Universal Changes to Items
This How To article will explain the process of making universal changes to default items used in PlanSwift by means of changes made on the "Types" tab. For our example, the Area Tool will be modified so that the main window will display the Description and Cost Each properties alongside the already displayed Name and Color Properties.
Please be cautious when working in this section, as it contains many important tools that are integral to the program's functionality. Making changes to the tools in this area could alter their intended operation and cause problems when opening the software. It is important to exercise care when working in the Types section.
Enable the Type SubTab
- Open the Settings Tab
- Click on Interface
- Check the box that reads Show Types Tab in Templates Screen
Making The Changes
On the Templates tab in PlanSwift and note the now visible Types tab.
Example
- Click on the Types tab
- Create a new area takeoff template by clicking the New Area button on the top of the Templates tab
The Properties - [New Area] dialog displays showing only the Name, Color, and Fill Type (texture) properties (by default).
- Click the Advanced button to open the Advanced Properties window
Now can establish this area item as the default area item by assigning as its name an exact copy of its type. In other words, enter the word “Area” into the Name property because that is what is entered into the Type property. Because this is being entered on the Types tab, any changes made will also apply to the Area takeoff tool.
As an example, let's say we want the Description and the Cost Each displayed on the main properties window. We would simply check the box next to each of those properties: one can be found under the Item group, the other under the Estimating group. Once checked, those two properties will be displayed on the Form layout of the Properties window.
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