Select or deselect these settings to choose what you want published to Revizto from your Revit model.

To view the advanced settings, in the publishing settings window, click the Advanced options button.

These settings apply when you publish Revit sheets to Revizto. Select or deselect these settings to choose what you want published to Revizto from the sheets in your Revit project.

To view sheet settings, in the Publishing settings window, click the Select sheets button.

1. In Revit, open the source project and then open a 3D view.
2. From the top menu, go to the Revizto 5 tab, then click Revizto 5 > Publish to Revizto.
   • If the Revizto 5 plug-in isn't available, see starting publishing troubleshooting.
3. In the Publishing settings window, click Select sheets.
4. In the Publish sheets window, turn the Extract sheet number and other parameters from title block toggle on (blue).

5. Click Extraction settings (project-wide).

   

4. Find the title block family that you want to configure and click Configure property extraction next to the title block family name.

   The families are listed in two groups: Used in current Revit model and Not found in current Revit model. You can only configure families in the first group, because Revizto needs to open the family file. Families in the second group were configured earlier and have been stored in the project; you can view and delete them.

5. In the Configure property extraction window, click Edit next to the parameter that you want to map (Sheet number, Sheet title, or Sheet revision). This will open the title block family file in Revit.
6. On the title block, click the text label that contains the value you want.
   • To select a label that is behind another one, press Tab.

7. Confirm the selected label in the floating bar, then click OK.

   

8. Repeat for any other parameters you want to map in the Configure property extraction window. 
   • You do not need to map all parameters. Any parameter that you do not map is taken from the Revit parameter.
9. Click OK at the bottom of the Configure property extraction window.
10. Confirm the changes in the extraction settings table, then click OK.

The configurations will be listed in the extraction settings table along with the number of sheets in the current publishing using the family, configuration owner, last publishing information, and sample text. 

1. In the extraction settings table, select the checkbox next to the configurations you want to delete. 
2. Click Delete configuration in the toolbar.
3. Click Delete configurations to confirm the deletion. 

For a family that is used in the current model, this resets all three parameters to From Revit property and the family stays in the table. For a family that is not found in the current model, the whole row is removed. You can delete only the configurations that you are allowed to edit; if your selection includes others, Revizto deletes what it can and lists the rest.

1. In the extraction settings table, select the checkbox next to the configurations you want to export. 
2. In the confirmation window, select either Export selected or Export all depending on which configurations you want to export.
3. Click Export in the toolbar. 
4. Select a folder on your device where you want to save the exported settings.

A JSON file with the configurations will be exported. Empty configurations will not be exported.

1. Click Import in the toolbar.
2. Find and select the JSON file from your device. 
3. If there are any conflicts with existing configurations, select either Keep existing values or Overwrite.
4. Click OK.

Only the family name, sheet number, sheet title, and revision mappings are imported. You will become the owner of the imported configurations, and the last publishing information is not imported. Existing configurations are not affected unless a family with the same name is overwritten.

1. In Revit, open the source project and then open a 3D view.
2. From the top menu, go to the Revizto 5 tab, then click Revizto 5 > Publish to Revizto.
   • If the Revizto 5 plug-in isn't available, see starting publishing troubleshooting.
3. If your Revit project is not linked to a Revizto project, link the model to a project following the instructions in the Link to Revizto project window.

   • To create a project and link the model to it: select Create a new Revizto project, click OK, enter the project name, then click OK.

     This will create a local project which you can later upload as a cloud or shared location project in the Revizto application.

   • To link the model to an existing project: select Link to an existing Revizto project, click OK, select a project, then click OK.

4. If it is the first time publishing to the selected Revizto project and the Revizto project already has a 3D model, select the destination scene and click OK.
   • Add as a new model: Publishes the Revit models to a new scene.
   • Update an existing model: Select a Revizto scene to overwrite with the Revit models.
   • If some of the models in the list are unavailable, see publishing errors troubleshooting.
5. If you selected Update an existing model in the previous step, review the mapping between the Revit models and the Revizto models and correct it if needed, then click OK.

