Electrical Takeoff: Bluebeam's Efficient, Accurate Method

how to do electrical takeoff with bluebeam

Bluebeam Revu is a powerful tool that revolutionizes how electrical contractors approach takeoff, making the estimating process faster, more precise, and efficient. With Bluebeam, electrical contractors can improve project safety and efficiency, ensuring smooth installation and highly satisfied clients. Bluebeam's takeoff tools make work more accessible by providing accurate and reliable estimations of material quantities, labor costs, and equipment used. This software allows for the creation of custom tool sets, dynamic searches, and visual summaries, making it easier to manage and measure electrical plans. Additionally, with Bluebeam, you can export data to Excel for further analysis and collaboration. Overall, Bluebeam offers a comprehensive solution for electrical takeoff, streamlining the process and enhancing accuracy.

Characteristics Values
Purpose To make the estimating process and takeoff faster and easier, with more precision in calculation and tallying devices
Calculation Accurately calculate material quantities, labor costs, and equipment used
Scale Adjust the scale for the entire drawing, allowing for accurate measurement
Symbols Use special symbols and colors for different types of fixtures, e.g., red for outlets, blue for switches, and green for light fixtures
Customization Create custom tool sets and columns to align project collaborators and track additional information like material costs
VisualSearch Find the total count of light fixtures or electrical outlets quickly within your bid package by searching for a visual cue or object
Export Easily export data to Excel or your preferred construction bidding software for further takeoffs, estimations, and sharing with external users
Speed Exponentially increase takeoff speed and accuracy, allowing for more efficient processes and more winning bids

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Importing your electrical plan into Bluebeam Revu

Prepare the Template

Before importing your electrical plan, it's recommended to create a blank template PDF with the necessary markups representing the standard layers you plan to use in Bluebeam Revu. You can then pin this template into your Recent Files category. This step is crucial because, once uploaded to a Studio Session, you won't be able to create new layers.

Importing the Plan

Once your template is ready, you can import your electrical plan by following these steps:

  • Open the electrical plan PDF in Bluebeam Revu.
  • Click and drag the template file into the new PDF document.
  • Verify that the layers from the template have been created in the new document.
  • Delete the template page.
  • You will now see the layers greyed out, indicating that the layers exist, but there are no markups on them yet.

Transferring Markups

If you want to transfer markups from one document to your new electrical plan, you can do so in several ways:

  • Export markups from the original document by going to Markups List > Markups > Export Markups. Save the Bluebeam Annotations (.bax) file.
  • Import the markups into your new electrical plan by opening the Markups List and opening the saved .bax file.
  • Alternatively, you can use the Paste in Place method, especially if you're working with a small number of pages. Copy the markups from the original document and paste them into the corresponding pages in your new electrical plan.

Import/Export Preferences

When importing or exporting content in Bluebeam Revu, you can modify certain preferences to suit your needs. Here are some options:

  • Headers and Footers: Choose whether to retain, add as text, or remove headers and footers when exporting to another format.
  • Text-like Content Recovery: Select how to process text found in scanned images or non-text formats.
  • Combine Tables: Enable this to combine similar tables in the PDF into one table in the exported file.
  • Thousands Separator and Decimal Symbol: Determine the delimiters used for large numbers and between integers and decimals.
  • Monochrome TIFF Compress: Define the compression scheme for monochrome TIFF output.
  • Open in Viewer: Enable this to open the resulting image in your default image viewer.

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Using the count tool to count fixtures

The Count tool in Bluebeam Revu is a measurement markup tool that allows you to keep a running count of items in your PDF, making it incredibly efficient for anyone needing to keep track of repeated items within a document, such as fixtures, fittings, or any elements that require quantification.

To access the Count tool, open your PDF in Bluebeam Revu and select the Count Tool from the Markup menu or use the shortcut key 'C' on your keyboard. Alternatively, you can go to Measure > Count or press SHIFT+ALT+C. The Count tool will appear as a checkmark on your PDF, but you can customize the appearance of your count marks by right-clicking on a count mark, selecting Properties, and adjusting the symbol, colour, and size to suit your needs. For example, you can create a custom symbol for a doorway by using a rectangle markup and customizing it with a brown line and fill colour with a vertical line hatchmark.

Once you have accessed the Count tool, you can start placing count marks by clicking on each item you want to count. Bluebeam Revu will automatically number each mark sequentially, making it easy to keep track of your counts. Each time you place a count, Revu will keep a running tally of each item you select when using the tool. This tally can be viewed by selecting it on the PDF, and the corresponding entry in the Markups list will be highlighted automatically with the count total visible in the Count column.

You can also use the VisualSearch feature to find the total count of light fixtures or electrical outlets within your entire bid package by searching for a visual cue or object. This feature can be used to quickly identify and count items in your takeoffs.

