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    Optimized Processes with Bluebeam Revu

    Nov 21, 2025
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    Optimized Processes with Bluebeam Revu

    The following instructions detail how oil and gas teams can utilize Bluebeam Revu for counting and process creation. By leveraging Bluebeam Revu, teams can streamline workflows, ensure quantity accuracy, and facilitate easy reporting. The demonstration utilizes a custom tool set designed for counting valves on P&ID diagrams.

    Step 1

    In this video, the process of using Bluebeam Revu by oil and gas teams to handle counts and create processes will be demonstrated. Revu streamlines workflows, ensures accurate quantities, and facilitates easier reporting. The demonstration employs a custom tool set specifically created for counting valves on a P&ID diagram.

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    Step 2

    Begin by creating a custom valve symbol. Utilize the snapshot tool to capture the gate valve from the drawing, then paste it back onto the sheet.

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    Step 3

    Adjust the visual properties of the symbol, such as changing the color. For distinction, change the color to red. Subsequently, right-click and add it to the tool set.

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    Step 4

    Convert the symbol into a count tool and assign a subject to represent the valve type.

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    Step 5

    Place the counts across the P&ID. Each placement is automatically tracked by Revu in the markups list, ensuring consistent representation and accurate counting.

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    Step 6

    Although manual placement is effective, Revu offers a quicker method for vector PDFs. Use visual search on the valve shape to highlight every matching instance across the drawing. Begin by drawing a rectangle around the valve.

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    Step 7

    Revu searches for all matching instances, allowing selection and application of the custom count symbol simultaneously. This speeds up the process and minimizes missed items. Visual search also includes angled valves, with search sensitivity adjustable via the sensitivity bar.

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    Step 8

    Upon completing measurements, export the data to an Excel or CSV file. This export provides a comprehensive breakdown of quantities for estimating and planning, including subject, count, status, author, etc. Additionally, Revu's sequence markup can visualize valve shutdown and startup processes.

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    Step 9

    The sequence markup illustrates the exact order for turning valves on or off. Access the sequence markup from the tool set to begin marking valve sequences.

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    Step 10

    Once the sequence is established, apply color-coded statuses to represent each valve's state.

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    Step 11

    When a valve is marked open, the markup turns green, and when changing the valve status to closed, the markup turns red.

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    Step 12

    Using sequences and color-coded statuses facilitates easy confirmation of valve operations in the correct order. It provides a clear view of the current operating status. Moreover, export the valve sequence markups and associated statuses to a PDF summary report, tracking valve status changes and responsible individuals.

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    Step 13

    This workflow ensures that all counts and processes are precise, repeatable, and efficient.

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