This year Bluebeam released Revu 2018 with a sleek new user interface with robust customization options. Like previous versions, users are able to organize the user interface and save the way it’s organized as a profile; here’s how to do that in Revu 2018.

Update: this same process can be done within Bluebeam Revu 2019, as well.

When I create a new profile, I build it around a specific workflow and I use the existing profiles as a starting point. Out of the box, Revu comes with four premade profiles that can be used for different workflows. To access them, navigate to the top menu bar and click on the Revu menu button, which will open a drop down menu. If you hover your cursor over Profiles, another menu will open displaying the available profiles. Here we can see the four default profiles: Revu, Revu Advanced, Quantity Takeoff, and Field Issues. I also have my custom profile I created for workflows specific to Taradigm.

Default profiles list in Bluebeam Revu 2018

Let’s create a simple profile for a user that will only be utilizing basic markup tools. We’ll leave out any features that would clutter the workspace since the user will only be adding comments to PDF drawings. To start, select the default Revu profile by going to Revu > Profiles > Revu. We will be directly editing this profile, but we will save it as a separate file, leaving the Revu default profile intact.

Switch profiles in Bluebeam Revu 2018

With the Revu default profile selected, let’s start with configuring the toolbar.  The toolbar holds tools sets which are classified by function; the Revu profile toolbar includes a markup tool set and a shapes and measurement tool set. If you right click on the dotted line above each toolset, a dialogue box will open allowing you to toggle different tool sets on or off.

Let’s turn on the Edit tool set and move the tool sets to the top under the menu bar.

Move toolbars to create a new profile in Bluebeam Revu 2018

You can even customize tools sets further by including other tools or excluding tools already present. Right click on the dotted line above the toolset and click on Customize. A dialogue box will open where you can swap tools out of the toolsets and add new ones. Let’s remove the Measurement tools from the Shapes toolset since the user won’t be doing any measurements.

Customize tools within toolbars in Bluebeam Revu 2018

Now let’s configure the Panel Access menu. The Panel Access menu provides access to task specific panel menus, and like the toolbar is highly customizable. Let’s remove some unneeded panel menu shortcuts that our user won’t be using. Right click on Thumbnails, Bookmarks, Layers, Spaces, Measurement, Signatures, Flags, and Sets and select Hide to remove them from the Panel Access menu.

Show and hide panels with Bluebeam Revu 2018

Now let’s work on the Markups List, which keeps track of all the comments and markups made on a given PDF and uses various columns to classify them. To open the Markups list, click on the markup list icon on the bottom left to open the list. Like most everything else in Revu, the markups list is highly configurable. You can turn off default columns and turn on dormant ones, and you can even create custom columns. Let’s remove some columns by clicking on Markups List and selecting Columns from the dropdown menu. Remove Page Label, Status, Layer, Color, and Space.

Customize columns in markups list in Bluebeam Revu 2018

The profile is now ready to be saved and shared with the user. Navigate to the top Menu bar, Revu > Profiles and select Manage Profiles. A dialogue box will open displaying the available profiles. Select Add and name the profile. I’ll call this profile ‘Markups.’ Doing this will save the current profile settings to the profile we just added instead of overwriting the default profile. If you would like to overwrite the default profile select Save Profile instead of Manage Profiles.

To share the profile, go back to the Manage Profiles dialogue box, select the profile you just created by clicking on, and select Export. Another dialogue box will open asking you where you want to save the profile, and it will be saved as a .BPX file. You can then email that file to the user or share it on a network drive. To import the profile into Revu, open the Manage Profiles dialogue box, select Import and select the file to import.

This is just one of unlimited possibilities for configuring a profile for a specific workflow. If you are just getting started in Revu and are only using it for simple markups feel free to download this profile here, although I advise following the above steps to get a feel for building your own profile so you can customize it to your specific workflows.

If you have any comments, questions or suggestions, please use the comment section on the bottom of this page, and don’t forget to subscribe to our blog to get more Bluebeam Revu tips & tricks directly in your inbox!

Lauren Hecker is the instructor for the Bluebeam Revu Essentials and Advanced courses. To see her next open enrollment course, please visit our calendar. To schedule an onsite or custom course, please contact us!

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