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To rename a job in PlanSwift, you need to locate the job properties window. You can open the Job Properties windows in two different ways.

From the PlanSwift Menu

The first way to open this window is:

  • Click on the PlanSwift button on the main app toolbar button in the upper-left corner of the screen
  • Click on Job Properties button

PlanSwift menu with Job Properties button highlighted

When the Job Properties window opens,

  • Click Advanced to see all the Properties
  • Update the Description and Name fields

The "Description" is the name of the Job, the "Name" is the Job Number.

  • Click Ok to save your changes

PlanSwift Job Properties dialog box showing Description field highlighted

From the Open Job Dialog Box

Another way to access the Job Properties window is:

  • Click the Open Job button located in the Home tab
  • Select the Job you want to rename
  • Click the Properties button

PlanSwift showing the Job Properties dialog box opened from the Open Job dialog box

The Job Properties screen opens,

  • Click the Advanced button to see all the Job Properties
  • From here you can change the name of the Job or adjust any other Job Properties
  • Click Ok to save your changes
click here to view the previous article Make a Copy of a Job Merge Two Jobs click here to view the next article

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