Bluebeam Tip: Standardize Tool Sets Using Bluebeam Studio Projects

Standardize markups across your team by creating and sharing Tool Sets via Studio Projects in Bluebeam Revu. It’s quick to roll out, easy to maintain, and ideal for dispersed teams. If you’re setting up Revu for your firm, consider partnering with NOVEDGE for licensing and deployment guidance.

• Create a master Tool Set
  • Open Tool Chest > Manage Tool Sets > Add > New.
  • Add your symbols, measurements, and callouts. Set colors, line styles, Subjects, and Comments for reporting consistency.
  • Right‑click the Tool Set > Export and save as a .btx file (e.g., “Firm_Standards_ToolSet_v1_2026-05-06.btx”).
• Host it in a Studio Project
  • Sign in to Studio and create/open a Project (e.g., “Company Standards”).
  • Create a “Tool Chests” folder and upload the .btx.
  • Set folder/file permissions to Read‑only for most users; grant Edit to the standards admin.
• Distribute to the team
  • Users open the Studio Project, right‑click the .btx > Download.
  • Go to Tool Chest > Manage Tool Sets > Import and select the downloaded .btx.
  • Optional: Mark as Read‑only in Manage Tool Sets to prevent local edits.
• Maintain and update
  • Admin checks out and revises the master .btx, bumps the version, and uploads.
  • Notify users to Import and choose Replace when prompted to overwrite their local copy.
  • Archive prior versions in an “_Archive” folder for traceability.

• Best practices
  • Prefix tools with trade/discipline and scale (e.g., “ELEC_1/8in_Outlet”).
  • Standardize Subjects and custom Columns to drive clean Markups List exports.
  • Bundle the Tool Set with your company Profile for faster onboarding.

Need help selecting the right Bluebeam plan or planning a firmwide rollout? Talk to NOVEDGE for expert advice and procurement.

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