USER MANUAL PROJECT

APRIL 22, 2022

FINAL SUBMISSION USER MANUAL – REVIZTO SUBMIT TO: OMAR MAHER WRITTEN BY: TECHNICAL WRITING TEAM In collaboration with BIM Team: Hieu Thi Kim Le | Quang Dung Ngo | Halcyon Sharma

Table of Contents List of Figures ......................................................................................... 4 Getting Started ....................................................................................... 5 Purpose of this Manual ......................................................................................... 5 Intended Audience for this Manual .................................................................................... 5 Manual Organization ......................................................................................................... 5 Document Conventions ..................................................................................................... 7

Product Description .............................................................................................. 8 Hardware and Software Requirements to Run Revizto .................................................... 8 The Revizto User Interface ............................................................................................... 9

Chapter 1: Creating and Managing Projects in Revizto .................... 12 Setting Up a Revizto Project............................................................................... 12 To Create a New Project in Revizto ................................................................................ 12 To Open an Existing Project in Revizto ........................................................................... 13

Managing Project Teams in Revizto .................................................................. 14 To Add Project Team Members ...................................................................................... 14 To Manage Project Team Member Access Rights .......................................................... 15 To Use Predefined Project Roles .................................................................................... 15

Chapter 2: Running Clash Automation in Revizto ............................ 17 Preparing Clash Settings .................................................................................... 17 To Link Files to a Revizto Project .................................................................................... 17 To Export Files to Revizto ............................................................................................... 19 To Import Files to Revizto ............................................................................................... 21

Creating Search Sets for a Clash Test .............................................................. 22 To Create a Search Set .................................................................................................. 22 To Manage a Search Set ................................................................................................ 24 To Create a Search Set Folder ....................................................................................... 24

Creating a Clash Test .......................................................................................... 25 To Run a Clash Test ....................................................................................................... 25 To View a Clash Test ...................................................................................................... 26 To Edit a Clash Test........................................................................................................ 27

Chapter 3: Working with the Revizto Issue Tracker .......................... 28 Creating Issues.................................................................................................... 28 User Manual Clash Automation and Issue Tracking in Revizto

To Create Issues ............................................................................................................. 28 To Create Stamp Issues ................................................................................................. 29 To Add Issue Tags .......................................................................................................... 30 To Apply Issue Tracker Filters ........................................................................................ 31 To Assign Issues to Specific Disciplines ......................................................................... 32

Monitoring and Resolving Issues ...................................................................... 33 To Use the Issues Tracker Chat ..................................................................................... 33 To Edit Issues ................................................................................................................. 34 To Work on Issues with BCF Files .................................................................................. 34 To Share Issue Automation ............................................................................................. 34 To Resolve Issues with Markup ...................................................................................... 36

Appendix A: List of Supported Plugins and Integrations for Revizto ............................................................................................................... 37 Appendix B: Key Features and Benefits of Revizto for AEC Professionals ........................................................................................ 38 Appendix C: Additional Resources and Tutorials ............................. 39 Additional Resources ......................................................................................... 39 List of Tutorials ................................................................................................... 40

Appendix D: Revizto Installation Guide ............................................. 42 Appendix E: User Interface Walk Through......................................... 44 2D Workspace...................................................................................................... 44 3D workspace ...................................................................................................... 45

Index ...................................................................................................... 47 References ............................................................................................ 48

User Manual Clash Automation and Issue Tracking in Revizto

List of Figures Figure 1: Open Project Screen [4] ......................................................................................... 10 Figure 2: Project Sorter Menus [4] ........................................................................................ 10 Figure 3: 2D Workspace [4] ................................................................................................... 11 Figure 4: 3D Workspace [4] ................................................................................................... 11

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Getting Started This section of the user manual will get you set up to use Revizto. This introduction will outline the purpose and organization of the manual, the intended audience, and a description of Revizto, including the software and hardware requirements to run Revizto and a brief overview of the user interface.

Purpose of this Manual This user manual will outline how to use Revizto to create projects, perform clash detection, and track issues. Understanding how to use these features will enable architecture, engineering, and construction (AEC) professionals involved in the design and construction of any project asset to efficiently manage projects throughout their lifecycle. This manual will support busy AEC professionals and stakeholders in using the key functions of Revizto in their work environments and will be structured in a way that facilitates easy access to important information when users need it.

Revizto unifies BIM intelligence and creates a central hub for collaboration, communication, issue tracking, and clash detections through the entire lifecycle of a project. Revizto enables project team members to “identify and manage model-based issues in 2D sheets or 3D space, including addressing clash groups” using predefined workflows [1]. This manual will contain information about: • • •

Working with projects and teams in Revizto, Running clash automation, and, Working with Revizto’s issue tracker.

Intended Audience for this Manual AEC professionals with no experience using Revizto and limited experience with BIM concepts and softwares will find this manual useful because it displays how Revizto can be used to solve the common issues encountered during project planning and execution. Issues with planning and visualization at the beginning of a project lifecycle are common, as miscommunications between stakeholders impact the efficiency of this process. Additionally, errors due to information loss and duplicate data entry can delay a project. Knowing how to use Revizto can help reduce the frequency of these errors, ensuring projects are efficient and effective in every stage of the life cycle [2].

Manual Organization This user manual will provide information on how AEC professionals can use Revizto to manage projects, perform clash automation, and work with Revizto’s issue tracker to increase project efficiencies throughout the planning phase. Reference materials are also appended to the end of the manual to provide additional information.

