When developing advanced projects that require significant team efforts, it is crucial to create and manage an effective project team. Revizto Issue Tracker facilitates collaborations by creating a platform that allows users to organize issues, share tasks, and assign work responsibilities.
To create a project team you should upload the project to Revizto Cloud or company local server (Shared Location), and then invite people to the project with different access levels for further collaboration. After the project team is created (see Share section), you should assign particular tasks to project members.
Every issue describes a specific problem in the project and is comprised of a screenshot, a description of the problem, an assignee responsible for working on the issue, an issue feed, and some additional parameters.
Revizto Issue Tracker is fully integrated with Revit, Navisworks and AutoCAD. Double clicking on an issue allows to open the same view and with section cut (if section cut is used) in these software packages. It’s an easy way to find a problem in the software where a project was created and modify it. At the same time, Revizto allows to export all clashes from Navisworks as a separate type of issue (see below how to do it).
Creating New Issues
To create a new issue, click the Add New issue icon on top or bottom toolbar when you are in Revizto (3D, 2D, Issue Tracker) or on Revizto toolbar in Revit, Navisworks, AutoCAD. The system will automatically create a screenshot for your new issue. You have to enter a title (we recommend to use detailed a description here) for your new issue in the Title section.
If the issue is created on 2D sheet, this sheet will be used also as a snapshot but you can replace it with an image from PC/Mac or a photo from camera. If the sheet is overlaid on 3D, in this case the issue will have a 3D view.
Optionally, you can use the markup tool to place markups and draw right on the screenshot, photo or uploaded .PNG or .JPG image. If needed you can Undo/Redo markup changes.
Note: You can draw with your finger if using the Revizto Viewer on iPad or Android tablet.
The following settings are remembered in the issue created in 3D: section cut, objects visibility, phases, color coding, objects selection, 2D overlay, measurement.
When the description of your issue is ready, click Done. The new issue will be created in the project and the issue parameters window with detailed information about your newly created issue is displayed. Note that all parameters except the parameter Title have default values. You can make necessary adjustments by changing some parameters of the issue.
Working with Issue Parameters
Each issue has the following parameters:
- ID # - the sequential number of the issue (it is generated automatically as soon as the issue syncs with the Cloud);
- Status of the Issue:
- Open – when the issue was located;
- In Progress – if the issue is being worked on;
- Solved – if the issue has been resolved;
- Closed – approved issues.
- Title – the description of the issue, which can be edited;
- Priority - None (by default), Blocker, Critical, Major, Minor, Trivial;
- Deadline – set up the deadline for the issue according to a schedule;
- Created – the date the issue was created (you cannot edit this field);
- Assignee - a person to whom the issue is addressed. The assignee always receives notifications about any changes with the issue.
- Reporter –a person responsible for checking execution progress when working on the issue. By default, the reporter is a person who created an issue. Note that the reporter does not necessarily receive notifications about the issue. To receive notifications, the reporter should be in the list of watchers.
- I am Watching this –this switch shows whether you are in the list of watchers. If you are not, you can promptly add yourself to the list of watchers by turning this switch into “Yes” position.
- Watchers – persons who receive notifications about any changes with the issue. You can view the list of watchers by clicking the Show button. You can edit the list of watchers by clicking the Edit icon.
- Public - issues can be public and private. An issue is public by default (the switch is in “ON” position). When you create a public issue, anyone who has access to the project can view the issue. Private issues are seen only by the assignee and watchers. To set an issue to the private mode, turn the switch to “Off”. This feature is especially useful for collaboration within a large group of participants when working on the project. Making an issue private enables you to grant different privileges to the participants in the group, so that only part of them would be able to view the issue.
- Tags - can be created for the issue and later used to filter and search within the issue tracker or to pull reports. Tag options are customly defined but can including trades, phases, discussion meeting dates, submittals or RFI issue numbers
Note: By default the Assignee field is set to the person who created the issue. You should change the value of this parameter for appointing another person to be an assignee. In this case that person will receive a notification.
Editing Issue Markup
If a user has rights to “Edit issue markup” he/she can do the following:
With an issue created in 2D:
- modify a markup;
- relocate the current issue buble within this 2D document. 3D position of the issue will be relocated automatically in accordance with the current situation with the layout of this 2D on 3D;
- if the issue was created in 2D mode based on image or photo you couldn’t replace it with 2D document, and vice versa.
