PlanSwift User Guide

In addition to being easy to use, PlanSwift Professional is also a powerful software platform due to its customization features and options. Templates, parts, assemblies, estimating layouts, reports, plugins, and advanced features allow you to make PlanSwift work how you want it to work.

PlanSwift User Guide

01 Installing and Licensing PlanSwift

PlanSwift 01.01 - Downloading and Installing PlanSwift

PlanSwift 01.02 - Licensing PlanSwift (Activation)

PlanSwift 01.03 - Manually Activating PlanSwift 10.2 and Newer

PlanSwift 01.04 - Manually Activating a One-Time License

PlanSwift 01.05 - Upgrading Your Software

02 Introduction to PlanSwift

Planswift 02.01 - By the Tabs - Getting Around the Application

PlanSwift 02.02 - The PlanSwift Tab Overview

PlanSwift 02.03 - The Home Tab Overview

PlanSwift 02.04 - The Page Tab Overview

PlanSwift 02.05 - The Tools Tab Overview

03 A Detailed Look at the Home Tab and Drawing Takeoff and Annotations

PlanSwift 03.01 - Exploring the Home Tab

PlanSwift 03.02 - Home Tab Shortcuts and Hotkeys

PlanSwift 03.03 - Overview of Creating a New Job and Adding Plans

PlanSwift 03.04 - Open an Existing Job from The Home Tab

PlanSwift 03.05 - Printing Plans and Takeoff

04 A Detailed Look at the Page Tab and Working with Pages

PlanSwift 04.01 - Exploring the Page Tab and Basic Page Organization

PlanSwift 04.02 - Add Pages to the Current Job

PlanSwift 04.03 - The Batch Rename Pages Tool

PlanSwift 04.04 - The Page Rotate and Level Tools

PlanSwift 04.05 - Page Flip Tools

05 A Detailed Look at the PlanSwift Tools Tab

PlanSwift 05.01 - Exploring the The Tools Tab

PlanSwift 05.02 - Tools Tab: Calculations Section

PlanSwift 05.03 - Tools Tab: Convert

PlanSwift 05.04 - Tools Tab: Zip (Exporting and Importing SwiftJobs to Share with another PlanSwift User)

PlanSwift 05.05 - Tools Tab: Excel Files

06 A Detailed Look at the PlanSwift View Tab - Showing and Hiding Various Objects on the Screen

PlanSwift 06.01 - Exploring the View Tab

PlanSwift 06.02 - View Tab: Show/Hide Option Buttons

PlanSwift 06.03 - View Tab: Adjustments Buttons

07 A Detailed Look at the PlanSwift Estimating Tab - Fine Tuning Your Estimate

PlanSwift 07.01 - Exploring the Estimating Tab and Finalizing Your Bid

PlanSwift 07.02 - Estimating Tab: New Folder

PlanSwift 07.03 - Estimating Tab: New Item, Takeoff Item, Assembly, or Part

PlanSwift 07.04 - Estimating Tab: Delete (Delete Folder or Item from Estimate)

PlanSwift 07.05 - Estimating Tab: Columns Options

08 A Detailed Look at the PlanSwift Lists Tab

PlanSwift 08.01 - Exploring The Lists Tab

PlanSwift 08.02 - List Tab - New List

PlanSwift 08.03 - Lists Tab - Properties

PlanSwift 08.04 - Lists Tab - Connect your Items to an Access/ MySQL List

09 A Detailed Look at the PlanSwift Templates Tab

PlanSwift 09.01 - Key Features of the Templates Tab

PlanSwift 09.02 - Templates Tab - How the Split Buttons Work

PlanSwift 09.03 - Template Tools: New Folder or Sub-Folder

PlanSwift 09.04 - Template Tools: New Item or Sub-Item

PlanSwift 09.05 - Template Tools: New Area or Sub-Item Area

10 A Detailed Look at the PlanSwift Settings Tab

PlanSwift 10.01 - Exploring the Settings Tab

PlanSwift 10.02 - Settings Tab - License Manager Tools

PlanSwift 10.03 - Settings Tab - Analytics Tools

PlanSwift 10.04 - Settings Tab - Data Storage

PlanSwift 10.04.01 - Configure PlanSwift to Connect to a Network Data Storage Location

11 A Detailed Look at the PlanSwift Reports Tab

PlanSwift 11.01 - Reports Overview

PlanSwift 11.02 - Creating a New Report

PlanSwift 11.03 - (Reports) Page Setup

PlanSwift 11.04 - Report Layout

PlanSwift 11.05 - Report Filters

12 A Detailed Look at the PlanSwift Help Tab

PlanSwift 12.01 - The Help Tab

13 All About Jobs (aka Projects, Tenders, Bids)

PlanSwift 13.01 - Start a New Job (Detailed Instructions)

PlanSwift 13.02 - Opening Existing Jobs

PlanSwift 13.03 - Create (Import) a Job from ConstructConnect into PlanSwift using PS-Connect

PlanSwift 13.04 - Make a Copy of a PlanSwift Job

PlanSwift 13.05 - Rename a Job

14 Advanced Plans and Takeoff Tools and Printing

PlanSwift 14.01 - Plan, Sheet, Drawing, or Page? Terms Explained

PlanSwift 14.02 - Opening a Page in a New Tab or New Window and Undocking Tabs

PlanSwift 14.03 - Calculating Scale and Handling Different Horizontal and Vertical Scales on the Same Plan

PlanSwift 14.04 - Handling More Than One Scale on the Same Plan

PlanSwift 14.05 - Creating a Bookmark

15 Writing and Using Formulas

PlanSwift 15.01 - Useful Formulas for Takeoff and Estimating