User Manual Clash Automation and Issue Tracking in Revizto

6 This manual is carefully organized to present a clear hierarchy of information. The manual contains three chapters, which are further subdivided into topics and procedures. The breakdown of information is visible in the table below (See Table 1: . Breakdown of structure and information in user manual).

Table 1: Breakdown of structure and information in user manual.

Chapter

Information

Chapter 1: Creating projects in Revizto

Topic 1: Setting Up a Revizto Project • •

To create a new project in Revizto To open an existing Revizto project

Topic 2: Managing Project Teams in Revizto • • • Chapter 2: Running Clash Automation in Revizto

To add project team members To manage project team member access rights To use predefined user roles

Topic 1: Preparing Clash Settings • • •

To link files to a Revizto project To export files to Revizto To convert files to Revizto

Topic 2: Creating Search Sets for a Clash Test • • •

To create a search set To edit a search set To manage a search set

Topic 3: Creating a Clash Test • • • Chapter 3: Working with the Revizto Issue Tracker

To run a clash test To view a clash test To edit a clash test

Topic 1: Creating Issues • • • • •

To create issues Creating stamp issues To add issue tags To apply issue tracker filters Assigning issues to specific disciplines

Topic 2: Monitoring and Resolving Issues • • • • •

To use the issue tracker chat To edit issues To work on issues with BCF files To share issue automation To resolve issues with markup

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Table 1 (continued): Breakdown of structure and information in user manual.

Chapter

Information

Appendix A: List of Supported Plugins and Integrations for Revizto

•

Appendix B: Key Features and Benefits of Revizto for AEC Professionals

•

Appendix C: Additional Resources and Tutorials

•

Presents tables with suggested resources users can look to for more information about Revizto, as well as suggested tutorials to support user success in building and managing projects in Revizto

Appendix D: Revizto Installation Guide

•

Provides a step-by-step guide for how to successfully install Revizto

Appendix E: User Interface Walk Through

•

Provides a detailed explanation of each button and their functions in Revizto’s 2D and 3D workspaces

•

•

Provides a list of supported BIM software plugins and integrations for Revizto Provides definitions and descriptions of each BIM software listed Provides a list of key features and benefits of using Revizto, broken down by type of AEC professional Includes a brief description of the pre-defined workflows and the ways they support each AEC professional type working on a BIM project

Document Conventions Throughout this document is a variety of special information to further support the user. The table below outlines what each information type is and how users can identify them (See Table 2: Icons in this manual and according information types).

Table 2: Icons in this manual and according information types Icon

Information Type Notes indicate additional information that may only be applicable in certain situations and can support the user in successfully completing the steps in a procedure.

Tips indicate suggestions for different procedures or additional information that can help users complete the task a procedure outlines in a different way.

Cautions indicate situations where users will need to be careful, as a mistake could result in lost data or progress.

Results statement

Results statements are indicated by italicized text and indicate any time the user's actions result in a change in the Revizto user interface.

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Product Description Revizto is a BIM software that acts as a “single source of truth” for all AEC professionals and stakeholders working on a project throughout its lifecycle. Revizto provides users with: • • • • • •

A centralized, user-friendly location for all stakeholders to view BIM project data.

A real-time issue tracker that standardizes the way data moves through the project, facilitating effective communication of model-based tasks with stakeholders.

A unique combined view that creates 2D and 3D model synergy, allowing easy comparison between 2D sheets.

A VR immersive experience that allows stakeholders to explore model data and coordination issues using true-to-scale VR technology.

A clash-free project through the ability to view issues in native modelling software and easily assign accountability for clashes to appropriate stakeholders.

The ability to collaborate with anyone, from anywhere [1].

Revizto supports all major industry file formats and integrates with industry-leading common data environments (CDEs), linking them directly to Revizto project files. See Appendix A: Integrations and Plugins for a full list of BIM tools that can be used with Revizto.

Revizto relies on different workflows for different kinds of project assets and AEC professionals working on a project. For a complete list of the features and benefits of these workflows, see Appendix B: Key Features and Benefits of Revizto for AEC Professionals. For more information about using Revizto, including additional resources for reading and video tutorials, see Appendix C: Additional Resources and Tutorials.

Hardware and Software Requirements to Run Revizto Revizto is cross-platform software, meaning it can work on several different computer platforms. It is compatible with 64-bit Windows, macOS, iOS, Android platforms, and can be used in most modern web browsers with the Unity plugin [3].

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9 The table below outlines the hardware and software recommendations to run Revizto on Mac and Windows computers.

Table 3: Recommended hardware and software for Mac and Windows computers Operating System

Recommended Hardware

Recommended Software

Results

Mac

• Last-generation Intel Core 17 CPU (or similar)

• Mac OS 10.12 Sierra or later

• Revizto application can 2 GB models with around 2000 sheets.

• You can set the graphics view in Revizto application preferences to any value, including "Fantastic."

• Dedicated graphics card with at least 4 GB video memory • 16 GB of RAM

Windows

• Solid-state drive (SSD) • Intel Core i7 8700k CPU (or similar) • NVIDIA GeForce RTX 2060 Super (or similar performing GPU) • 16 GB of RAM

• Bigger models are supported as well, but they might require topnotch hardware configuration.

• Microsoft Windows 10 (64-bit) or Windows 11 • Microsoft Visual C++ Redistributable 2017

• Revizto application can2 GB models with around 2000 sheets.

• You can set the graphics view in Revizto application preferences to any value, including "Fantastic."

• Bigger models are supported as well, but they might require topnotch hardware configuration.

For a step-by-step guide on how to install Revizto, view Appendix D: Revizto Installation Guide.

