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The Templates tab ribbon-bar also provides tools to assist in modifying takeoff item templates.

PlanSwift User Guide image

The Columns button on the Templates tab allows you to add rows or delete rows with the green (

The New Tab button creates a new template tab. The storage location is set to Local by default. If you have set up other network drives within PlanSwift settings, then you can select a different storage location for the templates to be saved to.

PlanSwift User Guide image

The Form Layout button allows you to layout the form for a template.

PlanSwift User Guide Alt Text

The Properties button displays the properties of the template. Each item in PlanSwift has its own properties window. Each property window includes three view options: Form, Advanced, and Input. The default for most items is the Form view. Figure 40-O shows the Form view, Figure 40-P shows the Advanced view, and Figure 40-Q shows the Input view.

PlanSwift User Guide image

PlanSwift User Guide image

PlanSwift User Guide image

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