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Bluebeam Tip: Estimating and Layers May 18, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software, estimating.
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Quickly assign many take-off markups to a single layer

How many times during your estimating take-off do you right click and add an item to a layer? You use layers to place like items together (all the electrical, all the the flooring or all the insulation, etc.), so you can toggle these layers on and off, to isolate trades and to keep your take-off ordered and uncluttered. When using one drawing to take-off many trades, layers helps but adding an item to a layer each time you take-off an item in Revu is time-consuming. There’s a quicker way.

Assign All Markups to a Layer in one stepEstimating professionals take-off like items together. By chunking your work you are naturally more efficient as your mind works best when focused. Once you take off all the plumbing (or electrical fixtures, etc) there’s a quick way to add all of them to a layer using the flatten tool. Just check the box next to Assign Layer then type in the Layer name (overwrite the default ‘Markups” in the text box). As you add Layers, a drop down choice will show you your previously entered layer names. Remember to keep the unflatten option checked so you can add any missed items and to then create or export your report summary to .CSV format (Excel) later. If you haven’t used the layers function you’ll want to turn the Layers Tab on in your left panel using the Tab Access (It’s an upside down orange triangle on the command bar). Then check/uncheck any layers you want to display/hide.

You could alternatively use CTRL-A in the Worklist then Right Click and Create a New Layer, but this doesn’t get all your markups out of the way in the Worklist for the next set of related take-off items like the Flatten Tool does. What else do you use Flatten for? The flatten function in Bluebeam Revu is important to use so you don’t accidentally move markups that should remain in place and it makes the markups printable. It’s also important when you email PDFs to others (who may not have Bluebeam yet) so that hyperlinks work in those other PDF programs.

For more tips on Estimating with Bluebeam, these topics may be of interest to you:

Multiple Monitors for Estimating Take-off Productivity

Show All Measurements in one Estimating Take-off item

Improving Estimating Take-off Accuracy

Bluebeam Tips: Construction Safety Hazards using Pictograms April 22, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software, Safety.
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How's this for trench safety?

How’s this for trench safety? (Photo by Ernest Brooks, Trenches of the 11th Cheshire Regiment at Ovillers-la-Boisselle, on the Somme, July 1916.)

OSHA’s new Hazard Communication Standard goes into effect June 1, 2015 and will require pictograms on labels as a safety measure. These new labels are there to alerts us to the specific types of chemicals hazards. They serve as a reminder to warn us of danger and to take special care. These visual cues should heighten our awareness so why not place them on your plans to remind employees as they enter work areas what is present? Use Bluebeam to help you with safety talks, acting as a visual aid.

Why visuals are so important to safety

Trench Safety and Job Site Hazards (photo by Sherry Eklund of Desert View Aerial Photography dvaerialphoto.com)

Trench Safety and Job Site Hazards (photo by Sherry Eklund of Desert View Aerial Photography http://www.dvaerialphoto.com)

It only takes us 150 milliseconds for a symbol to be processed and 100 milliseconds to attach a meaning to it. Every safety meeting should incorporate visuals, not just speaking or text. They are also easier to recall. That’s why pictograms are on the labels of hazardous material and having your team review the locations of these materials can be life saving. These pictograms may be incorporated onto the site planning for stationary hazards, or preexisting conditions. It’s great for remediation or environmental cleanup projects and will help your employees return home safe and sound. Adding visual symbols on HAZOPs, P and IDs and construction safety studies are also a good idea. Besides placing signs or symbols, shading work zones with open trenches, equipment traffic flow or crane boom reach, possible falling objects, etc is beneficial too. How bout scaffolding locations on the jobsite and lift placement. The list goes on.

Bluebeam Revu Osha Hazard Tools SetYou can find OSHA’s pictograms in vector quality (.EPS format) on the Department of Labor website (https://www.osha.gov/dsg/hazcom/pictograms). Add these tools to a new safety tool set in your custom “Safety Profile” and you’re ready to go. If you aren’t familiar with how to create custom profiles, custom tool sets or custom tools you may want to review these previous posts (below) or request our OSHA Hazard Pictograms tool set in our Safety Profile for Revu (for free): Email Me Your Contact Info.

Hagen Business Systems Inc can create custom profiles, tool sets and tools for your teams. To request these services, send an email with your business contact information to Email Me Your Contact Info.

Bluebeam Tip: Adding a Responsibility Column with a Choice to your Worklist March 26, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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The Punch and Back Check, Design and Constructability Reviews and Estimating Take-off are all top construction workflow that Bluebeam Revu improves for the general contractor and specialty trade alike. Realizing that once you create your own punch symbols (or import those that Bluebeam has available on their website), you”ll want to assign who is responsible for each punch item. The worklist’s Responsibility column in Revu 2015 is set as a text column. This leaves the column blank and you must fill in each item manually. If you’d rather a dropdown list to choose from it just takes a few minutes to create.

