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Profiles

Office, Drawing review, Electrical, Plumbing & HVAC, Other trades, All features: what each one shows.

A profile is the way you work. Like Bluebeam Revu profiles, it decides which menus, panels, tool chests and fields you see, so an office person never sees estimating tools and a plumbing estimator never sees electrical circuits. Your files are the same whatever profile you use.

How to choose or switch

  • The first start asks on the welcome screen.
  • Switch any time with the profile button at the top right of the toolbar (it shows the current profile, e.g. "Electrical"), or in Settings → Profile.
  • Switching closes side panels the new profile doesn't use. Nothing in your documents changes.
  • View → Toggle Simple / Pro mode jumps between Office and the Pro profile you used last.

What each profile shows

Profile Meant for What you get
Office Office staff Read, sign, fill forms, organize pages. Simple toolbar: Select, Pan, Highlight, Note, Text box, Pen, Rectangle, Arrow, Stamp, Sign. Document and Batch tools (header / footer, OCR, redaction…), comments, compare, review packages, iCOS.
Drawing review PMs, site, coordinators Markup, measure, compare revisions, RFIs — no estimating. Full Pro toolbar with all markup and measure tools; the Takeoff menu is called Measure; tool chest with your own and imported chests and the Door Access & Security company chest; Drawing review checks.
Electrical estimating WOW Electrical estimators Drawing review plus takeoff: ledger, takeoff library, typical units, symbol search, schedules, exports, estimates, MR / RFQ drafts. Plus electrical: Panels & circuits, wiring fields, EV parkades, plan ↔ schedule report. Company chests: WOW Electrical and Door Access & Security.
Plumbing & HVAC estimating SET Mechanical estimators Drawing review plus takeoff, with the SET Plumbing and HVAC company chests and SET fittings & supports. No panels, circuits or wiring fields.
Estimating — other trades Other trades (drywall, concrete, flooring…) Drawing review plus takeoff with your own tool chests. Of the company chests only Door Access & Security shows here (the others are trade-specific): import a Bluebeam .btx or make your own tools.
All features Admins, testing Everything.

Good to know

  • Office is the Simple mode. Every other profile is Pro: the grouped markup toolbar, the measure tools, the markups list and the tool chest.
  • Quantities are never hidden. If a file already holds plumbing quantities and you open it in Electrical estimating, the takeoff ledger's trade filter still lists the plumbing lines.
  • Tool chests in Pro profiles. Every Pro profile has the tool chest. Company chests follow the profile's trades (Door Access & Security shows in all of them); chests you made or imported always show. Ctrl+K arms exactly the tools the chest shows, and while a tool is armed the status bar shows its name with a × to stop it. Office has no tool chest, so right-click → Add to tool chest… is not offered there. See Tool chest and symbols.
  • Missing a menu or panel? It is probably for another profile. For example, Find similar and the takeoff ledger need an estimating profile; Panels & circuits needs Electrical estimating or All features.
  • The profile is remembered on this computer.

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