6. If it is the first time publishing this model to the Revizto project, select the coordinate system for the model from the Select coordinate system window then click OK.

   • To set model coordinates in Revizto when you publish a 3D model for the first time, you need the Assign custom object properties access right in the Revizto project.

   Option	Point in a Revit model that goes to the Revizto coordinates origin
   Shared coordinates	Shared coordinates origin of the Revit model. This option is recommended in most of the publishing scenarios.
   Model origin	Internal origin of the Revit model. This option is recommended if your teams don’t have a shared coordinate system.
   Model base point	Base point of the Revit project.

   The coordinate system options only have a noticeable effect when the desintation Revizto project combines models from different source projects, especially if they are created in different authoring tools. 

7. If you want to publish models, select the Publish 3D checkbox, then specify the model publishing settings.

8. If you want to publish sheets, select the Publish sheets checkbox, click Select sheets, specify the sheet publishing settings, then click Save.

   

9. If you want to change the destination Revizto project, click Change. This will open the Link to Revizto project window. See Linking Revit projects to Revizto projects for more information.
10. If there is an asterisk (*) next to the Publishing settings title (), some of the settings stored in a configuration file that affect publishing have non-default values. Move the pointer over the asterisk to review the changed settings.
11. Click Publish.
12. If any objects in the model are selected, specify whether you want to publish the current selection or the entire view.

Publishing will begin immediately. Depending on the project size, number of sheets, and your computer's performance, publishing might take from several minutes to several hours. Wait to close the project in Revit until publishing is complete.

Scheduling publishing in the Revizto Scheduler allows you to publish Revit projects to Revizto during nonworking hours or from a central machine. Publishing tasks can be set up on an automatic schedule so they will run without you needing to be actively in Revit or Revizto. 

Before setting up a scheduled publishing, confirm your device meets the scheduler requirements.

1. In Revit, open the source project.
2. From the top menu, go to the Revizto 5 tab, then click Revizto 5 > Revizto Scheduler.
   • If the Revizto 5 plug-in isn't available, see starting publishing troubleshooting.
3. Click Create task.
4. In the Task name field, add a name. 
5. If the task is not linked to a Revizto project or you want to change the project, click Select project.
   • This will open the Publish to Revizto window. Select your project, then click OK.
6. If it is the first time publishing to the selected Revizto project and the Revizto project already has a 3D model, select the destination scene and click OK.
   • Add as a new model: Publishes the Revit models to a new scene.
   • Update an existing model: Select a Revizto scene to overwrite with the Revit models.
   • If some of the models in the list are unavailable, see publishing errors troubleshooting.
7. If you selected Update an existing model in the previous step, review the mapping between the Revit models and the Revizto models and correct it if needed, then click OK.

8. If it is the first time publishing this model to the Revizto project, select the coordinate system for the model from the Select coordinate system window then click OK.

   • To set model coordinates in Revizto when you publish a 3D model for the first time, you need the Assign custom object properties access right in the Revizto project.

   Option	Point in a Revit model that goes to the Revizto coordinates origin
   Shared coordinates	Shared coordinates origin of the Revit model. This option is recommended in most of the publishing scenarios.
   Model origin	Internal origin of the Revit model. This option is recommended if your teams don’t have a shared coordinate system.
   Model base point	Base point of the Revit project.

   The coordinate system options only have a noticeable effect when the destination Revizto project combines models from different source projects, especially if they are created in different authoring tools.

9. Change the settings under Publishing settings if needed. The scheduler includes some additional settings, not described in publishing settings.

   Option	Description
   Select worksets	The worksets that you want to include in the publishing. Excluding the worksets that you do not need reduces the opening time of large Revit projects.
   Publish 3D	If you want to publish models, select this checkbox and specify the model publishing settings. Advanced settings are under Advanced options.
   Publish sheets	If you want to publish sheets, select this checkbox, click Select sheets, specify the sheet publishing settings, and click Save.
   (Under Advanced options)  Extended suppression of model errors	When Revit opens a model or a sheet, it might open a dialog with a question, warning, or error. Revizto handles some of these dialogs automatically, so that they do not pause publishing. If you select this checkbox, Revizto also handles some of the dialogs displayed by third-party Revit plug-ins.
   (Under Advanced options) Action when missing links are found	Select the action you want taken if a missing link is found. Missing links are the result of a model that could not be found or loaded.
   (Under Advanced options) Revit language	Select your language preference.

