[David Cutler]

Okay, I’ll bite first, what issues are you seeing? Enquiring minds want to know… 😎

[David Cutler]

Another thought @Jeff.Collins – when evaluating sub quotes I often have to add the price of multiple components together to have a price for an assembly. My original process was to type the numbers into a spreadsheet and then take a snapshot the data with the total and paste it into the quote pdf. What I found (by accident) was that I could highlight the cells, press Cntrl-C to copy the data and then click on the quote pdf and type Cntrl-V to paste the information automatically creating an “image” markup. You can do the same with text from an email, but review automatically creates a text box when you type “Cntrl-V”. This saves the step of creating a text box and then pasting the data into it.

I’m curious to hear other’s thoughts on this as I’ve never tried importing comments they way that you’ve described.

[David Cutler]

Perhaps this is an opportunity to teach the client how to make markups directly into the PDF using Revu? Kind of a smart aleck response, but training the client might be the best long term solution. 🙂

[David Cutler]

That’s a great question @dhwalkellc

I know that you could create custom columns for the items that you are looking to capture and then input them in either the markup list or on the properties tab. Once you have entered a result it would be available as an auto fill. I believe that you can also create drop downs, but I haven’t done that yet myself.

Your question brings to mind another question – is it possible to display the values from a custom markup on the pdf other than in a legend?

These might be good questions for @Vince or @Doug McLean to weigh in on…

[David Cutler]

Hi @BBUser2021 ,

I know this is an old post, but I’m curious to know if you found a way to make this import work. Any luck?

Dave

[David Cutler]

@troy-degroot my custom columns are what I need in my .csv export file to import into B2W, our estimating software:

– Item

– Description

– Quantity

– Unit

– Phase

The “Quantity” column has a simple formula that reports the “measurement” value. The other 4 are prepopulated for each custom tool.

[David Cutler]

You’re closer to figuring it out @Vince than I am. Keep us posted.

[David Cutler]

Looking forward to learning about what you find @Vince

[David Cutler]

Sounds as if you have a solid workflow in place @dhwalkellc

Hardware wise are you working with multiple monitors? If so, have you tried “undocking” the markup list? I’m setup with 3 monitors so I run my main drawing on the middle monitor, my markup list stretched to full screen on the right monitor and then I have the “properties” list setup as a partial screen on my left monitor. Often I will split my main view and then drag one of the panels off to my left monitor so that I have a detail available – pipe profiles typically in my case.

If your markup is based on the plan view you would need to keep that as the “active” window and then have your schedules on the left monitor. Your list of custom columns would show in the “properties” panel and you could enter the data there.

Hopefully this all makes sense! Let me know if you have any questions about how I run this setup.

[David Cutler]

That’s a very good point @dhwalkellc . Sometimes I wonder if I’m spending too much time getting to the closest foot on items that we are then going to total up and round to the nearest pipe length.

[David Cutler]

That is a good way to work through the issue @dhwalkellc

Thank you for sharing the idea.

[David Cutler]

I tried your process this morning @TPERRY21 and it worked pretty well.

I was pleasantly surprised that Revu would recognize the flattened markup as a “fillable” line. I think as a group we have discussed this in the past, without the flattening step, and found that a markup didn’t work as a boundary. Your process proves that wrong! Thank you again for sharing this.

One thing I did find interesting is that the dynamic fill “spilled” out of the flattened markup in multiple areas. I would have thought that Revu would create a “tight” markup.

I’m still not convinced that dynamic fill is my favorite tool. I find that it ends up with what I would describe as “random” extra points that I find myself going back to remove. Might be user error or sensitivity settings, but that is probably better left for another discussion.

Thank you again for your response post Terry!

[David Cutler]

Great solution @TPERRY21 ! Thank you for replying.

I don’t think that the young man knows how to use dynamic fill @Doug McLean so I don’t think that is the issue.

The mystery continues…

Dave

[David Cutler]

I can add control points without issue, but I can’t move them or remove them.

I haven’t tried spinning around in my chair 3 times yet though…🤣

[David Cutler]

We all have to start someplace @Vince

Having someone break trail for you is priceless! Plus they tend to find all of the spider webs and low hanging snakes…😎