Bluebeam Revu features a powerful tool called the Markups List that automatically tracks all of the markups placed on a PDF, as well as the information associated with them. Using the Markups List, you can leverage this information to perform a variety of different workflows.
One helpful way to use the Markups List is by setting statuses for markups. These statuses allow you to track the progress of repairs or design changes on a PDF, helping to streamline communication throughout the project life cycle.
This article will outline the steps for setting a status and creating a custom status in Bluebeam Revu 2019.
The following examples are taken from the 64x Bluebeam Revu 2019 eXtreme edition, but the functionality can be performed in all versions of Revu.
To set a status for a markup, open up the Markups List using the panel access tool in the lower left hand corner.
You can set a status using the Status column. If the Status column is not currently displaying in the Markups List, you can enable it by selecting Markups List > Columns > Status.
You can set a status for by double clicking in the markup’s row underneath the Status column.
Revu features several built in status models: Review, Migration, and HED Statuses. The statuses under Review are particularly useful for quickly conveying the current state of the markup, allowing you to choose from Accepted, Rejected, Cancelled and Completed.
By selecting Accepted, the markup row will fill in with the current status, along with the person who set the status and the exact date and time it was set.
Bluebeam Revu also supports the creation of custom columns, allowing you to select specific states to suit any workflow. To create a custom status, select the Settings icon next to the Status column header.
The Manage Status dialogue box is split into two sections: Models and States.
- Models are status categories, such as the default Review, Migration, and HED Statuses.
- States are the individual statuses within the category, such as Accepted and Rejected for the Review model.
I want to create a custom status to let my team know the current progress of markups by percent complete. I’ll create a status model called Progress by selecting the Add button underneath the Models section.
Now, I can create the specific statuses for the model. I’ll create 4 statuses: 10% Complete, 50% Complete, 90% Complete, and 100% Complete. I can do this using the Add button underneath the States section.
In the State Properties dialogue box, I can set a Name, Text, and Color for each status. In the Name field, I’ll type in the name of my first status, 10% Complete.
Text and Color are optional settings that will affect the markup visibly once a status is set.
- By adding Text to a status, any Text Box, Callout, or Cloud+ markup’s text field will change to status text. I’ll leave the Text field blank.
- To associate a color with the status, check Color and choose one by clicking the corresponding color box. Whenever a markup is set to this status, it will automatically change to this color. I’ll color code my statuses so each markup set is immediately recognizable from the drawing.
Once I’ve entered in all of the statuses for the model, I’ll select OK. Now, as I go through the status column for each markup, I can select a status from the Progress drop down. By setting these statuses, I can let my team know how close each markup is to completion from the Markups List. As I set a Color for my statuses, each markup will change to a specific color depending on the status set.
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Lauren Hecker is a Bluebeam Certified Instructor and teaches Onsite Bluebeam Certified Courses, virtual Bluebeam Basics and Advanced courses, and custom onsite or virtual courses. To see her next open enrollment course, please visit our calendar. To schedule an onsite or custom course, please contact us!