How to add a Responsibility column with a Choice to your Markup Work list:
You must have a PDF document open to proceed. Choose which profile you want to add the custom Responsibility column to or
1. In the worklist, click on the gear next to Columns to Manage Columns.
2. Choose the Custom tab and select Add if the Responsibility column isn’t already there..
Enter “Responsibility” as the Name and pick “Choice” from the dropdown (otherwise choose “Modify” and change the Responsibility Column’s Type to “Choice”).
Add the Responsibility Column to the Worklist
3. In the Item field, enter the name of who will be responsible. This typically is either a person’s name or a company name.
4. In the Subject field, enter the subject for the item. This links to the Subject property of a markup, allowing for selective filtering of the list based on the markup.
Manage_Choice_Item_for_Responsibility_Column_in_Bluebeam_Revu
Note 1: The Subject of the Markup must match the Item’s Subject exactly for it to appear as a selection in the markup’s Responsibility dropdown choices (i.e. it is case sensitive). If you do not include a Subject for an Item, it will be available to use on all markups regardless of the subject.
Note 2: If you want to also have the option to enter a name not listed in the dropdown choices, click on Format while in the Add Column or Modify Column dialogue box and check the box for “Allow Custom Text”.
Note 3: Many Bluebeamers have custom profiles for each project as the Responsibility list may be job specific. A responsibility column is also handy for Design and Constructability Reviews.
Note 4: If you want certain custom columns, custom tool sets and toolbars available in Studio Sessions, they are stored in the document (or **Saved in a Profile). Make your changes to your worklist columns, etc with the document opened that you plan to upload to Studio. Save the document after you have made your customizations, then upload it to Studio.
Note 5: If you have 10+ Subjects or Responsibility Items (names) to add, it may be quicker to create a file and use the Import Option in the Modify Columns dialogue box.

Creating a Responsibility List to Import
This begins with a CSV file. You can create a CSV file even without Excel by just using NotePad using these steps:
1. Access Notepad click on Start | All Programs | Accessories | NotePad or if using Windows 8+ use the Charms feature and search for “NotePad”
2. Using the format “Item”,”Subject” type in one choice per line with each component in “quotes” and separated by a comma as shown here:
Import a CSV File for a Custom Column in Bluebeam
3. Once you’ve added all your entries, Click File | Save as and name it ResponsibilityList.TXT (save it as a .TXT file on your desktop).
4. Use Steps 1 and 2 from the “How to add a Responsibility code to your Markups List” above and select Import.
Note: The Import option will replace an already existing list of Items in your custom column for the document you have open.
If you **save it to a profile it is changing the list for all documents using this profile moving forward.

**Check with your network administrator before saving to a profile as your company’s profiles may be on a shared drive and impact all other Bluebeam Revu users.

If you’d like to hire me to create Custom Profiles, Toolbars and Tool Sets for your firm, please Email Me Your Contact Info.

Arizona Contracting Sales Tax Flow Charts for 2015 March 17, 2015

Posted by carolhagen in Construction Industry.
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If you’re in construction and perform work in Arizona, the first few months of 2015 have been confusing when it comes to sales tax (know as Transaction Privilege Tax). The recent changes signed into law a few weeks ago by our governor is supposed to ease the burdens on reporting and clarify the rules for the contracting community. After attending a few presentations on the subject by the Construction Financial Management Association (CFMA) and the National Association of Women in Construction (NAWIC) it is abundantly clear that the construction industry needs help in understanding what is required.

Many professional organizations are sponsoring lunch and learns, all day courses and everything in between. It was nice to stumble onto a resource handout that will ease some of the burden. As a tech geek, flow charts and decision trees clarify not only the best decision, but how you arrived at your choice. The flow charts below will guide you to the correct choice whether your construction project should be treated as a Prime Contract, Maintenance, Repair, Replacement or Alteration (MRRA), or your Contract is Exempt and sales tax is collected at material purchase or tracked by the purchaser and self reported. Thanks go out to BeachFleischman PC for creating these flow charts for both commercial and residential construction contracts.

AZ 2015 Commercial Sales Tax Flow ChartArizona 2015 Residential Construction Sales Tax Flow Chart effective January 1 2015

File these with each project as a supporting document (in case of an audit from the Arizona Department of Revenue) and circle the Yes/No answers you used. Don’t forget to fill in the date in whichever grey box you end up in.  To request a copy of these flow charts, please Email Me Your Contact Info

For advice on any tax interpretations, talk with your Certified Public Accountant or get connected with the CFMA to find a CPA that focuses on construction.

Bluebeam Tips: Notes with Icons March 10, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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Notes Markup has Icon options

If you use the Notes Markup tool to minimize the clutter on your documents, you’ve likely noticed the small icon that appears as a small piece of paper with lines on it. It’s great when there are many markups in a small area on the document. What most of you haven’t noticed is the properties options in this tool.

Changing icons can provide a mini legend for types of notes. Take the time to create your own tool set or color code them for document reviews and you have another power tool in your tool chest. Stars, keys, triangles, circles, checkmarks, right arrow, up-left arrow and my favorite, the Cross (cause X marks the spot). You’ll have so much fun you might want to make a treasure map! Too bad there aren’t clovers since St Patty’s day is just around the corner.

