studio360 - smartware tech

Studio360 powered by

Smartware StudioTM

Bluebeam® Import

Guide

Version 5.0.536

May 2019

Smartware Technologies

1000 Young Street, Suite 450

Tonawanda, NY 14150

Sales and Support

(716) 213-2222

http://www.smartwaretech.com

Smartware Studio – Bluebeam Import Guide

All material is Copyright © 2008-2019 Smartware Technologies Group, LLC. All rights

reserved.

Microsoft is a registered trademark and Visio is a trademark of Microsoft Corporation.

Smartware Studio and Designer Suite are trademarks of Smartware Technologies Group, LLC.

Bluebeam and Revu are registered trademarks of Bluebeam, Inc.


Table of Contents

1. INTRODUCTION / ABOUT THIS GUIDE ....................................................................... 5

Installing and Administering Smartware Studio ................................................................................... 5 To Learn More about Smartware Studio .............................................................................................. 5 To Contact Us ....................................................................................................................................... 5

2. OVERVIEW OF IMPORTING FROM BLUEBEAM .......................................................... 7

What is Bluebeam Revu? ..................................................................................................................... 7 What Data is Collected in Bluebeam? .................................................................................................. 7 What Can Studio Do with That Data? .................................................................................................. 8

Build an Estimate of Areas and Systems from Packages ............................................................. 8 Build a Set of Configured Prometheus Systems ........................................................................... 8

3. MANAGING THE BLUEBEAM PROFILE ....................................................................... 9

To import a Profile File in Bluebeam: .................................................................................................. 9 The Bluebeam Custom Properties Used by Smartware .......................................................................10

4. IMPORTING INTO STUDIO ........................................................................................ 11

Exporting the Markup from Bluebeam .......................................................................................11

5. REVIEWING AND CUSTOMIZING THE IMPORT RULES ............................................ 15

The Estimate Import Mappings File ....................................................................................................15 Creating Your Own Mapping File ..............................................................................................15 Distributing the Custom Import Format .....................................................................................15

Import Mapping Fields ........................................................................................................................16 Imported Value Expressions .......................................................................................................16 Field Types .................................................................................................................................17 Studio Fields ...............................................................................................................................17


1. Introduction / About This Guide

This Guide will describe how to various ways you can import data from Bluebeam Revu

into Smartware Studio / Studio360.

Installing and Administering Smartware Studio For complete details on how to install, setup and configure Smartware Studio refer to the

separate documents (available from the HELP menu):

• Smartware Studio – Setup and Administration Guide

To Learn More about Smartware Studio Many of the topics covered in this Guide are better illustrated through visual examples.

To that end, our video training sessions are available for viewing and downloading from

our web site. We encourage you to use these videos as part of your training.

This guide also assumes a familiarity with the basic concepts of Smartware Studio. For

more information about using Smartware Studio projects, refer to the separate Smartware

Studio User's Guide.

To Contact Us Our technical support team is available weekdays from 8 am to 5 pm Eastern time at

(716) 213-2222. You may also visit our web site at www.smartwaretech.com or e-mail

us at [email protected].


2. Overview of Importing from

Bluebeam

This chapter will describe how you can use data specified in Bluebeam Revu can be

imported into a Smartware Studio / Studio360 project.

• For technical details about how to manage the Bluebeam Revu features referenced

here, we suggest you go to support.bluebeam.com and use their Search feature.

What is Bluebeam Revu? Bluebeam Revu is a software package from third-party software vendor Bluebeam, Inc.

It has become very popular in the HVAC controls industry as a tool for marking up

drawings and doing take-offs, and essentially involves loading a PDF file of a floorplan

or other mechanical drawing and adding shapes from a stencil and setting some

properties. These shapes commonly represent a full system (e.g., a VAV Box), or some

parts or properties of a system (Duct Type for System VAV1), as needed for the take-off.

What Data is Collected in Bluebeam? Bluebeam Revu lets you select from and create multiple Profiles, and these profiles can

contain Custom Properties. In Bluebeam, custom properties are metadata that can be

attached to most shapes.

The editor for the Custom Properties appear in the panel amongst the other controls:

https://support.bluebeam.com/


And as you mark up shapes, the data is collected in the Markups List panel:

What Can Studio Do with That Data? When the markup is complete, you can export that data from Bluebeam Revu into a .CSV

File. This file can then be imported into Studio, using a set of customizable rules, to do

drive multiple imports:

Build an Estimate of Areas and Systems from Packages

If you have a library of Part Packages (generated in the Parts Database from DATA

TABLES→PART PACKAGES or by users from TOOLS→MANAGE MY PACKAGES), you can

use the data to build an entire Estimate:

• The names for the Areas and Systems are determined by the Bluebeam metadata.

• That data also specifies the name of a Package of parts, points, labor, subcontract,

and comments to import into the create systems.

• Customizable rules using Studio expressions let you control a number of aspects

of how the Bluebeam data maps to the Studio systems.

• Each shape can map to a separate system, or other rules allow you to merge rows

together into a single system.

• The Proposal Items fields allows you create a formatted bullet list of proposal and

contract items to insert into a Sales Proposal or Contract document template.

Build a Set of Configured Prometheus Systems

We are in the process of finishing a feature that allows the Bluebeam metadata to point to

a Prometheus System, and to set the Prometheus properties based on other metadata. This

Guide will be updated when the feature is available.


