Bluebeam Tip: Export Spaces to Excel for Room-Level Costing

Exporting Spaces data to Excel turns room-by-room takeoffs into clean, cost-ready tables in minutes.

1. Build accurate Spaces
   • Calibrate the drawing first (Measurements panel > Calibrate) to ensure areas are correct.
   • Create Spaces in the Spaces panel; use polygon boundaries or Dynamic Fill for irregular rooms.
   • Adopt a naming convention like “Level-RoomNumber-RoomName” for reliable sorting in Excel.
2. Ensure markups are tied to Spaces
   • Enable the Space column (Markups List > Columns > Space). New markups placed inside a Space inherit its name.
   • To catch outliers, filter the Markups List where Space is blank and reassign as needed.
3. Add costing metadata
   • Create Custom Columns (Markups List > Columns > Manage Columns): Unit, Unit Cost (Number), and Cost (Formula).
   • Example formula: Cost = Area × Unit Cost (or Count × Unit Cost for symbol counts).
   • Save these columns to your Profile for team reuse.
4. Group and validate
   • Sort or Group by Space in the Markups List to check that totals roll up as expected.
   • Use filters to review a single level or zone before exporting.
5. Export to Excel-ready CSV
   • Go to Markups List > Summary > CSV Summary.
   • Select “Current Columns,” choose Group By: Space, and include totals per group.
   • Open the CSV in Excel and save as XLSX if desired.
6. Finalize costing in Excel
   • Build a Pivot Table with Space as Rows and sum Cost to get room-level budgets.
   • Add fields like Level or Discipline for multi-dimensional analysis.

• Tip: Standardize Space names and Custom Columns in a shared Profile for consistent exports across projects.
• Tip: For multi-sheet workflows, use Sets to manage drawings and keep Space-based summaries consistent.
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