Let’s see what readers have mastered Bluebeam Markups. What other Markup tool has an option to change the icon displayed? (post your answer in the comments)

You might also like to read:

Creating a Multi-colored Legend Tool

Bluebeam 2015 Tip: How to Add Cloud+ to Profiles, Tool Chest and Tool Bars February 25, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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With the Revu 2015 Bluebeam’s Cloud+ will save you many clicks in your PDF markups work, and while it is present in the Markup | Shapes it is not automatically added to your tool bars, tool chest, tool sets and profiles. If your firm has many licenses of Revu (Standard, CAD or Extreme), and your save your profiles in a network drive, check with your systems administrator before proceeding. Only one person needs to perform all these steps, as you can import or export the profiles to email them to other Revu users in or outside your firm.

The first place you’ll want to add Cloud+ is to your Construction Profile’s toolbar on the right panel. Make sure you’re in the Construction Profile, then:
1. Navigate to View | Toolbars | Customize.
Bluebeam Revu Tool bar Customization
2. Change the Toolbar categories to either Markup or All.
3. Scroll down the Commands and click on Cloud+. Add-Cloudplus-to-toolbar
4. In the Toolbar section select Shapes so the shapes appear in Items section.
5. Click the right arrow symbol (add command) so that the Cloud+ tool appears in the Item section.
6. Use the Up/Down arrows to position the Cloud+ just above or below the Cloud tool.
7. Click OK to Save it.
Repeat this process in any profile and on any toolbar you want Cloud+ added.

The second place to add Cloud+ is in the Design Review Profile so that the Architect’s, Engineer’s and Contractor’s Review Tool Sets had the Cloud+ in their appropriate color scheme. Make sure you are in the Design Review Profile with any PDF document opened.
1. Place a Cloud+ markup on the document (if you haven’t added it yet to this profile, you’ll find it in Markup | Shapes or use the shortcut “K”.
2. With your Tool Chest in the left panel, right click on the cloud tool in the Architect’s Review Tool Set, and select the Paint Format and click on the cloud portion of the Cloud+ markup you already have placed. This paint the cloud portion of the Cloud+ with the Architect’s color palette. Copy Existing Tool's Color Scheme - Paint Format
3. Click ESC to exit Paint Format.
4. Drag and drop the Cloud+ (now with the Architect’s color palette) from the Recent Tools to the Architect Review Tool Set
5. Right click on the Callout tool in the Architect’s Review Tool Set, and select the Paint Format and click on the callout portion of the Cloud+ markup you already have placed. This paint the callout portion of the Cloud+ with the Architect’s color palette.
6. Repeat steps 2 ,3 and 4 for the remaining Engineer’s and Contractor’s Review Tool Sets. And any other custom tool Sets you may have created for other collaborators.
7. View | Profiles (the arrow next to profiles) and click Save Profile

To Import or Export Profiles so you can share these changes with others, search for Importing and Exporting Profiles in the Help menu (F1).

Bluebeam Revu: Site Planning 101 February 5, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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Site Planning just became easier with the Blubeeam Revu 2015 release thanks to the new Sketch Tools. Whether you want to place a crane, trailer or define a temporary parking lot you can now define dimensions and also create scalable tools to reuse with your common site plan items. Creating markups to scale are useful on shop drawings, floor plans, installation detail as well.

Sketch Tools:
The new markup sketch tools include a polygon, ellipse, polyline or rectangle. You can use the drag out for a rectangle and it will pop-up the dimensions as you drag, or enter individual dimensions. Let’s see it in action

Dynamic Tool Set Scaler:

To create dynamic scalable tools you’ll need to define the baseline scale of your tool set. This also works with grouped shapes. I’d also recommend it for landscaping elements, fixtures, furnishings, and your RFI and submittal place holders (those markups that hyperlink to the actual forms) for a consistent look to your owner’s as-builts.

Bluebeam continues to deliver on their promises with architecture, engineering and construction tools to make the project team more productive. With the site planning and design capabilities in the new sketch tools and dynamic tool set scaler you’ll want to revisit your tool sets and custom profiles so your team can be more productive.

If you haven’t installed Revu 2015 yet, what are you waiting for?

Making Interactive Plan Sets (Auto Mark and Batch Link) February 2, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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Today’s Tip will help everyone working on the project by making Interactive (Navigable) Plan Sets . Using vector based plans is key to making interactive plan sets so the sheet index is hyperlinked to each page. With Bluebeam’s Automark and Batch Link the time to get this done is just a minute or two away.

We covered AutoMark previously, and though it would help to see the progression to Batch Link (a Revu Extreme 12+ only feature) streamlines the hyperlink process.

We’ll cover adding hyperlinks to plan details, creating Sets and batch slip sheeting (Revu 2015 Extreme Only-Release Date Feb 3, 2015) in future posts.

If you don’t already have the Extreme version of Bluebeam, contact your IT administrator or Email Me Your Contact Info and we’ll get your upgrade processed today!

