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PlanSwift Estimating Tab Columns button

The Columns button allows you to update, add, and delete columns on your estimating grid.

  • Click the Columns button to open the Estimate Columns dialog box

Estimating Columns dialog box

You can make changes or update directly on the form. Select the item you would like to update and change the information.

  • To add a column select the green plus (+), then enter your information about the column
  • To delete a column, select the column, then select the red X (delete) button- the column is removed from the estimating grid
  • To close the dialog box select the red close button (to the right of the red X [delete] button) - your changes are saved and take effect

Column Fields

  • Name - Use this column to give your estimate column a descriptive name
  • Date Type - Selects the type of data that will be found in this column
  • Text - Allows alphanumeric characters such as letter, numbers, and characters
  • Number - Allows number values to be input into the cell
  • Check box - Creates the cell as a check box allowing a Yes/No selection
  • Visible - Checking this makes the column visible; otherwise a column is not displayed
  • Format - Allows you to set how the column contents are formatted and the number of decimal points displayed
click here to view the previous article Estimating Tab - Delete Button Estimating Tab - Refresh Button click here to view the next article

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