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our User Manual - Construction Estimating Software

1. Pour me maintenance i E expired To renew POLI maintenance Call us at BBE brad Ext 1 Updates are Available Current Yersion 9 0 6 13 Latest version available to you 9 0 6 14 Update Show Labels in View tab to show labels for areas where the label has not bel Updated i icons for Inputs Sidebar Window and Parts Sidebar Window Fined taskbar icon showing and hiding while loading Properties Dialog Basic Fixed bug when hitting enter to tab though items Properties Dialog Updated refactoring for when property is edited by dialog Properties Dialog Fixed hitting escape to clase dialog when an editor it active Estimating Window Fix alignment sue Image Hover zoom fade in fix Image Added New Tab to right click menu Pou are having trouble downloading the updates within Plans watt Internal you can download the latest updates by clicking this link me Note PlanSuatt Internal will close once you click the link so the update can Imetall tho AAA plansiwith com downloads Internal ps9 0 6 14mnt_ update Beta exe Downloading 7 PlanSwift will automatically restart with the latest updates working 226 Applying Software Updates Automatic Update e Sy Automatic Update via Internet Updates are Downloaded and ready to install Click N
2. a The 1 Takeoff amp Estimating Software ai r a a laa was 7h a E da e TERA ETE Table of Contents PlanSwitt 9 User M a ual snoa a cada 1 Plano Wit 9 00 Whats NeW tallada da 1 SGPS AMA PI S useina sctenslsuninbinnseuaislneinsitinadelanlal denies wuduaius ARA 3 PANS WiC Oru PI UOIAS asninn a a a Suamies ahuasansieonaamegies N 3 NA A O ORT A A PES Ae ees A 3 ACS Advanced Costing SUE rad 14 ACS Installation IMSMUCHONS ici 14 ASS ASOMO aiii a Ee a eee 15 About ACS gt AGVanCeEd COSTAS O id 18 TARO Pary PIUGINS cdi duo tealecaaes 22 Accurate anads cae PIUGIN a 22 AE Head O 26 General O SAS A AS A A A AAA A A 29 Rename Job Hi want to rename a job in Planswift 9 how do do this Or if want to update a current job but keep the original so save the changes as a revision how do do this 29 why is it asking for activation again why am i being asked to activate again i have a bid due Ana Cano ACCESS cr ria 30 What dor doirkforgot my PINE orere ie se ceaunlecleGeu T let 31 Mac BootCamp Will system 9 work through Mac BOOtCAMpP occcooccccccnnncccococococonococonoconononononononcnnnnon 32 Planowilt 9 By the Tabs vuitton 33 LSTA EL Ae oe PCS DIANE E AE E APT OT OTP CC PRE CPST Se mV ORT E ER OPN 33 New SeELOr Plans OF NeW TOD los iaa 33 OPE LENIN e e e ee 35 RU ANS and Made Surreal rr ind 36 Navigator BUTTONS se scsi tule th aia esa eens naa
3. Icon Description Qty Units Cost Each Markup Price Each Markup Each Price Total Color NewColu In order to group by a certain criteria simply click and drag the column heading into the light grey bar There is no limit to how many columns you have visible in a report You may edit your columns by clicking on the Columns button Columns i need ep al E Columns a o q_ E E EA A A __ A o P i a TI E 2 E O E E lume pe AA E O e o Joescinton ext RA Cr A O O AT AA nwe RO emo S T oyy Number eaf O Jees E O O Number a o feo O S S G E PP A 22 Number M O sreemerooo Sum Sub Total 0 00 me iw io A Checkoox FO o CheckBox O Tet Text CC Close To add a new column simply click the green a button and type in the column name Be sure to set the correct data type when adding your columns By default each column should match a property name inside your items this is the only way to yield a result A formula can also be created for a column by typing it in the Report Columns window You can group by any column and you may have as many groupings as you would like Grouping is a great way to keep Reports clean and organized in order to make the data easily accessible 188 Report Grouping Sharing Reports In order to share your Reports with other users search for PlanSwift 9 directory in your program files Once inside the directory click on d
4. wa Hide Folders Export to CVS 179 Export to XML lt gt PlanSwift has made it easy to export reports to XML format 1 Select the Export to XML button Exportto Export To Excel Print ToExcel toC5V to ABRES HTML Template Export 2 Enter or browse to the location you want to save the XML file 3 Enter the file name 4 Click Save to save the file The window will close automatically when complete Save As GO 5643 Main St sir Favorites Date modified Type A Recently Change de Public MM Desktop de Downloads JE Recent Places Mo tems match your search A Libraries 2 Documents ali Music k Pictures File narne A x Save es type XML Data File xml 180 Export to XML Export to HTML PlanSwift has made it easy to export reports to HTML format 1 Select the Export to HTML button EE S Export Export Export To Excel toCSV toXML HT Export To Excel Print Template 2 Enter or browse to the location you want to save the HTML file 3 Enter the file name 4 Click Save to save the file The window will close automatically when complete Export to HTML 181 Export to Excel Template PlanSwift has made it easy to export reports to an Excel Template format 1 Select the Export to Excel Template button aa Export Export Export Exportto To Excel to CSV to XML HTML 2 Enter or browse to the locat
5. 3 When finished click the OK button to continue you have created a new count item for your use t Properties New Item Name New Item Scaled Color Fill Type RandomColor Solid 4 The Advanced Count option allows you to enter set and update more option 5 Select the Advanced button to open the properties window Estimating This section allows you to estimate set formulas and equation for estimating and define other count estimating rules for use later ltem This section allows you to set general information about the template count including the name and the count type Other Under this section you can set some of the action the count will handle Audit Trail Properties related to when the folder was created and when it has been updated Created By Who created the folder Time Stamp Date and Time the Folder was updated 134 Template New Count or Sub ltem Count Padlock Allows you to lock and unlock the contents of that row Clicking on the lock will change the setting Light bulb Indicated if the row is visible or not Yellow Bulb Row Visible Gray Bulb Row will be invisible 6 When done click the OK button to continue you have created a New Count for your use e pr 4 4 ae 5 C A Xy i L i fame Port l J 7 St TIR Template New Count or Sub ltem Count 135 Template New Assembly or Sub ltem Assembly ly From within the Templates tab you can creat
6. Notice that the Digitizer Record button red this indicates that the on screen digitizer in now working 4 Simply click on the endpoints of your Linear item If you accidentally click in the wrong spot you can undo it by pressing Backspace or Ctrl z on your keyboard 5 End the on screen digitizer by pressing Esc or by clicking the Digitizer Record button New Linear Tool 51 To watch a video about how to takeoff a new linear click here New Linear Tool 92 New Segment Tool al x Area Linear Count Send Data SEQMEr tt The New Segment tool allows you to createaa Segment digitizer The Segment digitizer draws individual line segments but returns the total linear measurement for that object 1 Click on the SEGMENT button to start Name New Segment Color Fill Type N sic Folder 2 The properties window allows you to name your Segment and choose a color for it PlanSwift will automatically pick a random color If you would like to use a different color click on the drop down menu under Color 3 Once you have filled out your information in the provided areas click OK to continue Make sure that your page is scaled if not PlanSwift will automatically open the Scale window Notice that the Digitizer Record is red This indicates that the on screen digitizer is working Now you may click on the endpoints each line for your Segments If you accidentally c
7. Reload Job Import Jobs and Templates Close Job Another way to access the Job Properties window is by clicking the Open Job button located in the Home tab Again in the Open Job window you will see the option Job Properties ALAS 4 New Print Email Job Move Copy Columns Close lo To New _ Folderstorage g C Y a B Once you open the Job Properties window edit the name of the job in the Advanced View 234 How to Rename a Job Tne ta 70 9838 sin sis Inheritance path _All All _Job Once finished simply click Ok How to Rename a Job 235 How To Start a New Project To create a New Project star by clicking the New Job icon in the Home tab MENS Open Print Email Job In the New Job dialog you can edit the Job number description of the job any notes about the job the location where the job will be saved and the measurement type English or Metric CEE VIVI OUV DE ES New Job Enter the job and description then select the Hew Job Location for the job This iz where the job information and digital plan files will be stored English bal Note You have selected LOCAL for the location of this job This set of plans will only be available from this computer and not from the network A new folder will be created which will store the job information and plan image files C Program F
8. 169 Advanced These options are utilized by Technical Support for trouble shooting purposes Data Storage General Company z Keyboard Hotkeys z Interface Zoom Pan Annotations Graphics Takeoff Tools a Snapping Notifications Digitizer Tablet z Property Groups oo Advanced Advanced Log Post Changes _ Log File Saving Enable Excel Disable Excel Integration Integration 170 Advanced Under the Hood Reports Report Layout The report layout allows you to select the look and content of reports You can select from predefined reports or create your own 1 Allows you to create a New Folder 2 Allows you to save the current report layout for later recall 3 Allows you to add a new report layout 4 Allows you to delete the current report layout 5 Allows you to refresh the Report List 6 Allows you to edit the properties of the selected Report Basic The simplest of the report layouts show basic icon name and digitizer information Estimate with Markup Show your estimate numbers along with any markups you may have Estimate Customer Copy Show the same information as the Estimate with Markup but without the markup information for viewing by customers Request for Quote Provides the necessary information for other contractors to give you quote on work By Location Breaks the report down by location if you are working with multiple location on one report such as m
9. Estimating This section allows you to estimate set formulas and equation for estimating and define other segment estimating rules for use later ltem This section allows you to set general information about the template segment including the name and the segment type Other Under this section you can set some of the action the segment will handle Audit Trail Properties related to when the folder was created and when it has been updated Created By Who created the folder Time Stamp Date and Time the Folder was updated Padlock Allows you to lock and unlock the contents of that row Clicking on the lock will change the setting 132 Template New Segment or Sub ltem Segment Light bulb Indicated if the row is visible or not Yellow Bulb Row Visible Gray Bulb Row will be invisible 6 When done click the OK button to continue you have created a New Segment for your use Template New Segment or Sub ltem Segment 133 Template New Count or Sub Item Count From within the Templates tab you can create a new count for use in estimating and takeoff before you need then or export import them into jobs 1 To create a new count item select the New Count button to create a new sub item count select the lower portion of the button ae Mew Mew Mew Area Linear Segment Coun 2 The Form properties window allows you to name your count item set the shape size color fill and location
10. User Guide This easy to follow guide will give you all of the information you will need to use the ACS plugin for PlanSwift After the installation has completed it is a good idea to restart PlanSwift if you have not already This will ensure that all of the new types have been refreshed in the system Now you are ready to begin using the ACS plugin If you are familliar with job costing this will be very familiar to you Creating new parts and assemblies using the new ACS defaults Open the Templates tab in PlanSwift and select the Level21 sample tab In here you will find some examples of Digitizer Templates Parts that include the 5 cost classifications of Material Labor Equipment Subcontract and Other There are no specific calculations to these items they are there for reference As you look through them you will notice that they have the same core properties for costing but will have extra properties based on whatever classification they are Next you will see the Assembly designated by the multi colored cube The same parts have been applied to the assembly Assemblies in ACS will total the sub items that are attached to it giving you a total assembly price as well as the unit price To create a new Item simply press the New From Type button the one with the hammer icon From the window that opens expand the Level21 Custom Types icon Here you will see the different types that are supplied with the plugin Expanding the Item Types will
11. 264358CY 0CY 264358CY _ SitePlans Contour 315 Existing Contour CY 10228CY 10228CY SitePlans Contour f 313 Existing Contour 0CY 4197 CY 4t9CY 13 ACS Advanced Costing Suite Support pages for the ACS Advanced Costing Suite ACS Installation Instructions Installation OoaoarhWN Open PlanSwitt if it is not already open Run your auyomatic updates to ensure you have the latest version of PlanSwitt After purchasing the plugin download the installer from the PlanSwift9 Plugin Sidebar When prompted press the Save button Once you run the installer the installation will just take a minute to complete After PlanSwift opens for the first time it is recommended that you restart PlanSwift once more to fully refresh the installed types To Uninstall 14 h OOO Y O00_0mNyN gt Open PlanSwitt if it is not already open Go to the settings and select Interface Select Show Types in Templates Tab Go to the Templates tab and select the Types tab Select Level 21 Custom Types and Delete it Goto Lists and select Level21 custom Lists and Delete it Goto Estimating and select Level21 custom Views and Delete it Goto Reports and select Level 21 Custom Reports and Delete it Goto Settings and select Plugin Manager and Delete the R I N G plugin Restart PlanSwift ACS Advanced Costing Suite ACS User Guide ACS
12. Ready to Add Files Plan Suit is now ready to add the selected pages to your job Click Finish to continue PlanSwift is now ready to add the selected pages to your job Once you dick Finish PlanSwift will convert the new image files if needed and copy them into the job Cancel PlanSwift shows you the progress Depending on the size and number of files this process may take several minutes When the process is complete this box will close and you will see the new pages Add Pages 79 Pians Wikis now copying Your image files into the new job 185211494 04AB 4470 9AE4 DE 126 5EB2E43 tif m Downsizing ss If you would rather add a blank page you will be taken to this page allowing you to select options Click Finish and this page will be added to your job 80 Add Pages Add Pages New Blank Page Enter information for new blank page Name Width Height DPI Scale 1 4 10 Add Pages 81 Batch Rename Pages Tool N eR Batch Rename Pages tool makes it easy to rename multiple pages in a job 1 Select the Batch Rename Pages button on Add Pages From Planroom 2 Rename the first page 3 Selecting the Save Prev or Save Next saves the current renamed file and moves you one level up or down the list Batch Rename Tool d i Ea Curent New Home Lo
13. Remote Refer amp Suggestion Show Assistance Friend Box Me How 2 To Re enter your activation code select the Re enter Activation Code button Remove License 3 To automatically active PlanSwift enter your Customer and Pin then click Activate 200 Software License Options Activate Product bin pits Ny Activate Product Product Internal Beta 9 0 Customer HE Pin If for any reason this form is having troubles you can manually activate the software with an activation code successfully Activated on successfully Activated Internal Beta is now fully functional Customer Expiration Date 10 13 2010 We highly recommend that you watch our online tutorial videos Online Tutorial Videos 5 If you have troubles you can Manually activate PlanSwift by selecting the Manual Activation button 6 Make note of your Computer ID 7 Either click on the link or enter https www planswiftcom activate in your web browser to go to PlanSwift activation page Software License Options 201 This software is protected by security codes Please enter a valid Activation Code You can obtain an 4ctmation Code via a web browser https planswit com actate Product Internal Beta 9 0 Computer ID ELp TE Tipt Activation Code 8 On PlanSwift s activation page enter your computer id from step 6 your customer number and pin number 9 Click the Next Step button to continue ge plan
14. Suggestion Box button o e Software License Automatic Remote Refer A Options Update Assistance Friend Online Help 2 Enter your suggestion for PlanSwift in the box then click Create New Idea Go to Plan Swift amp a e he planswift The ii Tokcoff A Estimating Softwore General Forum Back to Top Ideas 1 vole required Thank you for taking the time to help with improving PlanSwift 206 Suggestion Box About To learn about basic information regarding your copy of PlanSwift use the About button 1 Select the About button to begin 2 Anew window will display your current version and update number Here being PlanSwift 9 0 updated version 7 12 You can also find your computer ID here 3 When done click the OK button to close the window Le pensar The Fasnect Way lo Marae amp Share Plas PR inna com info planswift com 1 663 PLAN SWIFT Computer ID Warning This software is protected under copyright laws Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the lew Decompiling or tampering with this software is stricthy prohibited pyright amp 2007 Tech Unlimited Inc All rights reserved Foxit PDF Reader SDK Copyright E 2006 Foxit Software Company www fovitsoftware com All rights reserved About 207 Online Sup
15. System Requirements For your current version of PlanSwift to work optimally you should use in on a computer with at least the minimum system requirements 1 To access the current system requirements select the System Requirements button 6 u FAQ Online Forum Syste Requireme 2 Confirm your computer meets the minimum system requirements listed Please Note PlanSwift does not run on the Macintosh operating system Please consider using a Windows emulator like Parallels or you can try out our web based version at www OnlineTakeoff com 210 System Requirements Join a Free Webinar Join a Free Webinar You can sign up for and attend free PlanSwift training videos right from inside your program 1 Confirm you have an internet connection 2 Select the Join a Free Webinar button Join a Free Remote Webinar Assistance 3 Select the training webinar you are interested in You can repeat this process to register for multiple webinars Join a Free Webinar 211 PlanSwift Webinar Calendar Join for Free Feel free to join any of our webinars web based demos for free to learn more about the software and how PlanSwift can help your business Just choose a Webinar below and then click the link on the datetime that works for your schedule Also check back for more webinars in the future as we will soon be adding industry specific webinars as well as more advanced trainings 4 11 18 12 00 PM Pi
16. You can update information add formulas and see when the column was changed When done click the Ok button to close the window B a Show Normal Form Layout Events Audit Trail Created By Time Stamp 6 30 2010 1 25 43 PM Inheritance path tem a io 144 Estimate and Templates Column Properties Estimate and Templates Refresh Button Use the Refresh button to refresh the screen and estimating numbers with any updates you may have made Estimate and Templates Refresh Button 145 Export Tab B The Export tab allow you to export tab you have already made from a job to be used later in other jobs 1 Select the Export Tab to start 2 Select or navigate to the location you want to export the tab into 3 Name the tab 4 Click the Save button to finish export the tab The window wil close automatically when done GB Save A GIG a a Lp If Search 5689 Main 5 Filename Se aes hype Sift Template Files yar Templates 146 Export Tab Import Tabs You can import tabs you have previously exported into any job 1 Select the Import Tab button Here is an example of what a PlanSwift tab file would look like Search 1234 Vegas Dr Organize Include in library Share with Burn 3 YT Favontes Ay Recently Change Je Public ME Desktop de Downloads Ey Recent Places 2 Select the tab file you want to import You can either enter the inform