If you haven’t tried Bluebeam Revu, download a 30 day free trial of Extreme here..

Bluebeam Shortcut: Snap, Sync, and Reuse with the Construction Profile January 29, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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Status Bar in Revu has Reuse, Snap, Sync, etcThe popularity of the Construction Profile in Bluebeam Revu often leads to a bit of confusion for newer Bluebeamers. The Status Bar is hidden by default in the profile and so I frequently see people changing the profile they’re using to Takeoff or Advanced so they have the options to Snap to Content, Snap to Markup, Sync side-by-side views or Reuse markups.

Let’s save you some time and instead share the shortcut, F8. This will toggle the Status Bar Off/On in all Revu profiles. Of course if you want to, you could modify the profile so it’s always there too!

For more ways to access the Grid, Sync, Snap options, read “Making Markups a Snap in Bluebeam Revu

With Bluebeam Revu 2015 arriving on February 3rd, 2015 I encourage you to contact me via email or call me 602-570-7289 today if you do not already own a Bluebeam Revu Extreme license. You’ll wish you did if you deal with larger plan sets with 100+ pages. To check whether you have Standard, CAD or Extreme in Revu, click on Help | About

Bluebeam Studio: The Most Powerful, Overlooked Feature in Revu January 16, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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While Bluebeam has 650,000+ users worldwide (as of August 2014) and growing, less than 10% of the customers use the free collaboration tool inside, Bluebeam Studio. Once you realize what it can do, you’ll be asking yourself, “Where have you been all my life?”, all over again. Use Studio to save time and improve productivity. Architects, Engineers, Specialty contractors, Material Suppliers and Owners love it.

Studio comes with every license of Revu (even the iPad Revu app) and is similar to GoToMeeting or Webex without audio controls, yet doesn’t require everyone you invite to attend simultaneously. Rarely are all construction teams available at the same time, especially when you need to meet with many people. Bluebeam understands that and has made an open ended cloud based collaboration site, with all the markup tools of Revu that the AEC Industry loves and the ability to have up to 500 people attend a Bluebeam Session. Come and go as you please and work online or offline. It will sync up automatically when you have connectivity.

Studio Sessions take care of collaboration. Studio Projects lets you share project files and folders including Word documents, Excel Spreadsheets, images, PDFs, DWGs, etc. You can check out documents from Studio Project, make revisions and check them back in or in the case of PDFs, collaborate on these documents in a Studio Session. With Revu you can convert many documents to PDF with the “Save As” option.

Common uses for Bluebeam Studio:
Design and Constructability Reviews (Studio Sessions)
Real-time Punch and Back Check (Studio Sessions)
Current Plan Sets – A Single Source of Truth (Studio Projects) including hyperlinked RFIs, Submittals, Images, Specifications, etc
Impromptu Problem Solving in the field with access from your iPad to photos captured of current conditions and access to sketch and markup with engineers, designers, etc
Check current project documentation and plans from anywhere.
Work completion updates including material staged (see “Visualizing Project Percent Complete with Your Owner” on how to do this).

Have a Markup you want to keep an eye on? Markup Alerts was added in Revu 12.5 to Notify Session attendees of markups in need of their attention, or in Studio Projects send them the Revision Alerts. Markp Alerts are sent as an email containing a snapshot view of the selected markup and the available associated metadata. The snapshot is also a link into the Session and clicking it will not only take the recipient directly into the Session, but straight to the markup as well. Users can send markup alerts for any markup, not just the ones they’ve created.

To create a markup alert, just right click on the markup in the Markups List while in a Studio Session:
How to alert a construction team member of a Markup change in Bluebeam Studio
Note that you can also see all the Pending items in the lower right panel of a Studio Session.

Don’t want volumes of email? Bluebeam thought of that too, with a daily digest option in the Studio preferences. You can see who’s been working and how much they’ve done. Stop emailing all your markups to the team and then having to combine all those separate PDFs with their replies and answers
Daily Digest email for all Studio Session Activity
Each markup placed on the PDF is tracked in the Record which links back to the PDF file, including its view at the time the markup was created. This is a great way to review the events of a collaboration Session once the Session is complete. Attendees can filter the information that is displayed in the Record by clicking Filter. The Record can also be turned into a Report.

Bluebeam Studio Best Practices:
Upload Project Folders including Images, RFIs, Submittals, Plan Sets, and Specifications Subfolders so that your relative paths remain consistent and your hyperlinks continue to work.
Plan Sets are best put into drawing subfolders for each discipline: 1-General, 2-Civil, 3-Architectural, 4-Structural, 5-Mechanical, 6-Electrical, and 7-Plumbing
If you want the drawings to appear in the industry plan set order, you should number your disciplines since folder structures default to alpha numeric order. (this numbering will be unncessary in Revu 2015 with enhancements to Sets 3.0 on February 3, 2015).
Create custom Profiles and Statuses (for your markups) to address the specific needs of your project. Larger projects may have more than one architectural firm, or have a complex multi-layered approval and reviewer requirement.

