This guide is provided as a support for users who fall under the discipline of  “construction”. It will lead them through setting up a Revizto project and the parameters required to integrate directly into the tool that best complements their current “construction” processes. This will prepare users for active workflows such as clash coordination, field team punchlisting, site/drone analysis, reporting,  providing tips both for beginner and advanced users.

Account creation and downloading

• Creating an account and downloading Revizto

Learning path highlight

Revizto is a platform centered around Integrated collaboration. It allows project teams to hold conversations and correspondence of accountable issues while referring to multiple file types of project-related information in an easy-to-understand format.

Revizto has the ability to be deployed during any phase of a “construction” project depending on the purpose. However, we at Revizto recommend utilizing the tool at the very beginning. Appending information early from the initial design will provide downstream benefits and highlight the quality of your building in one location at closeout and handover.

Initial project setup 

Prepare for publishing

Users have two choices on how to create a Revizto project.

1. Directly from Revizto

After Revizto has been installed on a user’s machine and signed in to their account, new projects can be created directly from the project menu. Users are able to set up the parameters of their project such as:

• Adding project members

• Uploading documents

• Establishing folder structure

• Setting up integrations

  Videos directly addressing the above actions

• Importing documents into 2D

• Arranging sheets into folders

• Moving folders in 2D

However, when uploading 2D and 3D project information correctly we recommend the second choice. All of our model uploads must be done via plug-ins unless the information is in one of the following formats:

• .ifc

• .fbx

• .obj

• .rvm

• .rcp

• .rcs

• .fls

• .fws

• .lsproj

• .laz
• .las

2. Directly from Revit, Navisworks, or other authoring software

After Revizto has been installed and Revit and Navisworks can also be accessed on a user's machine, Revizto plug-ins can now be accessed at the top of both Revit and Navisworks toolbars. Within Revit users can:

1. Publish 3D models (by individual files or federated containing Revit links)

2. Publish sheets and sheet coordinates

3. Publish project coordinates (Project internal, shared, origin)

4. Publish point clouds

  (This process can also be automated utilizing Revizto Scheduler)

Before publishing is executed, users can create new or update projects directly from the Revizto plug-in.

Here is a list of current direct plug-ins with authoring software:

Integrations with third-party products

Videos directly addressing the above actions

• Revit plug-in

• AutoCAD plug-in

• Navisworks plug-in

Note: Publishing from Navisworks contains the same 3D publishing features as the Revit plug-in, but does not include publishing sheets. 

2D Integrations

Revizto integrates with the following documentation management applications:

• Autodesk Construction Cloud (ACC)

• Asite

• Box

• Procore

• Microsoft SharePoint

By navigating to the “DOCS” section within the Revizto users can select which integration their project 2D documents are contained within, and connect Revizto to those specific folders.

Once connected, the user is able to select the sheets to be imported to the Revizto project. This becomes a live connection where project teams are able to access the latest versions of drawings. These drawings become automatically updated over time reflecting the documents contained inside the integrated file.

Videos directly addressing the above actions

• Documents integration setup

• Importing documents into 2D

• Detaching documents

Note:

1. Project members are required to be added to the integration platform to view connected documents in Revizto.

2. Procore integration process differs from other platforms. The current Revizto API connects with Procore Docs. This requires the use of bulk editor and file mirroring tools also mentioned in the video provided above.

3. In order for users to access content associated with an integration, users must also have access within the integration itself. 

4. If your firm does not accommodate the document management platforms listed above, documents can also be manually uploaded from a local machine, server, or desktop-synced application. (ex. DropBox) - Manual document uploads may have varying factors, please reach out to your technical rep. to be advised on the best suggestion.

Procore RFI Connection

Through the Revizto and Procore integration, users also have access to Procore RFI. This integration allows existing Revizto issues to be exported to a templated RFI within the connected Procore project, where users can create new RFIs, elevate issues to existing RFIs, or access an existing RFI issue for status updates. 

By accessing the “DOCS” section within Revizto, select “Add new integration” at the top right corner within Revizto. There will be a Procore RFI connection at the bottom of the next screen. Select the corresponding Procore project to establish the connection. 

Once connected, users will see the “Elevate to RFI” button at the bottom of any issue within the issue tracker, and send the Revizto issue to Procore when needed. Users will also see a reference and link on top of a live RFI issue. This RFI link will navigate users to the RFI within Procore itself. 

Adding project members and access levels

Users have two choices on how to add team members to a Revizto project. 

1. Directly from Revizto 

By Navigating to the “share button” within the project, users will be taken to a new window where they will see a search bar at the top of the page. Here users can type the email address of team members, set their access level that is dependent on their role, and select “invite”. Other users who are invited to a Revizto project will receive an email to download, install, and navigate to the new project.

2. Invite from the Revizto Workspace (project user directory)

By signing into ws.revizto.com from any desktop or tablet, users can access the Revizto Workspace and add project members, plus set access levels within the project user directory. The project user directory also contains additional features to further modify user profiles such as:

• Company

• Department

• Location

• Custom tags

Articles directly addressing the above actions

• Managing project teams

• Roles in the license

•  

Tip: By incorporating additional user information at the beginning of a project, these additional properties can be used to generate higher-quality reports and project dashboards for status updates.