17. ie Favorites i Date modified Type dy Recently Change Le Public ME Desktop de Downloads E Recent Places No items match your search A Libraries C Documents al Music Pictures E Videos 2 Homegroup vr File name thejob Swiftlob Save as type Swift Job Files SwiftJob z a Hide Folders Here is a sample of what a Zipped SwiftJob will look like 102 Zip SwiftJob Tool a hd Include in AE Share with Es Recently Change E Le Public BZ Desktop le Downloads S Recent Places 1 item State 3 Shared Zip SwiftJob Tool 103 Unzip SwiftJob Tool The Unzip SwiftJob Tool allows you to unzip a SwiftJob files onto your computer 1 Select the Unzip SwiftJob button Zip Swiftlob 2 Select the SwiftJob file you want to open 3 Click the Open Button to continue Oo QU Colorado Summer House ES 4 Organize v New folder po 31 Favorites Name Date modified Type 5 Recently Change 9 thejob Swiftlob 6 30 2010 10 49 AM PlanSwift Job Le Public MZ Desktop Je Downloads 5i i Recent Places Libraries C Documents a Music Pictures ME Videns Filename MAA v Swift Job Files Swiftlob se 4 Select the Location to store the job and the Job Name 5 Click Ok and PlanSwift is unzip the SwiftJob file so you can open and use it Import Swift Job Job Location Job Name Summer Home 104 Unzip Swif
18. 38 WA O16 6 4 and E a te ore eo te a SA eS es RR ene OE oe 39 Scala a Planilla 40 DIMENSION Susto procedi 42 Overlay lO A eos 44 lle 101 Lo Laie sal oo NReMRee ernie ee on a A 47 NEWALA TOO a ale 48 New near TOO Lorna caleds 51 New Segment TOM aaa 53 AE A O Pen eRe ee Ree a i e e we S 54 URRESTI rea ange a eRe Eg ne ES A eee eee ee ene A 55 NOTE Seance ceene A E unc cane estia acta cen eaten E EE games 57 A A A he ee ae cat acme eas 59 A IS 59 Email SCOPES IS NG besa eran dt a ol 62 EET UN NS uc cda 68 Retrieving and Download Plans Files and Screenshots ccccocnccccccncococonococonocononcnnncnnonanononos 74 A eee eee re enn ee eee eee 76 PROG PAGES xi Siete sve ace ah ecules eh oe dst ea alee eit itt oie hee 76 Balen Rename Pages WOO escri start 82 Add Pages From Planroom A id 83 rage Rotat ana Level Tools aia 86 A O A 87 Page Invert and Crop as New Page ToOO S oocccccconcccnccconcnncocononnncnnncnnnonononnnononononononnnnnnnnannnnnonos 88 A me eee emer A 89 MEARS OL A O A IS 89 PIC GalcuUla non POOL E a oa 90 nanqaulate Calculations TOO merda E a 91 PDE 10 TIE GCONVener TOOL daa 92 GPG 10 ME Convener TOO isa oidos 96 Table of Contents PlanSwift 9 By the Tabs Download 10 MobDlS Dent ia ii n 97 AD GWIROD TOO sudan lid orante 102 UNZ SWOOD TO o 104 Save SCICCMSIOL TOO nara 105 A A De Ta ks aetna 106 SHOW Ide ODOM BUTOMS sur r 106 FON ACIUST Dm ULLONS a ec 107 ESTIMA E oer a eee 109 Estimato New FOG
19. 4 When prompted click Run Depending the version of Windows you are using you may receive a slightly different message here Most users on Windows Vista or Windows 7 will likely receive the Windows User Access Control warning such as Do You want to allow the following program to make changes to your computer Just click Yes if you receive such a message Do you want to run this file A Name sers Ramsey Downloads ps9 0 6 10int_Beta exe Publisher Tech Unlimited Inc Type Application From CrlUsers Ramsey Downloads ps9 0 6 10int_ Beta Always ask before opening this file potentially harm your computer Only run software from publishers 0 While files from the Intemet can be useful this file type can you trust What s the risk 5 When the set up wizard launches click Next 218 Installing PlanSwift On Your Computer VT al Setup PlanSwift 9 pane j kl a Welcome to the PlanSwift 9 Setup Wizard This will install Plan Swit Intemal 3 0 on your computer tis recommended that you close all other applications before continuing Click Next to continue or Cancel to exit Setup al Setup PlanSwatt 9 pa z License Agreement Please read the following important information before continuing Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation This program is provided asis No warranties of any kind whatsoeve
20. 5 Complete the Sender Recipient Information including your name and email address To add recipients you can type their email address in the box and select Add or choose the name from your Contacts or Outlook list 6 Select Next to continue Email Screenshot 63 Sender Recipient Information Enter your name and a list of the email addresses you would like to email these files to Sender Your Name Referral Number ws Your email address H olanswift com Recipients Send to email adresses olanswift com List of email recipients 7 Enter a personal message to be sent with your email 8 Click Next to continue 64 Email Screenshot Email Job Message Enter your name and a list of the email addresses you would like to email these files to Here are the plans you asked for 9 Confirm the information is correct If you want to make changes select the Back button Email Screenshot 65 Email Job Ready to Send Files Your files are ready to be uploaded and sent to the recipient list you provided Click Send to start uploading From Devin eee s planswift com gt To fe olanswift com Here are the plans you asked for 10 Click Finish to send your plans 11 Your files will be automatically upload to PlanSwift When this process is complete you will see a message like this one The download link will allow access to download the plans you are sending The recip
21. A Setup will create the program s shortcuts in the following Start Menu folder To continue click Next f you would like to select a diferent folder click Browse 9 Select the option to place an icon on your desktop Click Next 220 Installing PlanSwift On Your Computer Which additional tasks should be performed Select the additional tasks you would like Setup to petom while installing PlanSwit 9 then click Next dditional icons ib teate a desktop icon 10 Review your installation options and click Install If you made a mistake simply click the Back button to go back to the previous screens 15 Setup PlanSwift 9 Setup is now ready to begin installing PlanSwit 9 on your computer Click Install to continue with the installation or click Back if you want to review or change any settings Destination location C Program Files 686 PlanSwit9 Start Menu folder PlanSwit 9 Additional tasks Additional icons Create a desktop icon 11 Once the setup has finished click the Finish button to launch PlanSwift Installing PlanSwift On Your Computer 221 y Setup Planswift 9 Completing the PlanSwift 9 Setup Wizard Setup has finished installing PlanSwift 9 on your computer The application may be launched by selecting the installed icons Click Finish to exit Setup Launch Plan Swit Congratulations PlanSwift has been installed A A ere ee e A E fa y ime km Pees Pee Fe Tr
22. Ara Pio Uninstall 1 Open PlanSwift if it is not already open 2 Go to the settings and select a_Interfacea 3 Selecta Show Types in Templates Taba 4 Gotothe Templatesa tabandselectthea Typesa tab 5 Open Area Dropdown Folder 6 Find Area Pro and delete it 7 Go to Settings and select Plugin Manager and Delete the Area Pro Plugin After removal of license for Area Pro you will not be able to edit ANY of already created ltems with Type Area Pro Caution Use this type without adding digitizer sub items 26 Area Pro Support Contact information Author Bilyan Baldzhiev Contact Name Bilyan Baldzhiev Email bilianb hotmail com Phone 359878983854 Area Pro 27 28 Area Pro General Q amp A Rename Job Hi want to rename a job in Planswift 9 how do do this Or if want to update a current job but keep the original so save the changes as a revision how do do this Thank you for your question Question Hi want to rename a job in Planswift 9 how do do this Or if want to update a current job but keep the original so save the changes as a revision how do do this Yes you can do both of these functions For more information on how to do this please check out the articles under Job Management http www planswift com kb 216 General Q amp A 29 why is it asking for activation again why am i being asked to activate again i have a bid due and i cannot access Ques
23. Design Marketing Accounting HR Facilities etc Job Setup Report Options When you check the boxes on this screen you are enabling the totals for the parent items to be calculated A takeoff cost will display the cost per takeoff unit based on the items that have been applied thus resulting in a price per LF SQFT or EA The same applies to the Assembly method except it totals on the assembly Estimating Options ACS now has custom folders in the Estimating tab All folders now have an option to create a Typical Takeoff simply by checking the Typical Takeoff check box and entering the quantity to multiply by This will apply the multiplier to all items within that folder There are also ACS Option folders to assist you in organizing the takeoff They function similarly to folders with typical takeoff options but they also give you a visual reference when looking at your data e Unit for unit types in Hotels or appartments e Base for the base takeoff ideal for tract builders e Options a little something for everyone Look for new reports comming soon to enhance these features even more Reports Reports are self explanatory we have created 10 useful reports you are free to modify these create your own or contact us if you are looking for something custom UDA Export The UDA Export function allows you to effortlessly export all of your PlanSwift data Material Equipment Labor SubContract and Other items in to a format t
24. Ein 2 Once you have selected your method of download depending on you web browser and security settings you will be prompted to Run or Save the excecutable file Click Save The file will be saved to the default location that your web browser is set to save to You have chosen to open m 1 ps9 0 6 10int_Beta exe which ts a Binary File from http www planswift com Would you like to save this file 3 When the file has saved to your specified directory browse your computer to where the file is located on Installation amp Set up 217 your hard drive Right click on the PlanSwift executable and select Open User Downloads Organiza E Open Share with Burn Mew folder a fi Y WW Favorites J ET EF HE Desktop Je Downloads ps8 1 513pro exe ps9 0 6 5int_ Beta ps9 0 6 6int_Beta T Recent Places JE Dropbox EN a lt gt Ca Libraries Documents i IO a Musi Open a Music paca 1 ee Pictures a Run as mistrator E Videos Open with Edit E Troubleshoot compatibility el Homegroup E Scan ps9 0 6 10int_Beta exe wc aS Share with l has Computer amp Local Disk C Setup Snagh yt TortoiseSVN p PT2 whi Aron 4 mps Keyboarc ng E rive E MU ene Pin to Taskbar ps9 0 6 10int_Beta exe Date modified 6 23 2010 Pin to Start Menu PM Application Size 19 5 MB Restore previous versions
25. Eor a aides 109 ES MAle NEW He ica eccsquntateseansecatanduciavienccodta need a Sound un note medinaaiaslnaus beaten tana scence ouauuiedowanattaeneeanntee 110 Estimate Folder and tem Dalt atea 111 Estimating COTOS OPIOAS tidad 112 Estimate and Templates Refresh BuUttON occccoccncoccnccccnccocncconnccnnnoconnnconnnnonnnonannnnnnnnnannnnnnnenanos 114 Estimate and Templates Column Properties ccccccoccccnccconnnnccconcnnnononcnnnononnnnnonononnnonnancncnonanonones 115 Cov and Paste BUON iia 116 Estimate and Template Adjust BU LONS occcccoccnccccnnncconcncnoncnoconononnanonononenononnnonnnnnnnnancnononnnnnnns 117 LESIE setae A Ti aa ease Are ea Nt IN eal Meu tN eT nal eat ree nga he 118 A A 118 SD A eres 122 MBS el 9 92 MIES a dd 123 Template Sc Sie ce Tah al a a el AN al ta aah Dialed it a O 8 124 Template New Folder Of SUD FOll Orsai ala 124 Template Newest ias 126 Template New Area or Sub ltem Ar8Q ccccoooncccccconncnnccconnnonononnnnnononnnnnononnnnnnonannnnnnnnnnnnnononcnnnnnannnns 128 Template New Linear or Sub ltem LINEA Aa Urea ecwans Sieleseie celeedananeieeaees 130 Template New Segment or Sub ltem SeqMeNt occccccccccnccccoccnnncconncnnoncnnnnnononnnnnnnnanononononnnnnonanonos 132 Template New Count or SubaltentCOUMNLia 134 Template New Assembly or Sub ltem ASSeMDlY cccooonncccccoccnococonccococonononcconcnononoonnnonononnnnnonanenos 136 Template New Part or Sub lei Pat ida 138 Copy and Paste BUNNS era aaa 1
26. Fisy Home LAWER REC CL GPE A ibe Poke Mew Hime MAIN ELET WIND LIE A Abe hokey be Home MAH LEWEL AAA LIE FA Fike foks Mew Home MAH REC ELG i IE A Pike toki 1 Mew Mome RIQIR TH ELE gt Blesa Home IT i Mew Horne SGUTH ELE PEO dE AA File folder 4 Bre dE PA File okim ii 1 Bies Home LIEDER ELEC A ado hE P File folder a AO de PA Puke foliar 1 Elevar Horma LIFPER LEVEL 83000 4 25 pi File folder de 1 How Haoma LIPPER REC CLG TSO GEE A File folds Mew Home WALL SECTION 28 3000 458 A File folder a Mew Hime PT Fl FU PRIMARIA File files 6 Complete the Sender Recipient Information including your name and email address To add recipients you can type their email address in the box and select Add or choose the name from your Contacts or Outlook list 7 Click the Next button to continue Email Files 69 Sender Recipient Information Enter your name and a list of the email addresses you would like to email these files to Sender Your Name Referral Number ws Devin Your email address Recipients Send to email adresses Contacts List of email recipients 8 Enter a personal message to be sent with your email 9 Select NEXT to continue 70 Email Files Mena jot Message Enter your name and a list of the email addresses you would like to email these files to Here are the plans you asked for 10 Confirm the information is correct If you want to mak
27. Folder 4 The Advanced folder option allows you to enter set and update more option 5 Select the Advanced button to open the properties window Other Other folder properties grouped together for easy reference Icon This is the Icon used to display the folder ltem Properties related to the folder Name This is the descriptive name for the folder Type Type of folder Audit Trail Properties related to when the folder was created and when it has been updated Created By Who created the folder Time Stamp Date and Time the Folder was updated Padlock Allows you to lock and unlock the contents of that row Clicking in the lock will change the setting 124 Templates Light bulb Indicated if the row is visible or not Yellow Bulb Row Visible Gray Bulb Row will be invisible 6 When done click the OK button to continue you have created a new folder for your use me o i fe ee oe pee e Other Icon D SP 0 New Folder New Folder s v v So Folder Folder Settings User JEJE postin CSA JUE Inheritance path _AIll All Folder Template New Folder or Sub Folder 125 Template New Item or Sub ltem New Item 1 To create a New Template Item select the New Item button If you would like to create a sub item select the lower portion of the button New New Folder em Area 7 2 The Form item option allows you to enter an i
28. List Connection String New List 121 List Delete The Delete button allows you to delete lists you have made You will be required to confirm you choice before the deletion will take effect 7 Are you sure you want to delete this MSAccessListStorage 122 List Delete List Properties The list Properties button gives you access to the many property of the selected list 1 Select the Properties button 2 From the list properties window you can view and change many of the properties of the list By selecting the List row you can add change and delete list choices 3 When finished click the OK button to close the window Hele Mo ee CD e a show Normal Form Layout Events pane fa Ja ja JT TT Thera Stud Size Stud Size dF a ee COO TE ee ean Be 77 2020 2 01 08 PM 92 5 8 Inheritance path LUARAN Simple List List Properties 123 Templates Template New Folder or Sub Folder Folders are a great way to arrange and organize your information 1 To create a New Template Folder select the New Folder button If you would like to create a sub folder select the lower portion of the button 2 The Form folder option allows you to enter a folder name 3 When done click the OK button to continue you have created a new folder for your use Properties New Folder Name New
29. Settings The Graphic settings section allow you to set some default graphic options for all plans Data Storage General ba Company bs Keyboard Hotkeys pa Interface Snapping Notifications Digitizer Tablet be Property Groups 1 When checked optimizes large black and white images allowing for faster navigation 2 When checked will show CAD drawing with a black background 3 When checked will automatically convert colored CAD drawings into black and white plans 4 When checked will enhance anti aliasing of your image to allow for a better quality image Graphics P Show CAD Drawings with black background Inverted Automatically optimize large B 44 images faster navigation recommended i Convert Colored CAD DWG DF Drawings to Black amp White Image Optimizations 4 ic No Antalas Fastest but lowest quality Caution some lines may not show if you are zoomed out too far Graphic Settings 161 Takeoff Tools Settings The Takeoff Tools setting allows you to set defaults for when you do takeoffs Data Storage General A Company ds Keyboard Hotkeys Interface Zoom Pan H Annotations Graphics Takeoff Tools io Snapping Notifications Digitizer Tablet os Property Groups 1 When checked will require you to verify your points before recording with the Verify Entry Box 2 When checked will require you to verify the dimension properties before cont
30. Text Allows Alphanumeric characters such as letter numbers and characters Number Allow number to be input into the cell Check box Creates the cell as a check box allowing a Yes No selection Templates Columns Button 141 Visible Do you want the Column to be visible or not visible Show Units Will display units of measure Format Allows you to set how the column contents are formatted and the number of decimal points displayed 142 Templates Columns Button Create New Template Tab The New Tab button allows you to add tabs to the template desktop These tabs allow you to organize your assemblies tool parts and other items into useful group You can also export and import tab between jobs 1 Select the New Tab button to open a new tab 2 Enter a name and update the storage location is you want 3 When you are done click the Ok button your new tab will be available at the top of your desktop New Template Tab storage Create New Template Tab 143 Estimate and Templates Column Properties The Properties button allows you to change add or delete estimate column properties including adding formulas and advance items The Form window allows you to change the name of the column amp Properties silt fence Name Color Fill Type Cn o Cron pmc sm E To make greater changes select the Advanced button In the advanced window you can make any change you would want
31. Text w Number 0 00 Number 20 00 Price Total Number 20 00 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 plus 1 then enter your information about the column To delete a column select the column then select the x 2 The column will be removed from the estimating table To close the dialog box select the close button 3 Your changes will be saved and will take effect Name Use this column to give your estimate column a descriptive name Date Type Select the type of data that will be found in this column Text Allows Alphanumeric characters such as letter numbers and characters Number Allow number to be input into the cell Check box Creates the cell as a check box allowing a Yes No selection Visible Do you want the Column to be visible or not visible 112 Estimating Columns Options Format Allows you to set how the column contents are formatted and the number of decimal points displayed Estimating Columns Options 113 Estimate and Templates Refresh Button Use the Refresh button to refresh the screen and estimating numbers with any updates you may have made 114 Estimate and Templates Refresh Button Estimate and Templates Column Properties The Properties button allows you to change add or delete estimate column properties including adding formulas and advance i
32. Tutorial PlanSwrft Plan Swift Videos WebSrte Online Forum SwittT ube OR Videos Help 195 Videos ie j O R Videos The tutorial videos contains all the How To videos to show you how to accomplish any task you want 1 From inside PlanSwift to view How To videos select the Tutorial Videos button a kand 2 PlanSwift Forum com Help Files Support Chat Help OR 2 You can search Swift for the information you would like to view or select the Category of view you want Most Viewed The most often and popular videos in Swift Tube The Basics Videos dealing with general subjects used by all PlanSwift users Parts 4 Assemblies Videos showing how to work with parts and assemblies in estimating and takeoffs Enhanced Features Videos showing how to used special and useful features of PlanSwift Advanced Features Videos show how to use complex PlanSwift features Plugins Videos dealing with how to install and use plugins in PlanSwift TrussSwift Videos showing how to use TrussSwift 196 Videos PlanSwift com The PlanSwift Web Site button will allow you to access PlanSwift com from inside PlanSwift Estimating and Takeoff Software 1 To access PlanSwift com select the PlanSwift Web Site button As long as you have an internet connection you will be connected to the main site a p Help Videos PlanSwift com 197 PlanSwift Online Forum OR Orre
