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@BTM When I worked in the field still, there were a couple ways that I would create a Dashboard type document in Bluebeam.

The fanciest is to make what Bluebeam calls a Digital Dashboard. Basically a fancy PDF with graphics that you link to resources/plans/files/sites/etc. You can link it all to a Studio Project where you keep files if you like.

I wold do it this way for a big project or one that was going to last a long time and needed a polished look.

Create a Digital Dashboard for easy file access | Bluebeam Technical Support

How to Build a Digital Project Dashboard | Built

On-Demand Webinar: Unlock the Power of Digital Dashboards | Bluebeam | Construction Software

I was usually too busy to make something fancy on a regular basis, so in those cases, I would just make a PDF with some instructions, maybe load a necessary Profile (.bpx) ot Teool Set (.btx) right into the PDF, add some text hyperlinks to the resources or to my Studio Project and then I would email it out, or attach it as a cover sheet in a Session, or load it as the first document anyone saw in my Studio Project. Way easier, but not as slick looking.

@Rick Gallant

Disclaimer - I am now a Bluebeam employee, but I came from concrete construction and came to Bluebeam because I was such a fan.

When I was in construction, I used Bluebeam to track almost all project issues and communication with my-subs/partners, I would invite them all to a Session with the project plans. Have a specific Tool Set for comments by each sub or by specialty, each in a different color and then they could use Bluebeam to mark the issue on directly on the plans, add any photos, make comments, assign a Status, etc. Bluebeam automatically logs who made the comment and when, so that was half the info I needed already.

Basically, we avoided using emails to communicate at all and used the Sessions plan set as a single source of truth and the primary means of recording issues/phasing/site layout/punchlists/etc. That way everything was searchable and sortable and I could easily generate quick reports (using the Markups List Summary) by trade/user/phase/etc.

I did make custom columns like @Luke Shiras mentioned above, but having the toolchests pre-created for my collaborators meant that I had already pre-filled a lot of the columns for them. I only required that they update a couple columns when they added a new item to the Session (like "Due Date", "Urgency/Criticality" or maybe a pick-list column with other trades/specialties that would be impacted/involved).

To make sure that everyone had access to my Tool chests, I would load a cover page in the Session with some simple instructions and a copy of the Profile that held all the tools.

We figured, why keep a separate Excel file that we had to keep publishing when the Markups List is basically an excel file that everyone can access.

Hi All,

We are changing the company style guide and stepping though updating everything to match.
I am wondering if it's possible to change/specify the font used when creating a batch summary in PDF format? A long shot I know!

Thanks
Elizabeth

That's some good detective work. Make sure to tell BB Support about the fact that deleting that folder seems to fix it. Maybe that will put them on the right track. I am personally way too dumb to troubleshoot things like this, but as far as I'm concerned, the Support team might all be members of Mensa.

Occasionally, during a session a user will not see the status options needed to set the state. The occurrence is not tied to a specific user or session. This issue has persisted for years, and I am still searching for a solution - aside from additional markings or highlights in the session markups.

Anyone else experiencing this issue or have a solution?

On the same document, can a specific user sometimes see the status options and sometimes can't?
Or is it that some users can see the status options while others can not (same document)?

Yes, it's the same document, some users can see the status options while others cannot. The issue appears to be random, affecting different people in different sessions.

Are you still using floating licenses? And if so, are they the same version/level? For example are some users getting Revu CAD and others getting Revu Extreme? Is everyone on the same build? This is all unlikely but I want to exhaust the random possibilities, too.