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Colour-coding and custom symbols

Firstly, you can use special symbols and colours for different types of fixtures. For instance, you could use red symbols for outlets, blue for switches, and green for light fixtures. This method allows you to count and describe each fixture with one symbol.

You can also customise by altering colour line styles and symbols for specific elements. For example, you could use a dashed line for low-voltage wiring and a solid line for high tension. This distinction will make it easier to identify and differentiate between different wiring types.

Additionally, you can create custom tool sets for takeoffs that can be standardised throughout your company and on future projects. These tool sets can be shared with project collaborators to ensure everyone is on the same page.

Furthermore, Bluebeam allows you to create custom columns to track additional information, such as material costs. For instance, if you're tracking flooring costs, you can create a custom "Choice" column to choose the material type for each measurement. Along with this, you can create a "Formula" column to multiply the selected material's base cost with the measurement taken, giving you the total cost instantly.

Finally, you can use the VisualSearch feature to find the total count of light fixtures or electrical outlets within your bid package by searching for a visual cue or object. This feature saves time and ensures accuracy in your counts.

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Using the polyline tool to measure drawing length

The Polyline tool is a useful feature in Bluebeam that allows you to measure drawing lengths with precision. Here is a step-by-step guide on how to use the Polyline tool for electrical takeoff:

Accessing the Polyline Tool

To begin using the Polyline tool, go to "Markup" in the toolbar, then select "Lines", and finally choose "Polyline". Alternatively, you can use the shortcut by pressing "Shift + N" on your keyboard. This will activate the Polyline tool, and your cursor will change to reflect this.

Placing the First Point

Once you have the tool selected, you will need to define the first point of your measurement. Click on the PDF where you want to start your measurement. This will be the starting point of your segmented line.

Defining the Length and Rotation

After placing the first point, a toolbar will appear with a Length text box. Here, you will enter the desired length measurement for the first segment of your polyline. Press "Tab" on your keyboard to move to the Rotation text box. Enter the desired rotation measurement, and then press "Enter". The first segment of your polyline will be drawn according to these specifications.

Adding Additional Segments

You can continue to add connected line segments by repeating the previous step. Simply define the length and rotation for each new segment, and the Polyline tool will draw it accordingly. Remember that you can adjust the appearance of the line, including its colour, thickness, pattern, ends, and opacity, using the Properties tab.

Completing the Measurement

Once you have added all the necessary segments and your polyline is taking the desired shape, it's time to complete the measurement. To do this, double-click on the last point you placed. This will finalise your polyline and measurement.

The Polyline tool in Bluebeam offers a convenient way to measure drawing lengths, especially when you need to account for various angles and curves. By following these steps, you can efficiently utilise this tool for electrical takeoff, ensuring accurate measurements and facilitating a more streamlined workflow.

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Exporting data to Excel

Bluebeam Revu offers several methods for exporting data to Excel. One way is to create a Markups List Summary. Within the Markups List panel, select the Summary button and then CSV Summary. You can customize the summary by choosing which columns and markup values to display. Once created, the summary will automatically open in Excel.

Another way to export data to Excel is by using the Quantity Link tool. This tool allows you to link markup totals to an Excel spreadsheet. You can create live links that transfer measurement totals from your PDF directly into Excel. These totals will update in real time. To use Quantity Link, you first need to create a template in Excel. Once your template is ready, right-click on a cell to connect the template to your PDF drawing. You can then select which Revu column data to pull from for each created link.

You can also export custom columns from Revu to Excel. For example, if you're tracking flooring costs, you can create a custom Choice column to select the material type for each measurement. Alongside this, you can create a Formula column to multiply the chosen material's base cost with the measurement taken. You can then export this data to Excel.

Additionally, you can organize your exporting settings to include data on quantities, descriptions, and units in cost. You can directly add unit prices to the Markup list in Bluebeam, allowing you to have a total budget for your project, including material costs, labor, and overhead.

Frequently asked questions

Bluebeam is used for electrical takeoff, which involves measuring and listing all the materials, parts, and labor needed for a construction project.

Open your PDF document containing the electrical drawings from the File menu.

Once you have established a reference distance, Bluebeam will adjust the scale for the entire drawing. If the electrical plan is designed on multiple scales, set each page to an appropriate scale so that the measurements of your project do not vary.

Click on the count tool and pull it over an outlet, switch, or light fixture, so the symbol will apply to all of them. You can use special symbols and colors for different types of fixtures. For example, red symbols are for outlets, blue is for switches, and green is for light fixtures.

Within the Markups List, you can create custom columns to track additional information, such as material costs. You can then transfer data from the Markups List to Excel through CSV summaries or the Quantity Link tool.

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