33. all pages A Automatically create dimension line 5 Now click two points on the plan image that correspond to the dimension entered You will want to carefully zoom and select the center of the dimension lines for best accuracy 40 Scaling a Plan Image 788 12 Q j 6 4 171 2 a 3 qig 54 1 2 ELO A r A JO i Vat 6 Once the image has been scaled an arrow icon will appear next to the plan name in the pages window The arrow will also show the direction that page has been scaled Alternately you can select from standard scaling options by selecting the lower portion of the button However automatic setting of scale is only as accurate as the scanned in drawings Make sure you double check several dimensions on each page to make sure the scale was set accurately Note To re scale a page simply repeat the above steps Note A page can be scaled both horizontally and vertically for greatest accuracy Just do the scale process once for a vertical measurement and once for a horizontal measurement Scaling a Plan Image 41 Dimensions Finding the dimension of any length in PlanSwift is easy 1 Select the Dimension button 2 You can customize the line color and text color of your dimensions Name Allow you to name the dimension to something more fitting Color Select the color of the dimension line By click on the colored area will bring up a color palate option box Text Color Selec
34. button This will cause the update screen to open 3 Select Next PlanSwift will automatically check for updates If your copy needs updating you will asked to update Otherwise you will be shown you have the latest copy Plan Sat internal 9 0 Beta 90 643 1004 her View Estimating Lists Templates Settings Reports Help coach ndo ma my d 1 E i i Le 7 a e i i iii J y aac ik de 1 pr ida ve Feet recs Sift Tube Onin Online Tutorial Plans PlanSet Software License in a Web Videos Web Site Online Forum Options Show Me How View Action Log Ee ee Online Help PP Planswifi s great tar more user friendly Previous programs have Used Webinar m Main Menu Home Screenshots Welcome to Automatic Updates This software will screen link will open the page Download Y automatically check for the latest version then download and install them automatically Just cick Next to Lisa rnew gi continue Bas an archive of any previous Fealures amp Bene ts Purchase Testimonials 10 Reasons lo Buy 4 If you are already up to date click Finish to end the updates OR if you need updates you will be shown what updates need installed 224 Applying Software Updates S Automatic Updates Automatic Update E a E ih g Automatic Update via Internet A Your maintenance is expired To renew pour maintenance Call us at 888 752 6794 Ext 1 5
35. button to continue 44 Overlay Plans 9 Overlay Select Overlay Page Select which page you would like to be overlaped onto the current page Overlay a plan page ontop of the current page like atransparency Typically used for comparing multiole levels of the plan O Comparative Overlay Compare two versions of the same page after being revised to view additions and deletions Additions will be shown in red deletions will be shown in blue Cancel 4 Select the page you want to overlay from the menu You can select the page by clicking on it Or you can search your job to help find the page You can also select what color you would like the overlay to be PlanSwift automatically chooses a color for you if you would like a different color click on the box next to Color 5 Click Finish to Continue This will place the overlay on top of your current page A small window will open asking if you would like to align the overlay if so click Yes This lets you move the overlay to match your current image To turn the overlay on or off simply click the light bulb icon next to its name Overlay Plans 45 e Overlay Select Overlay Page Select which page you would like to be overlayed onto the current page 1 Mew Home SITE overlay Page to overlay on top of current page Search New Home LO WER LEVEL aj Mew Home LOWER REC_CLG Hew Home M 41H ELEC Mew Home MAIN LEVEL New Home MAIN REC_C
36. e New Typical Takeoffs e New Deduction Digitizers e New Folder Options e New UDA Export 18 About ACS Advanced Costing Suite e New Last Modified timestamp on job e New Added change Order and Change Order Report ACS Includes everything listed above for the low price of 249 00 Click the screen shots for larger image T dra e e Add Tas dl abra Tia About ACS Advanced Costing Suite 19 Home Page Other Wiew Estimating is templates Settings F Parse Formulas Division 04 gt General Regurenents ao Brewin 07 Bessing Conditions Lanai 1 Gages Lao i Proset Cieli 24 Bromus Eaj Deveson 04 Masonry Lal 21 rimay Eger tor Dri 15 Mead Level 21 Conditora Divaani 06 Wood Plastes and Composites Level 24 Terres Preg n OF Th rmal and Medptune Protection T Level 21 Status aerial fh ar Dra DO TORSO Daa 11 Egien Drapa li Purrahros Dirion 13 Special Cogan Deen 14 Correr Equipment Dhein 35 ihia Diron 2S Deira YA HEH PH ML FA PH p ie tsau bpm Taloi ma Eilina mii amA 20 About ACS Advanced Costing Suite Page Other View Estimating Lists Templates Settings Ln erosion ans tap E Faria a ww ch Ca o Pa Pe epee Soe 4 Perreo ez Description Equipment About ACS Advanced Costing Suite Hiparia Sample hom to H 87 26 4 Mad Under Tire Ha 21 Third Party Plugins These Plugins are
37. give you the 5 options for Material Labor Equipment Subcontract and Other Select the item you want to create and press OK A new properties window should have opened for the item you selected Now all you need to do is press the advanced button to start editing the item to suit your needs As the end user you just need to build the necessary calculation for the QTY and enter your cost for the item You can add additional properties to the item to suit your needs Thats it Note Please note that if you have some templates already created in PlanSwift prior to installing ACS they will inherit the properties of the ACS addin if they are of the same types This will also apply to Area Linear Segment and Count items If you want to add additional defaults or some other customization email us for a price quote on a custom implementation CustomACS Level21tech com Editing Drop down Lists All of the menu drop down lists have been created in the Lists Tab of PlanSwift This allows for simple editing of what ever you want to include Just open the Level21 Custom Lists and select the list you want to edit The new items will be available immediately in the drop down menus Job Setup Costing For the most part the job setup is pretty self explanatory will discuss how costing works On the costing screen you can enter a percentage number Just enter a number and not the sign for each of the five cost categories Your Markup percentage is added
38. have a copy of PlanSwift click here 5 Click on the Tab named Other and click the Unzip SwiftJob button 6 The Open dialog will appear Select the file you saved in step 3 and press Open 7 The Import dialog will appear Select your storage location The default location is your local computer 8 Name The Job IMPORTANT Rename the job to avoid duplicates 9 Press Ok This will now start the import process Congradulations you have just imported your first job The How To Section 215 Display a legend on your plan images To display a legend for the takeoff that you have done on the plan image take the following steps 1 Right click on any white space un digitized area on the plan image 2 Select Show Legend the check mark indicates that it is currently visible 3 Clicking a second time will hide the legend DIASRAMNS ANS BUILOMS p BOCTONS FOR INFORMATION a yer F a s l AA pa a ee rat A Ag 5 2 rr Boas W O ng ca e n ott Wig Bs al Ro a ie a ea SLE Ben al F i r i z nl x i 3 E de i ae i E p i i y r New Segment 84 2 Fr D EJ Area 2 7 SQ FT To resize the legend simply left click on it to select it then left click on one of the square Nodes and drag it to the desired position Text and icons will dynamically resize 216 Display a legend on your plan images Installation amp Set up Installing PlanSwift On Your Computer Installing PlanSwift Installing PlanSwift on yo
39. ime you can save with Planewift Available for download at hthp 3 Select if you want to open the file in PlanSwift or save the file on your computer 4 Click the Ok button to continue Opening 1004 Swiftlob You have chosen to open 1004 5wiftlob which is a PlanSwift Job from http share planswift com What should Firefox do with this file PlanSwitt Job default Do this automatically for files like this from now on Save File Cancel Depending on the size of the files and the speed of your connection the download may take several minutes 74 Retrieving and Download Plans Files and Screenshots J Ee Downloads 1004 5wiftlob m Unknown time remaining 0 bytes 0 bytes sec E eee i hine Geta cee ee ee apt Cary 35 ETI EE T 5 When importing the files into PlanSwift you can select the location the files will be stored and the Job name associated with the files 6 Click the Ok button and you are done The plans screenshot or files are ready to use Import Swift Job Retrieving and Download Plans Files and Screenshots 19 Page Add Pages Add Pages Tool allows you to simply add new pages either from a file or blank This tool will also convert the file format is needed 1 Select the Add Pages button from the pages tab 2 Select the type of page you would like to add Then select the Next button Add Pages Add Pages S
40. into the 1 takeoff software 2 PlanSwift 9 0 What s New Scripts and Plugins Custom Scripts and Plugins to help you become more efficient with the PlanSwift Software PlanSwift Certified Plugins Plugins that are Verified and Supported by PlanSwift Support Earthwork Pro This article contains the information necessary to use the features in the Earthwork Pro plugin D P Earthwork Ea ites rk ET Earthwork Pro for PlanSwift Instructions Sheet 83 Earthwork Pro HE Random Calor BB existing 100 000 Proposed 100 000 LEA Frictnn Pra Sharlerl 4 Scripts and Plugins Home Page Other View Estimating Lists Templates Settings Reports Help EEK ETC Pr PDF to TIF CPC to TIF Converter Converter COnvel Zip Unzip Swiftlob Swiftlob Download to Mobile Device 4 Rotate teat Attach Excel Open Excel File to Job File in Job PlanSwift BX 9 Screenshot SD pee un z Ce R DB 6802 PS 2368 al i SitePlans a el Earthwork Pro requires the o Hi pn user to set the scale in both t the X and Y axis If your site e d 9 plan has only one horizontal rb EI dimension to scale from you BY LAA id can first set the horizontal f2 if dimension and then use the DE 98 4 rotate tools on the Other tab 1 Tiin to rotate the green dimension NOTE line and then scale the vertical dimension from
41. measure 3 Click on the second point of the slope 4 A window will appear with the both the pitch and slope of the line you just made 5 To close the box click the Ok Button PlanSwrft 1004 Pitch 8 9 Angle 36 7 90 Pitch Calculation Tool Triangulate Calculations Tool A cn The Triangulate tool allows you to measure the angles and side lengths of any triangle 1 To use select the Triangulate button y Pitch Calculations 2 Click on the three points of the triangle you want to measure 3 The measurements will automatically be shown e Oi 1406 2535 mM JON f 1 te 2018 0 7 Also you can use this tool to find an unknown dimension with two known points To do this click on the two known points and the unknown dimension This will show you how far away the unknown dimension is from the two known points Triangulate Calculations Tool PDF to TIF Converter Tool The PDF to TIF converter makes is easy to convert one or more PDF files into TIFs 1 Select the PDF to TIF Converter button CPC to TIF Converter 2 Select Select Folder to browse to the folder location containing your PDF plan files 3 Select the folder then click Ok to continue In this example the desktop location is used PDF to TIF Converter Ze planswitt The Fastest Way to Manage amp Share Plas Select Folder sy Output Folder DPI for TI
42. solely supported by the author of the plugin Accurate Landscape Plugin Accurate Landscape Plugin allows the end user the ability to enter costs into the Input window the estimating report window or on the actual template itself It covers Landscape Estimating and basic Hardscapes The Landscaping section had an extensive Data base built into the Description window So when the user opens the tree or shrub count property box for estimating they can select a botanical name without having to spell it out completely The irrigation Template also has a data base of sprinklers valves and pipe The reports are driven by cost codes divisions and Phases e Divisions Irrigation Landscape and Hardscape e Phases L 100 to L 800 for Landscaping e Cost Codes are broken down for Labor and Materials This will allow for the end user to break out Labor by cost codes to allow for budgeting and timecard inputs Watch Videos Take Off Screenshot This is a Screenshot of the take off window these folders are broken down into Landscape Hardscape and Irrigation Ce ee Aci Seal ae O w e E lhe e a ieee D 2018 SA ly iF iran taa intl fr Lan Thi Takeoff Template Screenshot This is the basic template the end user can pull his estimates from They of course can enter standard rates here on each item or adjust the labor codes As you can see have use the assemblies in each section The L 100 type codes are my coding for each pha
43. you to set the default options for your annotations n Data Storage General in Company Keyboard Hotkeys z Interface Zoom Pan Annotations Graphics Lee Takeoff Tools 2 Snapping Notifications Digitizer Tablet F Property Groups These defaults can be overridden when selecting them for use in pages Default Label Settings Allows you to set the default look and feel of labels including font text height color and transparency Default Note Settings Allows you to set the default look and feel of notes including font text height color and transparency Default Dimension Settings Allows you to set the default look and feel of dimensions including font text height and color Default Legend Settings Allows you to set the default look and feel of legend including font color and transparency 1 When checked will automatically label area for you as you create them 2 When checked will show plan legend by default however this can be changed if you prefer 3 When checked will display values in the legend 4 When checked will display units in the legend Annotations Settings 159 a a Oo The Advanced Properties window allow you to set the details about the Annotations When complete click the OK button to save and close the window Exxx alts 4 70 J fi A E Y c D zl Shave Mormal Form Layout Events 160 Annotations Settings Graphic
44. 1 Error Drawing Overlay Overlay Image May Be Too LargQe cccccocccccocccncconcnocononocononcnnoncnononononnns 252 SWiftMafkKet DesktOD siria o 253 Wiles SWwittVia KET D SKIOD Znin 253 PlanSwift 9 User Manual The official PlanSwift 9 x series user documentation resource PlanSwift 9 0 What s New Whats New in Professional Release 9 0 General e Undo now you can undo most changes e When emailing plans to other users the ability to select individual pages from the list e Add columns to the Open Job dialog example Estimator or Due Date Interface e All new ribbon bar more efficient use of the toolbar space e Quick Search search all commands in the ribbon bar plus searching your current estimates and templates at the same time e New Notes sidebar see all notes on the job in 1 place e New docking system windows don t get lost e Multi select capability hold SHIFT or CTRL to select multiple items e Color themes Black Blue Silver Navigation Lists e Hyperlinks Click hyperlinks on the page to either navigate to a URL or function as a bookmark to another page e Search the pages window e Folder structure for images Now the user can group images in folders such as Architectural Structural Civil etc e Tabbed browsing Open multiple images at the same time overall the software feels more like a browser for blueprint images with powerful capabilities Dock or undock tabs
45. 1 To email files select the Email Job button os Mew Open Print Email Job Welcome Welcome to the PlanSwift Email Wizard This wizard makes it easy for you to email Jobs and files to others Your files will be packaged and uploaded to a secure location on the Planswift Share Website An email containing a download link will be sentto each recipient on your list Select your option and click West to continue Email Screenshot All files for the currentjob The current view in the main You can select a list o will be compressed intoa window will be captured into files and they will be sent Swiftlob file and sentto a JPeg file and sent to your to your recipient list your recipient list recipient list 3 Select the Add Files button to browse your files selecting the files you want 4 Select the files you would like You can delete files if you change your mind or clear the entire list 68 Email Files 5 When you have selected all the files you want select the Next button to continue Email Job Select Files to Send Click Add Files to browse for files you would like to send Zip File before sending Ti Em A ds OS CI e Progam File Meta Shores Local p Jobe r H p Fapa ER YA TNA TED Se Dale modified Type Aiea Homo DADO R_SOHED ara k PR File Pole Ha Home EAST ELEF GTA LE A Ake eki Ha Home LAWER ELEC Ge aA File Poke Hew Home LOWER LEVEL TAL dB Pike Poke gt
46. 40 Templates Columns DUI A 141 Create New Template Taba i 143 Estimate and Templates Column Properties cccccoocccncccconcnccccocnnnconononnnonononononononnnonnnnoncnnonononoss 144 Estimate and Templates Refresh BU LON ccooccccoccccoccncccnnoconnccnnncnnnnononnnnonnnnnnnnnnnnnonnnnnnannnonanenonos 145 A roe nr er Re eae OT nr en ee Ee MR oe mE OY tn eee ee 146 IMPORTA a o en eee ee eae 147 Estimate and Template Adjust BU LONS cccoocccccoccncccccnncconnncnoncnononnnnnnanonononnnononnnnnnancnonanennnnns 149 SETA aia 150 Data Storage Locations Deleting and Properties ccccooonccnccccoccnnccooncnnnononcnnnoconenonononnnnconononnnnos 150 General Settings as oo 152 Company ntormaton SCN Sos is ceases weary vn wie A a 154 Keyboard HOKEJS are aa a a dodanechaleesaus sates Tae 155 A A AEN E 156 Zoom AMG P AO DLO 1S Sanie a a a a a a 158 PMOL SS SUNOS oa a A E ns aaa cans aa anaes 159 Graphie Setting S ROA CON Po II A 161 TAKEO TOOS SCHIMIS as 162 SPAIN SEWING eaa a a reals Pa Rae Pe Rison Clana 164 Noticaton Setas A tad 165 Diaitizer Tablet Setini S urna did AA 166 New Data SOTA do ados 167 PODEN rro 169 NN A A EME a E a A 170 Undoc tner o to rr oso 171 Socios 171 Table of Contents PlanSwift 9 By the Tabs A A a ene Ra PETE Tr Pe SDS or Panic ee ES ORCS DEE MEAL SP Pat TR en OAR AC SRR ree 172 Page SC da dad aN e 173 O A A IAN 177 EXPO e o di hn 178 EXPO ES A 179 EXO TO RPP Pg A A 180 59406 Jel ME pane
47. 6 When done click the OK button to continue you have created a New Area for your use T j k i ha RARAS E bis L e ered DETAR i i E a Se A Estimating Template New Area or Sub ltem Area 129 Template New Linear or Sub ltem Linear New Linear From within the Templates tab you can create linear for use in estimating and takeoff before you need then or export import them into jobs 1 To create a new linear select the New Linear button to create a new sub item linear select the lower portion of the button New Count 2 The Form properties window allows you to name your linear section set the color fill type and location 3 When finished click the OK button to continue you have created a new linear section for your use 9 Properties New Item Mame New Item Color Fill Type RandomColor Solid SP ox conc 4 The Advanced Linear option allows you to enter set and update more option 5 Select the Advanced button to open the properties window Estimating This section allows you to estimate set formulas and equation for estimating and define other linear estimating rules for use later Item This section allows you to set general information about the template linear including the name and the linear type Other Under this section you can set some of the action the linear will handle Audit Trail Properties related to when the folder wa
48. 7 27 2011 3 55 01 P octaform 7 25 2011 11 14 24 A Sample Plans Demo Demonstration Plans 1 25 2011 Joe Parsons Waiting for Info 7 20 2011 1 09 02 F sample 77 6 21 2011 4 00 04 P Miriam PDF 5 17 2011 7 17 11P Sample Job B Parking lot 2 10 2011 Bob Smith In Review 4 27 2011 11 42 06 4 Sample Job B Copy Parking lot 2 10 2011 Bob Smith In Review 4 27 2011 11 42 06 test xls 4 21 2011 2 34 19 PM Octaform Demo 4 15 2011 5 16 24 PM Sample Plans xyz Test Job 1 25 2011 Mike Ramsey Won 3 18 2011 4 32 17 PM 56144 ATK ACCE 3 18 2011 11 26 46 A DWE Test DWF Import Test Autocad 2010 Passed Never Mike Ramsey In Review 3 17 2011 9 44 16 Ap Cad File Import Test Testing File for customer Never Mike Ramsey Won 3 17 2011 9 20 17 Ap SCC Addn 11_04 Sandhill Comm Co Addn 3 17 2011 9 19 03 Ap rvarva 3 16 2011 9 34 31 Ap ACS Demo 12 08 2010 2 15 2011 Bob Smith 3 10 2011 7 00 46 PM J 046 EIDA 3 10 2011 6 50 09 PM 3 Beiker Main Floor 34 2010 002 Murray Hill 5 The Job Properties window will open Now you can edit the job properties by clicking the advanced button on the window and change the job name if you like How to copy a job 233 How to Rename a Job To rename a job in PlanSwift you need to locate the job properties window This window is accessible by two possible ways The first way to open this window is to click on the PlanSwift Icon in the upper right corner of the screen This will open a drop menu where you will see the option Job Properties
