Bluebeam Tip: Creating and Managing Custom Column Sets in Bluebeam Revu Markups List

Enhancing your workflow in Bluebeam Revu is all about customization, and one of the most powerful tools at your disposal is the ability to create and use custom column sets in the Markups List. Custom columns allow you to track specific data relevant to your projects, facilitating better organization and communication among team members.

Steps to Create and Use Custom Column Sets:

1. Open the Markups List: Click on the Markups icon at the bottom panel to display the Markups List.
2. Access Column Settings: In the Markups List, click on the Columns button (gear icon) to manage your columns.
3. Create a New Custom Column:
   • Select the Custom Columns tab.
   • Click on Add to initiate a new custom column.
   • Enter a Name for your column that reflects the data you want to capture (e.g., "Priority Level," "Assigned To," "Completion Date").
   • Choose the Type of data the column will hold:
     • Text: For general text entries.
     • Number: For numerical data.
     • Choice: For predefined options in a dropdown menu.
     • Date: For date entries.
     • Formula: To perform calculations based on other columns.
   • Configure additional settings based on the selected type (e.g., for Choice, define the list of options).
   • Click OK to add the custom column.
4. Arrange and Display Columns:
   • Back in the Columns settings, ensure your new custom column is checked to make it visible.
   • Drag columns up or down in the list to arrange the order in which they appear.
5. Save Your Column Configuration:
   • Click on the Manage Columns button (folder icon).
   • Select Save Column Set to save the configuration for future use.
   • Name your column set for easy identification.
6. Apply Custom Columns in Your Workflow:
   • When adding or editing markups, input data into your custom columns directly from the Markups List.
   • Use the columns to sort, filter, and organize markups based on your custom data.
7. Share Custom Column Sets with Your Team:
   • Export your column set by going to Manage Columns and selecting Export Column Set.
   • Team members can import the column set to ensure consistency across the project.

By leveraging custom column sets, you can capture vital project information directly within Bluebeam Revu, streamlining communication and efficiency. This feature is especially beneficial for large projects where tracking specific attributes of markups is crucial.

For more expert tips on maximizing your Bluebeam Revu experience, visit NOVEDGE, your trusted source for professional software solutions.

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