switching between scheduler versions.