In Bluebeam Revu, toolsets are a powerful feature that allows users to store and save customized markups for efficient reuse. These markups can be tailored to specific project needs, such as measurement markups for different flooring materials or color-coded punch key symbols. By adding these customized markups to the tool chest, you can quickly access them in future sessions without the need for manual customization each time. Toolsets enhance both efficiency and organization, making it easy to find and apply the exact tools you need for markup tasks.
Bluebeam Revu offers various types of toolsets to accommodate different workflows and requirements. Some of the key toolsets include:
Now, let’s explore how to create and customize your own toolsets in Bluebeam Revu. Follow these steps to get started:
The Tool Chest panel will display default toolsets, including “My Tools” and “Recent Tools.” You can customize these toolsets by showing or hiding specific tools. To reuse a tool from a toolset, simply select the tool icon, and it will be automatically docked onto the cursor for reuse.
Click “OK” to create the new toolset and exit the “Manage Toolsets” window.
Your new, blank toolset will now appear in the Tool Chest panel. To customize it, add tools to the set.
There are two methods to add tools to your custom toolset:
By following these steps, you can create, customize, and share custom toolsets in Bluebeam Revu, streamlining your PDF markup workflows and ensuring consistency in project teams.
Whether you’re in architecture, construction, engineering, or other industries, custom toolsets can enhance your productivity and efficiency.
Building information modeling (BIM) must evolve from today’s linear development process, with handovers and data loss, to a world of connected software and processes that enable data to generate greater outcomes.
Autodesk has seen how the industry has transformed and adopted new technologies—whether this is the shift from drafting table to AutoCAD, the introduction of Revit, or the extension of BIM to the cloud with Autodesk Construction Cloud.
Forma (formerly Spacemaker) was announced at last year’s Autodesk University 2022 trade show as a standalone cloud that would encompass all of the technology giant’s architecture, engineering, and construction workflows.
Forma will expand Autodesk’s vision to the entire architecture, engineering, construction, and owners (AECO) ecosystem, to bridge software, processes, and teams and ultimately deliver better projects.
See how Autodesk Forma helps planning and design teams deliver projects digitally from day one, and use conceptual design capabilities, predictive analytics, and automation to make solid foundations for your projects.
Autodesk Forma (formerly Spacemaker) helps planning and design teams deliver projects digitally from day one. Use conceptual design capabilities, predictive analytics, and automation to make solid foundations for your projects.
Unlock efficiencies with intuitive project setup, design automation, and fluid connectivity with Revit
Use data-driven insights in real-time to make fast, smart design decisions that reduce risk and improve business and sustainability outcomes
Improve collaboration and secure buy-in by using data and visuals to tell a compelling design story that can help you win more bids
Uncover greater insights into your site and its surroundings in real-time with AI-powered analyses for key factors such as sunlight, daylight potential, wind, and microclimate. Better insights mean better outcomes.
Model complex design concepts in full 3D in just minutes. Test and evaluate multiple design solutions, and optimize for a multitude of constraints.
Connect your favorite design tools to Forma through extensions. Starting with fileless sync with Revit, Autodesk Forma helps project teams fluidly move proposals from planning into detailed design.
Forma sources specific datasets such as terrain, buildings, and boundaries (select markets only).
Draw fluidly in 2D and 3D with dynamic tools that automate functions and takeoffs while you design.
Rapidly get relevant parking metrics including number of parking spots and access driveways.
Continue to design while you run analyses in the cloud. See the results in seconds or minutes.
With support for file formats, including IFC and OBJ, move your work to and from other AEC software.
Share your projects in the cloud with team members, regardless of subscription status.
Win more projects by rapidly studying your sites with real-time key figures and design tools.
Architects and urban planners can get started today with the first set of capabilities on Forma. Focused on expanding the BIM process into early planning and design, these cloud-based capabilities provide conceptual design tools, predictive analytics, and design automation, empowering planning and design teams to set solid foundations for their projects.
Available to buy an Autodesk Forma standalone, or as part of the Architecture, Engineering & Construction Collection.
The construction industry uses forms to collect and share information at every stage of a project. Traditionally on paper, these forms are now being converted into digital forms that enable workers to share information via mobile devices and tablets either at the construction office as well as the job site. There are many benefits of moving to a digital form rather than paper:
Bringing the forms online is one step in digitization for construction firms and contractors, bringing information online into a secure cloud location for real-time and accessible data to use in reporting.
Set up your quality and safety forms to fit your construction project’s needs and ensure all crucial project information is captured.
Save time and increase transparency by connecting forms with issues and RFIs. Create an issue directly from a form, and if needed, escalate that issue to an RFI right away.
