PlanSwift includes numerous right-click (alternate-click) menus to provide greater functionality and shortcuts that help to do takeoffs and estimating more easily. Examples of them are shown below:
Right-click/alternate-click does not work reliably when PlanSwift is installed on a virtual machine to run on a MAC. The workflow to hold down the Ctrl key on your keyboard and then click may not work properly. Please contact the provider of your virtualization software for assistance.
Right-click initiated on a Program Tab (like the Home, Page, or Estimating Tab):
The Undock right-click menu can only be initiated on the Estimating, Lists, Templates, Settings, Reports, Help, and Plugins tabs. It cannot be initiated on Home, Page, Tools, or View tabs.
Right-click initiated on blank space of page canvas:
Right-click initiated on a takeoff area:
Right-click initiated on Pages, Bookmarks, Notes, Takeoff Summary, Templates, Parts, Attachments, and Inputs windows:
Right-click initiated on a page in Pages, window:
Right-click initiated on a takeoff item in Pages, s window:
Right-click initiated on AutoScroll:
Right-click initiated on Takeoff Summary takeoff:
Right-click initiated on an Estimating item in the layout:
Right-click initiated on an Estimating Name column:
Right-click initiated on a Lists window list:
Right-click initiated on a Templates Sample Assembly Name column:
Right-click initiated on a Report Layouts report:
OK, so that’s an overview of the PlanSwift user interface/application. In the next several chapters, we go over each Tab’s functionality in details, starting with the Home Tab.
If you are anxious to get started, you can skip over to Chapter 13 All About Jobs (aka Projects, Tenders, Bids) - but be sure to review Chapters 3-12 when you have opportunity so you can get the most out of your time working in PlanSwift.
 The Plugins Tab Overview | A Detailed Look at the Home Tab  |
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