[Doug McLean]

If you’ve uploaded to a Studio Project, there is an ‘offline mode’.
You can do your markups like normal, and when you do get a stable internet connection, your markups will upload.

The stylus is just another input device, it should work fine

[Doug McLean]

We keep ours on SharePoint.

You can actually use it like a Studio Project if you open your files through the DMS toolbar. It opens with the same ‘check out’ feature.

Be careful working on SharePoint and opening files through File Explorer. Two people can have the same document open at the same time because of the way Windows opens it. If the second person saves it, it will override your markups.

[Doug McLean]

Sets and Studio Projects are, in a word, complicated.

@lizlarsen is probably your go to person on this

[Doug McLean]

Your File Names are different.
In the Excel file you selected 12&13(one half)
in Revu you selected 12&13 Pair

[Doug McLean]

I think the default path is buried in the code, so good luck finding it.
Maybe something in the Administrator Portal?

[Doug McLean]

Hi Rob

Without knowing a bit more it would be hard to answer.
Did you do anything more than have it link to a specific tool?
i.e. a floor, space, etc?

[Doug McLean]

Hi Margaret

Unfortunately, you cannot copy/ paste a sequence.

[Doug McLean]

That’s the way whoever created the PDF’s chose to label them.

Quickly fixed with page labeling

[Doug McLean]

Sets are nothing more than a collection of individual pages.
I find working this way on the cloud to be much easier and faster than dealing with an entire 200 page document.
A quick cheat for working with Individual pages is to only open your Drawing Index. Then you can open the other pages via the hyperlinks.
So you get all the benefits of a Set, without actually USING a Set.

[Doug McLean]

I missed the reply 😳

[Doug McLean]

The problem comes when you need to break it down beyond a simple quantity.
When you need it by floor, phase, building, room, elevation…. quantity link is simply too difficult to set up.
Building the custom columns for Finish Carpentry is time consuming, but relatively easy. Linking all of that to Excel, that’s where its a PITA.

You’re right though, you can set it up so that you’re getting lots of data from just one or two markups.

[Doug McLean]

start with this guy
Mike Girvin at Excelisfun on YouTube

[Doug McLean]

you’re just going to have to let Vince and I show you some basic stuff in PQ.
😁😁

[Doug McLean]

reusing the query is easy David.
There are a few ways to do it actually.

One I talk about in my presentation

[Doug McLean]

Power Automate will be no use, as there is no connector.
I’ve made several attempts at trying to extract the data directly from a PDF rather than exporting a Markup Summary, but I can’t find a way to do it.

For a consistent data export, your best bet is to build a reusable BatchConfig file. This way, you’ll always get the columns you need in a consistent layout. It will be named the same, everything will be consistent. The only thing you’ll have to change is the save location.

Once that’s done, Power Query is the way to go to get the outputs that you need.