My Account (Customer Portal)
Navigate the My Account Portal
License Activation
Activate/deactivate licenses (PlanSwift and Plugins)
Create a New Job
Bring a new job in to PlanSwift
Switch between existing jobs
Delete jobs out of PlanSwift
Edit Pages
Rename pages
Page Tab
Add/Delete Pages
Organize pages
Navigate the Workspace
Navigate the pages
Open pages in new tab
Undock pages
Bookmarks
Tabs and Panels
Description of each tab
Undock tabs
Description of the panels
Move/Undock panels
Organize Takeoff
Organize takeoff into folders
Scale
Check dimensions
Basic Takeoff
Area, Linear, Segment, and Count tools
Discuss other takeoff tools available
Add new sections of takeoff
Copy/Paste takeoff
Edit sections of takeoff
Ortho, Snap
Record mode
Annotations
Markups
o Arrows, Box, Pen
Highlighter
Note
Image
Annotations
o Revisions Clouds, Stamps, Sticky Tabs
Overlay
View Tab
Show/Hide options
Adjustments for labels, dimensions, and notes
Tools Tab
Rotate takeoff
Zip Swift Job
Sharing Job Information
Print Options
Save as PDF
Study Hall
PlanSwift Classroom Training - Curriculum - Day 2
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