49. Click Next to download updates to your computer You can follow the progress of the updates with the download bar G Automatic Update S g Automatic Update via Internet A Your maintenance is expired To renew your maintenance Call us at 866 752 6794 Ext 1 Updates are Available Click Next to download Curent Version 9 0 6 13 Latest version available to you 9 0 6 14 Update Show Labels in View tab to show labels for areas where the label has not be Updated icons for Inputs Sidebar Window and Parts Sidebar Window Fined taskbar icon showing and hiding while loading Properties Dialog Basic Fixed bug when hitting enter to tab though items Properties Dialog Updated refactoring for when property i edited by dialog Properties Dialog Fised hitting escape to close dialog when an editor it active Estimating Window Fis alignment issue Image Hover zoom fade in fix Image Added New Tab to right click menu m IP you are having trouble downloading the updates within PlanS watt Internal you can download the latest updates by clicking this link ee Mote PlanSwuft Internal will close once you click the link so the update can install tho Aaa plant comedownloads nternal p 9 0 6 14int update Beta exe 6 Click Next to begin the installation process Follow the prompts to allow the program to install the updates Applying Software Updates 225 9 Automatic Update e y Automatic Update via Internet
50. F Files 200 Format Black amp White 92 PDF to TIF Converter Tool Browse For Folder 2 Homegroup gt JB Devin gt Computer gt ti Network Recycle Bin Make New Folder 4 PlanSwift will bring up a list of all PDF files in the selected file location 5 Make sure the check box is selected for all the files you want to convert 6 Confirm the Output Folder Location PlanSwift defaults to the same location as the PDF files however you may select any location you want 7 Select the DPI you want The higher the number the greater the resolution will be and the larger the file will be Also the higher the number the longer the conversion will take 8 Select the DPI and Format you want For most plans 200 DPI and Black amp White will work well but you can change the settings when you want a different result Please keep in mind the higher the DPI or the more gray scale color the option you select the larger your resulting file will be 9 Select the Convert button to start the conversion process PDF to TIF Converter Tool 93 PDF to TIF Converter bez planswift The Fastest Way to Manage amp Share Plas Select Folder C Users Devin Desktop 10 PlanSwift will convert the files and show you the status of the operation Depending on the number of files plan size and options this may take several minutes 11 When complete the Conversion Completed measure will display and the
51. Folder button to begin By Y Delete Columns Refresh Properties 2 You can update the information about the folder directly directly on the estimate table by selecting the Square you wish EOS A a Price Total You can click the New Folder button as many times as you would like adding a new folder sub folder each time Estimating 109 Estimate New Item New Item 7 The New Item button allows you to add a new item or material to your estimate By selecting the bottom portion of the button you can add a new sub item 1 Select the New Item button Folder N Item 2 You can update information about the item directly on the estimate table by selecting the cell you want bere _ _ __IBeserppop _ l y_fres fach__IPres Total _ Price Total E Bl Main Stairs 110 Estimate New Item Estimate Folder and Item Delete The Delete button in the estimating tab allow you to delete a folder or item 1 Select the Delete button O New New Folder Item 2 You must confirm you want to delete before it will take effect Estimate Folder and ltem Delete 111 Estimating Columns Options Mew Mew Folder Item A gt E Refresh Properties 0 S ie The Column button allows you to update add and delete columns on your estimating form 1 Select the Column button to open the Estimate Columns dialog box
52. Forum The PlanSwift Online Forum is your place to connect with other users of PlanSwift to share and learn new ideas You can also connect with PlanSwift experts inside the forum to gain great information 1 To connect with the forum from inside PlanSwift you need to have an internet connect then select the PlanSwift Online Forum button Help Videos PlanSwift 6 com System Requirements OR 2 You will need to register to become a forum member to post questions and comments You can register by clicking here 198 PlanSwift Online Forum Software License Options From withing the Software License Option section you can remove or active your PlanSwift software license Remove Software License 1 Select the Software License Option button o e Automatic Remote ReferA Suggestion Show Update Assistance Friend Box Me How Online Help 2 To remove your license select the Remove License option drop down button 3 Click OK to confirm you want to remove your license RENE Product License This will remove the licensing of Internal Beta 9 0 from this computer Are you sure you want to continue 4 Your license will be removed click OK to close the window Software License Options 199 Licensing of Internal Beta 9 0 has been successfully removed from this computer Re Ener Activation Code 1 Select the Software License Option button
53. LG Mew Home NORTH ELEY New Home SITE Mew Home S0UTH ELEW Mew Home UPFFPER ELEC Mew Home LIPPER LEVEL Mew Home LIPPER REC_CLG Mew Home ALL SECTION Hew Home WwEST ELEY 1 New Home INDO SCHED Hl Pagel Leveling _ 5 5 r y i i z To watch a video about adding overlays click here 46 Cancel Overlay Plans Highlighter Tool Highlighter The Highlighter tool allows you to mark areas of your plans in color freehand 1 Select the Highlighter button If you select the lower part of the button the color drop down menu will open to allow you to select the color you would like 2 To draw straight lines pick the starting point left click your mouse then move to the end point or corner 3 Right click again You can make as many connecting lines as you want or can have multiple unconnected lines 4 To draw freehand or curved paths simply hold the lift mouse button down as you move the cross hairs 5 To draw boxes simply set the Record Mode from Point to Point to Box at the bottom of the screen mn a H i iiy MeriFy Points Rec Mode Box To watch the video about this topic click here Highlighter Tool 47 New Area Tool S Calculating square foot areas in PlanSwift is simple 1 Open a plan image in the PlanSwift software and press the Upper half of the New Area button from the Toolbar This will create a basic area Selecting the lower hal
54. Pee eget eum lo n Sia gt ET Hires Beer Gee Bel ian lee Hdi Tp Pe la 7 z hep A FR gt pre e ERa Space aes Fogau z l m ie Ma a N Eran de u ee Hoe EHE Him LE EL Unlocking PlanSwift Once PlanSwift has been installed and run for the first time you will be prompted to activate the software Just enter the Customer and PIN numbers you received when you received your trial or purchase 222 Installing PlanSwift On Your Computer yep dl at A ra TE SUCCESSTEL ly Active Ari eT i L Product Internal Beta 9 0 successfully Activated Customer 12345 Internal Beta is now fully functional PIN Customer 032438 Expiration Date 9 7 2010 We highly recommend that you watch our online tutorial videos If for any reason this form is having troubles E Online Tutorial Videos you can manually activate the software with an activation code Manual Activation Installing PlanSwift On Your Computer 223 Applying Software Updates Software Updates Applying updates to PlanSwift is simple and fast This quick guide will show you how to do it 1 Select the Help tab along the top of your screen A ca rape Other TN po EL DALI 1009 AA mt odie dada eae Area Leer Segrrert Soar tm kite ae reste rl Heine sede Dimmie rd e kh Eea lom foam lien Pis ToFa E Chat Fie ds d ten 2 Select the Automatic Update
55. TIF files will be in the selected location Click the Close button to close this menu 94 PDF to TIF Converter Tool PDF to TIF Converter E Bee planswift The Easter Woy to Manage amp Share Plans Select Folder C Users Devin Desktop sample05 pdf Output Folder C Users Pevin Desktop Format Black amp White E Conversion Completed PDF to TIF Converter Tool 95 CPC to TIF Converter Tool The CPC to TIF Converter tool allows you to convert CPC files into the TIF format 1 Select the CPC to TIF Converter button PDF to TIF Converter 2 Enter or browse to the location containing the CPC files 3 Enter or browse to the output converter output location 4 Click the Convert button to start the process CPC Converter Tool gt 3 eee7 7 Folder Containing CPC Files Output Folder 5 When PlanSwift is complete select Close to close the tool 96 CPC to TIF Converter Tool Download to Mobile Device PlanSwift makes it easy for you to download your plans to your mobile device allowing you to take your plans with you when away from your computer To do this you will need a wireless connection and the Discover app from mAPPn Inc MAPP Hi Ine APPLCADON DESCRIPTION de be Le Al PL Po Sollee We 7 a op iif ter ees 2 oT Pru mars pr P aes e Nii Porras H wee iarri rrr See fe eenia Peelers eed Ea ee uk ee
56. age New Storage Storage Properties Mame New FolderStorage Color Folder booo 150 Settings 3 Confirm your choice then the location will be added or deleted 4 To see the data location properties select the Properties button Data Storage Locations Hew Remove TestStorage TestStorages New Test Automatic Job Numbering for New Jobs IPhoneiPod Mobile Device Sync Path 5 You can make some changes from the Advanced Properties Box 6 When complete click the OK button to close the box Any changes you have made will take effect at this time Rane md Tres a Rent Js TT Local Local Folder l Folder Icon j P Large Icon i i mpd E Audit Trail i o 5 5 o Created By Settings User Time Stamp Date Time 17 1 2010 4 35 30 PM Inheritance path LAIA Folder Data Storage Locations Deleting and Properties 151 General Settings The General Settings page allows you to make several choices about your overall settings in PlanSwift Select General from the list pr Data Storage l Gene i S Com g Keyboard Hotkeys Interface i Zoom Pan H Annotations z Graphics Takeoff Tools F Snapping Notifications Digitizer Tablet A Property Groups 1 When checked will automatically open the last job you had open the next time you open PlanSwift 2 When checked will automatically
57. anSwift Fundamentals Level 1 12 00 Pu PianSwift Fundamentals Level 1 1400 PM 1200 Bye 1200 PM PianSwift Pars and Assemblies Level 2 12 00 PM Y PlanSwatt Parts and Assemblies Level 2 0 Plans E Parts and Assemblies Level 2 2 00 PM MS Excel Iimegrabon 4 00 PM Custom Reports 101 12 00 PH MS Excel Integrabon 4 00 PM Custom Reports 101 12 00 Pu MS Excel inegrabon 4 00 PM Custom Thu 1200PM Plan Swift Fundamentals Level 1 1200 PM PianSwitt Fundamentals Level 1 12 00 PM Plan Swift Fundamentals Level 1 12 00 PM Plan Swi Fundamentals Level 1 4 Complete the required registration information 1200 PM Parts and Assemblias Lowel 2 1200 PM Parts and Assemblies Lewal 2 12 00 PM Parts and ssemblias Lewal 2 12 00 PM Par s and ASSemoles Level 2 10 1 Please note a confirmation email and reminder email will be sent to the email address you provide so please use one that you will receive 5 Click the Register Now button to continue Please note All of our webinars are scheduled MST you can show the time in your time zone by pressing the Show Time in My Time Zone link 212 Join a Free Webinar ee planswitt The 1 Takeoff amp Estimating Software Parts and Assemblies Level 2 Tuesday July 20 2010 10 00 AM 11 00 AM MDT Webinar Registration This webinar will comer
58. and move to additional monitors e Hover navigation Hover over arrows up down left right to pan around the page perfect for touch screens too e Takeoff Image e Templates e Database integration Ability to create custom lists example Items Customers Divisions etc that can be linked to database Estimating PlanSwift 9 User Manual e Database Integration Link PlanSwift to any existing ADO compatible database including Excel SQL Server MS Access for Price Lists Customer Lists etc e Object oriented estimating with Object Inheritance We are introducing a new concept here Each estimating assembly or formula can be inherited to other similar items allowing powerful plugins to be created with Smart functionality while digitizing e Modify item properties directly from the estimating screen e Automatic units conversions Enter values in IN FT M CM or any measurement type and it gets automatically gets converted Reporting e Reporting Greatly enhanced reporting capabilities Sort amp group the data any way you want and save pre built Views e Calculated Column ability to create a column that is stored only on the report not on the items and calculates on the fly e Customizable page layout for reports add logo etc e Modify item properties directly from the reports screen e Excel 2010 Compatibility for the Live Excel integration Language International e Better metric compatibility e L
59. anguage Packs Ability for the software to operate in multiple languages Properties e New Property Field Types CheckBox Color Memo Image Path Slider Bar and more store these properties on any item e Friendly Input screen when editing properties e Form Designer Ability to give templates friendly form inputs by using the form designer Development Platform e New Concept of Storages Allows the user to control where their job data and templates are stored folder on HD in a database in XML file etc e Much more open architecture Every object page bookmark area linear count template anything has it s own XML based set of properties for storing tagging additional information to Perfect for plugins to piggypack on PlanSwift architecture e Ability to embed integrate 3rd party apps into the software as a seamless solution appearing as 1 software e Ability for Events Methods to launch Executable Plugins e New Script Editor window with built in help files Help Support e More integrated experience Misc e Parts show what type of takeoff item they need dropped onto e Export to Excel Report Ability to define a Report from an Excel template such as Invoice Estimate and have it populated with Data from PlanSwift this is different functionality than the existing Live Excel integration e SwiftMarket integration The most powerful tool for buying and selling construction materials and services now linked
60. ar window To watch the video about this topic click here How To Add Attachments to a Project 247 248 How To Add Attachments to a Project Trouble Shooting Planswift Tips for common issues you may run into in PlanSwift Common Activation Issues Trouble activating PlanSwift Check here for solutions Unable to provide unlock code Please assure your date is accurate Unlock codes are date dependent PlanSwnft Unable to provide unlock code Please assure your date is accurate Unlock codes are date dependent This message is common but is easily resolved by checking the date and time on your computer Right click on the clock in your system tray and select Adjust Date Time from the right click menu Simply set the correct date and time in windows and apply the settings Now retry the activation in PlanSwift You are not allowed to unlock additional computers at this time Plan Switt You are not allowed to unlock additional computers at this time You have received this message because you have exceeded the number of activations on your PlanSwift License Please remove one or more of the activations from one of the activated computers by going to the active computer and going to the help tab in PlanSwift and selecting Software License Options then click Remove license Error Connecting Please Make sure you have an internet connection and try again Warning Error connecting Please make sure you h
61. ark from then select the level that you would like to create the bookmark at Pages Bookmarks 4 As RE eS Sf Search EH Tech Unlimited Planswift 0 Pages ENE BetaData 0 Pages Ha PS Jobs 0 Pages ECJ Copy of Sample 2008 0 Pages FES Images 2 Pages 30 South Bend Reif gE 44 South Bend Reif The level refers to the view of the image in terms of the zoom This example view is at approximately 70 zoom Next click the green plus symbol in the Bookmark window Adding a Bookmark 243 TOLI Bookmark m at Cancel Enter a name for the Bookmark check the box for Create Snapshot if you want to capture a small image of the bookmarked area then click Ok To view the snapshot of the bookmark click in the camera icon to the right of the bookmark name ape Search A Bookmark y Now there is a created bookmark in the Bookmark window Anytime a page is open clicking the desired bookmark in the list will automatically change the page to view that specific bookmark To watch the video on this topic click here 244 Adding a Bookmark How To Add a Bookmark Link To add a Bookmark Link start by finding the desired bookmark in the bookmark list Once you have found the bookmark you want left click on the bookmark and drag it to a desired location on the job page When the bookmark is dragged onto a page once let go a note will be left with that bookmarks
62. ata you will see a Reports folder From there select the Reports you would like to share and simply copy them by right clicking and selecting copy The simplest method would be to just copy the reports to a thumb drive or onto a network location that is accessible from other computers from there other users can copy and paste it into their Reports Directory on their computer tJ Symbolic Link Creator Select the type of symlink that you want to create Folder symbolic link Link Folder Please select the place where you want your link Enter the PlanSwift Data directory path here Now give a name to the link Destination Folder Please select the path to the real folder you want to link nter the Network location of the Reports folder here Select the type of link Symbolic Link Cassini There is another way to share Reports by using a third party application available from Google The program is called Symlinker Additional information regarding the SymLinker application used in this video can be found HERE Please Note This application is not supported by PlanSwift This program creates a symbolic link similar to a shortcut which will read the contents of another directory then places it into the directory which is located in your data directory 1 Copy the report directory to a network location that all users have access to this is only done once 2 Once copied delete the original reports folder in the PlanSwif
63. ate your new job Once you click Finish PlanSwift will create the new job copy image files and then open the new job Now click Finish to load the new job Now that all of your pages have loaded for your new job you may want to organize them into multiple folders To do this start by creating a new folder in the Pages window on the left side of your screen Click on the New Folder button to create a folder with the name of your choosing Then simply drag and drop the desired pages into that folder Pages Bookmarks COS is Search ENG Tech Unlimited Planswift 0 Pages EE BetaData 0 Pages EHEJ PS Jobs 0 Pages E Copy of Sample 2008 0 Pages FH Images 2 Pages E 30 South Bend Reif 44 South Bend Reif 240 How To Start a New Project New Page Folder Enter a name for the new folder To watch a video about starting a new project click here How To Start a New Project 241 How To Remove a Scale To remove a scale from a page first make sure to select that desired page Once you have the page selected click on the Scale button in the Home tab Where Senda PAS Metric Auto Fraction Feet Inch F _ LIL DO Apply Scale to all pages Clear Scale Automatically create dimension line To watch a video on how to remove a scale click here 242 How To Remove a Scale Adding a Bookmark To add a bookmark first select the page you would like to bookm
