Create a Bluebeam Studio Session

Objective

To create a Bluebeam Studio Session from Procore. 

Background

If your company uses Bluebeam Revu to markup its submittals, you can create a new Bluebeam Studio Session from the Procore. Once your session is created, your project team can then review the submittal in Bluebeam Revu. 

Things to Consider

• Required User Permission:
  • 'Admin' level permission on the project's Submittals tool.
• Requirements:
  • Bluebeam Revu 2015 or later
  • Bluebeam Studio Prime
  • Active Bluebeam login credentials (i.e., a valid username and password)

Steps

1. Navigate to the project's Submittals tool. 
   This reveals the Submittals page. 
2. Complete the steps in Sign into Bluebeam from Procore.
3. In the Bluebeam Studio sessions banner, click Add Studio Session.
   
   
   
   This reveals the Create a Bluebeam Studio Session window. 
4. Complete the following steps:
   • Name. Enter a name for the new session. By default, the uses the submittal number, revision, and title as the session name in Bluebeam. 
   • Permissions. Permissions for the session in Bluebeam must be set up and modified in the Bluebeam Revu. 
   • Documents. Any documents that are currently attached to the submittal will be added to the Bluebeam Studio Session. Note: Do NOT add any new documents to the submittal while a session is open. 
   • Invitees. Procore will invite the person named as the 'Submittal Manager' and any 'Approvers' named in the submittal approval workflow to your new Bluebeam Studio Session. 
5. Click Create Session.
   This creates the new Bluebeam Studio Session in Bluebeam Revu.
   You can review the submittal in Bluebeam. 
   Important! When you have completed the review in Bluebeam and are ready to finalize the Bluebeam Studio Session, continue with the Next Step below. You will always finalize your Bluebeam Studio Session from Procore. 

Next Step

• Finalize a Bluebeam Studio Session

See Also

• Sign Into Bluebeam from Procore