Bluebeam Revu profiles allow users to adjust the layout based on the work they need to perform. A profile is a saved configuration of Revu toolbars, panels, toolsets, and columns. Saved profiles can be shared among the project team, allowing all users access to the same standardized markups.
This article will outline how to create and share profiles in Bluebeam Revu. The following screenshots are from Bluebeam Revu eXtreme 2018, but the process is the same for all Revu versions, from Revu 2018 to Revu 21.
When creating a new profile, it’s often useful to use an existing profile as a starting point. Out of the box, Revu comes with four pre-made profiles created for different workflows. To access these, navigate to the top menu bar and click on the Revu menu button. Within the dropdown menu, hover the cursor over Profiles. Here, we can see the four default profiles: Revu, Revu Advanced, Quantity Takeoff, and Field Issues. Any custom profiles will also appear in the list.
In this demonstration, we will create a new profile for a user that will only need to use basic markup tools. To create a new profile, we will first open a default one by selecting Revu > Profiles > Revu. We can make adjustments to this profile, then save the configuration as a new profile. This will leave the default Revu profile intact and accessible if needed in the future.
We can now customize the interface to create a new profile.
We can start by configuring the toolbars that appear on the sides of the workspace. Toolbars hold different tools classified by function. Right clicking on the dotted line above each toolbar will open a dialogue box, allowing you to turn different toolbars on or off. The checked toolbars are displayed, while the unchecked toolbars are hidden. Toolbars can also be moved by clicking and dragging the toolbar’s dotted line. Toolbars can be placed on the left, right, and top of the Revu interface.
For this new profile, we’ll turn on the Edit toolbar and move it to the top of the workspace.
You can customize toolbars further by adjusting the tools within them. To do this, right click on the toolbar and select Customize. A dialogue box will open, displaying the current tools within the selected toolbar. You can remove tools from the toolbar by selecting them and using the X button. You can add more tools to the toolset by selecting a tool under Commands and using the right facing arrow.
For the Shapes toolbar, we will remove the measurement tools, as our user won’t need to access them.
Next, we can configure the Panel Access bar. The Panel Access bar gives access to task-specific panel menus, such as the Tool Chest and the Properties panel. Much like the toolbars, the Panel Access bar is very customizable. We will start by removing some unneeded panel icons that our user won’t be using. Panel icons can be removed by right clicking on them and selecting Hide. To add panels to this section, right click on a panel and select Show. From the dropdown menu, select the desired panels to add them to the bar.
For this profile, we will remove some of the panels this user won’t need to use – such as Measurements and Layers.
Configuring Markups List Columns
Another way we can customize the profile is through the Markups List. The Markups List tracks all the comments and markups made on an open PDF. To open the Markups list, click on the Markup List icon on the bottom left hand corner of the screen. Like most things in Revu, the Markups List can be adjusted. You can turn off default columns on and off, and you can even create custom columns. Columns can be removed from the Markups List by selecting Markups List > Columns.
For this profile, we will remove the Page Label, Status, Layer, Color, and Space columns.
Saving the Profile
The profile is now ready to be saved and shared with the user. To save this configuration, select Revu > Profiles > Manage Profiles. A dialogue box will open, displaying all available profiles. To create a new profile, press Add and give the profile a name. This will save the current interface configurarion to a new profile, rather than overwriting the default profile. If you would like to overwrite the default profile instead, select Revu > Profiles > Save Profile.
Sharing the Profile
To share the profile, select Revu > Profiles > Manage Profiles. Select the profile you created and select Export. You will then be able to save the profile to your computer as a .BPX file type. You can then email that file to the user or share it on a network drive. All the recipient will have to do is double click on the file, and Revu will open with the profile applied.
This is just one example of how you can customize the Bluebeam Revu workspace to create a custom profile. Along with the toolbars, panels, and columns, you can also save customized tool sets, statuses, and markup defaults to the profile. It’s often useful to create different profiles for all the workflows needed.
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 Bluebeam Revu training page. To schedule an onsite or custom course, please contact us!
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