With an issue created in 3D:
- “Edit Markup” button in Markup mode: change a markup, change an issue buble position, upload a new image from the file system or take a photo or retake a new scene screenshot. But you can’t change the scene and the camera position.
- “Update 3D” button in 3D view: before opening the Issue Tracker in 3D view a user should select the scene settings(section box, object visibility, etc.) and the camera position which will be used for the update. When the button has clicked the old markup and snapshot are saved in the history for Undo, the current view turns into a new screenshot. For clashes a user can change only the size of a section box and the camera position (this will be saved in the issue).
- “Edit Section” button in 3D view: modify the section cut and click Done.
To view existing issues, click the issue list icon. The Issues panel will be displayed. Select the issue from the list. The screenshot will be displayed. To expand the screenshot, click Expand icon on the toolbar (other open panels will collapse) or you can double-click on the screenshot.
To toggle the panel with issue parameters between open and closed, click the parameters icon (“i”).
You can click the filters icon to open/close the Filters panel.
To view a specific group of issues, you can use predefined filters created for convenient search of such issues. To begin working with filters, click the filters icon on the toolbar.
- My open Issues – tasks with a status of ‘Open’ or ‘In Progress’ where the user is an assignee;
- Reported by me – tasks where the user is a reporter;
- Watched by me – tasks where the user is a watcher;
- Closed issues – tasks with the status of ‘Closed’;
- All issues;
- Current issues – all problems with a status other than ‘Closed’;
In addition, you can filter issues by assignee, reporter, tag, sheet or filter the clashes.
When an issue is selected, you can use the switch that appears on the left to toggle between Screenshot with markup, 3D mode and 2D (marked as blue icon). If an issue belongs to several 2D sheets you can click on and choose needed sheet by double click on the sheet name or click on the sheet and click on the Select button.
Note: When the switch is set to 3D mode, you will see a 3D scene in the place where the issue was created instead of seeing its snapshot. You can click on the issue in the issues list and Revizto will automatically move the virtual camera to that position.
When the “Issue Tracker” is active (the Issues panel is displayed) and the user navigates in the scene in 3D mode, the location of the issue is marked by a bubble. The color of the bubble depends on the issue’s status and corresponds to the color of the Status field in the Status Edit menu (Open, In Progress, Solved, Closed). When you click on the bubble, the system automatically opens the corresponding issue in the issues list and shows the issue feed.
Using the Issue Feed
Every issue has its own feed. When information about the issue is changed, it is automatically recorded in the feed. Here you can:
- write your comments
- attach a file with the following formats: pdf, txt, csv, xls, xlsx, doc, docx, jpg, png
- make and attach photos (if your device has a camera)
- past a text or screenshot using CTRL+V
Note: As soon as a participant writes a comment in the feed, this person automatically becomes added to the watchers list to receive further notifications about new comments and modifications.
For projects stored in the Cloud, all issues are synchronized automatically for all participants via Revizto server. In the case that a participant works on the project offline, the issues will be synchronized automatically as soon as internet connection is restored.
Note: If your project is local (not in the Cloud), you can work with issues locally (for example, you can send a project file or export/import issues as files).
Multi-editing the issues
Sometimes you may need to perform batch editing within the Issue Tracker. For example, you might need to re-assign all issues from one person to another. This can be done easily within Revizto. Below you can see the intended workflow for batch editing of issues.
The first step of multi-editing is filtering out the issues you want to edit. You can use built-in filter to show the issues by assignee, by tags, or by multiple different parameters.
When you are done with filtering, you should click on the “Multi-edit” button within the Issue Tracker .
The mode of the issue list will be changed so that you can select the issues to edit. You can use the “Pick all” button to select all issues. You can also use Shift+Click key combination to select the range of issues between the active issue (blue background) and the issue you clicked on.
Note: If you don’t have enough rights to edit an issue, it will be marked with a lock symbol and you won’t be able to select it. For more details on using rights in Revizto, refer to the section Share button (creating a project team).
After you’re done with selection, click “Edit”.
Here you can set the value of any field, and it will be applied across all selected issues. Please note that watchers and tags are a bit different from other fields. For watchers, you can only add new people. For tags, you can either add or remove chosen tags for all selected issues. Those would be two separate lists.
All the fields you edited are marked with a blue background. After you finish with editing, click “Apply” button to apply all the changes.
Revizto has the tag management system for issues. Open it by clicking on “Manage tags” icon . Here you can add a new tag or rename/delete existing ones.