Benefits of Bluebeam Studio:
No Need to email back an forth, then combine PDFs to overlay and see who said what when collaborating with multiple parties.
No time zone issues when working with team members across the country or around the world.
Notify trades of revisions from a Studio Project
No need to have someone take meeting minutes! A perfect audit trail.
Ability to create and distribute daily/weekly records or a full report recap.

Here’s the Studio Stats of Sessions vs. Projects Recap:
Bluebeam Projects and Sessions Stats

If you own Revu Standard, CAD, Extreme, or Revu iPad, Here’s how to get started with Studio:

Don’t have Bluebeam Revu yet? Grab yourself a 30 day free trial here.

Bluebeam Tip: Email Templates January 2, 2015

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software, email.
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For those of you still not using a Construction project management solution or Bluebeam Studio and the notifications feature, you are likely sending many emails for RFIs, Submittals, etc. to the architect, general contractor, specialty trade or engineer. Bluebeam has PDF document templates for RFIs as a PDF document and as fillable form. If you correspond frequently with the same few people on a project, why not make email templates to expedite the process?

Bluebeam email template prefills Email templates can be prefilled with To, CC, BCC, Subject, and Message so you can create a template for a specific Architect when sending an RFI, like this that reduces keystrokes for your project manager:

To create an email template in Bluebeam, click File
and hover over the down arrow next to Email, then select Manage E-mail Templates Bluebeam RFI email template between You and the Architect
If you have a large project with over 100 RFIs expected, you may want to put the Project Name in the Subject line and save the template as RFI to specific Architect for Project XYZ. Obviously you can do the same thing for submittals and to other recipients you frequently email.
Choice of email templates appear in the Bluebeam dropdown listWhat you end up with is a dropdown to select from like this (right). Email templates are especially handy for project managers assigned to one project for an extended timeframe.

Note that the dropdown list appears in alphabetical order. Be careful to create a good naming convention either by type of correspondence (RFI, Submittal, etc), by project name, or by recipient for consistency and ease of use.

Question for my readers:
What Document templates have you created beyond the Fax, Field Report, Invoice, Memorandum, Punch, RFI and submittal choices delivered with Bluebeam Revu? Please share your list of templates and forms in the comments.

New to this blog? Please either follow me on Twitter, connect with me on LinkedIn or subscribe in a reader to learn new tips every week.

Next week I’ll cover notifications inside Bluebeam Studio.

Bluebeam Tutorial: How to convert Outlook emails to PDF December 17, 2014

Posted by carolhagen in archiving, Bluebeam Revu, email.
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Whether you have a discovery issue or you just want to archive all your email for one construction project, Bluebeam Revu’s Outlook Plug-In has you covered.  At the end of the year it’s always good practice to clear out your email by archiving.  The problem with Outlook is that the archive option keeps it stored inside Outlook…not an easy place to find documents or review them. This is why the Revu Plug-In is so great.  You can convert a single email, multiple emails or an entire folder of email (in bulk) and if you want, have all the documents password protected or stamped “as Archived on date” if you wish. And best of all, any attachments are automatically hyperlinked to the converted PDF document.  This video gives a good overview of the Bluebeam Outlook Plug-In:

If you don’t see the Bluebeam options on your Outlook ribbon and right click doesn’t have the convert to PDF option either, you may not have the Outlook Plug-in installed. Either contact your company administrator, or if you only have a single license, run Bluebeam Administrator.  The dialogue box brings up what plugins you have  Make sure they are checked, then click apply. Bluebeam Standard includes Office and Outlook.  Bluebeam CAD and Extreme add AutoCAD, Navisworks, Revit and SketchUpPro  to the mix.

How to install the Bluebeam Outlook PlugIn

I often share emails by converting them to PDF with password protection turned on, to limit printing and editing capabilities at the recipient’s end.  You can access the security from the Bluebeam “change settings” option in the Outlook Ribbon

How to change security permissions in Bluebeam converted email

Change settings in the Outlook plugin controls what prompts you see before converting to PDF and the page settings.  It also controls where the file or folder is saved to, the password security permissions and if designated, the stamp that is applied to the PDF.

Is your new year’s resolution to clean up your Outlook inbox or to remove old email?  Let Bluebeam help you delete with confidence!

If your firm (or a friend) needs to add Bluebeam licences, please Email Me Your Contact Info before Dec 31, 2014 and you’ll automatically get the Revu 2015 release for free!  Note this program is only available thru authorized Bluebeam resellers and is not available from Bluebeam direct.

 

 

 

 

Bluebeam Tip: Visualizing Project Percentage Completion with Your Project Owner December 9, 2014

Posted by carolhagen in Bluebeam Revu.
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Bluebeam Tools for Work Completion by Sub

How to General Contractors help a project Owner Visualize the Project’s Percentage of Completion?  It’s difficult. I’ve seen many spreadsheets, reports, thousands of photos and AIA Schedule of Values all attempting to convey to the owner just how far along their project is. The problem is most owners need visuals. Photos are great for seeing what’s done but it’s a lousy way to convey an overall status on the project. There is a better way with Bluebeam Revu by creating a custom tool set and utilizing custom statuses in the worklist.