10. Set a schedule to run the task automatically under Schedule.

    • If you do not want to run the task on a schedule, turn off the Run task automatically on schedule toggle. This means the task will only run manually or through a command line.

    

    The specified end date is the last date the task will run on. 

11. Select any desired options under Additional actions.

    • If you would like to run command-line actions related to this task, select the Perform command-line actions before or after task checkbox. See Revizto scheduler > Using the command-line functions for more information. 

    

12. Review all task settings then, click Save.

Your task will be ready to run and you will now see it in the scheduler. You can see it under Tasks or Upcoming schedule (if you set the task to run on an automatic schedule) in the desktop scheduler application on your current computer or in the Revizto Workspace scheduler for the Revizto project.

Once created, you can run the task on demand from the scheduler application on the same device the task was created on. If it is set to run on an automatic schedule, it will run on its own as long as it meets the scheduler requirements.

You can edit , duplicate , or delete the task from the Revizto Scheduler in the Revizto 5 plug-in in Revit and from the scheduler application. 

For more information on the Revizto scheduler, see Revizto scheduler.

1. In Revit, open the source project.
2. From the top menu, go to the Revizto 5 tab, then click Revizto 5 > Issue Tracker.
   • If the Revizto 5 plug-in isn't available, see starting publishing troubleshooting.

Revizto will open to the issue tracker in the project linked to your Revit project.

1. In Revit, open the source project.
2. From the top menu, go to the Revizto 5 tab, then click Revizto 5 > New issue.
   • If the Revizto 5 plug-in isn't available, see starting publishing troubleshooting.
3. Revizto will open with a partially created issue with an image of the Revit view you were on. Finish creating the issue in Revizto.

The issue will be added to the Revizto project's issue tracker with the markup you added from the Revit project. For more information on creating issues in Revizto, see Creating and publishing issues.

1. In Revit, open the source project.
2. From the top menu, go to the Revizto 5 tab, then click Revizto 5 > Local preview.
   • If the Revizto 5 plug-in isn't available, see starting publishing troubleshooting.
3. If the task is not linked to a Revizto project or you want to change the project, click Change and follow the instructions in the Link to Revizto project window.

   • To create a project and link the model to it: select Create a new Revizto project, click OK, enter the project name, then click OK.

     This will create a local project which you can later upload as a cloud or shared location project in the Revizto application.

   • To link the model to an existing project: select Link to an existing Revizto project, click OK, select a project, then and click OK.

4. Under Publish to, select if you want to publish the local preview as a new temporary scene or an existing temporary scene. 
5. In the Temporary scene name field, add a name.
6. Under Publishing options, select what you want to include.

7. Click Publish locally.

   

7. Select the coordinate system for the model from the Select coordinate system window then click OK.

   • To set model coordinates in Revizto when you publish a 3D model for the first time, you need the Assign custom object properties access right in the Revizto project.

   Option	Point in a Revit model that goes to the Revizto coordinates origin
   Shared coordinates	Shared coordinates origin of the Revit model. This option is recommended in most of the publishing scenarios.
   Model origin	Internal origin of the Revit model. This option is recommended if your teams don’t have a shared coordinate system.
   Model base point	Base point of the Revit project.

   The coordinate system options only have a noticeable effect when the destination Revizto project combines models from different source projects, especially if they are created in different authoring tools.

The temporary scene will be published to your Revizto project. Temporary scenes are indicated by purple icons in the object tree.

1. In Revit, open the source project.
2. From the top menu, go to the Revizto 5 tab, then click Revizto 5 > Link Settings.
   • If the Revizto 5 plug-in isn't available, see starting publishing troubleshooting.
3. Click Link or Link to another project.
   • If your Revit model is already linked to a Revizto project, it will be listed in this window. 
4. Do one of the following:

   • To create a project and link the model to it: select Create a new Revizto project, click OK, enter the project name, and click OK.