Deleting the Issues
Any issue can be deleted if a user has these rights or can delete only his/her own issues. However, you should be aware that you cannot undo this operation. Therefore, the deleted issues cannot be restored. Instead of deleting an issue, we recommend to change its status to “Closed”. This will hide the issue in all filters except “Closed Issues”.
It does make sense to delete wrong issues or duplicated issues.
To delete an issue, click the delete icon on the toolbar. Check mark red icons next to issues you wish to delete in the issues list, and then click Delete to confirm. The issue will be deleted.
Note: For some issues the delete icon is unavailable. That is because the user has no right to delete the issue. For more details on using rights in Revizto, refer to the section Share button (creating a project team).
Notifications represent an important mechanism of collaboration between participants. Revizto Issue Tracker features two types of notifications:
- Notifications via e-mail
- Notifications in Revizto
Notifications are always automatically sent to an assignee and watchers both via e-mail and in the issue feed as soon as the issue is assigned, any of its parameters changed, or a new comment for the issue is added to the feed. In addition, participants can add their own messages in the issue feed.
As soon as you receive a new message, you will hear a bleeper and green box with the number of changed issues near the Issue Tracker button.
You can click the issue list icon to open the list of issues. New issues are shown on top of the list. Next to each issue you see the number of unread messages that have appeared in the feed. If the issue is new, it is marked by a vertical blue stripe.
To alter the way the feed is displayed on your project you can use “sorting order” tab found under the filter icon. This will allow you to always view your feed by “Date”, “Status”, “Deadline” or “Assignee”. If we select “Date” for example we can choose to view the latest issues first in the feed and when clicking on the issue it will take us to the latest comment or markup within that specific issue.
For email notification each user can set up his/her own global settings and also customize notification settings per project.
Exporting and Importing Issues
Each issue can be exported to the file and imported from the file. To export an issue(s), click the export icon, select the issue(s) you wish to export, and then click Done. Browse to the appropriate folder and click Save button.
Note: When exporting the issue to the file, you can select either Revizto format (VIMMRK), BCF or XLSX file format.
To import the issue, click the import issue icon, browse to the file you wish to import and click Open.
Note: When importing an issue from a file, you can select files that have Revizto (VIMMRK) or BCF formats.
Note: If you want to import/export markers between different Revizto programs, you should use Revizto format (VIMMRK). If you want to import/export markers to/from another program, you should use BCF format instead of Revizto format.
Watch the video tutorial
Exporting clashes from Navisworks
Revizto allows exporting all clashes from Navisworks Manage project to Revizto Issue Tracker as a separate type of issue. Use the following instructions to do it:
- Open project with clashes in Navisworks
- Click Link to Revizto button to link the project to Revizto project.
Here you have two options:
- Create a New Project – the project will be created based on Navisworks project.
- Link to existing project – in case you’ve already uploaded the project to the Cloud. For export only clashes we recommend to use this option. Just choose the project from the list.
As a result you will see the following box message.
- After all clash groups are set up in the Navisworks “Clash Detective” you are ready to export your clashes and clash groups out to the Revizto Issue Tracker. Click “Sync clashes” button and the window with the list of clashes will be opened.
Here you can choose the clashes which you plan to export and click Export to start the process.
- In Revizto you will see the list of new issues with Clash number in the end of titles.
The user has following options to view a clash in 3D:
Isolate – to show only a clash
Section cut – to show section cut with this clash
Transparency – to make transparent the whole other scene
Switch clash transparency – to switch between transparency of objects in clash
In 3D scene all clashes will be marked as red square
Revizto allows automatic or manual generation of issue reports. To open the reports page, click under the Issue Tracker tab in Revizto or open My projects page on Revizto Workspace from here choose a project and click the icon to open the reports page.
Afterwards choose the report that has been already created or create a new one.
Click “Create new report” button and type a name of the report and choose time period. If needed, you can create a report with some tags or for selected assignees or reviewers.
In the report you will see a chart with numbers of issues in different statuses and a list of issues on the right.
You can filter the list if you click on the segment with the corresponded color:
- Red – open
- Orange – in progress
- Green – solved
- Grey – closed
There is also a number of missed deadlines issues in a red circle.
In “Delivery” tab you can set up regular delivery of reports or one-time with the option to send a link to a Chart, Excel or PDF file.
Example of PDF report:
Example of Excel report: