Bluebeam Tip: Optimizing Data Organization with Custom Columns in Bluebeam Revu

Looking to enhance your data organization in Bluebeam Revu? Custom columns are a powerful feature that allows you to tailor the Markups List to your project's specific needs.

1. Open the Markups List:
   • At the bottom of the interface, click on the Markups List tab to display all your annotations.
2. Access Columns Preferences:
   • Click on the gear icon (Manage Columns) at the top right corner of the Markups List.
   • Select Columns > Custom Columns.
3. Add a New Custom Column:
   • In the Custom Columns dialog, click Add.
   • Enter a Title for your column (e.g., "Status", "Responsibility").
   • Choose a Type:
     • Text: For free-form text entries.
     • Number: For numerical values.
     • Formula: To calculate values based on other columns.
     • Choice: For predefined options.
4. Configure the Column Settings:
   • Depending on the type selected, set up additional options:
     • For Choice columns, add the list of choices and assign colors if desired.
     • For Formula columns, define the expression using existing columns.
5. Finalize and Apply:
   • Click OK to save the custom column.
   • Ensure your new column is visible:
     • Right-click on any column header in the Markups List.
     • Check your new custom column to display it.

• Edit or Delete Columns:
  • Return to Manage Columns > Custom Columns.
  • Select a column and click Edit or Delete as needed.
• Reorder Columns:
  • In the Markups List, drag and drop column headers to rearrange the order.
• Filter and Sort:
  • Click on the column header to sort the entries.
  • Use the filter icon to display only items matching specific criteria.

• Enhanced Organization:
  • Tailor data fields to match project requirements.
  • Easily track additional information such as assignment, priority, or approval status.
• Improved Collaboration:
  • Share custom columns with your team for consistent data entry.
  • Export and import custom columns via Profiles.
• Efficient Reporting:
  • Generate reports that include custom column data.
  • Use custom columns in conjunction with the Markups List to create comprehensive summaries.

For more tips on maximizing Bluebeam Revu's capabilities, check out NOVEDGE for resources and support.

You can find all the Bluebeam products on the NOVEDGE web site at this page.