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Planswift 02.01 - By the Tabs - Getting Around the Application

  • January 1, 2025
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There is a lot going on in the PlanSwift Application; it may even seem a bit overwhelming, but if you take a few minutes to learn what each Tab does, you'll figure out what you need to use right now and what can wait for a rainy day.

Each Tab opens a "ribbon bar", similar to Microsoft Office applications, that provide access to an assortment of tools and functionality.

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The PlanSwift Tab (next article) provides access to create, open, and email jobs, activate PlanSwift licenses, and checking for updates...

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The Home, Page, Tools, and View Tabs are different toolbars associated with plan viewing and takeoff.

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The Estimating Tab is where you add pricing to various takeoffs.

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The Lists, Templates, and Settings Tabs are where you configure PlanSwift and setup re-usable objects (Assemblies, Lists, etc.).

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The Reports Tab - well, that's pretty straight-forward. You can run several built-in reports and export or print them.

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The Help Tab provides you a wealth of resources for you to get started, get training or support, log into your PlanSwift account, and troubleshoot issues.

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The Plugins Tab allow you to add optional features and functionality to PlanSwift.

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click here to view the previous article Frequently Asked Questions about Licensing The PlanSwift Tab Overview click here to view the next article

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