Understanding what is done, who you are waiting on, and how the project is progressing can be difficult to convey. Especially in complex projects. Using a simple approach with the floorplan, setting work areas (using spaces) and embedding symbols for each trade (a custom tool set) in all work areas can help. The status and color of the trade’s symbol in each work area can convey whether materials are staged, what’s started, what’s 50% complete, what’s finished, etc., and when all trade work is complete in a work area, the entire space can be colorized as complete. Just slap a legend on the floorplan and the owner will understand without having to analyze spreadsheets or read a report.

Creating the custom tool set can be a little tedious.
1. Place an Ellipse markup on a PDF in an oval shape.
2. Add a text box inside the oval with a 2 character abbreviation for the trade.
3. Use the Lasso Tool, right click and Group the ellipse markup and text markup together
4. Change the  Properties of this tool and provide the full name of the trade (ie. electrical, drywall, etc) You may also want to change the opacity.
5. Add this tool to a new tool set in your tool chest (you may want to call this Work Completion by Trade/Specialty/Sub or Work Pct Compl by Sub), either by right clicking and adding to a tool set or dragging and dropping the tool from the Recents Tool Set to another tool set (as the recents will clear when you close Revu).
6. Repeat for as many trades as you want to track.

To help all my Bluebeam readers, I’ve created a tool set for you that you can import and use as a template to get you started with 10 symbols for Framing, Plumbing, Mechanical, Electrical, etc. Click here to download this tool set and make modifications. I suggest you create the custom Status Model detailed below and tool set in a Custom Profile called Work Completed Status for Owner.  Consider it a early Christmas present as I know all Bluebeamers have been good this year!

Once you have this imported into your tool chest, you’ll want to create your own custom statuses for Material Staged, Trade Started, 50% Complete, 90% Complete, 100% Complete. A sample of what you might want is shown below. Note that each State is color coded differently and that you will want to add a legend onto the floorplan so your owner know what each color means.
Revu Custom Statuses for Work Completed by Trade

 

To get to the Manage Status dialogue box, go to the worklist and click on the gear next to the Status Icon (looks like a traffic light). Then add the new Model on the left, check the newly created model and then add your custom statuses for that model on the right.  Here’s what it looks like in use:Bluebeam Revu provides owners visual of work completed Status by work area or room on the project

Since you’ve read to the end of the post I’m also providing this download to my custom “Work Completed for Owner” Profile  so feel free to modify the status colors and create your own legend.

You can use similar methods for creating multilevel approvals for the punch and back check, design and constructability reviews, etc.

There’s another gift coming tomorrow so be sure to check back on this blog, especially if you need a few more Bluebeam Revu licenses.

Arizona Sales Tax Prime Contracting Examples for 2015: How to Receive Automatic Updates December 1, 2014

Posted by carolhagen in construction accounting software.
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Prime Contracting Sales Tax interpretations by the Arizona Department of Revenue at CFMA in Phoenix

Marj Weber, Irontree Construction Inc introduces the AZ sales tax panel (left to right): Craig McPike, Snell & Wilmer; Christie Comanita, Arizona Dept. of Revenue; David James, FNF Construction at the CFMA luncheon

The Construction Financial Management Association (CFMA) Valley of the Sun Chapter recently hosted a TPT Changes Panel Discussion of the new hybrid sales tax system going into effect January 1, 2015. So sweeping are these changes to the construction industry that the Arizona Department of Revenue (ADOR) posted its official interpretation to address various questions and provides examples involving changes to the prime contracting TPT. This Transaction Privilege Notice 14-1, dated November 18, 2015 can be downloaded from https://www.azdor.gov/Business/TransactionPrivilegeTax/Notices.aspx

During the discussion, panelist Christie Comanita (ADOR) explained that the Transaction Privilege Tax Notice 14-1 is a living document and will have additional contracting examples and frequently asked questions added over time. The TPT Notice was chosen to expedite the dissemination of interpretations and streamlines the publication process. Unfortunately with the budget cuts at the ADOR, there is not an email notification option for changes to just this Tax Notice although changes will be published on the website and eventually distributed with all other TPT updates in the AZTaxes Newsletter.

As a construction technology provider and workflow process junkie, I’m here to empower you with a solution that delivers these updates to your inbox the same day that ADOR updates their website. It’s easy to do, takes less two minutes and is a must have for Construction CFOs, controllers, CPAs, and construction associations with business in Arizona.

View the step by step instructions on how to be automatically notified when the Arizona Transaction Privilege Notice for prime contracting is updated on the ADOR website.