The Revizto User Interface The interface of Revizto is user-friendly for AEC professionals of all levels of technical aptitude. This section of the manual will display an overview of the 2D and 3D workspaces, as well as an explanation of what users can expect when they open Revizto. For more details about the user interface, view Appendix E: User Interface Walk Through.

User Manual Clash Automation and Issue Tracking in Revizto

10 Open Projects When users first open Revizto, they will land on the Open Projects screen, where they will be able to search for all projects that they have access to and view all their current projects in the centre panel of the screen (See Figure 1: Open Project Screen) [4].

Figure 1: Open Project Screen [4] Users can sort the projects they want to view by using the two drop-down menus in the centre of the toolbar at the top of the screen (see Figure 2: Project Sorter Menus) [4].

Figure 2: Project Sorter Menus [4]

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11 The 2D Workspace When users select a project, they can view it in the 2D or 3D workspace. The 2D workspace allows users to view all the sheets associated with the project, which are sorted into folders.

The centre pane of the 2D workspace screen displays the available folders for a project. The right sidebar previews what other folders and sheets are available for the project. The left sidebar allows users to sort which sheets that they want to view based on certain properties (see Figure 3: 2D Workspace) [4]. For more details on what functions are available in the 2D workspace, see Appendix E: User Interface Walkthrough.

Figure 3: 2D Workspace [4] The 3D Workspace The 3D workspace allows users to view and interact with a three-dimensional model of the project, providing a variety of features that allows users to manipulate, alter, and comment on the model (see Figure 4: 3D Workspace) [4]. For more details on the functions available in the 3D workspace, see Appendix E: User Interface Walkthrough.

Figure 4: 3D Workspace [4] User Manual Clash Automation and Issue Tracking in Revizto

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Chapter 1: Creating and Managing Projects in Revizto This chapter will guide you through the process of creating projects and managing project teams in Revizto. The information in this chapter will help you effectively create and manage projects, enabling all project team members to collaborate on sheets and models from anywhere and ensuring that your project team stays on track from the beginning of the project lifecycle. This chapter will lay the foundation for you to increase efficiencies throughout the planning phase of your project.

This chapter will provide instructions on setting up a project in Revizto, including how to create a new project and how to open an existing project in Revizto. Additionally, this chapter will provide information on managing project teams in Revizto, including instructions on how to add project team members, how to manage project team member access rights, and how to use predefined project roles.

Setting Up a Revizto Project This topic will provide instructions on how to create new and open existing projects in Revizto. By knowing how to create new and open existing projects in Revizto, you can effectively manage all your projects. This topic covers how: • •

To create a new project in Revizto, and, To open an existing project in Revizto.

To Create a New Project in Revizto 1. In the toolbar, select Project.

2. In the drop-down menu that opens, select New.

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A new screen will open.

3. In the Name field, enter the name of your new project.

4. Choose where you want to publish your new project by selecting the button next to Cloud, Shared Location, or None.

5. In the drop-down menu under License, select the license under which you want to publish the project.

6. Under Project Settings, check the Import settings from another project box if you want to import project settings from an existing project.

7. Under Enable integrations, select the logos of the BIM software you want your new project to support.

8. Select Create.

Your new project is now ready.

To Open an Existing Project in Revizto 1. In the toolbar, select Project.

2. In the drop-down menu that opens, select Open.

3. In the toolbar on the Open Project screen, search for the project you want to open by name.

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You can filter your projects using the Recent and Active project sorter menus.

4. Select your project from the Open Project screen.

Double-clicking on the project on the Open Project screen will open the project.

Managing Project Teams in Revizto This topic will provide instructions on how to manage project teams in Revizto. By collaborating with different teams and team members, everyone involved in the planning process can access and collaborate on a project from the beginning. The topic covers how: • • •

To add project team members, To manage project team member access rights, and, To use predefined project roles.

To Add Project Team Members Only project administrators can add project team members. If you do not have administrator rights, you will not be able to use the Share option.

1. In the toolbar, select Share.

2. Enter the email addresses of the project team members you want to invite to the project under Invite People to the Project.

3. Select Invite.

The invitation to access the project will be sent to the invited team members via the email address entered.

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To Manage Project Team Member Access Rights Only project administrators can manage project team members’ access rights. If you do not have administrator rights, you will not be able to manage other team members’ access rights.

1. In the toolbar, select Share.

2. Enter the email address of the team member you want to add to the project with specific access rights under Invite People to the Project.

3. Select the Set Access Level drop down menu below email address.

4. From the dropdown menu, select the access rights you want to assign to the new project team member.

Consult the table in 1.2.3. To use predefined project roles for a description of project roles and access rules.

5. Select Invite.

The invitation to access the project will be sent to the new project team member.

When they access the project, the team members will be able to perform actions in the project according to their access rights.

To Use Predefined Project Roles Only project administrators can assign predefined roles to project team members. If you do not have administrator rights, you will not be able to assign predefined project roles to team members.

1. In the toolbar, select Share.

2. Select the Access Level dropdown menu for the person whose access rights you want to manage.

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3. From the dropdown menu, select the role you want to assign to the project team member.

Only project administrators can assign predefined roles to project team members. If you do not have administrator rights, you will not be able to assign predefined project roles to team members (See Table 4: Predefined project team member roles and descriptions).

Table 4: Predefined project team member roles and descriptions Predefined Role

Description

Administrate

The team member has all available access rights for the project and can perform administrative tasks.

Edit content and collaborate

The team member can:

View and collaborate

The team member can:

View Only

The team member is only able to view the project and does not have editing, collaborating, or administrative access rights.

