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Creating projects Follow

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Anthony Schuler
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Users with the Required permissions are able to create new projects in Revizto 5 and/or Revizto Workspace. Users can also import project settings from prior projects to easily use existing workflows.

Required permissions

Users require certain license roles to create projects. 

You can view your access rights in the Project Team tab in Revizto workspace by clicking View project role or Set project role next to your role name. See Roles in the license for more information.

  • Creating projects in Revizto 5
    • "Content creator", "Administrator", or "Super administrator" license roles.
  • Creating projects in Revizto Workspace.
    • "Administrator", or "Super administrator" license roles. 

Creating projects in Revizto 5

You can create and publish projects locally, to a shared location, or to the cloud in Revizto 5. 

To create a project in Revizto 5: 

  1. Click Project in the upper left corner. 
  2. Click New.
  3. Enter the project title. 
  4. Select where to publish the project. This determines where your project data is stored. For more information see the Revizto data storage policy. 
  5. Select the License to use for the project. This is available with the "Cloud" and "Shared location" publishing options. 
    • If the desired license is not available, verify you are signed in the correct account and you have the Required permissions. 
  6. If you want to import settings from another project, select the Import settings from another project checkbox, select a source project, and select the settings that you want to import by clicking Options.
    • A warning will show if any settings are unable to transfer. 
  7. Enable your desired integrations, selected integrations will have a white outline showing they’re selected. 
    • If you are not currently signed in to the selected integrations you will be required to sign in when you click Create. You can always click Cancel to add these integrations later if needed. 
  8. Click Create at the bottom of the form.

After creating a new project, the project will be opened in Revizto Workspace for you to invite and manage project team members.

Creating projects in Revizto Workspace

Content creators and administrators can also create new projects through Revizto Workspace. Projects created in Revizto Workspace are added to cloud storage, and can be saved locally later within the desktop application.

To create a project in Revizto Workspace:

  1. Sign in to ws.revizto.com.
    • If you are a member of several accounts, ensure that the correct account is selected.
  2. Go to Tools, and select Project administration.
    • If this option is not available, ensure you have the required permissions.
  3. Click New project.
  4. Select the license for the project.
    • You may only choose licenses where you have the [Required permissions]. 
  5. Enter the project title.
  6. Enter or select the project owner. 
    • The project owner must be a license member. 
  7. Click Create at the bottom right of the page.

Optional project settings in Revizto Workspace

The following are optional settings when creating a new project in Revizto Workspace: 

  1. Add a thumbnail
  2. Add project abbreviation
  3. Add project tags
    • You can add tags from the dropdown menu, or create new tags by typing in the Tags selection box.  
  4. Import settings from another project
    • You can import settings from projects where you have the Required permissions. 
    • Settings include: Project members and their project roles, Shared issue filter presets, Issue tags, Stamp templates, Navisworks clash sync settings, Shared appearance templates, Shared search sets, Shared favorite properties, Custom object properties, Issue workflows, Dashboards, and Reports.
  5. Create another project

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