🗓️ February 2025 Challenge - Template Time!

Marco M
Marco M Posts: 182
edited February 12 in Community Hub

Hi everyone!

Welcome to the second Monthly Challenge of 2025! This month, we’re talking about templates. Templates can help streamline processes, save time, and keep everyone on the same page.

Share your best tips for using templates in Bluebeam Revu. Do you have a custom template that speeds up your workflow? Have you created reusable forms or layouts that make document management easier? We’d love to hear the details!

Monthly Challenge- Template Time!.svg

🎖️ Recognition

Participants that post their comments here will earn a special Template Challenge badge and points to level up in the community!

💬 Share & Discuss 

Share your best template tip! Whether it's a document layout, a reusable form, or a template workflow, tell us how it helps you save time and stay organized. 

Engage with others by commenting, upvoting, and sharing your experiences using templates in Bluebeam Revu.

📚️ Resources 

For more information on using templates in Revu, check out the links below.

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Comments

  • vfrench
    vfrench Posts: 51

    A couple of things with regards templates.
    First, I have a great set up for when I am measuring and there are multiple A3 drawings. I've created a template with grids set out so I can snapshot the A3's and paste them onto one larger drawing. When measuring houses this allows you to have all the elevations, sections and floor plans on one drawing in front of you.

    One problem with templates though. If your workflow has parent and child layers for the tools, once the template is saved as a new drawing the parent and child layers are lost. So, you just have a long list of layers all at the same 'level'. This is very frustrating!

  • Jes Stafford
    Jes Stafford Posts: 87

    Looking forward to this!

    I have not yet tapped templates to streamline our CA work flows here. …thinking that a site observations report template may be the best place to start. Then moving to QC reviews…

    Wait, I need to learn the difference between FORMS and TEMPLATES.

    😎

    ~j

  • Jorge Contreras
    Jorge Contreras Posts: 12

    Only real use of Templates I have incorporated into my WF is to duplicate the AutoCAD title block with fields to simplify when needing to mockup a drawing from a scanned file that is not natively in CAD or RVT.

    Can't wait to see what the rest of the community has done.

    Project and systems Administrator

    Lean Six Sigma Black belt at JPL

  • Josh Gebelein
    Josh Gebelein Posts: 39

    We have a one-page pdf that explains the use for each tool in our standard formal review toolbox. It shows each tool, the shortcut for it, which role it applies to (checker, corrector, etc). For less savvy users they can use the markups directly on this sheet as a palette. There is a note about how to install the profile, and the *bpx file is embedded as an attachment. We can quickly provide this pdf to subconsultants and others external to the company who need to collaborate on formal reviews. When necessary we update it for project-specific needs. It comes in very handy.

  • Doug McLean
    Doug McLean Posts: 18

    my favourite templates are the email templates.
    So nice when you have to remember all 12 people you need to copy on a Change Order or whatever.

    Millwork doesn't really allow for templates because too many things change on every project, but we do have standard custom columns, and shared tool chests.

  • bcostlow
    bcostlow Posts: 39

    I feel like I've had to answer this question before. Maybe I'm just imagining things. Either way, I don't really have much need for templates with the way we utilize Bluebeam. It's almost entirely about view, editing, and printing existing files for us, so creating a PDF from a template isn't really a big deal.

    However, I do personally have my own set of email templates, if that counts toward this conversation topic. My favorite is the one I use for turning in timesheets. We track time on excel, but the payroll department wants them converted to PDF, so we export from Excel to Bluebeam PDF printer. Then I just verify that everything looks right, and go to my email template. Makes the whole process take about half the time of doing all the extra legwork in Outlook.

    BIM Coordinator - Columbus, OH

  • Ryan Guerdon
    Ryan Guerdon Posts: 4

    Have not used templates yet although I am interested in learning more about them. Is there a library available?

    Ryan Guerdon

    O'Connell Electric

    Project Manager

    Hancock Air Park

    7000 Performance Dr

    Syracuse NY 13212

    Desk : 315-766-1015

    Mobile: 315-884-7476

    Fax : 315-437-7431

  • Aily Roper
    Aily Roper Posts: 33

    You're reading my mind @Ryan Guerdon - I think it's time we start one :)

  • Matt
    Matt Posts: 21

    A template I created over 10 years ago and still use is basically a form where i collect electrical data from various manufacturers of machines etc. It's an A4 with lots of forms and when everyone has contributed with theirs I export it to Excel and use it to calculate power consumtion, among other things.

    Another one is simple A1/A3 sheets with a drawing fram and a title block with forms. Those are used for making simple and fast drawings and schematics when AutoCAD isn't needed.

    Also Power Automate scripts for processing drawings before use. Not a bluebeam thing per se but related to it. For instance used to remove shape-markups (SHX), separate or bind sheets, rename them and so on.

    And ofc when going through drawings dashboards, stamps and whatnot.

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