• • • • • • • •

• •

View public issues.

Create issue tags and tag issues.

Revert projects to older versions.

Import, overwrite, transform, and delete scenes.

Import, overwrite, rename, tag, and delete sheets.

Create, rename, and delete sheet folders.

Move sheets between folders.

Detach sheets from cloud storage integrated in Revizto.

View public issues.

Create and comment issues.

K This will assign the predefined role and access rights to the team member.

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Chapter 2: Running Clash Automation in Revizto This chapter will guide you through how to use the Clash Automation feature in Revizto, a powerful tool that allows you to determine if any objects in your project are clashing with each other. Clashes can occur if project assets are too close, too far apart, overlapping, and more.

Clash automation helps AEC professionals decrease the time it takes to examine the models in a project. This feature of Revizto is useful because automating the clash detection process allows for a smoother, more efficient workflow, reducing the time and effort needed to verify whether there are any clashing issues.

This chapter will provide instructions on how to export files to Revizto using an outside application called Revit, importing models into Revizto, as well as creating and managing search sets. It will also provide information on running, viewing, and editing a clash test.

Preparing Clash Settings This topic will guide you through how to set up your clash settings, including exporting models from Revit and importing them to Revizto. By knowing how to export and import models, you can gain a better understanding of the fundamentals of clash automation. This topic covers how: • • •

To link files to a Revizto project, To export files to Revizto, and, To import files to Revizto.

To Link Files to a Revizto Project 1. In Revit, select New on the left side of the screen.

This will open the New Project window.

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2. Select Template file and choose the suitable option from the drop-down menu.

Your project must be set under Create New, not Project Template.

3.

4.

In the project screen toolbar, select Insert.

Select Link Revit to launch the file explorer and open your RVT model files.

5. Select Revizto 5.

6. Select Link Settings.

A sign-in screen will open where you must enter your login credentials.

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19 7. Enter your credentials and select Sign In.

A notification will display onscreen that your model is not currently linked to a Revizto project.

8. In the Link Settings window, select Create New Project to enter the name of a new project, or Link to existing project if you already have an ongoing project.

9. Select OK. Your model is now linked to a Revizto project.

To Export Files to Revizto 1. Under the Revizto 5 tab, select Export to Revizto.

This will open the Export to Revizto window.

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20 2. In the drop-down menu in the Set Model Positioning window, choose the option that suits your needs.

3. Select Ok. 4. In the Export Options window, check the Export 3D model box and choose your preferred view from the options.

Check all the boxes that correspond with project elements you want to export with the model.

5. Select Export.

If you have Revizto installed on your computer, the model will open in your project.

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To Import Files to Revizto 1. In Revizto, create or open a project.

2. Select Project.

3. Select Import from the drop-down menu.

The file explorer will open.

4. Choose the model file on your computer you want to import into your project.

A window for import options will open.

5. Configure your settings and select Import.

Your files are now imported into your project.

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Creating Search Sets for a Clash Test This topic will guide you through how to create and manage search sets that will be used to run clash tests. Search sets allow you to quickly find objects that you have saved, increasing efficiency in the project planning phase. Learning how to edit and organize search sets will provide you with a smoother search experience which can then be applied when running a clash test. This topic covers how: • • •

To create a new search set, To edit a search set, and, To create search set folders.

To Create a Search Set 1. Open your project in Revizto.

2. In the toolbar, select 3D. This will display your project’s 3D model.

3. In the toolbar, select the Find objects icon.

This will open the object tree.

4. In the object tree, select Add Condition.

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23 5.

In the drop-down menu, Select Search set.

This will open the Search Set window, where all the objects in your project are listed.

6. In the Search Set window, check one of the boxes next to an object and select Select.

This will place the model in the Search Set box in the object tree.

7. Select Save and Update.

8. In the drop-down menu, select Save as a new set.

A window will appear asking you to enter the name of the search set and choose a folder to save it in.

9. Select OK. Your new search set is ready to use.

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To Manage a Search Set 1. In the 3D project view, select the Search Sets icon.

2. Right-click on the search set that you want to edit and select Open in Find Objects from the drop-down menu.

This will open the Find Objects panel to edit the properties of your search set.

3. Make the changes you want to the search set.

4. In the Find Objects panel, select the Save/Update icon.

All project members can edit a search set that was created in the project. It does not require administrative access.

To Create a Search Set Folder 1. In your Revizto project, select 3D. 2. In the toolbar, select the Search Sets icon.

This will open the Search Sets window.

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3. Select the Create a Folder icon.

4. Enter a name for the new folder.

5. Select OK to create the folder.

Your search set folder is now created.

You can rename or delete a search set folder by right-clicking and selecting the option from the drop-down menu.

Creating a Clash Test This topic will guide you through how to run, view, and edit clash tests from created search sets so that you can easily find clashing objects in your project. Using this automated feature reduces the amount of time your project team members will spend manually looking for clashes. This topic covers how: • • •

To run a clash test, To view a clash test, and, To edit a clash test.

To Run a Clash Test 1. In your Revizto project, select 3D. 2. In the toolbar, select the Clash Automation icon.

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26 3. In the list of clash tests, check the box of the clash that you want to perform the test on.

4. Select the Run clash detection icon.

A window will appear that displays what errors were found during the clash test.

You can view the results of the test in the columns next to your clash test.

To View a Clash Test 1. In your Revizto project, select 3D. 2. In the toolbar, select the Clash Automation icon.

This will open the Clash Automation window where you can view all the clash tests in your project 3. Double-click on a clash test from the list to view it.

