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I developed an automated workflow that converts Bluebeam takeoff data into a complete material summary with minimal user input. After markups are completed in Bluebeam, the estimator exports the measurements as a CSV file and pastes the data into a dedicated Google Sheets template. The system then processes the raw values, organizes them by scope, and automatically generates a structured material summary. The only user input required is the selection or entry of standard material sizes. This automation improved estimate return time by 40% significantly reduces manual formatting time, improves data accuracy, and provides a consistent, ready-to-price output for every project.


The Idea and Workflow:

  1. User will create their markups on BlueBeam Revu and export the .csv file which is pre-processed on Excel for producing the paste values to used on Google Sheets.

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  2. The pasted values will be processed by grouping the materials depending on the category. Formulas used to achieve the following includes: UNIQUE, VLOOKUP, SUMIF, LAMDA, REGEX, and IF LOGIC functions.

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  3. Materials will be named accordingly which after will create the final list of the material summary. There are filler cells in this sheet of which if we filter the following it will hide the cells only visible are cells with material description and quantities

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Tools Used:

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