3. Managing the Bluebeam Profile

If you’re not using your own profile, you can use the default Smartware Bluebeam

Profile to add all the necessary Custom Properties to the Markup List that you need to get

started with using the Bluebeam import to Studio.

• You can access the default Smartware Profile file by right-clicking on an Estimate

and selecting TOOLS→IMPORT SYSTEMS FROM BLUEBEAM. There is a link to the

Profile folder.

• If you do have a custom profile that you already use, contact us and we can help

you set up the profile with the necessary fields for using this feature.

• You may also obtain profiles from other Studio users who have implemented this

feature.

To import a Profile File in Bluebeam: From the REVU menu, select PROFILES→MANAGE PROFILES:


From the Manage Profiles screen, select IMPORT:

The Bluebeam Custom Properties Used by Smartware The import fields Smartware uses by default are: Area Name, System Name, System

Parent, Furnished By, Installed By, Replace Existing, Package Name Prefix, Package

Name, Package Name Suffix, and Prometheus System.

• Refer to the following chapters on how these properties are used to drive the

rules, and for details on how to customize these rules and utilize your own

Custom Properties names in place of these defaults.


4. Importing into Studio

Once you have a completed markup file in Bluebeam Revu, you export it from Bluebeam

and import it into Studio.

Exporting the Markup from Bluebeam

From the FILE menu, select MARKUPS→SUMMARY and select the CSV summary type.

The default properties should include:

The CSV file (if opened in Excel) will look something like this.


In your Studio project, open an existing Estimate (or create a new one), and copy the

exported CSV file to Files tab of the root Estimate Node.

Right-click the Estimate node and select TOOLS→IMPORT SYSTEMS FROM BLUEBEAM

EXPORT.


This will launch the Bluebeam Import tool:

• Select the CSV FILE TO IMPORT.

• Select the import FORMAT to use, either the default SE Global 1, or a custom

import format you have created

• Click Import to create the areas and systems in the estimate.

After the import has completed, you should now see all imported Area and System nodes

displayed under the root Estimate node. If any problems occurred during the import

process, a window will appear listing the errors.


5. Reviewing and Customizing the

Import Rules

When you use the Import from Bluebeam feature, you select a Format that determines

how the imported data becomes areas and systems in the Estimate. The Format is a set of

rules that map the values in the Bluebeam Custom Properties (specified in the Bluebeam

Profile) to the Studio System and Area properties and tells Studio how to process these

values.

The Estimate Import Mappings File The default Formats (e.g. SE Global 1) are defined in the file Bluebeam Import

Formats.xls stored in the Studio database folder:

%ProgramData%\Smartware Studio\Databases

• You should not modify this file, as it will overwritten with the next Studio update.

Creating Your Own Mapping File

To create a custom profile:

• Copy the duplicate Bluebeam Import Formats.xls and rename it Bluebeam Import

Formats Custom.xls

• Edit the custom version, adding your own profiles or modifying on of the existing

ones.

o Be sure to rename the worksheet tab of any duplicated profile.

Distributing the Custom Import Format

To distribute the custom formats on your server,

• Copy your Bluebeam Import Formats Custom.xls file to the Resources\Databases

folder on your Studio server.

• The file will then be distributed to every user.


Import Mapping Fields Each worksheet in the Mappings files define a Format for the import.

• The sheet should have four columns:

o StudioField – the name of the field or parameter in the import rules (as

defined by Studio)

o FieldType – the type of processing done for the field.

o ImportedExpression – the field name, or a Studio expression, for the value

of the field. These values come from the imported CSV data.

o Required – if True, if the CSV file is missing this value it will be

considered and error during the import.

Imported Value Expressions

When specifying the value to import, the profile references a single field, or a Studio

Expression based on the Bluebeam properties being imported from the CSV. These are

the column headings in the generated CSV files.

• It is important to note that when creating Import Expressions, the column names

as referenced in Studio must have all the spaces in the column names removed.

• For more information on Studio Expressions, refer to the Smartware Expression

Language Reference Guide available on the HELP menu.


Field Types

The Field Type indicates to the import utility what type of information the mapping

format contains.

• SYSTEM – Fields that determine where and how the System node is generated,

and what data is imported from packages.

• DATA – Fields that are imported onto the System node as property values to

drive other features and reports.

• PRECHECK – Defines a condition that must be True to process the record. as a

logical check if a row of data should be processed and imported. For example,

the condition SystemName <> 'Rectangle' ensures that other shapes in the

Bluebeam drawing are simply ignored.

Studio Fields

In general, each row in the CSV file (which corresponds to a shape in the original

Bluebeam file) generates data for a System Node in the estimate.

• If multiples rows correspond to the same exact System, the quantity will be

represented by the Typical Of value for the system.

The rules based on the Studio Fields are:

• Area Name – The name of the Area Node where the generated System node will

be created. If the area doesn’t yet exist, it is created.

• System Name – The name of the System Node to create in the estimate.

• Area Parent Name – The name of another Area node to use as the Parent of the

Area Node. This can be left blank if not needed but must appear in the mapping

file.

The following fields are used to specify the package being imported:

• Package Name Prefix – A prefix to prepend to the name of the package.

• Package Name – The name of the package to import.

• Package Name Suffix – A suffix to add to the name of the package to import.

The following are Data fields that will be set as properties on the system node for use by

other features:

• Furnished By – The value for the Furnished By field for the system.

• Installed By – The value for the Installed By field for the system.


• Replace Existing – The value for the Replace Existing property for the system.

This value is True by default.

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