We’ve covered creating custom profiles, calibrating the page for measurement markups and  Dynamic Fill to help you use Bluebeam Revu in your estimating workflows. Now it’s time to put that knowledge to use: here’s how to create a custom tool set with a corresponding legend for estimating material costs. For the examples in this article I am using the 64x Revu eXtreme 2018, on Microsoft Windows 10 Home edition.

Before going any further, I highly advise reading my blog entry on calibrating the page for measurement markups (which also covers Dynamic Fill)  if you are new to Bluebeam Revu or if you need a refresher on the subject. Once you have the page properly calibrated, follow these steps to create a custom tool set and legend which records the total area of your custom measurement markup tools.

First, place an area measurement markup. For this example I am using Dynamic Fill to quickly place my markup. To do this, go to ‘Tools’ on the Menu bar to open a dropdown menu. Go to ‘Measurements’ and Select ‘Dynamic Fill.’ A toolbar will open above the document and just below the Menu bar and properties toolbar. Once Dynamic Fill has loaded, select the area measurement tool (as seen in the example below) and use the paint can icon to fill a space. Convert the filled space into an area measurement by selecting ‘Apply.’ Note – If you have used Dynamic Fill to fill a space with a custom tool before, you may need to set the area measurement tool on the Dynamic Fill toolbar to default by selecting the dropdown menu beside the area measurement tool and checking ‘Default Properties.’

Once the area measurement markup is placed, close the Dynamic Fill toolbar. Select the area markup (selecting the number is easiest) and either right click on the markup and select ‘Properties,’ or select the Properties Panel Access menu. Both options will open the Properties Panel Access menu. Now, use the properties panel to change the subject of the markup to ‘Flooring’ and the label to ‘Hardwood’ (or any material you are estimating). Change the color, the fill color, the hatch pattern and color, and the text color so that the markup is unique, and set the fill opacity to 20.

Once the measurement markup is customized, it will appear as a custom tool in your tool chest, in the tool set ‘Recent Tools.’ Access the Tool Chest by selecting the chest icon on the Panel Access menu. Select ‘Tool Chest’ and from the dropdown menu select ‘Manage Tool Sets.’ In the dialogue box, select ‘Add.’ Now, name your tool set, and select ‘OK’ which will open a window to confirm the file path, and select ‘save.’ Now, select ‘Recent Tools’ and from the toolset select the most recently created tool. Drag and drop the custom tool into your custom tool set, which will permanently save the custom tool (until you change or delete it). Follow the steps to create custom tools using the Properties Panel Access menu until you have all of the tools you need.

I had previously created a custom toolset named ‘Punchkey Flooring,’ which I will be using instead of ‘Demo’ from here on out. To create a custom legend, place at least one markup with each custom tool in the tool set on the page you will be estimating on so that they will show up on the legend. I used Dynamic fill to place each tool by selecting the dropdown icon beside the area measurement icon on the Dynamic Fill toolbar, and selecting one of my custom tools. This makes Dynamic Fill use the properties of whatever tool is selected when a filled space is converted into a measurement markup.

Once you have one markup from each tool placed (as seen on the example below), access the Tool Chest on the Panel Access menu, and select the gear icon on your custom toolset. From the dropdown menu, select ‘Legend’ and ‘Create New.’ Place the legend on the page with your markups.

Now, you may customize your legend to display the information you want. In this case, I want the legend to show the different materials. Select the legend by clicking on it, and select the properties Panel Access menu. Scroll down to Columns, and select the dropdown menu for ‘Description,’ which for me by default is set to ‘Subject.’ Change ‘Subject’ to ‘Label’ to show the different materials on the Legend.

With the legend properly placed, you should now be able to update the legend in real time by simply placing a markup from your custom tool set, as shown in the example below:

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