Additional opportunities to learn about TPT:

December 5, 2014 Beach Fleishman – 7:30 – 12:00
(Annual construction conference – multiple topics with approx. 2 hours devoted to the new sales taxes)
Location: Lovitt and Touché, 1050 W. Washington #233, Tempe
Contact: Angel Wible, Beach Fleischman 602-265-7011

December 10, 2014 11:30-1:30pm Arizona Builders Alliance Office (Tucson)
For add’l info and to RSVP http://www.azbuilders.org/events/transaction-privilege-tax-reform/

December 11, 2014, 11:55 AM – 1:30 PM (Tucson) RSVP through the CFMA
Location: Sir Veza’s (Tucson Mall)
Contact: Krista Conway, Beach Fleischman KConway@BeachFleischman.com

December 11, 2014 ASCPA 11:30 registration: 12:00 webinar: ends 1:00
Location: ASCPA office, 4801 E Washington #225-B, Phoenix
Contact: Mary Holt 602-252-4144

Other things to look for in the upcoming months (from ADOR):

Ability to look up taxing jurisdiction and applicable tax rate by January 1, 2015
Bulk filing by jurisdiction by January 1, 2015
New joint tax application (JT-1) with jurisdiction address functionality: July 1, 2015
Enhanced AZTaxes.gov e-file system: October 1, 2015
New TPT form for filing monthly TPT returns which will allow taxpayers to report data by business location: October 1, 2015
Bulk filing capabilities for taxpayers to file by business location: October 1, 2015
An electronic license renewal process for all taxpayers, including non-program city taxpayers between October and December, 2015

Please share this with all your construction contacts doing business in Arizona. They’ll thank you for it!

To learn more about the CFMA and to get connected to more construction financial professionals, visit their website at http://www.cfma.org

If you are looking for technology solutions, we’re here to help. Hagen Business Systems, Inc. is focused on the construction industry moving contractors to digital, mobile and lean software solutions addressing the needs of operations with, mobile timekeeping, document management, equipment management and tracking, customer relationship management, construction project management, estimating and accounting. As a Viewpoint Business Development partner and Bluebeam Gold Partner we look for ways to streamline your processes and increase your productivity in the field and office.

Bluebeam Revu Quick Tip: Spaces Snapshots November 19, 2014

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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Before marking up your plans, particularly for the punch process many clients use the Spaces Tool to designate areas. Today’s tip is a bonus of taking the time to create spaces. You can grab a snapshot of a space quickly. Just open the spaces tab and right click!
Snapshot a Space in Bluebeam

There are a few Settings | Preferences (CTL+K) for the Snapshot Tool that you can tweak including the resolution, whether you want vector graphics when pasting to another program and including markups in your snapshots. Obviously for the punch process you’d want to include the markups but there are applications for not including the markups as well.

If you have questions you need answered about Bluebeam, reach out to me on LinkedIn, email me or add your question in the comments. Perhaps your question will appear in a future Bluebeam Revu Tip on this blog.

Bluebeam Tip: Construction Coordination Overlays October 7, 2014

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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The Document Comparison features in Bluebeam Revu are great for spotting differences between revisions but did you realize you can also use the Overlay Pages option for your construction coordination?

Simply select the construction disciplines you want to coordinate and assign each an appropriate color in the overlay pages dialogue box. The great part about using the overlay pages function is that each discipline (file name) will automatically come across as a layer so you can toggle each discipline off/on as you work on the coordination. In the sample below we used overlay pages with three documents: S1.2, A401 and E201 being the structural framing plan, architectural rcp and electrical wiring diagram respectively. To view your layers, use the shortcut ALT + Y or select layers from the Tab Access Menu.

Coordination Overlays in Bluebeam Revu

Bluebeam Revu is versatile and often one function serves multiple purposes. Once you overlay your coordination, you may want to assign work areas using Spaces and create a schedule for your specialty contractors, part of workface planning and the Fiatech Advanced Work Packaging (AWP) project.

Want to learn more about Bluebeam or need one on one web training for your construction team or office staff? We offer customized training for your Project Managers, Estimators and supporting office staff. To arrange for web-based Bluebeam Training using GoToMeeting, Email Me Your Contact Info.

Bluebeam Tips: Plan Set Page Numbers from Title Block Sheet Names September 25, 2014

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Construction plan sets can be hundreds of pages long and often are delivered to contractors as one PDF with 100+ pages, with the page numbers labeled from 1… 100+. As contractors and engineers you want to work efficiently and Bluebeam has a way to quickly rename these pages with the title block sheet number. Prior to Bluebeam Revu release 11 you had to manually change the page numbers and it could only pull from one page region of a plan set. With Revu 12, you can pull from multiple regions to obtain a sheet number and name.

Revu calls this Automark and it let’s you pull alpha numeric information from anywhere on a page and set that data as either the page label or bookmark. As a bonus, Revu version 12 can obtain the numbering from multiple regions so you can pull both the page number and the title block page description. Here’s the Automark 2.0 video to show you how it works:

Automark is often the first step in creating a hyperlinked plan set, so you can navigate efficiently between pages and back to your sheet index.

