Get Started in Bluebeam Cloud

Get Started in Bluebeam Cloud

Welcome

Included with your Revu 21 subscription, Bluebeam Cloud is a suite of web and mobile solutions for AEC collaboration in the field. Available via app or browser, Bluebeam Cloud gives you access to markup tools and workflows such as punch, RFIs, and submittals with a single log-in.

To get started, create a Bluebeam ID (BBID) and log in. No installation is required.

Overview

This guide covers the basics for getting started in Bluebeam Cloud. To learn more about workflows in our web/app solution, check out our Bluebeam Cloud resources. If you’re ready to get started in Bluebeam Cloud, click here.

My Workspace

When you first log into Bluebeam Cloud, you’ll see My Workspace. Here, you can store and mark up PDF drawings in a workspace that isn’t shared with anyone else.

Get Started | My Workspace
To upload drawings to My Workspace, you must have a Basics, Core, or Complete plan and Member or Admin permissions.

Projects

To collaborate on drawings, select Projects in the left sidebar. If you’ve already accepted an invitation for a Bluebeam Cloud project, you can select it on the Projects page.

You must have an active Core or Complete subscription plan and Admin permissions to start a new project in Bluebeam Cloud. To create one, select New Project.

After you select a project, you’ll be taken to its Dashboard:

BB Cloud Project Dashboard
To manage the team and invite more users to a project, you must be an Admin.

Drawings + Documents

Bluebeam Cloud allows you to upload PDFs in the Drawings or Documents tabs to utilize cloud storage for collaboration and project management.

Drawings

Use the Drawings tab to share PDF drawings across your team and complete workflows such as design review, punch, and RFIs. To open a drawing, click or tap its thumbnail.

Drawings Bluebeam Cloud

If you created a project or were added to a project with Admin permissions, you can edit drawing information by selecting the check box in the upper left corner of a thumbnail. After selecting Edit, you can specify a discipline for the drawing, change the issued date, and/or add a revision comment.

If you’re an Admin, you can add drawings to your project. After adding a drawing, you’ll be taken to the Uploads tab as it processes. When ready, select Ready for Review and press Publish in the upper right corner.

Publish drawings in Bluebeam Cloud
Once published, a drawing can be accessed in the Drawings tab by the rest of your team.

For more information about preparing your drawings in Revu before uploading them to a Bluebeam Cloud project, check out this article.

Documents

Use the Documents tab to store project documents and make them easily accessible across your team. Here, you can upload individual files or folders. You can also create new folders for organizing your cloud storage.

Documents Bluebeam Cloud

In Documents, you have access to markup tools and comments after opening a PDF. However, when you open a file in Drawings, you get access to additional workflows such as punch and RFIs.

Markup Editor

Once you open a PDF in Documents or Drawings, you’ll be taken to the Markup Editor, which includes commonly used markup tools and the Tool Chest. Additionally, you can place punch items and post RFIs on a published PDF in Drawings.

Did you know you can import your tool sets from Revu 21 into Bluebeam Cloud? For more information, visit this article.

If you upload a drawing that’s already been marked up in Revu or Studio, certain markups may be unsupported or only partially supported. To learn more, see Markup compatibility in Bluebeam Cloud.

Comments + Shapes

After opening a PDF in either Drawings or Documents, you can also post or respond to comments. Just select Comments and Shapes in the upper right corner of the window.

Comments and Shapes in Bluebeam Cloud

If a status and/or subject for a markup has been previously set in the Markups List in Revu or Studio, it will appear in Comments and Shapes when the PDF is uploaded to Bluebeam Cloud.

Statuses and Subjects in Bluebeam Cloud
To update the status of a comment, choose from the dropdown list. If you need to view or change the subject for a markup, select See Details.

Punch

In addition to markup tools and comments, Bluebeam Cloud supports project workflows that can be carried out on the job site, such as punch.

To place punch items on a published drawing, you must have a Bluebeam Plan and Member/Admin permissions.

Bluebeam Cloud Punch
After opening a published PDF in Drawings, you can place a punch item by selecting Punch at the bottom of the left toolbar. From the New Punch dialog, you must specify the location and can add a description, priority level, and more for the punch item.

To see a list of all punch items, return to Drawings or the Dashboard and select Punch in the left sidebar. From here, you can add a new punch item, export all punches, and/or assign statuses for existing punches. After you place a punch on a drawing, its default status is Open.

RFIs

In Bluebeam Cloud, you can also track and post RFIs. To get started, select RFIs in the left sidebar.

Select Create RFI to pose an official question. RFIs include a Discussion tab for back-and-forth communication. However, once the RFI receives an official response, its status and discussion become Closed.

Bluebeam Cloud RFIs

Closed RFIs with official responses can be posted on published PDFs in Drawings.

Post RFI in BB Cloud
After opening a published drawing, select RFI under the markup tools. Then click and drag the RFI cloud in the applicable area(s).

Submittals

You can also log, approve, and export submittals, making spec information readily available for all project stakeholders on the cloud.

In Submittals, you can add a new submittal manually or upload a submittal log using the Bluebeam Cloud Submittals Log Template provided after selecting Upload.

Once approved, your submittals will appear in the Approved tab.

Approved Submittals

Map View

Within a Bluebeam Cloud project, you can switch from File View to Map View. This allows you to place a published drawing on a map for geolocational insights. 

To get started, select Map View in the Dashboard.

Map View Bluebeam Cloud
After switching to Map View, you’ll be prompted to search and select the address location of your job site.

You must have a Complete subscription plan and Member/Admin permissions to use Map View in Bluebeam Cloud.

After selecting a location, complete the following steps to finish setting up Map View:

  1. Create a layer with a published PDF in Drawings.
  2. Set the drawing scale.
  3. Crop the drawing (if needed).
  4. Place the drawing on the map.

Now you’re ready to start collaborating in Bluebeam Cloud! For more information about which Bluebeam Cloud features are available for each subscription plan (and Read-only users), visit this article.

Bluebeam Cloud

How-To

Getting Started

Start collaborating in our mobile/app solution Bluebeam Cloud with the helpful tips in this guide.

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