Export completed forms in PDF or Excel and easily share them to keep everyone up to date on project status. Include the photos and documents added to the forms in your report to provide further context.
Whether it’ll be only one team member or several working on the same form, choose the collaboration setting that best suits your workflow. Add contributors and reviewers to increase accountability.
Use pre-built templates, import PDFs, or create daily reports and quality and safety checklists from scratch. Make signatures and specific fields required to ensure accountability and data accuracy.
Connect essential pieces of information to your forms so project members get the full picture. Add documents, notes, and jobsite photos and tie your form to a location on a sheet or to a markup.
Get a transparent audit trail of all updates made on a form at a glance. Easily identify the latest update. See assignee changes, added documents, photos, team member signatures, and more.
Use our intuitive mobile app to create and to edit forms on the jobsite, even when you’re offline. Thanks to the robust sync, you’ll always have the most up-to-date project data in your hands.
The Forms tool in Autodesk Build enables your team to fill out, review, and manage project forms. This provides a single secure point to coordinate data collection, photos, and follow-up documents.
Create templates for checklists, daily logs, or other forms for your team, and anyone can complete the forms on site through our Autodesk Construction Cloud mobile app or at the office on the web.
To help you get started right away, Autodesk® Build comes with a set of preconfigured form templates. However, you can also import templates or create a brand new template.
You will receive an email notifying you with updates about relevant templates and forms in these instances:
If you used PlanGrid Field Reports and have your PlanGrid and Autodesk accounts linked, some of your email notifications settings will carry over to Forms in Build.
If you disabled the following notifications in PlanGrid, you will not receive those notifications for Build projects:
You can always use the preconfigured templates in the Forms tool. However, setting up your own custom form templates will give you and your team more control over your forms.
You can create form templates by:
Once you create a form template on the web, you can create forms from it.
The templates will also sync to and can be used in the Autodesk Construction Cloud mobile app.
Learn more in Forms on iOS or Forms on Android.
To get started, navigate to the Templates tab in the Forms tool.
Click Create, and select Create template.
Select Build a new form and click Next.
You can learn about uploading an existing PDF form in Create a Form Template from a Smart PDF.
Now you can select a preconfigured template to customize or begin with a blank template.
Select an option and click Next.
Start by giving your template a name.
You can also select a template type and add a description.
You can later filter forms by template type, which is useful when your project has many forms.
Whether you chose a blank or preconfigured template, you can start customizing the titles, questions, type of responses, and more.
Use the menu on the right side to add more sections or items to sections. There are eight sections and items available.
See the following sections for details on each:
There are character limits and limits to the number of sections that you can have within a form.
See the Forms section in Product and Tool Limitations.
This adds a section where you can add one or more questions with different answer types for contributors to respond to.
Reference the numbers on the following image to learn more about each aspect of a section you can customize:
Question and description
Answer options (if available for the chosen response type)
Add more response options (if available for the chosen response type)
Conditional logic is available for the following response types:
To use conditional logic, select one of the supported response types and then enable the conditional logic toggle.
Then you can map an if-then statement to each response.
For each response, select a Then… action. This action will be visible to a member if they select your specified response.
The following Then… actions are supported:
To move or delete sections, click the more menu in the upper-right corner. Then select whether to move it up or down or to delete it.
When your template is fully configured, click Save. You will need to then choose how contributors will use the template and finalize it.
Choose how contributors will use and submit forms created from your template and click Next.
Select editors, reviewers, and viewers and toggle on any options. Click Create.
While you can create custom form templates at any time, with the Forms tool in Build, you can also import form templates.
This allows your team to quickly bring in form templates to your project that you may already have.
Templates can be brought in from:
Note: Once you import templates from BIM 360 or PlanGrid into a project, you can import them in to the Library tool in Account Admin, to standardize the form templates for all your projects. See Form Templates in Library.
If you are a Manager on form templates, you can edit, archive, and delete the templates you manage.
In the Forms tool, navigate to the Templates tab.
In the Templates tab of the Forms tool, when you select a form template built in Autodesk Build using the Template Builder, you can edit the following:
In the Templates tab of the Forms tool, when you select a form template created from a PDF form, you can edit the following:
In the Templates tab in the Forms tool:
For deleting form template folders, see Archive Form Templates.
You can archive form templates to keep them for record or to temporarily hide them so that they cannot be used.
When you archive a form template, the forms that were created from that template also get archived.
These forms will no longer be available in your project’s forms. They can be restored by unarchiving the form template that these forms were created from.
Comprehensive field and project management software that delivers a broad, deep, and connected set of tools for builders.
Check out Autodesk Build and learn more about managing forms.
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