     This will create a local project. Then you can open it in the Revizto application and upload it to a cloud or shared location.

   • To link the model to an existing project: select Link to an existing Revizto project, click OK, select a project, and click OK.

A: Do one of the following:

• If the menu item is present but not clickable, switch to a 3D view.
• If the menu item is missing, ensure you are using a supported Revit version and Revizto is installed on your computer.

If both of the above conditions are met, the Revit plug-in that was installed with Revizto is missing or corrupted. To restore the plug-in, close Revit and reinstall Revizto.

A: There is no Revizto plug-in for Revit LT. However, you can publish Revit LT projects to IFC or FBX files, and then import them to Revizto.

A: There is no active project in Revit. The project was probably closed after you opened the publishing wizard. Open the project and try again.

A: The view that you selected for publishing is not a 3D view. It was probably changed after you opened the publishing wizard. Select a 3D view and try again.

A: Revit cannot render the 3D view because Revit Material Library is not installed. To learn how to install it, consult Autodesk documentation.

A: An error occurred while saving a project before publishing. Save the Revit project manually and try again.

A: Another application is writing data to a Revizto project. This might be manual or scheduled publishing from another authoring tool, or a project sync. Wait until the operation is completed or cancel it.

A: Do one of the following:

• Schedule the publishing instead of publishing the sheets manually. The scheduler sends 50 sheets at a time to ensure that the memory does not run out, and if Revit crashes, it restarts publishing.
• Publish sheets manually in smaller batches.

A: Revit might not start because it cannot sign in to Autodesk services. Check whether your Autodesk account is active.

For example:

A: This can be due to the following reasons:

• The first version of the model was published by another project member, and you do not have enough rights to overwrite it.
• The model was published from another authoring tool. It can be overwritten only from that authoring tool.

Please consult with the project owner on the correct method of updating the model.

A: Some Revit plug-ins, such as Guardian for Revit, can prevent scheduled tasks from running correctly. Check if there are actions within the plug-in (such as specifying a workset) you need to complete or disable the plug-in on the device running the scheduler.

A: Those sheets use a title block family that has no extraction settings in this project. For such families, all values are taken from the Revit parameters. Open Extraction settings (project-wide) and check whether the family is listed and configured.

A: Revizto cannot lock the Revit interface while you select a text label, so closing the family tab or switching context interrupts the process. Open Extraction settings (project-wide) again and repeat the mapping.

A: Do the following:

1. In the Revizto application, open the object tree.
2. In the object tree, right-click the model and click Focus on objects.

3. If you still cannot find the model, in the object tree, right-click the model and click Isolate.

   You can undo the isolation by clicking Undo in the bottom toolbar.

A: Publish the model to Revizto from Navisworks.

A: The first publishing was performed with the Merge similar sheets from different files option disabled, then one or both of the source .rvt file name and Merge similar sheets from different files parameters changed. As a result, Revizto could not map the updated sheets and published them as new ones. This usually happens when updated sheets are published from a different computer.

To solve this issue:

• Method 1 (recommended): Update Revizto to version 5.10 or later. Review the sheet mapping settings and republish the sheets.

• Method 2 (Revizto 5.9 or earlier): Delete all affected sheets from Revizto then publish the sheets as new ones with the appropriate settings.

  We recommend publishing them with the Merge similar sheets from different files checkbox selected, except for the cases when different sheets overwrite each other (see the next troubleshooting question).

• Method 3 (Revizto 5.9 or earlier): Delete the duplicate sheets, then, if any .rvt file names have changed, revert to the original names. Republish the sheets with the Merge similar sheets from different files checkbox cleared.

A: Sheets that overwrite each other have identical GUIDs. This usually happens when you create several sheets from a template since all of them inherit the template’s GUID. To view a sheet’s GUID, open the sheet info in Revizto and find the Internal ID value.

If your publishing settings define that Revizto maps sheets by GUID only it will treat sheets with identical GUIDs as versions of a single sheet.

