This article describes how to migrate projects to a license issued in a different region. Unlike migration between licenses issued in the same region, this will require some manual actions.
We recommend that you assign a single person to perform the migration and grant them the administrator role in both licenses.
The migration has the following limitations:
- Reports and dashboards are not migrated.
- Shared issue filters in the issue tracker lose their shared status.
- Only the latest versions of 2D sheets and 3D models are migrated. The sheet version history is lost.
- In authoring tools (Revit/Navisworks/etc.), model links, export settings, and scheduled export settings are lost.
- Integrations (Box/BIM360/Procore) are not migrated.
For details, see the following sections:
Migrating projects to a different region
To migrate a project:
In Revizto Workspace, sign in to the source region and export the license members to a spreadsheet.
In Revizto Workspace, sign in to the destination region, import the license members from the spreadsheet, and ensure that they have the same roles.
When you import license members from a spreadsheet, you specify a single role that is granted to all of them. We recommend that you split the spreadsheet into several parts, one for each role, and set the correct roles during the import. This helps you to avoid manual correction of license roles.
In Revizto application, sign in to the source region and save a local project copy (Project > Save As).
In Revizto application, sign in to the destination region, open the local project copy, and synchronize it with the cloud.
If the source project has custom project roles, re-create them in the destination project.
Invite people to the destination projects and grant them the correct project roles.
Archive the source project and instruct the project members to work on the new project.
- Re-create the items and rules that were not migrated (see the list at the beginning of this article).
Q: The version history of 2D sheets and 3D models is not migrated. Is there any way to view it after the migration?
A: You can view the history of 2D sheets and 3D models in the archived source project. We recommend that you ask a project owner to do it, as they can access the project without restoring it from an archive.