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On the Estimating Tab, you’ll find options to add New Items, Takeoff Items, Assemblies, Parts, and Types.

Estimating Tab - New Items, Takeoff Items, Assemblies, Parts, and Types buttons.png


For additional information on Estimating and Advanced Properties, see these related videos:



Here’s a Playlist that expands on creating a New Part:

https://www.youtube.com/playlist?list=PL4dRSKAqWF-euJAQdj2HG9HQRZFBlER2H


The New Item button allows you to add a new item or material to your estimate. By selecting the bottom portion of the button you can add a new sub-item.

  • Click the New Item button - the Properties - [New Item] opens
  • Fill in all the details for this new Item

PlanSwift New Item Properties window.png

  • You can update information about the item directly on the estimate table by selecting the cell you want.

You can also create other template items as well:

  • New Area creates a new Area Takeoff Item that you can edit
  • New Linear creates a new Linear Takeoff Item that you can edit
  • New Segment creates a new Segment Takeoff Item that you can edit
  • New Count creates a new Count Takeoff Item that you can edit
  • New Assembly creates a parent Item that you can place parts in to affect a piece of takeoff
  • New Part creates a Part that can be attached to a takeoff to add other properties or values
click here to view the previous article Estimating Tab - New Folder Estimating Tab - Delete click here to view the next article

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