How do I round-trip findings through Bluebeam?
Quick answer: On the Findings tab, click Export → Export to Bluebeam (PDF + markups). CrossBeam downloads your plan set as a PDF with every finding as a Bluebeam markup on the right sheet. Your architect or engineer works the markups in Bluebeam. Then click Export → Import from Bluebeam, pick their saved PDF, check the preview, and click Apply changes.
Steps
Export to Bluebeam
-
Open the project and go to the Findings tab.
-
Click Export at the top right of the toolbar.
-
Under Markups, click Export to Bluebeam (PDF + markups). The menu closes and the Export button shows a spinner and Preparing… until the PDF downloads, then Downloaded for a moment.
-
Open the PDF in Bluebeam Revu or Bluebeam Cloud. Each finding is a markup with its number, title, result, and the required correction, placed on the sheet where it applies.
Work the markups in Bluebeam
Your design professional can change a markup's status, edit its text, delete it, or add new markups. Save the PDF when done.
Import from Bluebeam
-
On the same Findings tab, click Export → Import from Bluebeam and pick the saved PDF.
-
CrossBeam shows Preview findings import with counts of what will change: Dismissals, Status changes, Result changes, Text edits, Correction edits, New findings, Unmatched, and Conflicts. Where your CrossBeam edits and the file disagree, the imported file wins.
-
Click Apply changes. A banner confirms Bluebeam review imported, with how many changes were applied and how many reviewer-added markups became new findings.
If the import would remove a large number of findings at once, the preview asks you to confirm first.
Limits
- Only markup text, status, and position come back. Images attached to a markup don't.
- An older export made before change tracking imports statuses, results, and new items, but not text edits or deletions. The preview says so.
Prefer a spreadsheet?
Export to Excel and Import from Excel work the same way. See Export findings to Excel.