[David Cutler]

Haven’t you heard the legend of the Bluebeam Cowboy @lizlarsen ?

Safe travels @troy-degroot ! Perhaps you could open up a Studio Project to post your photos an journal entries to….

🙂

[David Cutler]

Welcome to the Brainery @tabz-nixonkingspan-com !

First solution I would recommend is to ask the original creator for an unlocked copy of the file, explaining what you are trying to accomplish as part of the request.

Dave

[David Cutler]

Welcome to the UChapter2 Brainery @austinsqeidaho-com .

I’m not familiar with Intellibid as we use a software called B2W (formerly Bid 2 Win). B2W allows you you import quantities from an Excel file into the software.

I’ve built custom tools in Revu that include the information that B2W requires for import (Item Number, Item Description, Unit of Measure and Quantity). Once I have my takeoff complete I export the markups from Revu as a .CSV file. I then “wash” the data in Excel to prepare it for import into B2W. Others use Power Query to complete this “washing”, I’m still working on that skill.

Basically you need to start your takeoff with the end product that your estimating software needs to import in mind. You should be able to find this in your documentation from ConEst – or just call their support line and ask.

@troy-degroot has some great posts on creating custom tools, including custom columns that will help you to gather the data that you need, in the format that you need, to import into your system – assuming it has the capability.

[David Cutler]

@austinsqeidaho-com check out this blog article by @Doug McLean – he is a pro at extracting data from Revu, washing the data and then importing it into the estimating software that is used by his team:

https://uchapter2.com/it-all-started-with-an-email-a-guest-post-by-doug-mclean-of-towne-millwork/

You’ve taken the hardest step – asking if it is possible. The rest is just details. 😎

[David Cutler]

I’m not a programer @isaac-harned but I’m very curious to see how this works out! Perhaps @lizlarsen can chime in on this one….

[David Cutler]

Again @ChrisRiley I’m not a Sessions user. Commenting to engage @Roye and @Doug McLean …

[David Cutler]

Interesting question @ChrisRiley – I don’t use Sessions so I’m not of any use here. Perhaps @Roye or @Doug McLean can educate us all on this…

[David Cutler]

I’d be pleasantly surprised to hear that the newer version corrects this for you… 🤣

I haven’t worked with drop down selections so unfortunately I’m no immediate help on this one…

[David Cutler]

That’s what I thought @lizlarsen – that it was automatically included in Revu 21 – which I believe @Vince is using…🤔

[David Cutler]

Sounds about like my experience with Power Query so far. I can get it to produce what I want once, but it seems as if when I do what I think is the exact same thing again I get different results… 🤔

I’m sure that it is operator error and that I can figure it out, just haven’t made the time to do so yet…

[David Cutler]

Nice!!!!! 😎

[David Cutler]

Interesting issue you are tackling there @isaac-harned

We have a small operation so I’m the only one using my custom tools at this point so I only have to keep myself happy with how they work. Preparing something for others to use and be productive with is and entirely different challenge! 🙂

[David Cutler]

I’m wondering the same thing here @isaac-harned – what is the end product that you are trying to achieve?

[David Cutler]

Haven’t heard of that one before @troy-degroot ! Definitely a worthy add-on tip!

[David Cutler]

I guess you could apply the group as a markup and then “ungroup” it prior to exporting to the CSV…

Unless perhaps there is a setting that expands grouped markups when exporting….

Maybe a Javascript routine to “Ungroup all groups”?

Maybe a candidate for a future feature?

Another work around idea would be to setup a “template” file that has all of the text boxes that you are looking to use repeatedly, arranged as you like. You could then select all, copy the selection and then paste that “collection” as needed into your document. Not a clean as having them as one single custom tool, but it would save you ungrouping dozens of grouped markups.