This will open view mode in the Clash Automation window.

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4. Check an object from your clash test to display in your project.

By checking more than one box, you can select and display multiple clash tests on the 3-D workspace to examine them all.

To Edit a Clash Test 1. In the toolbar, select the Clash Automation icon.

2. In the Clash Automation window, check the clash test you want to edit.

3. Right-click on the clash test and select Check out from the drop-down menu.

You can now edit the clash test.

4. After making changes to your clash test, right-click the clash test.

5. Select Relinquish from the drop-down menu.

This will give editing rights back to all team members in your project.

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Chapter 3: Working with the Revizto Issue Tracker This chapter will guide you through working with the Revizto Issue Tracker. The Revizto Issue Tracker allows you to view and edit issues. Issues in Revizto mark points in a project where a clash occurs, i.e., where two 3D objects intersect with or are too close to each other.

Issues can include markups, task descriptions, and comments. Working with the Revizto Issue tracker during your project will enable you and your project team members to effectively point out, communicate, and collaborate on solving problems during every stage of the project lifecycle.

This chapter will provide instructions on how to create issues in Revizto, including how to create a new issue, create stamp issues, add issue tags, apply issue track filters, and assign issues to specific disciplines. Additionally, this chapter will cover how to monitor and resolve issues during the planning process, including how to use the issue tracker chat, edit issues, work on issues with BIM Collaboration Format (BCF) files, share issue automation, and resolve issues with markup.

Creating Issues This topic will provide you with instructions on different aspects of creating a new issue in Revizto. Creating issues will help you effectively point out problems in your project and provide your project team members with additional information on the matter. This topic covers how: • • • • •

To create issues, To create stamp issues, To add issue tags, To apply issue tracker filters, and, To assign issues to specific disciplines.

To Create Issues 1. Move to a point in your project where there is an issue in your model.

2. Select Issue Tracker in the toolbar.

3. Select the Create Issue icon.

Revizto will automatically create a screenshot of the issue and place a blue marker on the screenshot.

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4. Move the blue marker over the issue in your model.

5. Enter a title for the issue in the Title bar.

6. Next to the title bar, select Done.

An issue with a unique Issue ID will appear in the Issue Tracker mode of Revizto.

To Create Stamp Issues 1. In the Issue Tracker mode, select an issue.

2. Select Stamp Placement mode, below the toolbar.

Selecting the Stamp icon will open the Stamp Mode window.

3. Select New Stamp Template.

4. In the New Stamp Template window, enter an abbreviation and title for your stamp.

The abbreviation can be a maximum of three letters.

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5. Select the Category drop down the menu.

6. Select the appropriate stamp category from the drop-down menu.

7. Select Ok. After creating a new stamp template, you can apply the stamp to the appropriate issue in your model.

To Add Issue Tags 1. In the Issue Tracker mode, select an issue.

2. If not already selected, select the Information icon.

3. Select the Tag Area in the issue’s information column.

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31 4. Select Edit.

5. From the list of available tags, select the appropriate tag for the issue.

You can select several tags for one issue.

To Apply Issue Tracker Filters 1. In the Issue Tracker mode, select the Filters icon.

2. To use a custom filter, in the filter column, select Custom Filter.

You can also use preset filters. For a description of preset filter options, see Table 5: Options and descriptions for preset filters.

Table 5: Options and descriptions for preset filters Preset Filter Option

Description

Current issues

All issues are shown in the list of issues.

Watched by me

Issues the user is assigned to as ‘Watcher’ are shown in the list of issues.

Reported by me

Issues the user is assigned to as ‘Reporter' are shown in the list of issues.

My open issues

Issues assigned to the user with the status ‘Open’ or ‘In Progress’ are shown in the list of issues.

Closed issues

Issues with the status ‘Closed’ are shown in the list of issues.

3. Select the sorting order by which you want to filter your issues, for example, By status.

4. Select an issue status from the provided options, for example Open.

This will show every issue with the status ‘Open’ next to the list of filters.

5. Select Save Filter below the Presets/Custom Filter option.

6. Enter a title for the new filter.

7. Select Create.

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To Assign Issues to Specific Disciplines To assign an issue to a specific discipline, the issues need to be assigned to specific team members. Otherwise, you will not be able to assign issues to a specific discipline.

1. In the Issues Tracker mode, select the Filters icon.

2. Select Custom Filter.

3. Select By assignee.

4. From the list of project team members, select the team members belonging to the team you want to assign the issue to, for example, the Design team.

5. Select Save Filter below the Presets/Custom Filter option.

6. Enter a title for the new filter, for example, ‘Design team.’

7. Select Create.

When choosing the newly created filter in the Issue Tracker, only issues assigned to the Design team will appear in the list of issues.

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Monitoring and Resolving Issues This topic will provide you with instructions on how to monitor and resolve issues in Revizto.

This will allow you and your project team members to communicate and collaborate on issues during the project and resolve them with markups. This topic covers how: • • • • •

To use the issues tracker chat, To edit issues, To work on issues with BCF files, To share issue automation, and, To resolve issues with markup.

To Use the Issues Tracker Chat 1. In the Issue Tracker mode, select an issue.

2. Select the Chat icon.

A column will appear showing messages, changes to the issue, and changes to the issue’s parameters.

3. To send a message in the chat, enter your message into the text box below the chat history.

You can add attachments to your message by selecting the paperclip icon and attaching the according document.

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You can search through and filter the chat to find specific messages or filter for different types of changes to the issues.

To Edit Issues 1. In the Issue Tracker mode, select the three-dot menu the right side.