Notes: If you are working with plan sets that are scanned images and are using Revu 11, Bluebeam could not identify the sheet page numbers as alpha numeric. To address this you could either use the OCR capabilities (requires Revu Extreme version) or upgrade to Revu 12 that enhanced the Automark function (called Automark 2.0) for this purpose.

To determine if you are working with scanned plans, you may want to review my prior blog post on searchable text.

If you need to upgrade Bluebeam Revu from a prior release or want to know the advantage of Bluebeam Extreme over Revu Standard, check to see if you have an annual maintenance subscription or Email Me Your Contact Info and I’ll help you get upgraded to the latest release (12.5 as of today 9/25/14).

Bluebeam Tips: Presentations without Powerpoint September 18, 2014

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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Bluebeam Revu is great in making PDFs of all sizes including pages that are perfect for slide presentations. Revu can also be used for creating slides and has it’s own presentation mode. You can also use the Presentation mode to view Full Screen and loop the slidedeck too.

Slide Template in Bluebeam RevuTo get started, create a new document and chose the custom Slides template (10 x 7.5 in portrait mode). Then copy, paste, use markups and the snapshot tool to create your slides. With the ability to place images, and use layers like we shared in our earlier blog post architectural illustration to toggle different element on or off. you can make almost anything. If you need to pull images from the web or other non-PDF sources, you may want to get Jing from TechSmith. Jing is a free download that I recommend when you don’t have spare change for Snag-IT.

Once you have your slide content complete, Presentation Mode is just a CTL + Enter away! That’s the shortcut to enter presentation mode. To exit presentation mode press ESC. You can also get to Presentation Mode from the View Menu in the upper right next to Settings. The view menu looks like this
Getting to Presentation mode from the view menu in Bluebeam

Presentation Mode settings have options for Auto advance, loop after last page, background color choices and even offers page transitions (dissolve, zoom, split, fade,, etc). You can select your preferences from Settings | Preferences or just use the shortcut CTL + K and select Presentation.

Alternatively, if you have a Powerpoint slide deck you can use Bluebeam to convert it to a PDF. This is especially useful when sharing with someone that does not have the Microsoft Powerpoint application. If you don’t see the Bluebeam Office Add In (See right)Bluebeam addition to the Ribbon in Officewhen in Powerpoint, use the Bluebeam Administrator application to activate the Microsoft Office Plug-In or contact your systems administrator.

Want to learn more about Bluebeam or need on-site training for your construction team and office staff? I am available and travel the United States providing in-house customized training for your Project Managers, Estimators and supporting office staff. To arrange for Bluebeam Training in your offices, Email Me Your Contact Info.

Bluebeam Trick: Handwriting to Text Comment on Tablet September 2, 2014

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Handwriting recognized automatically when using the pen tool on a tabletThe Pen tool is often used on tablets to make notations as it is much easier than keyboard input when walking a jobsite. Handwritten notes are common markups on field documents, but did you know you can turn handwriting to text automatically?

When using the Pen tool you can have Bluebeam automatically recognize your handwriting before placing the markup. It places the associated text in the comments column of the Markups list for you. To turn this on, adjust your Revu preferences for your tablet.

Go to Preferences (Ctrl-K)| Select Tablet | Check the Auto Recognize Text box
Auto recognize handwritten text in Bluebeam Revu

This option only appears if you have a tablet PC, touch screen or tablet device attached to your computer and is unchecked as the default in Bluebeam Revu. If you use a Surface Pro or other tablet PC you’ll want to change this today.
It works best with hand printed text.

The sensitivity is for pressure sensitivity when using the pen or highlight tool. Pressing down firm produces a thicker line. Note that not all tablet devices support pressure sensitivity.

This comes in handy when you don’t have a custom punch symbol with the specific description you need. You can then lasso multiple markups together like a punch symbol and the pen markup and group them together, or in my case above, the arrow and the pen markup.

If you liked this tip you might also like:
Bluebeam Revu iPad tips: Adding audio, video and perform field measurements

Bluebeam Tip: Line Styles in all Shapes and Sizes August 28, 2014

Posted by carolhagen in Bluebeam Revu, Construction Industry - Software.
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Custom Line Styles in Bluebeam RevuIn our previous post, Complementing CAD, the architect had dotted lines to display the path of travel. So what if you need something more elaborate? Bluebeam Revu has many line styles but did you know you can create your own?

Line Styles for paths, roadways, pipelines, fencing, railways, boundaries and borders are often used in illustrations and appear on construction plans. Custom line styles can be applied to Arrow, Ellipse, Line, Polyline, Rectangle, Polygon and Cloud markups. Use the custom Line Style editor to make your own custom line styles.

Custom line styles can be created using dashes, text, spaces, dots and vector graphics literally providing you with the option to create any shape or size. The custom Line Style editor gives you the ability to have multiple lines with varying characteristics that’s great for producing road patterns and other complex designs. Here’s a Bluebeam video on how to make your own line styles and share them with your peers.

Note: You can apply limited styles to the Dimension tool as well.

What unique line styles have you created? Email me a few you’re proud of and I’ll append them to this post (with a kudos to you and your firm)!

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