If you have an ongoing Revizto 4 project and you want to take advantage of new Revizto 5 features, migrate the project to Revizto 5 format. This option is available to license administrators and project administrators with Content creator license role.

During the migration, a new Revizto 5 project is created, while the old Revizto 4 project is archived to prevent accidental access to it.

The migration has the following limitations:

• Scenes are not migrated. You have to re-export them after the migration.
• Viewpoints are not migrated. You can migrate them manually.
• Only the latest versions of sheets are migrated.
• Procore RFI integration: migrated issues do not retain their connections to Procore RFI module. You have to reattach them to RFIs manually. You cannot attach issues to closed RFIs.
• Settings for exporting data from third-party software to Revizto will require revision.

For details, see the following sections:

• Migrating projects to Revizto 5
• Migrating projects to Revizto 5: video tutorial
• Migration FAQ

Migrating projects to Revizto 5

To migrate a project to Revizto 5:

1. Run Revizto 5 on a computer with Microsoft Windows.

2. In the project filter, select Revizto 4.

   

   This opens the list of your Revizto 4 projects.

3. Double-click a project that you want to migrate.

4. Read the disclaimer carefully, and then select the I have read the above disclaimer… checkbox.

   

5. Click Migrate project to v5 and wait until the migration is completed.

6. Export the scenes to your project.

If you encounter any issues in the new Revizto project, submit a support request. Meanwhile, to avoid project downtime, you can archive the new Revizto 5 project and restore the old Revizto 4 project.

Migrating projects to Revizto 5: video tutorial

In this video we will walk through the steps of upgrading a Revizto 4 project to a Revizto 5 project.

This process needs to be completed to make sure that not only do all of your settings and communication properly migrate but also so that our new import process will correctly feed the project the data needed to take advantage of the new Revizto 5 functionality.

Migration FAQ

Q: Will the issue IDs remain the same after the migration?

A: Yes, the issue IDs will remain the same.

Note that project migration is the only way to preserve issue IDs. Other ways of moving project data from Revizto 4 to Revizto 5 (such as migrating a project copy or importing issues to a new project) might change issue IDs.

Q: The sheet version history is not migrated. Is there any way to view it after the migration?

A: You can view the sheet version history in the archived Revizto 4 project. We recommend that you ask the project owner to do it, as they can access the project without restoring it from an archive.

Q: Is there any way to migrate viewpoints?

A: You can migrate viewpoints manually.

To migrate viewpoints from Revizto 4 to Revizto 5:

1. Before migrating the project, in Revizto 4, open the source project and create a "VP" stamp template.
2. Use this template to place a "VP" stamp in each viewpoint that you want to migrate.
3. Migrate the project.
4. In Revizto 5, open the destination project, cycle through the "VP" issues, and save each viewpoint.
5. Delete the "VP" issues.

If you have not created the issues before migrating the project, you still can migrate the viewpoints. Replace step 3 of the procedure with the following:

1. In Revizto 4, export the "VP" issues.
2. In Revizto 5, open the destination project and import the issues.