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Folders can be a great way to divide estimating items into meaningful groups.

The New Folder button allows you to add a new folder to your estimate.

PlanSwfit Estimating Tab new folder

You click the lower portion you can add a new sub-folder.

  • Click the New Folder button to begin (click the lower half of the button to create a sub-folder)

PlanSwfit Estimating Tab new folder - Sub folder

  • Update the information about the folder directly on the estimate table by selecting the square you wish

PlanSwfit Estimating Tab new folder - Advanced properties

You can click the New Folder button as many times as you would like, adding a new folder/sub-folder each time.

click here to view the previous article Exploring the Estimating Tab and Finalizing Your Bid Estimating Tab: New Item, Takeoff, Assembly, or Part click here to view the next article

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