Note: If other project members are not receiving a sent invite, please see the Revizto network requirements.

Project optimization

Each user within a Revizto project has the ability to customize settings that best fit their preferences and hardware requirements. We at Revizto have accounted for the different types of roles within a “construction” team and the hardware typically available to them. Below is a list of hardware, software, and Revizto specifications to operate Revizto correctly.

1. Hardware and software specifications
Below is a link to view the preferred and minimum requirements to operate Revizto on both desktop and tablet systems.

System requirements for Revizto application

2. Project optimization

Revizto user specifications and settings can be found under “preferences” and “project optimization”.

Highlighted below are the project settings to help adjust a project to operate efficiently.

Preference settings

1. Navigation and sensitivity settings
2. Graphics settings (dependent on internal GPU specs.)
3. Cache Settings (download size of project and hardware management)

Project optimization

1. Cloud data compression (Compress project data for mobile applications)
2. Textures (Set 3D geometric textures for mobile or desktop use)
3. Last hope optimization (Last resort, if nothing else works.)

 Videos directly addressing the above actions

• Project menu

• Preferences

Construction workflows 

Note: This section will cover most construction-related workflows from basic to advanced levels. If you’re a first-time user, we recommend first learning the basic interface and features within our Getting started section of our guide.

We at Revizto understand the importance of standardization across projects. It allows effective communication and reduces the possibility of error over different internal formats across project teams. Within Revizto we leverage tools that carry the ability to adapt to a project’s internal standards and complimenting workflows to reduce the learning curve of a first-time user. 

Standardized construction stamps and categories

With Issue Stamps, Revizto Administrators can create preloaded issues that can be associated with project topics or items for teams to easily access. Ex. RFI’s, Punchlist, Design Review, Safety, etc. 

Issue Stamps can then be further organized into Stamp Categories. Here Revizto administrators can organize their project Issue Stamps and organize them to the corresponding phase, topic, team, or trade. 

Here is a standard example of Stamp Categories and the Issue Stamps assigned under them:

• Category: Design Review 

• Issue Stamp: Project Architect 

• Issue Stamp: Project Engineer

• Issue Stamp: Ceiling Height Issue 

• Category: Inspection 

• Issue Stamp: MEP Code Violation 

• Issue Stamp: On-Site Code Violation 

• Category: Mechanical Trade 

• Duct Insulation 

• Equipment Submittal 

• Plumbing Issue 

Videos directly addressing the above actions

• Standardization best practices

• Creating stamp templates 

• Creating project templates

Tip: Reach out to your Revizto Customer Success Manager and Revizto project champions as a pre-discussion of what stamp standards to establish on your job. 

Tip: Utilizing Issue Stamps and Categories early on will enable the use of more intelligent and high-quality reports, as issue stamp properties can be tracked by volume. 

Generating standardized reports and dashboards

Within the Revizto Workspace, Revizto Administrators can utilize Reports and Dashboards to track issue progress at a high level. These reports can be associated and automated with project topics or items for teams to easily access. Ex. RFI’s, General Project Issues, OAC Items, Clash Detection, etc.

Within Dashboards, users can create various charts that correspond with the Dashboard category. Here Revizto administrators can use charts to break down project information in a more detailed format for use cases like tracking one aspect of an overall dashboard. 

Here is a standard example of Dashboards and Charts assigned under them:

• Dashboard: Clash Detection 
  • Chart: Overall MEP Open Clash Issues  
  • Chart: Open Issues by Specific Trade
  • Chart: High Priority Clashes by Individual Assignee 
• Dashboard: RFI’s 
  • Chart: Open RFI’s by Trade
  • Chart: RFI’s Created Within the Last Three Months 
• Dashboard: Installation Tracking
  • Chart: Level 1 Electrical Panels
  • Chart: Concrete Foundations by Pour Date/Schedule
  • Chart: Specialty Equipment by delivery/due date

The following articles or videos directly address the above actions:

• Managing reports

• Dashboards and charts: overview

• Dashboard data grouping

Navisworks clash sync workflow

Typically during the MEP coordination phase of a project, clash detection is normally held within Navisworks amongst VDC coordinators. Revizto has the ability to publish Navisworks clashes and bring them into Revizto, allowing all teams across a project to view the progress of coordination issues in the Revizto 3D model with full-time access. 

To prepare a clash model for publishing, users will need to access a Navisworks model (.nwc or .nwd) that corresponds with the same Revizto project. 

1. Publishing to Revizto

When updated trade models have been received for the clash detection, users can publish the updated 3D model by selecting the “Publish to Revizto” button located within the "Revizto 5" tab on the Navisworks toolbar. Depending on the phase of coordination users then have the choice to “Append a New Model” or “Update Existing Model” within the Revizto project.

