This guide is provided as a support for users who fall under the category of MEP professional. It will lead them through setting up a Revizto project and the parameters required that integrate directly into the tool that best compliments their current design and fabrication processes. This will prepare users for active workflows such as clash (insert industry-related examples here) ex. 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 MEP project depending on the purpose. However, we at Revizto recommend utilizing the tool at the very beginning. Appending information early from 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 Export

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 logged 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

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

2. Export sheets and sheet coordinates

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

4. Export point clouds

  (This process can also be automated utilizing the export scheduler)

Before export 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:

Direct Revizto integrations with authoring tools

Videos directly addressing the above actions

• Revit plug-in

• AutoCAD plug-in

• Navisworks plug-in

Note: Navisworks export contains the same 3D export features as the Revit plug-in, but does not include 2D export. 

2D Integrations

Revizto integrates with the following documentation management applications:

• Autodesk BIM 360

• Box

• Procore

• Microsoft SharePoint

By navigating to the “DOCS” section within the Revizto users can select between 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 overtime 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 the content associated with integration, users must also have access to it 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.

Adding project members and assigning access rights

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 addresses 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 logging 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

• Customized Tags

Videos 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 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

Workflow Introduction 

Check out these tutorials to learn about MEP Workflows in Revizto

• MEP Workflows
• Revizto for Fabrication - Advanced Workflows