Managing Tool Sets

Tool sets can be created and shared among different users of Revu.  These tool sets can be saved locally, shared across a network, or exported and sent to other users. Sharing tool sets is useful for setting standard markups for different projects, job functions, clients, and more. Effective management of tool sets is an important part of getting the most out of Revu.

ClosedReordering Tool Sets

The order in which tool sets appear in the Tool Chest tab is configurable. To change this order:

  1. Go to View >  Tabs > Tool Chest or press ALT+X to show the Tool Chest tab.

  2. Click Manage Tool Sets. The Manage Tool Sets dialog box appears.

  1. Click the tool set you wish to reorder in the Tools Sets list and use the up and down arrows to move it.
  2. Click OK.

The order of the tool sets in the Tool Chest tab will mirror the order shown in the Tool Sets list of the Manage Tool Sets dialog box.

ClosedHiding or Showing Tool Sets

You can choose whether to show or hide tools sets in your current Profile. To hide or show a tool set for another Profile, change over to it first. To show or hide a tool set in the current Profile:

  1. Go to View >  Tabs > Tool Chest or press ALT+X to show the Tool Chest tab.

  2. Click Manage Tool Sets. The Manage Tool Sets dialog box appears.

  1. To hide a tool set, uncheck the box beside its name.
  2. To show a tool set, check the box beside its name.
  3. Click OK.

Checked tool sets are shown and unchecked tool sets are hidden for the current Profile.

Show In All Profiles: In addition to defining whether a tool set is hidden or shown by Profile, you can also set a tool set to automatically show in all Profiles: 

  1. In the Manage Tool Sets dialog box, click a tool set's name to select it.
  2. Click Modify. The Modify Tool Set dialog box appears.
  3. Select Show In All Profiles.
  4. Click OK. The Modify Tool Set dialog box closes.
  5. Click OK again.
ClosedCreating a New Tool Set

New tool sets can be added to the Tool Chest tab. This makes organizing tools that are specific to your workflow simple.

  1. Go to View >  Tabs > Tool Chest or press ALT+X to show the Tool Chest tab.

  2. Click Manage Tool Sets. The Manage Tool Sets dialog box appears.

  1. Click Add. The Add Tool Set dialog box appears.

  2. Select New and enter the Title of the tool set.
  3. To show the new tool set in the Tool Chest, select Display.
  4. To show the new tool set in all Profiles, select Show In All Profiles.
  5. To store the location to this tool set relative to the location of the current Profile, select Relative Path. Uncheck this option to save the full folder path to the tool set instead. For more information about Relative vs Full Paths, see Understanding Relative vs Full Paths.
  6. Click OK. You will be prompted to choose a location to save the new tool set. Choose an appropriate location and then click Save.
ClosedAdding and Importing Existing Tool Sets

Additional tool sets can be Added or Imported to the Tool Chest.

This section covers the basic import procedure; for specific instructions in importing Punch or Estimation tool sets, refer to the sections on those workflows.

ClosedAdding an Existing Tool Set
  1. Go to View >  Tabs > Tool Chest or press ALT+X to show the Tool Chest tab.

  2. Click Manage Tool Sets. The Manage Tool Sets dialog box appears.

  1. Click Add.  The Add Tool Set dialog box appears.

  2. Select Existing and click . An Open dialog box appears.
  3. Navigate to the desired BTX file and select it, then click Open.
  4. To show the new tool set in the Tool Chest, select Display.
  5. To show the new tool set in all Profiles, select Show In All Profiles.
  6. To store the location to this tool set relative to the location of the current Profile, select Relative Path. Uncheck this option to save the full folder path to the tool set instead. For more information about Relative vs Full Paths, see Understanding Relative vs Full Paths.
  7. Click OK.
ClosedImporting a Tool Set
  1. Go to View >  Tabs > Tool Chest or press ALT+X to show the Tool Chest tab.

  2. Click Manage Tool Sets. The Manage Tool Sets dialog box appears.

  1. Click Import. An Open dialog box appears.
  2. Navigate to the desired BTX file and select it, then click Open.

Tool sets can also be imported automatically by double-clicking the BTX file in Windows Explorer or by dragging the BTX file into the Revu window.

ClosedEditing Shared Tool Sets

Tool sets that are shared across the network are locked by default. A locked file is normally read-only so as to prevent multiple users from making conflicting changes to a tool set.

A Lock icon in the Tool Chest tab indicates that a tool set is currently locked. Users with write permissions to the file can click the Lock icon to request to check out the tool set. If nobody else has the tool set checked out, the lock icon will change to a Checked Out icon, indicating that the user can now modify the tool set (for example, to add, delete, or edit tools within the tool set). Tool sets cannot be checked out by users who are offline.

The file which stores the information for the tool set is saved as <the name of the tool set>.btx. If you have configured your environment to point to a shared network location, any tool sets which you make read-only permanently have the file unlocked for you and no other user can unlock the file. If you unlock the particular tool set and forget to lock it again, as long as file is not read-only, then the tool set will be released and saved when you exit Revu. Saving your current Profile will save the state of any modified tool sets.

In the following image, Symbols is a local tool set, Action is on the network and locked, and Custom Shapes is on the network and is not locked.

Related topics

Tool Chest Tab

Working with the Tool Chest

Performing Punch with the Tool Chest

Creating an Estimation Tool Set

Understanding Relative vs Full Paths