Bluebeam Tip: Standardized Punch-List Workflow in Bluebeam Revu

Create punch lists with markups in Bluebeam Revu to move from site observations to actionable closeout—fast, consistent, and report-ready. If your team needs licenses or expert guidance, explore Bluebeam solutions at NOVEDGE.

• Standardize before you start
  • Build a Punch Tool Set in the Tool Chest with clear symbols (Door, Finish, MEP, Safety) and preset Subjects/Comments.
  • Create Custom Columns in the Markups List: Assignee, Trade, Priority, Due Date, Cost, and Root Cause.
  • Define Statuses (Open, In Progress, Complete, N/A) and share via a company Profile for consistency.
• Locate items precisely
  • Use Spaces to name rooms/zones so every markup auto-tags its location.
  • Apply Sequence for auto-numbered punch IDs (P-001, P-002…).
  • Use VisualSearch to find repeated defects and convert them to markups quickly.
• Add field context
  • Attach photos with Capture on each markup to document conditions before/after.
  • Link details or RFIs with Hyperlinks for one-click reference.
• Assign, track, and collaborate
  • In the Markups List, set Assignee and Due Date; filter by Status/Trade to drive accountability.
  • Host a Studio Session for real-time updates; Replies keep conversations attached to each item.
• Report and hand off
  • Generate a PDF Summary or CSV grouped by Space and Status; include snapshots and hyperlinks back to each markup.
  • Publish a Legend on the sheet so counts by symbol are clear at a glance.
• Closeout with confidence
  • Filter for “Open” to verify nothing’s missed; then Lock or Flatten completed markups to prevent changes.
  • Sync field notes with Bluebeam Cloud for mobile review and offline access.

Need help rolling this out across your firm? Get licensing, add-ons, and training from NOVEDGE and keep your punch process standardized from day one.

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