64. ation or navigate to the file 3 Click the Open button to continue Import Tabs 147 A Libranes Documents a Music ee Pictures H Video File name Takect TabSwiftTemplates 4 Select the location to store the tab and enter the name for the tab 5 Click Ok and the tab will be loaded and available to you 148 Import Tabs Estimate and Template Adjust Buttons The Adjust buttons allow you to quickly change the level and sub level of columns in your estimates Up Arrow Moves the selected column up one level Down Arrow Moves the selected column down one level Left Arrow Moves the selected column up one sub level Right Arrow Moves the selected column down one sub level Estimate and Template Adjust Buttons 149 Settings Data Storage Locations Deleting and Properties You can easily change your data storage properties or delete a location from within the setting tab 1 Select Data Storage from the list bs Keyboard Hotkeys a Interface Zoom Pan z Annotations Graphics Takeoff Tools i Snapping Notifications Digitizer Tablet oe Property Groups 2 To Delete a location select the location then the Remove button And to add a new location click on the New button which will open the New Storage window where you can enter a name for the location and choose a destination for that new location You can also select a color for the stor
65. ave an internet connection and try again Would you like to obtain an unlock code through your default web browser eee you received this message you may not be connected to the internet If you are connected to the internet then the issue is likely due to a firewall that is blocking PlanSwift from gaining access to the internet Be sure to add a firewall exception to your security program for PlanSwift For information on setting this up in Windows See this help article Allow a program to Trouble Shooting Planswift 249 communicate through Windows Firewall If you do not have access to these settings you can select yes to obtain a code through the default web browser and manually activate PlanSwift You can also obtain a manual activation by calling our automated activation line at 1 888 752 6794 option 9 License has expired PlanSwift 1187 04 License has expired z E You may receive this message if your PlanSwift account license has expired This can happen if you have a subscription to PlanSwift or are on a payment plan if a payment was declined or otherwise canceled If you feel that it was received in error please contact the billing department at 1 888 752 6794 option 3 The action you attempted to perform is not available in the viewer version of the software The action you have attempted to perform is not available in the Viewer version of the software You can either ty a 14 day trial to test out
66. breakdowns can be used for job tracking and budgeting per phase There also a couple of other labor and material costs report totals as well 24 Accurate Landscape Plugin PlanSwift Accurate Landscape plugin tutorial Soil Prep PlanSwift Accurate Landscape Plugin Sleeves Main and Laterals PlanSwift Accurate Landscape Plugin tutorial Pricing PlanSwift Accurate Landscape Plugin Tree tutorial PlanSwift Accurate Landscape Plugin Cost codes and reports explained Support Contact Information Author Accurate Landscape Estimating Contact Name Todd Kaberline Email ccltodd yahoo com Phone 541 646 0975 Accurate Landscape Plugin 20 Area Pro Area Pro ltems Included e ltems e Area Pro e Page ltems e Area Pro Section Functionality Area Pro Plug in will install a new digitizer item enables you to receive calculated information for Area ltema swith Subtraction about e Total Openings Area e Total Openings Linear Total e Gross Area e Gross Linear Total e Gross Volume Installation 1 Open PlanSwift if it is not already open 2 Go to Download Plugins Sidebar and make the necessary steps for downloading the plugin 3 When download is finished choose Open This will process the installation After installation you will find Area Pro in your Area Button Drop down list y ra Linear Segment Count a C9 New Area DY Roof Area Cubiq ae re gt Price Per 50
67. ck and unlock the contents of that row Clicking on the lock will change the setting Light bulb Indicated if the row is visible or not Yellow Bulb Row Visible Gray Bulb Row will be invisible 6 When done click the OK button to continue you have created a New Part for your use 138 Template New Part or Sub ltem Part To watch the video on this topic click here Template New Part or Sub ltem Part 139 Copy and Paste Buttons P Copy Paste slant b Fi TN Copy Copies the selected information to your clipboard Paste Copies estimate information from your clipboard 140 Copy and Paste Buttons Templates Columns Button The Columns button allows you to update add and delete columns on your estimating form 1 Select the Columns button to open the Estimate Columns dialog box Templates Columns ER Description 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 plus 1 then enter your information about the column To delete a column select the column then select the x 2 The column will be removed from the estimating table To close the dialog box select the close button 3 Your changes will be saved and will take effect Name Use this column to give your estimate column a descriptive name Date Type Select the type of data that will be found in this column
68. cter If you do not know your customer number click here to have your activation codes resent to you Common Installation Update Issues This section contains answers to common installation or update errors and messages DeleteFile Failed code 5 Access is denied C Program Files x66 Plan Swift PlanSwitt exe An error occurred while trying to replace the existing file DeleteFile failed code 5 Access is denied Click Retry to try again Ignore to skip this file not recommended or Abort to cancel installation This error indicates that there is still an active PlanSwift process running and the installer cannot replace the existing file because it is in use The most common scenario would be that the PlanSwift program did not close during an update If you see PlanSwift on the application bar at the bottom of your screen simply right click on it and select Close Next press Retry on the error message box If the error persists restart your computer then run PlanSwift and the update before running any other applications Program Errors Errors you may encounter using PlanSwift Unable to provide unlock code Activation pin is invalid 251 Error Drawing Overlay Overlay Image May Be Too Large This error is usually caused when there is not enough memory to preform the action Certain images depending on the bit depth can render the image too large as the image has to be re rendered to a higher bit depth to allo
69. da iadtiibas 231 Par Si ASS CMD E e e Lo 232 A cents utes yanscdiiagsatetedun O 232 REDONS aa cate ese i ae ea eee ante aaa eee E eeu 232 License Management ecmain ad 232 IMPORTAN A a e ale a died 232 JOB MANAG SIMIC Ml eons notas loto 232 HOW TOL C ODW 0 cats ea 232 HOW to Rename Oca oa 234 HOw TO Stat a NeW Pro ec de 236 How lo Remove aA Scale lr rec rd 242 AAA BOOKMARK A aeaa o oe 243 How To Add a BOOKMARK E AIK auna a sida 245 Table of Contents The How To Section How To Add Attachments 10 4 PrOleCh astral scence A A AAA 246 Tr bl Shooting PlANS Will dia 249 CGOmmon ACIV ATION ISSUES ota teccsictnhcaxinsuencdnrsa data 249 Unable to provide unlock code Please assure your date is accurate Unlock codes are date GE DEMOS esla irc 249 You are not allowed to unlock additional computers at this tiIME occccoccnconcnccncncconnconononannnnnnos 249 Error Connecting Please Make sure you have an internet connection and try again 249 License Mas e XD e A e a a 250 The action you attempted to perform is not available in the viewer version of the software 250 Unable to provide unlock code Activation pin is InVAlld occoooccccccnccocnnconnncocnnoconncnonnconanononos 250 Unable to provide unlock code Customer Number not OUNO cccccoccccccoccncconcnocononoccnncnonononcnnos 251 Common Installation Update ISSUCS dais 251 DeleteFile Failed code 5 Access 1S denied iia ida 251 A A ee 25
70. e assemblies for use in estimating and takeoff before you need then or export import them into jobs Assemblies allow you to pre build all the materials and tools you will need for a specific item such as concrete slabs 1 To create a new assembly select the New Assembly button to create a new sub item assemble select the lower portion of the button New New from Part Type 2 The Form properties window allows you to name your assemble and set basic information about the assembly 3 When finished click the OK button to continue you have created a new assemble for your use amp Properties New Item Name Mew Item 4 The Advanced Assembly option allows you to enter set and update more option 5 Select the Advanced button to open the properties window Padlock Allows you to lock and unlock the contents of that row Clicking on the lock will change the setting Light bulb Indicated if the row is visible or not Yellow Bulb Row Visible Gray Bulb Row will be invisible 6 When done click the OK button to continue you have created a New Assembly for your use 136 Template New Assembly or Sub ltem Assembly Ex Kl ol t 3 Fo a Show Normal Form Layout Events Ca E Item Hes Them 2 Hia a 2 Agserdly Ameri y T A H2010 11 30 30 AM 0 00 0 00 10 00 Point Count 0 00 __Secment Count es 0 00 Enheritence pete 1 ANAN Assembly Basic ESSN I
71. e changes click the back button 11 Click the Finish button to send your plan files Email Files 71 Email Job Ready to Send Files Your files are ready to be uploaded and sent to the recipient list you provided Click Send to start uploading From Devin Wssiplanswift com gt To fe planswift com Here are the plans you asked for 12 Your files will be automatically upload to PlanSwift When this process is complete you will see a message like this one The download link will allow access to download the plans you are sending The recipient will also be sent this link and not the plans This allow them to download and view the plans when they are ready 13 Click the Ok button to close this box 72 Email Files Send Status Your files have been uploaded successfully 1004 Here is the download link http share planswift co fle GOWHO0T6M 8KU4 U073 62N6 6V0N18B1043 An email was sent to fees planswift com This file will be available for dowmload for 30 days from today expiring 07 29 10 To delete this file click this link htto share planswift com RemoevefFile pho tfile GOWHOT6M 8kKU4 U073 62N6 6V0N18B1043Bcode 51ZMATSX 1C 55 8144 N5XT ATSYTOOTYKW The recipient will receive an email like this one that includes your message and a link to download the plans Files Sentio You wh Fanget ts Darin A A TEA ti Hara ara the plena pou ad for A Para us ha eet po pra E
72. e page you are working on Flip Vertically Flips the page so the bottom is now at the top Flip Horizontally Flips the page so the left side in now on the right Page Flip Tool 87 Page Invert and Crop as New Page Tools A Y Invert Cropas New Page ji The Page Invert and Crop as New Page Image Tools allow you to easily update your job pages Invert Inverts the black and white colors on a page so the areas that were black now will appear white Crop as New Page Allows you to crop a page down in size and save it as a new page in the project all in one step Both of these tools are automatic when you select the button 88 Page Invert and Crop as New Page Tools Other Takeoff Item Sa dh Rotate Rotate Flip Flip Left Right Vertically Horizontally m aE PE The Digitizer Item buttons allow you to work with a selected digitizer area First you must select the digitizer area you wish to work with Rotate Left Rotates the digitizer area count clockwise Rotate Right Rotates the digitizer area clockwise Flip Vertically Flips the digitizer area so the bottom is now at the top Flip Horizontally Flips the digitizer area so the left side is now on the right Other 89 Pitch Calculation Tool 12 The Pitch tool allows you to find the pitch and angle of a slope 1 Select the Pitch button 2 A 2 Click on the first point of the slope you want to
73. eed rre Ern ir E es es errr sees ll reta lt cee der ee an ee ee ee aan dere f ee Be ma A pee e A E a A A P e a a rr Ss er eer Sees ee m Ep E me she Se m purr mmeg o hpg aM Wis Ba a i les p a ree a of a CUTE ATE E Sethe Ge E dl rd DU PP Sie 1 Run the Discover app on you device you will need to copy the IP address from the Hint page The Hint page come up when you start the app or by selecting the Green Dot button Download to Mobile Device 97 Hint To connect your iphone input VVEDLUAY Cent Free Disk Space 39 14G Set a password in settings page can protect your private files P S Please support our work by clicking the upper advertisement Thanks 2 Copy the Device IP address into your web browser 3 Click the Add Directories button to add a PlanSwift directory Ele Est iaa pS a C XO Q M mentiras O E Planei Videos mo AM tapar 192 168 110 LARES DISCOVER Devins Ipod Need Help Simplelmientace Fres Dak Spice AGS MA Comments linder lip Laval Pode cit Lies Add Directo zE bip Mama 5 Las Modied Ey Private O Privada 067062010 001258 Cheah Renamo lg y amp Ey Public O g Pubic 0708 2010 081250 Diets Reame Fike hame at Lipid yg Pie reac paran Forum Support Email Seppo FAG Link Ci Copyright B Base Development inc 2008 Transferring data feeen 192 168 1101 g ePi aea fa o O eneo he r 4 Enter the Directory name 98 D
74. eg Pai eee Som h imertaco Bering A Y rbd Hed Lala Loba miss Cds Soave i Par a Goes Page Other Yer bart is Tempi SFC Reporte ep bree Pir baer PS Bee UP A _ os E Pig les Lewy e miete Sera omn Loim Erigan 1 When checked shows the Under the Hood Screen Tab This allows access to some of the internal settings of PlanSwift although you may need to make changes here it is advisable to work with professionals when Under The Hood 2 When checked will show the Types tab in Templates 3 When checked will show a full screen cursor rather than a smaller one 4 When checked will cause the cross hairs to be displayed on your plan images 5 When checked will show large scroll bars rather than smaller ones 156 Interface 6 When checked will show you tool hints 7 When checked will show you digitized information S S E E 3 iv 5 Jal Ja Y Interface 157 Zoom and Pan Options The Zoom Pan selection allows you to set option about the Speed and look of Zoom Pan features Data Storage General in Company be Keyboard Hotkeys Interface Zoom Parr oo Annotations os Graphics Takeoff Tools i Snapping Notifications Digitizer Tablet a Property Groups Pan Speed Mouse and Keyboard sets the speed panning occurs at Zoom Speed Mouse and Keyboard sets the speed zooming occurs at 158 Zoom and Pan Options Annotations Settings The Annotation Settings allow
75. egistering eae bis cod PAE Aoi ea yh ty er GY You haw successtully registered tor ie folhowang Webinar A confirmation email has been sentto you This link should mot be shared with others itis unique to you 2 Join the conference call System Requirements PC based attendees Required Windows 7 Vista XP 2003 Server or 2000 Macinicaht Dased ailendees Required Mac 058 X 10 4 11 Tiger or newer 214 Join a Free Webinar The How To Section This section will provide you with instruction of how to perform specific tasks Import a Job from a PlanSwift E Mail 1 Open the PlanSwift email in your default email client Outlook Yahoo Gmail etc The email should look something like below A PlanSwifta user has sent you some files Click the following link to download htto share planswift com download file J86E1SS3 7AN8 HD4S CO6A 4LIVW6VBBW5 This file will be available for download for 30 days from today expiring 04 08 11 PlanSwift is the 1 takeoff and estimating software and it comes with powerful yet easy to use on screen digitizer and takeoff tools Discover how much time you can save with Planswift Available for download at _http www planswift com requesttrial 2 Click the First link in the email A dialog box will appear asking you to save the file Save the file to your desktop or location of your choice 99 4 Open PlanSwift if it is not already open If you do not
76. elect what type of page you would like to add From Image Files C Blank Page From Clipboard e Cancel 76 Page 3 Select the files to be added Make sure the check box is selected for the files you want to add 4 Click the Next button to continue O Add Pages Image Files Select the image files for the digital plans that you want on this job Folder Lo C Program Files PlanSwift9 Data Storages Local Jobs 10042 Pages 1 Mi al LEER 5 Set the converter functions as needed Then click the Next button Add Pages 17 Add Pages Convert Settings Select the settings for converting image files to be used by Flans waft PDF Convert POF files to TIF OPI for TIF Files 200 y Format Black amp White Other Formats Convert CPC files to TIF Convert CAL files to TIF Convert DY files to TIF note PlanSwift will mot be able to load these formats if they are not converted Multi Page TIF Split multi page TIF tiles into seperate files Large TIF files Page Naming Use Page Name Default Formula Title Po Trtle indicates the image title pos indicates the page number Add additional comments as necessary to the formula Single images won t display a page number 6 PlanSwift confirms you are ready to add the files If you need to make changes you can select the Back button 7 Click Finish to add the files 78 Add Pages O Add Pages
77. er eet teen Se Pee rt ea IN Se Ca Rn eR 181 EX DOM O EXCES Template at aida 182 A A A 183 ADOUT REDO Sind rela loop cbad 184 A nC ee NORD nN ORE oR N 186 REDO Erudito 188 Shanin REDONS Anea N E A aaaentiea auuniane nies 189 New ReDo atroces 190 REDONE OMANO e a A E 191 a EA SE ee Pree ene E E E EE A AE oer er ene ee he OEE ee ee ee E ene A 192 HOME e ed E e ado AN 192 Help Back and FOWA sosea e a ir taadade 193 Reres O A A a cede yeni aa 194 O 195 AVA 6 216 eer Nae Oe Re er on anne OR Perm TR Freier RTT a one On A UR ee a PET Ts PRO MOY ae eT a RT SCPE a 196 Panow COIN no ro ele 197 PIANO SS WV it OS OU a ascend dad 198 SOMWar eS conse ONIONS a das 199 REMESAS TNC Caras att ce e o ad 205 A PP e eo EA E e 206 A O E AEE eee 207 Onie SUDO MS Mates ass 85s ie sinc ta bo 208 FAQ Frequently Asked QUESTIONS a ide 209 System Ae quit Mer AS tented 210 JONA Free Wep E A re Cn YP TE ME URE oS eC 211 THE HOW FO Secta da 215 Import a Job from a PlanSwift E Mall cccccccccceccecceecesceeeesceeeeesceceesceneescuececeeeesessaneesadetecceaeseceeees 215 Display a legend on your plan mags a 216 Sala ee Ser UD aren ta 217 installing PlanSwitt On Your Computer szs nenad A T 217 ADDIVING Sotware Updates mars O ic 224 Navigatio sorn i ale aie paola etal cactanles A oceania coe 228 INAV IC ato BUON SS it oe 228 Digital Ns ARCS OM nar td e e 229 SublIacinda Sec Ntra ia 229 Digital Takeo Tod OPA iS 230 HOW TO Remove a Scale tada ai
78. ext then follow the prompts given to finish the automatic update process UC To watch a video about program updating click here Applying Software Updates 227 Navigation Navigation Buttons Back Fwd s The navigation buttons allow you to move backwards and forward in the Pages you are working on Back will move you to the page previous to the current page Forward will move you to the next page The previous and next pages are not always the next in the list PlanSwift goes by the pages you are viewing similar to how a web browser history works The buttons will remain grayed out until you actually switch between pages This way you do not need to skip pages you are not using 228 Navigation Digital Takeoff Subtracting a Section To subtract a section from an already existing digitized area first select the digitized area you will be editing Once selected the perimeter of the digitized area should be highlighted red Then right click the digitized area and select Subtract from Section Properties Hide Move Lock Show Label Add More Points FAR New Section Subtract From Section Copy Paste Delete Order Edit Hyperlink Send Data Go To Item in Estimating E x 4_it T gt gt gt Go To Item in Takeoff Summary Continue With Undo Change Takeoff Item From there continue to digitize the area you would like to remove Please note that you must sta
79. f opens a drop down menu of tools based on the basic area object such as the Joist Tool Count Send E Data Takeoff 2 Enter a name for the area and choose a color 3 Click the Ok button 4 Set points on the outside of the area you wish to use 48 New Area Tool Se 5 After the area is completed right mouse click and choose Stop Notice the square footage is reported next to the area s name underneath the plan image that contains the area To continue digitizing a different section with the same area press the green button next to the item in the pages list or you can right click on the area and select New Section i The Advanced option button will provide you will more options if you wish to use them New Area Tool 49 To watch a video about how to takeoff a new area click here 50 New Area Tool New Linear Tool Count Send Data The New Linear tool allows you to create a Linear digitized item on your plan 1 Select LINEAR to open the linear tool box 2 On this window you can name your Linear item and choose a color for it PlanSwift automatically picks a random color if you would like a different color simply click the drop down menu under Color The New Linear tool is very easy to use 3 When you are finish setting the properties select the OK button to continue Make sure your page is scaled if not PlanSwift will automatically open the Scale window