2. From the drop-down menu, select Multi-edit issues.

below the toolbar on

3. From the list of issues, choose the issue you want to edit.

4. Select Edit.

5. Select Edit Markup.

The issue editor will open where you can make any necessary edits to the issue.

To Work on Issues with BCF Files 1. In the Issue Tracker mode, select the three-dot menu below the toolbar on the right side 2. From the drop-down menu, select Import issue.

3. Browse your file explorer for the BCF file you want to import.

4. Select Open.

This will import issues from the BCF file. You will be able to work with, edit, and resolve these issues in Revizto.

You can export issues from Revizto into BCF file formats or update previously imported issues from BCF files.

To Share Issue Automation 1. In the toolbar, select the 3D mode.

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2. Select the Clash Automation icon.

3. Check the clash test of which you want to share the results of the issue automation.

To share issues from different clash tests at the same time, check every according clash test.

4. Select Sync with issue tracker.

This will open the Sync and show how many issues were found during the clash test.

5. Select Sync 1 clash test(s).

The number of clash tests available to sync will reflect the number of clash tests you have checked in step 3.

6. In the next window, select OK. The successful syncing of the issue automation’s results will be indicated by an in the Automation/Manual Group column in the Clash Automation window.

7. To share the results of the issue automation, select Check out below the Clash Automation toolbar.

You are now able to view, edit, and resolve the issues in the Issue Tracker mode.

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To Resolve Issues with Markup To follow these instructions, project team members need to import resolved issue files with markup into Revizto. Otherwise, you will not be able to follow the steps in this procedure.

1. Run a clash test including the resolved marked up issue files, following the steps in procedure 2.3.1. To Run a Clash Test.

The clash test now should not return any remaining issues. You can now mark issues as resolved.

2.

3.

4.

5.

Select the Issue Tracker mode.

From the list of issues, select an issue you want to mark as resolved.

If not already selected, select the Information icon.

In the issue’s information column, locate the Status property and select Edit.

6. From the list of status options, select Solved.

7. Above the list of status options, select Done.

The issue is now resolved.

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Appendix A: List of Supported Plugins and Integrations for Revizto Revizto can be used in collaboration with industry-leading common data environments (CDEs), linking them directly to Revizto project files. The following table provides a list and descriptions of supported BIM software plugins and integrations for Revizto (See Table 6: Descriptions of supported plugins and integrations for Revizto).

Table 6: Descriptions of supported plugins and integrations for Revizto Plugin/Integration Description ArchiCAD

ArchiCAD is a BIM software solution that provides a complete design suite including 2D and 3D drafting, visualization and other BIM functions for planners, architects, and designers. To learn more about ArchiCAD, visit the product website [5]: www.graphisoft.com/solutions/archicad.

Revit

Revit is a multidisciplinary BIM software for coordinated design that aims to increase efficiency and accuracy during all project phases for architecture, engineering, and construction teams. To learn more about Revit, visit the product website [6]: www.autodesk.com/products/revit.

Vectorworks

Vectorworks is design software that delivers different products for a flexible and collaborative design process for architecture, landscaping, and entertainment professionals. To learn more about Vectorworks, visit the product website [7]: www.vectorworks.net.

AutoCAD

AutoCAD is a computer-aided design software used to draft, annotate, and design precise 2D and 3D models for architects, engineers, and construction professionals. To learn more about AutoCAD, visit the product website [8]: www.autodesk.ca/en/products/autocad.

Rhino

Rhino (Rhinoceros 3D) is a computer-aided 3D design and modelling tool used in architecture, industrial design, and product design. To learn more about Rhino, visit the product website [9]: www.rhino3d.com.

Navisworks

Navisworks is project review software to improve BIM coordination for architecture, engineering, and construction projects. To learn more about Navisworks, visit the product website [10]: www.autodesk.com/products/navisworks.

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Appendix B: Key Features and Benefits of Revizto for AEC Professionals Revizto offers a variety of workflows that are designed to support the work of various AEC professionals working on every stage of a project lifecycle. The below table contains a list of these features and benefits, broken down by category of AEC professional. For more information, view the Workflows section of the Revizto website (See Table 7: Features and benefits of Revizto for different AEC Professions).

Table 7: Features and benefits of Revizto for different AEC Professions AEC Profession Architecture & design

Workflow • • • •

Construction

• • • •

Mechanical, electrical, plumbing (MEP)

•

Facility management

•

• • •

• •

Owners

• •

Simplified design review that minimizes human error through centralizing issues and redline markups Fewer or no manual reports, reducing inconsistencies and misunderstandings between stakeholders Real-time feedback from all users Effective management of the design phase Collaboration from anywhere keeps team on-track and reduces communication errors Virtual builds maximize productivity on project timelines Improved accountability for issues and easy change tracking User-friendly platform that is accessible to users at all knowledge levels Simplified knowledge transfer ensures all team members can leverage their specialized knowledge to achieve project goals Easily lay out building systems within a centralized model Minimize clashes and place infrastructure in context Drive efficiencies throughout the installation phase Allows facility managers to engage earlier in the project lifecycle Ensures that facilities are intelligently designed for long-term occupant comfort and maintenance processes Easy to provide feedback on the centralized model from the facility management perspective User-friendly interface allows owners of all levels of technical skill to integrate into a project at the earliest stages Easy to provide feedback on the centralized model from the owner perspective

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Appendix C: Additional Resources and Tutorials This appendix contains two sections; the Additional Resources section includes other useful materials that can help users troubleshoot issues that arise while using Revizto, and the List of Tutorial section provides a selection of tutorials that can help further guide users in effectively using Revizto.

