PS-Connect has not been implemented in the updated Document Viewer. To use plans from CCPI/Bid Center in PlanSwift, download them from Document Viewer, and then follow the normal workflow to add them to a Job.
See: Downloading Plans from Document Viewer and Starting a New Job
You can import projects found through ConstructConnect Project Intelligence or from Bid Center on app.constructconnect.com directly into PlanSwift v. 10.3.0.xx and higher!
The ConstructConnect Platform Plugin allows you to download project documents (plans, specs, and other documents) directly from ConstructConnect platform applications into PlanSwift.
Requirements
PS-Connect only works with PlanSwift versions 10.3.00 and higher.
In the latest update to PS-Connect (7/19/2023), we addressed a few issues:
- PS-Connect is now compatible with PlanSwift 11.
- PS-Connect is now compatible with Windows 11 Professional and Enterprise.
- We fixed an issue that was causing plans to be slightly re-sized upon download.
To import a project from app.constructconnect.com or Bid Center,
- Select the View/Download Documents button to open the Document Viewer
- Select the documents you wish to push to PlanSwift by clicking each checkbox next to the page, or click the Select All button to select all the documents
- When the desired documents are selected, click the Open With button
- Select PlanSwift from the menu
- A window opens allowing you to send the project to PlanSwift
- PlanSwift opens and the plans begin downloading. Depending on the size of the project you are importing this may take a few minutes to complete
When the download/import is finished, click on the Pages Tab - all selected Pages (we only selected one) are named and put into folders the same way they were in the Document Viewer on app.constructconnect.com.
After the project downloads and is processed, PlanSwift opens and you can navigate the Pages, in the same organization structure as they were online:
Depending on the size of the Project you are importing this may take a few minutes to complete.
The first time you send a project to PlanSwift you may get an additional pop-up window warning you that the site is attempting to open PlanSwift.
Click Open ApplicationLauncher.exe
Click the "Always allow..." checkbox so you do not get this message every time.
If there are pending updates to the PS-Connect, you see an "Installing Latest Version..." loading bar before the project can be sent to PlanSwift.
When prompted to log in, use the same credentials you use to log into Project Intelligence or Bid Center.
Enter your ConstructConnect Platform user name (the e-mail address you use to log into app.constructconnect.com) and password.
Once authenticated, the project download begins, and a status message keeps you updated on progress:
Additionally, each time you download a project from the platform, the Connect utility checks to see if there are any updates available. You will see an "Installing Latest Version..." loading bar before the project is imported into PlanSwift.
Project Updates
Each time you use the "Open with..." option in Document Viewer, PlanSweft creates a <em>new</em> Project; it does not update the existing Project. This way, there is no risk of overwriting any of your existing work. You can use the files that get downloaded as Overlays in your original Project, or copy/paste takeoff and markups from the original to the new Project - whatever works better for you.
A status message displays in the lower-right corner of your main Windows screen.
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