80. ft software that sets up an entire costing system within the application in a matter of a few minutes This alone greatly simplifies building your parts and assemblies Users can then start building their library of items with ease in fact all the end user needs to do is build their own calculation to quantify the items based on the formulas that work for them and enter a base cost for the item Note we do not provide cost data With ACS you are supplied with a robust project setup dialog where you can enter your project defaults for contact info tax rates and options global markups global burden rates and global overhead rates all based on the item types All of your library items will inherit their respective global parameters while still giving the user the flexibility to override the default and set a custom rate ACS will also give you your total per unit cost and pricing based upon the items that are applied to the digitized takeoff ACS gives you enhanced reporting complete with costs profits and an abundance of sorting possibilities We do not build your assemblies and parts we give you the tools to easily build what you need to give youa custom your system in a very short time In fact it will save you 120 or more hours of setup time Features amp Benefits e Quick hassle free installation saves you countless hours of setup e All back end costing calculations pre installed e Intuitive project setup menus e Global variables fo
81. gitizer Tablet ml Property Groups PlanSwift comes with many already set hotkeys however you may update and change then as you like For some options you may select two different hotkeys Keyboard Hotkeys Primary Secondary Primary Secondary Zoom ta Fit Fe None Smooth oom In Mum None oom F10 None Smooth oom Out Mur None Previous oon Hone None Scroll Up E ene New ltem from Template T acrall Down D Mone New Area 4 orev Dee 9 None New Linear 2 Scroll Aight F None Nem Segment 3 Magnifier W None New Count 4 Create Bookmark E None Search Bookmarks None Mone Start Stop point recording A Continue with digitizer None None New Section M Toggle digitizer snap F3 Toggle ImageE stimating Window F12 Toggle angle snap ortho None New Note Toggle Yerty Points FE Quick Search Space Keyboard Hotkeys 155 Interface The Interface list selection allows you to select several option about the look and feel of PlanSwift Data Storage General in Company on Keyboard Hotkeys Zoos ntertac m Annotations Graphics Takeoff Tools is Snapping Notifications Digitizer Tablet a Property Groups Color Scheme allows you to pick the colors you prefer Black Blue or Silver Black Some Fage Other Wew fetimoting lets Tempivtee te Reporte ep A a Game ae Other Wes bami Lets Tempi SFT Esports HA Une Pierce ured ia G ix GF yh t Lal Praga e hor ar Pla p Pao 1em mar
82. hat is 100 compatible with the UDA Construc tion Suite By Default the export uses the Division Sub Division and item name as the import code required from UDA These are editable to use other fields within PlanSwift by going to the settings and selecting the UDA Export Settings button on the toolbar Map the appropriate UDA category settings to one of the PlanSwift fielda in the dropdown list 16 ACS User Guide To export your data go to the Reports Tab and select the UDA Export Button on the tool bar and perss Export Now The information is exported into the preformatted MS Excel file for you to save and import into UDA Construction Suite using the Import from Etakeoff option Open Job Dialog Customize the open job dialog window to suit your needs Simply click on the Open button from the Home tab Click on the Columns butto and press the green plus symbol to add a new column Enter any of the following property names to customize your window e Name e Description e Last Modified e Notes e Bid Due Date e Primary Estimator e Status e Contact e Email e Phone e City e State ACS User Guide 17 About ACS Advanced Costing Suite ACS Advanced Costing Suite The Advanced Costing Suite is an addin to the PlanSwift Takeoff and Estimating software ACS is for the user who needs a costing solution based on parts and assemblies without having to create it from nothing The addin installs pre defined types into the PlanSwi
83. he existing and SEs proposed areas will now be selected They will all be highlighted in red and you will see all of the points areas are selected Anything not included in the selection will not be analyzed Note If other digitized items on the same page are also selected it will not affect the Earthwork Pro calculations however it is recommended that those other items be hidden and not selected Click the Earthwork Pro button on the toolbar to open the plugin s Fartiwork por 2 Templates Parts Inputs eo Earthwork Pro Ha Random Color Earthwork Pro Earthwork Pro Calculation Size SqIn E rth k p ill Earthwork Pro will open weer Tf You can set your calculation size from 3x3 ms Al 6x6 or 12x12 square inches Opened Graphics Closed Graphics Bie This is the actual size of area that will be analyzed on each calculation Earthwork Pro EER You can also select to show the Calculation Size SqIn 5 E a graphics and choose the size of the graphics Graphics Size SqFt Note The graphics size DOES NOT staan affect the calculations PlanSwift a requires way too much random access 7ftx 7 ft memory or RAM to do a smaller grid OR than 3ft x 3ft This is the smallest option oe for the graphics E Y i Earthwork Pro a Calculation Size 5qIn C E y be Click the Calculate button to begin _ E running the calculations Graphics Si
84. he page previous to the current page Forward will move you to the next page The previous and next pages are not always the next in the list PlanSwift goes by the pages you are viewing This way you do not need to skip pages you are not using 38 Navigation Buttons Zoom and Pan a A e a Zoom Zoom Zoom Zoom Pan To Fit In Out Zoom Allows you to select an area on your plans which will be zoom to fill your screen area Zoom to Fit Re sizes the current plan to fit your screen desktop Zoom In Zooms into the plan centering on the center of your desktop Zoom Out Zooms out of the plan centering on the center of your desktop Pan When select and Left clicking will allow you to drag your plan across your page Zoom and Pan 39 Scaling a Plan Image A plan image must be scaled before any digitizing can be done If a plan image needs rotating or leveling this needs to be done before the image is scaled To scale a plan image 1 Click on the plan image to scale 2 Select a dimension on the plan image to scale preferably one over 20 ft long for best accuracy It does not matter whether the dimension is horizontal or vertical but for best results doing both will help 3 Select the Scale button from the toolbar 4 Enter the dimension into the Scale Dimension dialog and click the Ok button Scale E Mas L F 5 Metric Auto Fraction Feet Inch n En ie ds F Apply Scale to
85. his list is generated by what columns you have defined for the report Then by clicking the red highlighted word you can select what operation you want the filter to perform Finally by clicking the blue highlighted word you choose specifically what criteria your filter will follow 186 Report Filters WE Filter builder untitled flt AND lt root gt press the button to add a new condition For example you can set a filter for Quaintly Qty is greater than 100 This filter will show all the items where the Quantity is greater than 100 At times you can select more than one operation for the filter press the button to add a new condition You can have as many different conditions to your filter as you would like simply click on the new condition button Once you have created your filter click apply in order to run the filter You can save your filter for future use by clicking Save as and you can also view a history of recently used filters by clicking the down arrow next to the filter at the bottom of the screen IsTakeofitem True Report Filters 187 Report Grouping Priority 64 SemiHidden false UnhideWhenUsed false Name Medium Shading 2 Accent 4 gt In your Reports you have the ability to group your data by the column headings that are visible The Grouping takes place in the light grey bar at the top of the report Basic Takeoff Reports Takeoff with Markup by Type Type ye Name
86. ickly And finally you have the option for Page Naming which allows you to impend text to the page name How To Start a New Project 237 bib VVI a OPE lc Fest Convert Settings Select the settings for converting image files to be used by Plans wift PDF Convert POF files to TIF armat Grayscale 16 shades Other Formats Convert CPC files to TIF Convert CAL files to TIF Convert DJVU files to TIF note PlanSwift will not be able to load these formats if they are not converted Multi Page TIF Split multi page TIF files into separate files Large TIF files Downsize large TIF files Page Naming Use Page Name Default Formula Title Pot The files used in this example were already TIF files therefore no options for conversions are available The next window allows you to import Excel files and attach other files to the job For detailed information about this option watch the video here 238 How To Start a New Project Attach Import Excel Files Select Excel files to attach to the new job If these files contain template definitions they can automatically be imported into the estimate Fa Attach Files to this Job Remove Import Excel Templates Link Excel Cells to Takeoff Items Click Next to continue How To Start a New Project 239 sas Oni Ready to Create Job Plan Swift is now ready to create pour new job Click Finish to continue PlanSwift is now ready to cre
87. ient will also be sent this link and not the plans This allow them to download and view the plans when they are ready 12 Click the Ok button to close this box 66 Email Screenshot Send Status Your files have been uploaded successfully 1004 Here is the download link http share planswift co fle GOWHO0T6M 8KU4 U073 62N6 6V0N18B1043 An email was sent to fees planswift com This file will be available for dowmload for 30 days from today expiring 07 29 10 To delete this file click this link htto share planswift com RemoevefFile pho tfile GOWHOT6M 8kKU4 U073 62N6 6VONLISBLOASRcode S12ZMATSX 1055 8144 N5XT ATSYTOOTYKW Files Santio You wih PlnSett tt dr diah PA rd gol e i Hara ara the plana pou ad for A Parral us fart eet pon pra Ek Chi de lobos bak La rad bir bue ol co dond AT A ERE LA Di A A r Mbs nl be rra Lo rd da O dia lr o lr PIE Parte a da 21 Eee ard abra eter ad it core WE pervert yat sarf Lo ee oe cree grar a bebe ico Dreta Sea ech A oe cn a We Breet Ayala 0 dear Jt o da ca Ens Da ts Pao The recipient will receive an email like this one that includes your message and a link to download the plans To watch a video about Emailing Screenshots click here Email Screenshot 6 Email Files Emailing job plans to one or more people is fast and easy with PlanSwift You have several options you can email plans email a screenshot or email files you select
88. iles BEN Plans Data Storages Local lobs Click Next once you are finished Now you will select the image files you want for the job 236 How To Start a New Project ola VRI AS DE res Image Files Select the image files for the digital plans that you want on this job Folder e 4 A Images 33 South Bend Reif tif 08 South Bend Reif tif 06 South Bend Reif tif 42 South Bend Reif tif 19 South Bend Reif tif 04 South Bend Reif tif 26 South Bend Reif tif 05 South Bend Reif tif 25 South Bend Reif tif 28 South Bend Reif tif 24 South Bend Reif tif 32 South Bend Reif tif 30 South Bend Reif tif 44 South Bend Reif tif 11 South Bend Reif tif Tl al el al el E al al al al e al el Check All All Uncheck All All Once you locate the image files select which ones you would like by clicking in the empty check boxes then click Next The next window will give you options for converting PDF files and other formats Also for an organizational purpose for jobs with more than one page you have the option of separating TIF files into individual files This can be helpful if you are looking to delete just one page If your computer runs a little slow you may want to downsize the TIF files so your computer will run smoother and more qu
89. ing Esc or by clicking the Digitizer Record button To watch a video about how to takeoff a new count click here 54 New Count Tool You can add an image to any page in PlanSwift simply and quickly 1 Select the page you want to add an image to 2 Select the Image button to start Annotations 3 Select the image you want to add You can browse to the image or enter the location 4 Click Open to continue Fj Recently Change de Pubic M Desktop Ji Downloads 3 Recent Places a Libraries Documents all Music ie Pictures E videns File name 5643 Mesm 5t jpg 5 Select the first point for the image then holding the left mouse button you can size the image as you like 6 Release the mouse button to finish Image 55 ay LIE LISTI T aS EFA iT Gi rae A LIT FP i a ea E LE z Bish aj r DIE PEL daua Vi EBE tr To watch a video about adding an image to a page click here 96 VERIFY ALL DIMENSIONS Image Notes Making notes on a plan is simple E 1 Select the Note button from the annotations menu g New Highlighter verlay 2 Select where on the page you want to place the note and the size by dragging the square to the size you want 3 When you release the square the notes properties button will open Here you can type the note you want along with selecting color and size options Name Allows you to give the note a useful
90. inuing Takeoff Tools Default Transparency Size Default Area Transparency Point Size Less More Default Linear Transparency amp Less More Mode Size Default Segment Transparency OS Less I More l Default Count Transparency O Less More Line Size Default Note Transparency Less L More Hb Verity points when recording 2 Confirm when recording dimensions Sample verify points confirmation box You much clicking OK to verify and continue 162 Takeoff Tools Settings Verify Entry E Horz amp Vert Distance Ange amp Distance e 0 E 0 17 a 1 Confirm Dimension Properties is e O Line Color Text Color Text Height Diagonal 10 2 1 2 Horizontal 10 2 1 2 Vertical 0 0 Angle 0 0 Pitch 0 0 Takeoff Tools Settings 163 Snapping Settings The Snapping settings allow you to set how and when the snapping feature works on PlanSwift Data Storage General in Company be Keyboard Hotkeys A Interface Zoom Pan Annotations Graphics Takeoff Tools Snapp Notificatiay 5 Digitizer Tablet Property Groups Snapping ir Snap to Digitizer points Snap to Flans witt poms Snap to CAD points Hover to Snap Axis Ortho Snap to angles hold Shift for temporary enable disable g Smart Ortho Snap only when close to angles Check this option to enable all selected snap options This will snap only to points c
91. ion you want to save the Excel Template file The template file must contain the proper syntax for the exported data to display 3 Enter the file name 4 Click Save to save the file The window will close automatically when complete tp Search 5443 Main Sr Onparace eve folder oF sir Favonius Date modified Type Size Ai Recently Change de Public MM Cektop F T Downloads 2 Recent Places Mo ems match your search A Libraries E Documents all Music ee Pictures F Videos 182 Export to Excel Template Print Reports Printing report with PlanSwift is quick and easy 1 Select the Print button to start fki ML HTML A i xi Fa 3 E Export Export Export Exportto Export To Excel CE a lp 2 Select the print you want to print to from the drop down menu You default printer should be already listed 3 Select the Pages you want printed All Will print all the pages Even Will print the even numbered pages Odd Will print the odd numbered pages 4 Select the number of copies you want made 5 Select the the Collate Copies check box if you are printing multiple copies and want the copies collated 6 Click Print to start the printing process The window will close when the task is completed Printer Name Status Type Brother HL 2070N Where i oe a Jia Comment Copies Number of Pages Number of Copies CI Collate Copies dl a i 2 3 Print Report
92. is selection allows you to set your digitizer tablet connection options so PlanSwift can easily connect directly to your digitizer n Data Storage General Company on Keyboard Hotkeys Interface ba oom Pan H Annotations 2 Graphics Takeoff Tools os Snapping Notifications Digitizer Tablet gt Property Groug Digitizer Tablet Settings Device Properties Hake Hodel Version ID String A Gize Y Size Z Size Resolution Units Interface Type Address Network Hame Battery Level Supported Transducers Transducer Type Number of Buttons Has Pressure 166 Connect Disconnect Make Connect To Digitizer Tablet on startup Tablet Data A Y Z Button Pressure Proximity Transducer Function Block App Point Digitizer Tablet Settings New Data Storage Creating a new data storage location with PlanSwift is easy You may create as many storages as you like These can be Network locations or additional local locations on your pc You can also use portable hard drives Special considerations will need to be taken if you plan on using portable a hard drive on multiple computers You will need to ensure that the drive letter designation that windows sets is the same on all systems Documentation on changing drive letters can be found from Microsoft Here 1 Select the Data Storage option fs cereal gt Company ba Keyboard Hotkeys Interface be o
93. ji Earthwork Controls Oks Each Existing Contour will be listed E with its cuts and fills 3 a _ Cut Earthwork Pro 11 Fita Qty onts Adjust Aust Adak QD A T Proposed 315 795 ozsam Proposed 316 255 Jo 6 255 sesiesarT Existing 315 000 o asy o d wom o o gt Steins Cot dt AA a a mma ll ao gt Sn ee s a oa o A S en etl This layout will give a summary of the cut totals fill totals and the Qty total the net total You can also adjust the cuts and fills with a percentage sets 30 q FI pe B Existing 319 000 PATA fk 0 We kr Aem S soi pi o mr a To adjust the cuts and fills open the properties of the Es Earthwork Controls and Adjust Qty choose the to adjust You can also type in a value not on the drop down list 12 Earthwork Pro Home Page Other View Report Actions HE Vendor Requests Simple Reports 4h A P S Reports 1 Reports for ALL Items Reports for ALL Parts hall All Parts by Like Items hall All Parts by Folder hall All Parts by Location Earthwork Pro Estimating Lists Templates Settings Reports Drag a column header here to group by tat column Icon Name Cut Total Units Fill Total Units Qty Units Folder p SitePlans Contour G 317 Existing Contour 11172CY 0CY TQICY _ SitePlans Contour A 319 Existing Contour
94. k Chek the follar bak bo rara hiia iishe paremat co dond ds AT pe ELE Lcd cl A A Tisi Vibe ral be rado de dd do O da e o IIA Parc op Ee 1 Eso ard arre ete ard it ceran we porra yak sarf bo Lan O cree car a tabaco tools Deora Ea mech EA po can a AA Rett Aaa ceed Jt o da Ens Da Ae Eo To watch a video about Emailing Files click here Email Files 73 Retrieving and Download Plans Files and Screenshots Retrieving and downloading plans sent to you by a PlanSwift user is simple easy and best of all can be done when you are ready The plans are stored on PlanSwift s servers until you request them This keeps your computer or smart phone from slowing down with a download at a bad time 1 You should receive an email from the sender as soon as the plans files or screenshot have completely uploaded 2 Click on the blue link highlighted here or cut and paste this link into your browser to start the download Sent Tue STATE AM Fran D wi je E oe Ta Sms e ee l Co Subject Piles Sen to You wath Panti Here are the home plans you requested to sea A Alanswift user has sent you some files hee ty Dif List ha ra A planswift oe Corrado gm pad n file OOABKEHK RDSZ B 20 8M 3CTO BCE This file will Ta wwollable for dgr y 30 dave from boda empring OF Pa 10 p Planswift is the 1 takeoff and estimating software and it comes with powerful yet easy a use on binaan Aea and takeoff took Discover how much
95. lick on the wrong endpoint simply press Backspace or Ctrl z on your keyboard 4 Once you are finished end the Digitizer tool by clicking the Digitizer Record button or by pushing Esc on your keyboard To watch a video about how to takeoff a new segment click here New Segment Tool 53 New Count Tool Jo N rea Linear Segment on The New Count tool allows you to create a digitizer Count to mark and count items on the plan allowing you to quickly total up items on the plan 1 Begin by selecting the COUNT button 2 This window allows you to name your Count and choose a color for it PlanSwift will automatically pick a random color If you would like to use a different color click on the drop down menu under Color If you select the Scaled option you will be allowed to edit the size of the points Q Properties New Cour Name New Count Scaled Color Fill Type Folder aa 3 Once you have filled out your information in the provided areas click OK to continue Make sure your page is scaled if not PlanSwift will automatically open the Scale window Notice that the Digitizer Record button is now red this indicates that the on screen digitizer in now working Now simply click and mark your items that you want to be counted If you accidentally click in the wrong spot you can undo it by pressing Backspace or Ctrl z on your keyboard 4 End the on screen digitizer by press