Additional Resources The table below includes useful materials to help AEC professionals troubleshoot any issues that may arise when using the Revizto application. Each table entry contains a link to the official Revizto website.

Table 8: Additional resources for working with Revizto Resource Name

Description

Revizto Website

The official Revizto website where users can access the login feature as well as additional information about Revizto functions, features, and workflows.

Revizto: Download

The download page where users can access version 4 and version 5 of Revizto.

Help Centre

The Revizto online help centre is designed to provide the best assistance for users of the Revizto application. Users can easily find articles and tutorials using the search bar, and find contact information for the support team.

Help: Getting Started

This page offers an overview of Revizto and general information, including system requirements, registration, and installation.

Help: Workspace

This page offers information regarding creating and editing projects, fixing personal settings, licenses, and more.

Help: Revizto Application

This page offers articles on working with 2-D and 3-D, issue trackers, tutorials, project set-up, and much more, helping users troubleshoot any issues and provide further assistance using Revizto.

Help: Revizto 5 new tools

A list of video tutorials for using Revizto 5 that provide instructions for topics such as using the object tree, loading or unloading individual models in the application, and more.

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Table 8 (continued): Additional resources for working with Revizto Resource Name

Description

Help: Industry workflows and learning paths

This page features articles on basic features and specific materials for “architecture and design”, “construction”, “mechanical, electrical, and plumbing”, and “civil engineering,” among other topics.

Help: Knowledge base and resources

An archive of webinar recordings discussing various topics about the Revizto application such as “How to 2-D in Revizto” and “Using Revizto to educate across teams”.

Help: FAQ

An FAQ on the official Revizto website that provides answers to frequently asked questions and troubleshooting solutions.

Glossary

A glossary of names and definitions of the tools and important keywords for Revizto. This glossary also includes embedded links to other articles to help users define a subject further.

List of Tutorials The table below details the available tutorials found on the Revizto 5 new tools page located in the Revizto application under Help Centre (See Table 9: List and Description of Revizto Tutorials).

Table 9: List and description of Revizto tutorials Name of Tutorial

Description

Part 1: Object Tree

This tutorial describes the object tree and its primary functions, including how to locate the object tree and find objects, selecting and isolating objects, loading and unloading models, and more.

Part 2: Properties

This tutorial describes using the property pane, including how to open search for objects by properties, add properties to favourites, add custom properties, and more.

Part 3: Find objects

This tutorial describes how to search for objects and save your searches.

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Table 9 (continued): List and Description of Revizto Tutorials Name of Tutorial

Description

Part 4: Search Sets

This tutorial describes how to create, export, and share search sets with your team, apply search sets to 3-D models, import search sets from other projects, and more.

Part 5: Selection Inspector

This tutorial describes how to open and use the selection inspector for selecting an object and choosing its properties, how to export data, how to create an issue for a selected object, and more.

Part 6: Appearance profiler and appearance templates

This tutorial describes how to create and view appearances available in your project, export and import templates, set default appearances, and more.

Part 7: Loading and unloading links

This tutorial describes how to load and manage models in your project as well as unload them.

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Appendix D: Revizto Installation Guide Before you can start using Revizto, you will need to install the software on your device. This step-by-step instruction set will guide you through the installation process. After following these steps, you will be able to use Revizto on your device and follow the procedures in this manual.

To follow these steps, you will need to have the Revizto Installer Package downloaded to your device. The steps in this instruction set will help you: • • •

Start the installation process, Choose optional installation preferences, and, Complete the installation process.

To Start the Installation Process 1. Open your File Explorer to the folder within which you have saved the Revizto Installer Package.

2. Open the Revizto Installer Package to start the Revizto Setup Wizard.

3. Select Next to continue the installation process.

4. Read and accept the Revizto Subscription Terms and License agreement and select Next.

To Choose Optional Installation Preferences 1. Choose the installation type and select Next.

You can install the software for individual use (option: ‘Only for me’) or for everyone included in the purchased license (option: ‘Everybody (all users)’). The second option requires administrator rights.

2. Select Next to install Revizto in the Programs folder of your device.

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3. Select Next to install Revizto including all optional features.

In this step, you can choose which optional Revizto features you want to install.

Check Appendix A for a list of supported plugins and integrations included in the Revizto software.

4. Choose the language you want the software to be installed in and select Next.

5. Choose the software features you want to have a short-cut for on your desktop and select Next.

6. Select Install to begin the installation.

To Complete the Installation Process 1. Once the Revizto Installer has completed the installation process, select Next.

2. Select Finish to complete the installation process.

On your desktop, you will now be able to see the Revizto short-cut as well as short-cuts to the optional features you have selected during the installation process.

You have successfully completed the Revizto installation process and are now able to use the Revizto software and additional features.

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Appendix E: User Interface Walk Through This section will provide a walkthrough of the appearance and function of every button on the toolbars in Revizto’s 2D and 3D workspaces. These are helpful tables to return to if you ever need to remind yourself how to use a certain tool or are wondering which tool will achieve the effect you’re seeking.

2D Workspace See Table 10: Buttons and functions in Revizto 2D workspace for details on the 2D workspace toolbar.

Table 10: Buttons and functions in Revizto 2D workspace Button

Function

Toggle Filters

Allows you to add or remove filters on files so you can focus on what you want to work on.

Allows you to rearrange sheets.

Reorder Allows you to import sheets to the Revizto project from other software.

Import File Allows you to export the project sheets to PDF. Export File Allows you to add a new folder.

