Creating an Estimation Tool Set

Bluebeam provides some standard Estimation tools to aid you in this process. To start out, download the Estimation Symbols tool set from the Bluebeam website.

1. Open a web browser and navigate to www.bluebeam.com.
2. Go to Support > Revu Extensions.
3. Click Tool Sets and select Estimation.
4. When prompted, choose to save the file. It will have a .zip extension.
5. In Windows Explorer, navigate to the downloaded ZIP file and double-click it.
6. Depending on your version of Windows, the ZIP file will either open or you will be prompted to extract it; if it is the latter, extract it and navigate to the extracted file. You should now see a file with a .btx extension. Double-click this file to import it. Revu will alert you when the tool set has been imported successfully.

As an example, let’s say you want to add a fourth type of tile takeoff to the Bluebeam Estimation tool set.

1. Select the Tool Chest tab and locate the Estimation tools tool set that you imported earlier.

2. Click the Tile takeoff symbol labeled T3.

   Note: To see a tool's label, hover over it while in Symbol mode to reveal its tooltip.

3. Click and drag a rectangle on the PDF to create a markup using this tool.

   

4. Select the Properties tab and enter "T4" in the Label box.

   

5. In the Appearance section, change the color as desired. In this example the line color was changed to dark green and the fill color to brown.

   

6. When you are satisfied with the results, right-click the markup and go to Add to Tool Chest > Estimation tools.

   

Your custom tool is now saved. Repeat this process until you have generic tools for each takeoff. These are stored in your Profile, so if you want to share them with coworkers or use them on multiple computers, you can export your Profile.

It is common to want to assign a unit price to an estimation tool. For instance, let’s say Tile 4 costs $1.99 per square foot. We'll use custom columns in the Markups list to assign a price to Tile 4, and Revu will automatically calculate how much the tiling will cost. The most efficient way to use this feature is to set the price before creating takeoffs, so each markup already has the correct value assigned. However it is possible to fill the prices in later, or change them at any time. Custom columns can be created and assigned for any tool in the Tool Chest, including those provided with Revu.

1. Open the Markups List.

2. Click Manage Columns on the Markups list toolbar. The Manage Columns dialog box appears.

   

3. Select the Custom Columns tab and click Add. The Add Column dialog box appears.

   

4. The first column we will create will be to track the unit price of our materials. Enter a Name (for example, “Unit Price”).
5. From the Type list, select Number.

6. From the Format list, select Currency. It should look something like this:

   

7. Click OK.
8. Click Add again.
9. The second column we will create will be to calculate the estimated cost of materials. Enter a Name (for example, “Estimate”).
10. From the Type list, select Formula.

11. We are going to define the formula for calculating our estimation as the area of the measurement times the price per unit. In the Expression field, start entering the name of the first Variable of your formula (in this case, we are starting with Area). When you start typing, a list appears with possible variables and the one that most closely matches what you have entered is selected by default. Select the Area variable.

    

12. Next to the first variable, enter the desired Operator. For this example, we are multiplying, so we will enter * (the asterisk).

    The valid operators are:

    • Addition (+)
    • Subtraction (-)
    • Multiplication (*)
    • Division (/)
    • Exponential (^)
    • Modulus (%)
    • Negation (-)
13. Next to the Operator, enter the second Variable the same way you entered the first. Because we created the price capturing column first ("Unit Price"), it is listed as an available variable, so select it.

14. From the Format list, select Currency. It should look something like this:

    

15. Click OK. The Add Column dialog box closes.
16. The custom columns that we have created will only appear on the PDF that is currently active by default. If that is acceptable, click OK again and the Manage Columns dialog box closes.
    • If you would like to make these custom columns a part of the current Profile so that they are available in future PDFs, click Save to Profile first.
17. On the Markups list toolbar, click Columns and check the custom columns you just created (for example, Unit Price and Estimate) so they appear in the Markups list.
18. Select the Tool Chest tab and, in the Estimation tools tool set, click the T4 tool that we made earlier.
19. Select the Properties tab. Because there are custom columns available on this PDF, there is a Custom section available where we can input values for this tool. If necessary, click its toggle triangle next to open the section.

20. In the Unit Price box, enter the price per unit for the material (for example, "1.99").

    

21. The price is now set. All that's left to do is to create a takeoff using the Tile 4 tool.

In the Markups list, you should now see the Unit Price reported as $1.99 and the Estimate reported as the product of the square footage you measured times $1.99.

As you continue to make takeoffs, you will notice there is a running subtotal organized by whatever column is currently sorting. To change what is being subtotaled, simply sort by the desired column.