96. m of the window You can use properties in the Title Properties and Footnote Properties For example to add the Job Name to the report title simply enter Job Name Another option for formatting your report is Page Setup Click on the Page Setup button to open the window where you can adjust how the Report will print Such options include printing the Report portrait or landscape adjusting margins headers and footers Page size and Scaling Report Formatting 191 Help Home The Home button will return you to the main help screen from anywhere in the help screens 1 Click the Home button to return Refresh Forward Navigate 192 Help Help Back and Forward de gt Back Forward The Back and Forward buttons in the Help tab allow you to navigate backwards or forwards one page within the help sections 1 To move back one page click the Back button Forward Refresh Home Back Refresh Navigate Help Back and Forward 193 Refresh The Refresh button updates the content on the help screen you are in 1 To updated the content click the Refresh button XE Home Back Forward Navigate 194 Refresh Help a O R Help Files The Help button will allow you to access the PlanSwift Knowledgebase from inside PlanSwift 1 Select the Help button 2 From inside the knowledgebase you can search information or browse sections of content
97. matting Report Formatting refers to the appearance of the actual report This allows you to edit fonts color schemes page set up headers and footers Each report is handled independently so every report can be different To begin click on the Report Settings button which will open the Format Report window Preview Cars Name Model SUV E Sa us AO 4 015 Group Footers iw Expand Buttons i Filter Bar Germany On Every Page Caption M Bands 7 Headers United States Footers Audi Wl Filter Bar Seman Filter E Empty gt E Footnote Properties Apply A 7 z 29 There are several tabs in that window some of which are not used inside PlanSwift The main tabs that most user will edit are the View Behaviors and Styles The first tab is the View tab This tab allows you to edit what report components are visible The next tab is the Behaviors tab Here you can edit how your report will behave For example the Process Selection option will make the report show only what you have selected within that report The Expanding options will automatically expand all sub items that are collapsed so they are able to be seen when printed Under the Formatting Tab it is recommended to leave it set at Ultra Flat The Styles tab is where you can edit fonts and color schemes Add a title to your Report click on the Title Properties button at the botto
98. mport them into jobs 1 To create a new area select the New Area button to create a new sub item area select the lower portion of the button o e eb Wey Mew New New rea Linear segment Count 2 The Form properties window allows you to name your area set the color fill type and location 3 When finished click the OK button to continue you have created a new area for your use amp Properties New Item Name New Item Color Fill Type RandomColor Solid 4 The Advanced Area option allows you to enter set and update more option 5 Select the Advanced button to open the properties window Estimating This section allows you to estimate set formulas and equation for estimating and define other area estimating rules for use later ltem This section allows you to set general information about the template area including the name and the area type Other Under this section you can set some of the action the area will handle Audit Trail Properties related to when the folder was created and when it has been updated Created By Who created the folder Time Stamp Date and Time the Folder was updated Padlock Allows you to lock and unlock the contents of that row Clicking on the lock will change the setting Light bulb Indicated if the row is visible or not 128 Template New Area or Sub ltem Area Yellow Bulb Row Visible Gray Bulb Row will be invisible
99. n if you want the copy in the same location as the original b dE p FE s OF Delete e Mave iti rage iii juas To ee o ou Columns Close PY Blo 7i bl Local Test Stage New FolderStorage y Estimator Status Last Modified a ran ene o 1 7 27 2011 3 55 01 P octaform 7 25 2011 11 14 24 4 Sample Plans Demo Demonstration Plans 1 25 2011 Joe Parsons Waiting for Info 7 20 2011 1 09 02 FP ly sample 77 6 21 2011 4 00 04 P Miriam PDF 5 17 2011 7 17 11P gt a Sample Job B Parking lot 2 10 2011 Bob Smith In Review 4 27 2011 11 42 06 A pS test xls 4 21 2011 2 34 19 PM Octaform Demo 4 15 2011 5 16 24 PM Sample Plans xyz Test Job 1 25 2011 Mike Ramsey Won 3 18 2011 4 32 17 PM is 56144 ATK ACCE 3 18 2011 11 26 46 A 4 DWF Test DWF Import Test Autocad 2010 Passed Never Mike Ramsey In Review 3 17 2011 9 44 16 AM Cad File Import Test Testing File for customer Never Mike Ramsey Won 3 17 2011 9 20 17 AN SCC Addn 11_04 Sandhill Comm Co Addn 3 17 2011 9 19 03 Ap rvarva 3 16 2011 9 34 31 AM ACS Demo 12 03 2010 2 15 2011 Bob Smith Assigned 3 10 2011 7 00 46 PM 1046 EIDA 3 10 2011 6 50 09 PM 3 Beiker Main Floor a4 2010 002 Murray Hill 10000 112310b HB SWOFFORD Career Ctr Phase II Cua 232 Parts amp Assemblies 4 Once the job has processed the copy simply select the copy and press the Properties button on the tool bar Columns Close Storage rope COCO e ETT TEA EIN E 49695 1
100. name Now if you drag the mouse over the bookmark link it will be highlighted in a blue box If clicked the bookmark link will open that specific bookmark that you had previously created To watch the video about this topic click here How To Add a Bookmark Link 245 How To Add Attachments to a Project Templates Parts Inputs SwiftMarket d Download Plugi To add attachments to your project start by opening the attachments sidebar window in PlanSwift 1 Allows you to create a New Folder for organizing attachments 246 How To Add Attachments to a Project 2 Allows you to add attachments by opening Windows Explorer Simply select the desired files in Windows Explorer and click Open 3 Allows you to delete any files or folders in the Attachments sidebar 4 Allows you to view and edit basic and advanced properties regarding the selected attachment For more information about advanced properties click here to watch the video 5 Directional arrows allow you to organize the attachments by moving them up down left or right Moving files left or right is only useful when placing or removing files from folders There is also the option of adding desired attachments to the Attachment sidebar window simply via drag and drop If you have multiple attachments for one job you have the option of searching for a specific attachment or file via the Search bar located at the top of the Attachment sideb
101. name Text Enter what you want the note to read Font Name Allows you to change the font used in the note Text Height Allows you to change the size of the text by entering an new number in the field Color Allow you to select the color of the note To change colors click the drop down menu and a full color option menu will be available Transparency Allows you to set how much of the page behind the not is visible Text Color Allows you to set the color of the text used in the note Text Alignment Select the alignment of the text left center or right Border Color Allows you to select the color of the note border or no color at all Auto Size When selected will automatically change the size of the note to fit your text 4 When done click the Ok button to close the box Your note is now finished Notes 57 58 Font Name Text Height Transparency Text Color Text Alignment Left Border Color To watch a video about creating page notes click here Notes Email Jobs Email Plans Emailing job plans to one or more people is fast and easy with PlanSwift You have several options you can email plans email a screenshot or email files you select 1 To email plans select the Email Job button da New Open Print 2 Select Email Plans and the Next button Ema lots Welcome Welcome to the PlanSwift Email Wizard This wizard makes it easy for you to email Jobs and files to other
102. nd description then select the New Job Location for the job This ie where the job information and digital plan files will be stored Job Quote Description New Job Location Measurment Type Note You have selected LOCAL for the location of this job This set of plans will only be available from this computer and not from the network Anew folder will be created which will store the job information and plan image files LA Program Piles Plans Data StoragessLocalobs Cancel 34 New Set of Plans or New Job Open Existing Job OPEN button allows you to open existing jobs 1 To open an existing job select the Open button Email Job 2 Select the location of the stored job 3 Select the Job 4 Click Open Job to finish and open the job gt amp Columns Chose Please note If you have upgraded from version 8 to version 9 your previous jobs will not be displayed Please see this article for assistance on upgrading from 8 to 9 To watch a video about how to open an existing project click here Open Existing Job 35 Print Plans and Images E 1 Select the Print button 2 Select what information you want to print Print Images Only Prints only the plan images without any color coding or other PlanSwift material Print Visible ltems Prints the plan images along with PlanSwift markups This would include
103. nload your planroom files Once you dick Finish PlanSwift will create download and convert the image files and then the job will be reloaded 7 PlanSwift will download your files into the job Depending on the number size and speed of your connection this may take some time 8 When complete the window will close and you can start working with your new plans 84 Add Pages From Planroom Tool Copying PlanRoom Files PlanSvalt is now coping pour image files into the job le al To watch the video about this topic click here Add Pages From Planroom Tool 85 Page Rotate and Level Tools is a GS Rotate Rotate Rotate Level Batch Rotate Left Right 180 Pages PAL Page Rotate and level tools allow you to change the orientation of pages Rotate Left Rotates the page counter clockwise 90 degrees Rotate Right Rotates the page clockwise 90 degrees Rotate 180 Rotates the page a full 180 degrees Level Allows you to select two point that should be on a horizontal or vertical line then PlanSwift will automatically level the page Batch Rotate Pages PlanSwift will automatically rotate all pages in a job LEFT RIGHT or 180 Batch Rotate Start with first page 0 Rotate Left Start with current page 5 Rotate Right 5 Rotate 180 86 Page Rotate and Level Tools Page Flip Tool al Flip Flip Vertically Horizontally The page flip tool allows you to flip th
104. nput mn iy Edi a i Aki raha fe cal y a de sd hd hs 7 Once the assembly has been created you can add your other materials labor equipment etc as sub items of the assembly This can be done in several ways depending on how you have created your items e You can right click on one of your other parts in your templates and select copy then select the newly created assembly and right click and select Paste as Sub ltem e You can select the newly created assembly and add a New Item as a Sub Item See Creating parts for more information about this e To watch a video about advanced properties click here Template New Assembly or Sub ltem Assembly 137 Template New Part or Sub ltem Part pn 7 From within the Templates tab you can create new part for use in estimating and takeoff before you need then or export import them into jobs 1 To create a new part select the New Part button to create a new sub item part select the lower portion of the button 2 The Form properties window allows you to name your part set the cost and markup 3 When finished click the OK button to continue you have created a new part for your use wf Properties New Item New Item Input Advanced Form amp ok S cancel 4 The Advanced Parts option allows you to enter set and update more option 5 Select the Advanced button to open the properties window Padlock Allows you to lo
105. nsions Displays dimensions on the page Hide Dimensions Hides from view dimensions on the page Show Notes Displays notes on the page Hide Notes Hides from view notes on the page 106 Show Dimensions Hide Dimensions Show Notes Yee E LL Hide erlays Overlays a RE Notes View Font Adjust Buttons Al E Adjust Adjust Adjust Labels Dimensions Notes These button allow you to adjust the font height colors and transparency of fonts on your job pages Font Select the font style you want to use Height Select the font height Font Color Select the color the font will be Background Color Select the color to use as background Transparency Set the amount of transparency the font will have when available When done click the OK button to activate the settings Adjust Labels Adjust Labels Height Font Color Tp Arial 30 gt MN Background Color Border Color Transparency Font Height Tr Arial 1 Line Color Font Color Adjust Notes Font Adjust Buttons 107 108 Font Adjust Buttons Estimating Estimate New Folder 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 or if you select the lower portion you can add a new sub folder 1 Select the New
106. oggle between these options by clicking the on the Record Mode text Note This is only visible when you have a digitizer tool active e Point to Point sets a point each time you click your mouse while actively recording in a takeoff tool e Box is a two click drawing mode which allows you to create rectangle or square areas by clicking two opposite corners such as upper left and lower right To watch a video about the Digital Takeoff Tool Options click here 230 Digital Takeoff Tool Options How To Remove a Scale To remove a scale from a page first make sure to select that desired page Once you have the page selected click on the Scale button in the Home tab ve E Dimension dl FS Metric Auto Fraction Feet Inch E _ LIL DO Automatically create dimension line F Apply Scale to all pages To watch a video on how to remove a scale click here How To Remove a Scale 231 Parts amp Assemblies Excel Integration Reports License Management Importing Plans This Section offers several tutorials on how to import plans into PlanSwift Job Management How to copy a job If you would like to make a copy of an existing PlanSwift job just follow these steps 1 Go to the Open button on the home tab and open the job list 2 Select the project from the list that you want to copy 3 Select the Copy To button and click the storage you wish to copy the project to Select the same storage locatio
107. om Pan H Annotations Graphics on Takeoff Tools 2 Snapping Notifications Digitizer Tablet Property Groups 2 Click New to select a new storage location Note From this location you can also set the path to your iPhone iPod Data Storage Locations Mer Remove Properties Local O D Test Storage 5 New FolderStorage Automatic Job Numbering for New Jobs IPhone iPod Mobile Device Sync Path Http 192 168 1 180 Public 5 3 Enter the storage folder name and either enter the folder location or navigate to the folder location by clicking on the ellipsis button Click Finish when you are done New Data Storage 167 a Properties New FolderStorage Mame New FolderStorage Color Folder 2 storage Important Note This directory must remain in a clean state Do Not add additional files or folders to this directory through Windows Explorer PlanSwift Storages should only be modified by the PlanSwift Application 168 New Data Storage Property Groups This allows you to edit the order that Property Groups appear in an advanced property window view Data Storage General Company Keyboard Hotkeys Interface Zoom Pan Annotations Graphics lt Takeott Tools z Snapping ia Notifications Digitizer Tablet a Property Groups Advanced Property Groups ltem Estimating Size Fill Takeoff Data Breakdown Other Audit Trail Property Groups
108. open to the first page of a job when you open that job in PlanSwift 3 When checked will automatically open to the last view you have open the next time you open that job 4 When checked will automatically remove the PlanSwift license when you exit the program 5 When checked will use the proxy settings from Internet Explorer for the network address of the intermediary server that is used between the browser and the Internet 6 Only applies to Beta version English Select Display and Entry units is either English or FIS Metric Select the default unit of metric measurement mm cm m km Language Select the language PlanSwift should display 152 General Settings A General Settings 153 Company Information Settings From the Company Info tab you can enter information specific to you and your company es oom Pan m Annotations z Graphics Takeoff Tools ba Snapping Notifications Digitizer Tablet oe Property Groups From the Company list selection you can update your customer number pin number user name and affiliate ID Company Info Customer Pin User My Affiliate ID 154 Company Information Settings Keyboard Hotkeys Keyboard Hotkeys allow you to make quick one key selections of tasks you do often n Data Storage General Company tein Keyboard Hotkeys Interface bs oom Pan H Annotations os Graphics Takeoff Tools 2 Snapping Notifications Di
109. our device Download to Mobile Device 1 New Home DOOR_SCHED 8 Images Only E 1 New Home EAST ELEV Image with visible items i E 1 New Home LOWER ELEC gt E 1 New Home LOWER LEVEL H E 1 New Home LOWER REC_CLG E 1 New Home MAIN ELEC E 1 New Home MAIN LEVEL gt E 1 New Home MAIN REC_CLG gt 1 New Home WORTH ELEV F 1 New Home SITE E 1 New Home SOUTH ELEV 1 New Home UPPER ELEC E 1 New Home UPPER LEVEL E 1 New Home UPPER REC_CLG E i New Home WALL SECTION E 1 New Home WEST ELEV E 1 New Home WINDOW SCHED E Pagel Leveling Set the Scale Begin Takeoff Standard Scale by PlanSwift will show you the progress of your download Depending on the size of your download and speed of your connection this could take some time 100 Download to Mobile Device sync Progress Page lof 1 New Home DOOR_SCHED 11 Open the Discover app on your iPhone iPod and navigate to the PlanSwift directory There you will find the plans you have downloaded Download to Mobile Device 101 Zip SwiftJob Tool The Zip SwiftJob tool allows you to condense a job in PlanSwift for easy sending or storage 1 Select the Zip SwiftJob tool button 2 Select the location you want to save the zipped job into 3 Select Save to start the process The window will close automatically when the job is done as oo Li i ie TE G j di come s s Organize v New folder
110. ownload to Mobile Device 5 Click the Accept button to create the directory ae PAE Cit recio Lele Please inpul he direciory name you want to crenis E Cancel 6 Confirm the new directory has been added DISCOVER Devins Ipod Meni alee ot ME ES Free Dak Sp rs 879 03 ME Contenta nd r 7 Lis Lewel Belen Leal Add lirio j Cele Sekt hel File Mame Size Last Who fied Operation e j Firal im Private ZO 09 12 56 leita Hename gt Ey Public i Gal Futi PPLE DA 1 hala Here k y Poni 6 Add the iPhone iPod IP address to PlanSwift This is done under the Settings tab Data Storage Locations Make sure to include the directory name in the path Data Storage Locations Her Delete Froperties Local Automatic Job Numbering for New Jobs 7 Select the Download to Mobile Device button Download to Mobile Device 99 8 Select the pages to be downloaded by selecting the check box Select All Will select all the pages in the current job Un select All Will un select all the pages in the current job 9 Select the Image information to downloaded Images Only Downloads only the page images without any items you have added Images with visible items Downloads the pages with only the items you have selected as visible on the page Invisible items will not be downloaded 10 Click Sync to download the pages to y
111. paper Page Setup 173 3 50 in 11 00 in Paper source B Auto Select Margins Tab Allows you to set the margins around the paper and to select if you want the material centered on the page ni i 1 i 1 i i 1 i 1 i 1 i 1 i i i 1 i i 1 i 1 i i i i 1 i i 1 i 1 i i i i 1 i I AAA AA Header Footer Tab Allows you to add headers and footers to all pages of you printed document 174 Page Setup You can select the font type color and size and background color along with what you want the header or footer to say PlanSwift has several useful predefined functions you can add to any part of you footer or header by first selecting the placement of the item then clicking on the function E Page Setup Page Margins Header Footer Scaling Background No Fil Footer ig pt Tahoma Background MoFil Vertical Alignment Predefined Functions Eg ke S d A Y A Scaling Tab Allows you to set the scaling size of the report Adjust To Scales the document to a percentage of original size from 1 and up Fit To Scales the pages to fit multiple pages on a single sheet of paper Page Setup 175 D Eit To p page s wide by 176 Page Setup Refresh Data The Refresh Data button reloads the data in the reports updating any changes you may have made outside of the reports section Print Page Repor