Add New Folder Allows you to move a sheet to a different folder.

Move To Allows you to add multiple tags to a sheet.

Multitag Allows you to delete sheets.

Delete Allows you to detach a sheet from its original CDE, so it won’t get automatic updates when the CDE is altered.

Detach from Docs Allows you to alter your preview settings.

Toggle Preview

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3D workspace See Table 11: Buttons and functions in Revizto 3D workspace for details on the 3D workspace toolbar.

Table 11: Buttons and functions in Revizto 3D workspace Button

Function

Viewpoints

Map

Shows camera appearances with optional sections and appearances. You can add many viewpoints to a project, which allows project team members to view the 3D model from different perspectives.

Provides an aerial view of the project model and allows you to cut the model into different sections for easy viewing.

Displays a list of rooms in the model and allows you to teleport into any room in the model with one click.

Rooms Allows you to measure distances between project elements.

Ruler

Section Cut

Allows you to cut your view of a project into section planes or boxes, allowing you to narrow your focus onto unique elements and areas of the project model.

Allows you to create a new issue on a project.

Create New Issue

Stamp Placement Mode

Stamps allow you to note recurring issues in a quick and easy way; this tool allows you to place stamps throughout a model to note recurring issues.

Object Tree

Displays the different objects in a project and allows you to easily select them from a list with one click, highlighting the object you select on the model.

Provides the properties of any selected object in a list.

Properties Allows you to search for objects in a project model.

Find Objects

Search Sets

Allows you to create a set of rules that form a query to find objects in a project model based on the search parameters. Search sets can be visible only to their creator or to anyone on the project.

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Table 11 (continued): Buttons and functions in Revizto 3D workspace Button

Function Lists the values of favourite properties for a selected object or objects.

Selection Inspector Allows you to see how the current appearance is defined and lets you edit the appearance or create a template.

Appearance Profiler

Appearance Templates

Clash Automation

Camera Share

Allows you to apply a saved appearance to a 3D model.

These can be visible only to the template creator or publicly visible.

Allows you to run a set of Revizto features that includes clash detection, clash grouping, and synching clash groups with the issue tracker all at once to speed up the process of clash detection and resolution.

Allows you to share your position and gaze with another project team member who is online, enabling easy communication and collaboration.

Allows you to record yourself navigating a 3D model.

Captures video of the screen and audio.

Video

Load/Unload Models

Allows you to select which models are loaded into the workspace, so you can control what you’re viewing at any given time.

Minimizes or maximizes the sidebar of the tool you have selected, hiding, or showing it from view.

Minimize/Maximize

Simplify

Allows you to show or hide all the toolbar options, letting you choose between a simplified or comprehensive view of the toolbar based on your preference.

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Index

A

H

N

ArchiCAD, 36

Hardware requirements, 8

Navisworks, 36

Assigning issues, 31

Help resources, 39

AutoCAD, 36

O I

Object Tree, 21

B

Importing files, 20

BCF files, 27, 33

Instalation process, 42

P

Issue automation, 34

Project roles, 15

C

Issue tracker, 27

Clash Automation, 16

Issues, 27

Clash Test, 24, 25, 26 Creating Projects, 11

R Resolving issues, 35

K

Revit, 16

Key features, 38

Revit plugin, 36

L

S

Linking Revizto files, 16

Search Set, 21, 23

E Editing clashes, 26 Editing issues, 33

Software requirements, 8

Exporting files, 18 M

Stamp issues, 28

F

Manage access rights, 14

Filters, 30

Markup, 35

Stamp Placement mode, 28

Find Objects, 23

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System requirements, 7

48

References [1] Revizto. What We Do. revizto.com/en/. [Online]. Available: https://revizto.com/en/ [Accessed: February 28, 2022].

[2] BIM Today. AEC professionals reveal how Building Information Modelling benefits them.

Pbctoday.co.uk. [Online]. Available: https://www.pbctoday.co.uk/news/bim-news/aecprofessionals-bim/59462/ [Accessed: March 3, 2022].

[3] Wikipedia. Revizto. en.wikipedia.org. [Online]. Available: https://en.wikipedia.org/wiki/Revizto [Accessed: March 3, 2022].

[4] Revizto 5, ver. 5.0, Vizerra SA, Lusanne, Switzerland.

[5] Graphisoft. Graphisoft ArchiCAD. [Online]. Available: www.graphisoft.com/solutions/archicad [Accessed: March 4, 2022].

[6] Autodesk. Revit: BIM software for designers, builders, and doers. [Online]. Available: https://www.autodesk.com/products/revit/overview. [Accessed: March 4, 2022].

[7] Vectorworks. One flexible solution for your entire design process. [Online]. Available: https://www.vectorworks.net/en-GB [Accessed: March 4, 2022].

[8] Autodesk. AutoCAD: 2D and 3D CAD software trusted by millions to draft, engineer, and automate designs anywhere, anytime. [Online]. Available: https://www.autodesk.ca/en/products/autocad/overview [Accessed: March 4, 2022].

[9] Rhino3D. Features. [Online]. Available: https://www.rhino3d.com/features/ [Accessed: March 4, 2022].

[10] Autodesk: Navisworks: 3D model review, coordination, and clash detection. Available: https://www.autodesk.com/products/navisworks/overview [Accessed: March 4, 2022].

Title image: Unsplash. Photos. Hancock Tower. [Online]. Available: https://unsplash.com/photos/XellL3BYMoc [Accessed: April 15, 2022].

User Manual Clash Automation and Issue Tracking in Revizto