To solve this issue:

• Method 1 (recommended): Update Revizto to version 5.10 or later. Review the sheet mapping settings and republish the sheets.

• Method 2 (revizto 5.9 or earlier): In Revizto, delete all sheets that overwrite each other. Then, In the publishing settings, clear the Merge similar sheets from different files checkbox. This adds the comparison of .rvt file names to the sheet mapping rules and Revizto will treat sheets with identical GUIDs that are stored in different files as different sheets.Republish the sheets.

  To ensure correct publishing of future sheet versions, make sure that the Merge similar sheets from different files checkbox is always cleared and the .rvt file names never change.

A: These objects are included in multiple Revit appearance filters. Revizto cannot obtain the order of the filters, so it applies them in a random order.

To fix the issue, ensure that each object is only included in a single Revit filter.

A: This can be due to the following reasons:

• The view that you selected in the publishing settings does not include the model parts. Select a view that includes the models parts, then republish the model.

• The view that you selected in the publishing settings includes a filter by discipline. The model parts were filtered out.

  Do one of the following:

• In Revit, in the view that you selected in the publishing settings, select a filter by another discipline that includes the model parts.
• In Revizto, in the appearance profiler, remove the filter by discipline and click Apply. Then, at the top of the Viewpoints panel, click New viewpoint, then More , then click Set home viewpoint.

• During the manual publishing, you had some model parts selected. As a result, only the selected parts were published. Clear the selection in Revit, then republish the model.

• The camera visibility distance in Revizto is short. The model parts were published but you cannot see them from that distance.

  In the Revizto application, do one of the following:

• Move closer to see the missing parts.
• In Preferences > Camera, increase the camera visibility distance.

• In the Revit project, the model parts were not loaded due to an error. Correct the error and republish the model.
• To optimize model rendering, Revizto draws only one side of each polygon. You do not see the polygons because their surfaces that face your point of view are not displayed. See Some parts of a model are not displayed in Revizto.

A: The phase setting for the rooms might be different from the phase setting on the view that was published. Check that the rooms are present in the same phase set for the view that was published to Revizto.

A: Print the sheet from Revit to a PDF file manually:

• If you get the same errors, it is a PDF printer issue. Check the PDF printer settings.
• If you don’t get the same errors, select another printer (for example, DWFx) or submit a support request.

For example:

A: The fonts change due to DWFx format constraints. To preserve the fonts, use a PDF printer.

A: The PDF printer that you selected does not support the paper size required for your sheets. It uses the default A4 paper size instead, and your sheets do not fit. Select a printer that supports the required paper size.

A: The Revizto plug-in saves the sheets to PDF files before publishing them to Revizto. If the path to these files, which includes the project title and the working folder, contains non-Latin characters, CutePDF Writer cannot save the file.

Do one of the following:

• Ensure that your project title and your working folder contain only Latin characters.
• Use another PDF writer.

A: Check the Match sheets by setting. The Sheet number and Sheet number + sheet title mapping rules compare only the number extracted from the title block, so sheets that were published earlier with short numbers are not recognized. Use the default Combination of parameters rule, which uses the Revit sheet number as a fallback. See Mapping Revit sheets to Revizto sheets for more information.

A: Do the following:

• Ensure that at least one weekday is selected in the publishing schedule.
• Ensure that the computer that runs the publishing is turned on, is not in sleep mode, and you are signed in to the Windows user account that you use to run publishing. See Revizto scheduler for more information on using the scheduler.

A: If you extract sheet parameters from title blocks, Revizto will not publish a sheet when it cannot find the mapped text label on it and the task will finish with the Partially failed or Failed status if no other sheets were published. Check the task history for the sheets that were not published and the label and title block family that could not be found.

This can happen for the following reasons:

• The title block family was changed after you configured the extraction settings. Reconfigure the mapping for that family.
• Different models use title block families that have the same name but different text labels. Revizto identifies a family by its name, so give the variants different names.
• A linked model uses a title block family with the same name as a family in the main model, but with a different label layout. Revizto locates the labels using the family from the main model, so the sheets from the linked model are not published.