Below are recommended default settings within the “Publish to Revizto” window:

• ☑ Publish 3D Model (3D default view)
• ☑ Publish viewpoints
• ☑ Publish levels
• ☑ Update materials
• ☑ Use render appearance 
• ☑ Alternative transform algorithm (only if transform is performed)

2. Sync clashes 

Once 3D models have been published and clashes are updated within the detective, users will want to select the “sync clashes” button located within the "Revizto 5" tab on the Navisworks toolbar.

Here users can select their clash tests that correspond to the tests within the clash detective and prepare for publishing. 

Below are recommended steps when preparing to sync clashes within the “sync clashes” window. 

• Select responsible assignee per clash test

• Set section box size limit to 30–40 ft

• Status map settings set to default (for beginners) 

• Update clash screenshot 

• Use clash group algorithm 

• Import markups for clash groups (requires an .xml file of combined tests)

Articles and videos directly addressing the above actions

• Navisworks plug-in

• Syncing Navisworks clashes with Revizto

Clash coordination workflow

Once Navisworks Clash Sync is completed, Revizto project members can access and delegate updated clash issues within the issue tracker in several ways. 

Below are a few recommendations on how to navigate to clash issues, assess an issue through the viewer, and correspond within the issue correctly.

• Navigate to the “Custom Filter” within the issue tracker and select “By Test” to access Navisworks clash tests.

• Save a preset through your custom filter selection to access later (presets can be created per individual user or entire team).

• To view a location of clash issues, select a desired preset, and then the 2D view within an issue to better understand the location of issues associated with the selected preset. 

• To better visualize clash issues, select the 3D view within an issue. Toggle and section buttons become available at the bottom of the screen. The “Edit Section” button can also be used to widen or minimize the current 3D section. 

• Once satisfied with the section, select the “MarkUp Tool” to highlight or callout the clash.

• Finally correspond within the issue information. Communicating within the chat, adding attachments, setting priority, deadline, assignee, etc. 

• If needed, users can also utilize the switchback function that can be accessed from Revit or Navisworks where Revizto will generate a matching section cut within either connected tool. 

Videos directly addressing the above actions

• Issue tracker filters
• Issue list and switchback
• Issue tracker chat
• Issue tracker: editing 2D markups
• Editing issues
• Reset filters
• Issue tags

Field team iPad workflows

We at Revizto are focused on maximizing collaboration on a construction project. We believe our tool must be flexible and accessible in many different formats and environments that complement the specific role of a user on a project. The Revizto development team has made it possible to run Revizto via an iPad/tablet with the same interface as its desktop version. Allowing team members to perform all their tasks on a device that they’re familiar with, and an interface they only need to learn once. 

While the tablet version of Revizto is similar to its desktop version, workflows may differ depending on the role of the user. Below are steps that can be typically taken with Revizto when in the field. 

• Select your project 

• Download for field (This caches user's current Revizto session if wi-fi connection is lost.) 

• Navigate to issue tracker to view/correspond to outstanding issues 

• View the sheets included in the project

• Navigate to the 3D model to better view issues or utilize issue stamps for QC during site walks or punchlisting items. 

Videos directly addressing the above actions

• iPad in the field

Tip: Please reach out to your Revizto Customer Success Manager as they are well equipped to assist in rolling out Revizto iPad use with various workflows for your project and field teams. 

Creating deliverables from Revizto

Revizto project members can use one of our many features to help distribute information to other project members to focus priority on particular issues or better visualize information for a meeting/conversation. 

Below are the deliverable features within Revizto that could be used to communicate issues whether the receiver is active in Revizto or not a part of the Revizto project.

1. Automated Reports within the Revizto Workspace (This generates a PDF of a specified list of issues. A visual with issue information and accessible link back to the Revizto issue is contained within the document.)

2. Live Charts within the Revizto Workspace (Ability to send a static PDF image of project charts communicating high-level statuses within a Revizto project) 

3. Print Issues to PDF (Users can access a sheet with a selected issue preset to view on the sheet. By selecting “Print to PDF” users can send PDF documents to other project members with links to issues contained within the document or view markups.)

4. Export individual issues as an Excel document (Users can export issues to Excel from the issue tracker. Excel document lines include clash titles and issue screenshots.)

Videos directly addressing the above actions

• Markups export PDF
• Issue pin visibility when exporting to PDF
• Managing reports
• Exporting sheets to PDF

Templating Revizto project

After a company's first Revizto project has been completed, Revizto allows a project to be templated and used across the next series of upcoming projects if needed. This process saves and exports all templated information such as:

• Reports and dashboards 
• Issue stamps and categories 
• Issue filters and issue tags
• Clash sync settings
• Project teams and their access levels 

Having the ability to export project settings allows the next Revizto project to act lighter and easily deployable to project teams who may have participated in the previous project. 

Videos directly addressing the above actions

• Creating project templates

Tip: Templating a Revizto project highlights the importance of shared project standards across teams. 

By incorporating standards, company and project stakeholders can begin developing high-level volumetrics to better identify the value that Revizto provides by allowing all project members to collaborate at all times.