Best Of

You will probably want to go one of two routes. Either export your markups list as CSV and use Excel Visual Basic coding (AI LLM's are you're best frined) to clean the data to simple quantities, then use a lookup table to match and place, OR @Doug McLean has some more advanced workflows involving power query which can have a preset cleaning process. Both are somewhat similar, but it probably more depends on if you are just catching simple totals, or if you are getting an extensive amount of data from them.

You may also see the quantity link process, but this would take manually setting up the link to each cell every time you go to a new file. Typically I do not recommend this route, but who knows what improvements will be added over time to this.

I use Bluebeam to plan prefabrication builds for my company's pre-fab shop and I'm looking for ways to better integrate my Excel spreadsheets with my Bluebeam plans.

I plan assembly types by placing markups on a drawing (pre-formatted text boxes with the assembly label which I've save to a tool chest). I then use the Markup List to count the quantity of assemblies and manually enter those into a spreadsheet. 1) Is there a way to automate this manual data entry? I'd love if I can just import the quantities directly.

This spreadsheet is then formatted to automatically count the specific BOM I need for the entire pre-fab package build (eg, if Assembly type A needs (1) of widget 1, (2) of widget 2 and (1) of widget 3 and there are a total of (20) of Assembly type A, it will add up the total number of each widget needed, including across all assembly types). I then have to manually enter the total quantity of each widget and assembly type into form fields I've preformatted on a different Bluebeam PDF. 2) Is there a way to automatically populate form fields from cells on an Excel spreadsheet?

ok i will

Does anyone else have issues with using web email to send your Quotes (Or anything else PDF) out using REVU? I am constantly having emails go out late, Not go at all. This is a mission critical thing for me when I wear the estimator hat. These Estimates need to go out NOW. So the workaround must be to go to the file path and send it from there instead of simply sending it through Bluebeam? I do NOT Like that at all. I dont want to go back to Classic Outlook. What is the fix for this? Help? Thank you!

My go to is Export to csv file. Then I can clean it up in Excel and present it the way I want.
I do however advocate for creating a nice BatchConfig file, set up just the way you want it. That way, no matter what your preferred method is, it'll always come out the same with a simple click.

If you download and extract P&ID Review tool sets, Line Symbols contains a Pneumatic polyline tool.

Revu Custom Libraries | Bluebeam Technical Support