Video - InEight Estimate - Bluebeam Integration with Estimate

TRANSCRIPT

In this video, we'll cover how to integrate Bluebeam with InEight Estimate, allowing us to import takeoff quantities from Bluebeam directly into our estimate.

Navigating Bluebeam for Takeoffs

Let's start by taking a look in Bluebeam, where we have a drawing package with multiple sheets open on which we perform takeoffs.

In the markups list below, we can review the takeoffs we've made. Notice we've renamed the subject descriptions to organize our takeoffs, and we see what we've measured for each takeoff under the measurement column. To bring these takeoffs into our estimate, let's switch to the Estimate application.

Mapping Takeoffs to Estimates

Under Estimate, we'll select Quantity Item Sources. On the resulting register, we can click here to map the estimate to our Bluebeam PDF file.

Clicking here, we can browse to the Bluebeam file containing our takeoffs.

Great, this is the one to select. We can now see a preview of all the takeoffs we had measured in Bluebeam that will be pulled into InEight Estimate.

Notice the mapping between the columns in Estimate and the columns in Bluebeam.

Notice that for a few columns, you can change the mapping to have it mapped to a different column. These coincide to the custom columns that you can set up in Bluebeam.

And while there is a Bluebeam default setting, you can save your mapped column settings in the Settings list.

Once we've confirmed the mapping, we can click OK to have the takeoffs and their measurements

 

Applying Takeoffs to Cost Items

mapped into our estimate, where they become quantity items.

Selecting Quantity Items, we can see everything that was brought over from the takeoff.

Now that our takeoffs are brought in as quantity items, let's look at how we can apply them to cost items in our estimate.

Under our Cost Breakdown Structure, we'll select a cost item we need to apply our takeoff to.

On the Cost Item Record, we'll select the Quantity Items tab.

Here, we can select the Include Quantity Items button to indicate which takeoffs to include on the cost item.

On the resulting filter editor, we can apply a filter to designate which takeoffs to use.

Filtering by the quantity items description, we have several different operators to choose from. For the description value, we can either type it in if we know it, or select from the drop-down list.

We click Apply, and all Quantity Takeoff Items come in that match that description.

Note that even though the quantity items are now employed on the cost item, the forecast takeoff quantity for the cost item still hasn't changed.

In order for the quantity to update, there are a couple more things to consider.

First, from within the Cost Item Setup tab, we must change the Quantity Driver to Takeoff.

Second, the Unit of Measure of the cost

 

Detailing Cost and Productivity

Item must match the unit of measure of the quantity items.

Our cost items take off quantity now equals the total of all my quantity items.

Now that we have quantities, let's detail out our cost and productivity.

Let's assign the pipe fitter crew.

And assign a production rate of 1.5 man hours per lineal foot of pipe.

 

Reviewing Quantity Item Employments

With the takeoff quantity we got from Bluebeam, it is now driving our man-hours and cost.

Let's take a look at one other area, the Quantity Item Employments Register. Here we can see the takeoffs being used in the estimate, along with the costs they are driving... What takeoff file it came from? Who brought in the takeoff? When? And other key information.

For some quick auditing, we can group phase, area, or even the page label, where we can see how much forecasted cost is driven for each page.

And that concludes our review of Bluebeam integration with InEight Estimate.

Thanks for watching.