112. perties 2 Select the type of list Simple List You will input the list option List from MS Access File Tables List choices will come from a Microsoft Access database ADO Query List List choices will come from a query list 3 Select Next to continue New List Select List Type 118 Lists Simple List 4 Enter the Name for the List this is the name you will use in item Properties 5 Click Next to continue New Simple List 6 Enter the values you want in the drop down list Your list will be saved and available to you when you are done entering choices If you are using formulas you must check the Parse Formulas box as in the second image o Home Page Other View Estimating ts Templates Settings Repo New Delete Properties New List 119 TO ee elem Lists Bren a es xe Mew Delete Properties Search E SwittCustoms MS Access File Table 4 Enter or navigate to the file containing the database 5 Click Next to continue All the tables from the database will be made available as a list selection New List MS Access File Select MS Access Datebase File ADO Query List 4 Enter the name you want to use to reference this database this is the name you will use in properties later 5 Enter the Connection String and SQL 6 Click the Next button to complete the database connection 120 New List ono E New Simple Database
113. plates Parts Inputs gt gt A Er 4 From the Templates Parts Inputs iy s Earthwork Pro E 5 Random Color ES Existing 3 000 E existing 4 000 BB existing 5 000 AB existing 6 000 EHC Proposed Pre Shaded P Froposed 1 000 Proposed 2 000 P Froposed 3 000 y P Proposed 4 000 P Proposed 5 000 p Proposed 6 000 Bees See E Enter in the elevation of the area i between two existing contours y ll pa SPE are ey e E A Properties Existing 1 000 Px xisting Elevation In this example we are going to Lao ola o Plitype be entering 317 as the average AA Eo ho _ elevation of the area between 27 existing contours 316 and 318 JTO en l al Mora Click Ok to begin digitizing ae pe A l f ati if Pa p Wt 6 Earthwork Pro You can digitize the area for 1 elevation 317 over the entire site or you can just doa certain section of the site In this example we are only analyzing Lots 28 29 and 30 A so we only need to do the j B existing area across those Existing 317 000 Section E 5 328 45 y 5 328 45 SQ FT 4 paa 06 FT A Ah si 14 00 E lots Now take your mouse left click to drag and draw a box over all of the contours both existing and proposed 4 r as E A Earthwork Pro It is important that ALL of the All of t
114. port Chat Support Chat PlanSwift allow you to have an online chat with our support or sales staff from inside your software 1 Select the Online Support Chat button to begin Videos Help Files 2 Enter your name address and customer number or name and select the department you would like to chat with 3 Enter your initial question 4 Click the Start Chat button 5 Your support person will start your chat momentarily http messenger providesupport com ps_s IMeC9yTOrzpl Custo ALA DIVA fa The 1 Takeoff amp Estimating Software Welcome to PlanSwift Online Support To help us expedite your request please have your customer number available if you have one Fields marked with are required Your Name ee a Customer Number or Company Name Sg Please select a department Technical Support Online E Sales Offline Send a Message Your Question 208 Online Support Chat FAQ Frequently Asked Questions Fs FAQ Often you will have the same question as many other customers We have assembled the answers to these in the Frequently Asked Question FAQ section of PlanSwift Online Help System 1 Ensure you have internet access 2 To access the FAQs select the FAQ button 3 Your page in PlanSwift will access the PlanSwift Online Help System FAQ section FAQ Online Forum System Requirements FAQ Frequently Asked Questions 209 System Requirements
115. r are made as to it or any medium it may be on No remedy will be provided for indirect consequential punitive or incidental damages arising from it including such from negligence strict liability or breach of warranty or contract even after notice of the possibility of such damages We make no quarantee to accuracy in data including measurements scaling or any aspect of the software though we attempt to provide it as accurately as possible This software is protected by copyright laws Users only have the right to operate the software if it is propery licensed Distribution is stricth prohibited All concepts and functions of this software are to remain confidential You may not disassemble accept the agreement do not accept the agreement RL EN 7 Either use the default installation directory recommended or select your desired directory and click Next Note The installation must be on your local hard drive You cannot install PlanSwift to a remote drive external hard drive or thumb drive Installing PlanSwift On Your Computer 219 Select Destination Location Where should PlanSwitt 3 be installed A Setup will install PlanSwift 9 into the following folder To continue click Next f you would like to select a diferent folder click Browse Program Files c86APlanSwiftS At least 34 9 MB of free disk space is required Select Start Menu Folder Where should Setup place the program s shortcuts
116. r taxes markup burden and overhead Separate global markups burdens and overheads based on the cost type e All items have options for additional fixed overhead and burden costs Great for additional fixed costs such as mobilization costs e All Item markups can be individually specified easily override the global settings e Selectable labor wage rates open and union shops e Optional Labor fuel stipend Easilly include fuel stipends for labor a necessity with todays rising fuel costs e Project fields for due dates estimators notes contact information Terms and conditions add relavent information to the job and pull that information into reports e Dual tax rates for state county or city taxes Need to include tax A simple check box will add tax to your jobs when required e All Items have options to be tax exempt e Organizational options for Division Phase Location and Zones Set the option ao a parent and all childre will inherit the value yet still allow you to edit individual items as needed e Dynamic takeoff items that convert sub items into unit costs for condensed reporting report per unit e Automatic Item numbering utilizing ACS R I N G Generate unique item numbers for your parts with the click of a button to use with our Cost updater e Job cost updater Beta e Includes all Estimating Views Lists and 12 custom reports e Lists User editable lists including the Standard 16 CSI Divisions and Sub divisions
117. reated by the PlanSwift digitizers This will enable PlanSwift to snap to points created in CAD files This option enables you to snap to a point but if you hover at that point for a second or two the red snap box will turn green thus locking on that axis Ortho will lock the digitizer on the 90 and 45 degree axis this option allows a bit more refinement only snapping to the 90 and 45 degree axis when you are within a few degrees of them AUN O O1 164 Snapping Settings Notification Settings The Notification settings allows you to set how you will be alerted of PlanSwift updates Data Storage General os Company Keyboard Hotkeys Interface Zoom Pan H Annotations Graphics Takeoff Tools ba Snapping Notifications Digitizer Property Groups You can select not to be notified to always be notified or notified only when recommended updates are available You can also check for updated at anytime under the HELP tab and Automatic Updates Notifications Update Notifications Co Do not notify me of updates Notify me of all recomended updates a Notify me of all updates Beta Tester Warn if creating a LOCAL job Warn if creating an ARCHIVE job Warn if not installed properly Confirm when deleting objects 141 Show Disclaimer when Auto Scaling a page Ask to delete the item when the last section is deleted Notification Settings 165 Digitizer Tablet Settings Th
118. s Your files will be packaged and uploaded to a secure location on the Planswift Share Website An email containing a download link will be sentto each recipient on your list select your option and click West to continue Email Scr hot ARCAS Email Files All files for the current job 1 in the main You can select a list of will be compressed intoa window willbe captured into files and they will be sent Swiftlob file and sentto a JPeg file and sent to your to your recipient list your recipient list recipient list 3 Select the plans you want to email be checking the box in front of the plan To select all pages in a plan folder mark the check box for the folder Email Jobs 59 4 After selecting all the plans you want to email click the Next button to continue Email lads Email Plans Select what parts of the job you want included in the SwiftJob file i 1 New Home DOOR_SCHED 1 New Home EAST ELEV 1 New Home LOWER ELEC 1 New Home LOWER LEVEL 1 New Home LOWER REC CLG 1 New Home MAIN ELEC 1 Ll Pages 5 Complete the Sender Recipient Information including your name and email address To add recipients you can type their email address in the box and select Add or choose the name from your contacts or outlook list 6 Select Next to continue 60 Email Plans Sender Recipient Information Enter your name and a list of the email addresses you would like to email the
119. s 183 About Reports Priority 64 SemiHidden false UnhideWhenUsed false Name Medium Shading 2 Accent 4 gt Reports are an important part of PlanSwift They give you a way of presenting the data about your Items in a logical format In the Reports tabs you will have a default listing of different reports Each report is specific to its filter such as the example shown here IsTakeoffitem True This example demonstrates a filter that is set to filter items that are takeoff or digitizer items only The Filter searches through your project and displays the information based on the conditions you set in your filter query The default Reports in PlanSwift are organized by different types Takeoff all digitized items Subcontract Material Labor Equipment and Other Basically the 5 common cost categories Within these Reports you can customize what information is displayed from the items with the Columns Each column is specific to a certain property such as quantity units cost etc There is no limit to how many columns are present but the column should be the same name as an item property To create a new column simply click on the columns button at the top E Columns You can also select which columns you would like to be visible within a report For more information about Columns click here To create a new Report first select an already existing Report and then click on the green plus a button under Report La
120. s created and when it has been updated Created By Who created the folder Time Stamp Date and Time the Folder was updated Padlock Allows you to lock and unlock the contents of that row Clicking on the lock will change the setting Light bulb Indicated if the row is visible or not 130 Template New Linear or Sub ltem Linear Yellow Bulb Row Visible Gray Bulb Row will be invisible 6 When done click the OK button to continue you have created a New Linear for your use Template New Linear or Sub ltem Linear 131 Template New Segment or Sub ltem Segment Eiu New Segment 7 From within the Templates tab you can create segment for use in estimating and takeoff before you need then or export import them into jobs 1 To create a new segment select the New Segment button to create a new sub item segment section select the lower portion of the button w n Pew New Area Linear 1 a JE 4 INEA a a E a 2 The Form properties window allows you to name your segment section set the color fill type and location 3 When finished click the OK button to continue you have created a new segment section for your use 9 Properties New Item Mame New Item Color Fill Type RandomColor Solid rea osm E Far Hewes 4 The Advanced segment option allows you to enter set and update more option 5 Select the Advanced button to open the properties window
121. se files to Sender Your Mame Devin Your email address Referral Number a Sian Un Recipients Send to email adresses Contacts List of email recipients To watch a video about Emailing Plans click here Email Plans 61 Email Screenshot Emailing a screen shot to one or more people is fast and easy with PlanSwitt You have several options you can email plans email a screenshot or email files you select 1 To email a Screenshot select the Email Job button aCe New Open Print Ema Sets Welcome Welcome to the PlanSwift Email Wizard This wizard makes it easy for you to email Jobs and files to others Your files will be packaged and uploaded to a secure location on the Planswift Share Website An email containing a download link will be sentto each recipient on your list select your option and click West to continue Email Screenshot Email Files All files for the currentjob The current view in the mM You can select a list of will be compressed intoa window will be captured into files and they will be sent Swiftlob file and sentto a JPeg file and sent to your to your recipient list your recipient list recipient list 3 Preview the image to confirm it is what you want to send 4 Click the Next button to continue 62 Email Screenshot Email Job Preview Image This is a preview of the image that will be sent KES x Om ei TH PLE TACA
122. se of the Landscape job These are in order of Construction have provided the shrubs On Center spacing for either a drop and drag take off or as a separate Item have also provided several different soil prep items to allow the user the option of creating their own soil prep or using one the provided ones You can see the assemblies tab separate Screen shot as well as a place to store the backup Templates for the Landscape Package 22 Third Party Plugins Input Screenshot This a screenshot of the input window where the user can enter costs or data Example a For Mainline pipe there is a box for description database Pipe size database Pipe Costs Pipe Labor per feet not including trenching Trenching and backfill costs labor Selected backfill description Backfill costs Trench depth and width and Labor per yard to place Gravel These can also be set up in the template window as well as the estimating screen F E i aati Assemblies Screenshot These are all of the assemblies provided with the Plugin They are broken down into several different catagories Accurate Landscape Plugin 23 Estimate Report Expanded view Screenshot Basic report for the user along with totals as well as a place to input costs Materials Quote Report Screenshot Broken down by Division and take off items Labor report with man days and production rates The user can adjust the hour rates in the columns window These
123. swift The fi Takeo amp Estimating Soliware Software Activation Step 1 Computer ID 141645204 Customer F Pin ann b y 10 Select your license from the drop down menu and enter teh version software you have 11 Click the Get Activation Code to get your code 202 Software License Options gee planswift The 7 Takeoff amp Estimating Software Software Activation Step 2 Select Your License PlanSwift Internal Beta Purchase 90 12 When successful you will given your Unlock Code Make note of it before leave this page gee planswift Ther Beaker Fa ra Monge E Ehara Fionu Software Activation Success Welcome Developers E Plans Copy and Paste the unlock code below into Plan Swift to unlock the software Unlock Code III 13 In PlanSwift enter the Unlock Code you received in step 12 into the Activation code box 14 Click the Activate button to activate your copy of PlanSwift Software License Options 203 _ ar mm PEL Manual Activation A ae This software is protected by security codes Please enter a valid Activation Code You can obtain an 4ctmation Code via a web browser https planswit com actate Product Internal Beta 9 0 Computer ID ELp Tipt Activation Code Successfully Activated Internal Beta is now fully functional Customer Expiration Date 10 13 2010 We highly recommend that you watch our online tutorial videos ip Online Tu
124. t Columns Preview Setup Settings Report Actions Refresh Data 177 Export to Excel PlanSwift has made it easy to export reports to Excel spreadsheets 1 Select the Export to Excel button Export Export Exportto Export To Excel Print to CSV to AML HTML Template 2 Enter or browse to the location you want to save the Excel file 3 Enter the file name 4 Click Save to save the file The window will close automatically when complete Date modified Type FD Recently Change de Public ME Desktop Jp Downloads JE Recent Places Mo tems match your search A Libraries 2 Documents ali Music el Pictures File name Save es type Excel Files xis Hide Folders 178 Export to Excel Export to CVS PlanSwift has made it easy to export reports to CSV spreadsheets 1 Select the Export to CSV button Exportto Export To Excel Print HTML Template 2 Enter or browse to the location you want to save the CSV file 3 Enter the file name 4 Click Save to save the file The window will close automatically when complete ecr 5643 Main St Degarme Mew folder sir Favorites Mme Date modified Type Recertly Change de Public a M Desktop E Downloads JE Recent Places Mo tems match your search A Libraries Documents al Music ee Pictures File name See es type CS Files Pacs E
125. t Data directory 3 Run the SymLinker application 4 Enter the information as indicated in the image 5 Press the Create Link button 6 You will need to create a symlink on all of the other computers that need it 7 Restart PlanSwift Sharing Reports 189 New Report Creating a new custom Report in PlanSwift allows you to view data and information that fits the criteria you need If you go to the Reports tab now you will see all of the default reports that PlanSwift offers as well as any custom reports that you may have created Select one of the reports format that is closest to what you are looking for and click the green a a button under Report Layouts This will open a window where you can rename the new Report you are about to customize From there start filtering based on what you would like to see Essentially Reports have a few key components Filters Columns and Grouping These allow you to edit the report to show what information you need and how it is organized Filters search through all of your data and extract information based on the criteria that you set thus reducing the results to only the items you need Columns will report the property values that are stored on the items you filtered for Grouping allows you to organize the results in a meaningful way For more information about Filters click here or watch the Video Here For more information about Grouping amp Columns click here 190 New Report Report For
126. t the color of the dimension text Font Name Allows you to change the font style for the text Text Height Allows you to change the size of font used on the dimension line Text Color MI Font Name Arial Text Height 1 3 Select the stating point by left clicking your mouse then move to the end point and left click again This will give you the dimension You can continue select dimensions with the same colors 42 Dimensions 12 10 1 2 BUS A A N TIP If you have have Ortho enabled and need to place a dimension on an angle off of one of the cardinal coordinates you can either turn off Ortho or hold the SHIFT key while placing the dimension line To remove a dimension simply select the desired dimension by clicking with the cursor and press delete on your keyboard To watch a video about how to add dimensions click here Dimensions 43 Overlay Plans The New Overlay tool allows you to place a separate page from your plans onto the page that you are currently viewing 1 Select the New Overlay button 2 Select the type of overlay you want Standard Overlay Places a second page on the current page you are viewing usually for comparing the two images Comparative Overlay Places a revised plan over the original plan This will let you view revisions made in the plan Additions are shown in red and deletions are shown in blue 3 Once you have made your selection click the Next
127. tJob Tool Save Screenshot Tool The Save Screenshot tool allows you to capture and save an image screenshot for later use 1 Select the Save Screenshot button 2 Enter or browse to the location you want to save the screenshot to 3 Select the file type you want You can select from the most common types jpg jpeg tif or bmp 4 Click the Save button to save the screenshot The window will automatically close when the process is complete O Save As SDF b Libraries Organize ah UF Faventes Libraries 4 Recerithy Change Open a hbar te see your thes an arange them by lolder date and of de Public 7 E Desktop E Documents p Pusi i Likra Library de Downloads sy E Recent Places 5 Me Pictures bo Library a Libraries Docurnents all Music Filename OOOO Save as hype JPEG Image File jeg Hide Folders Save Screenshot Tool 105 View Show Hide Option Buttons THE EEL en men 50 PUSO EN CI ia Show Hide Show Digitizer Hide Digitizer Show Hide Labels Labels tems Items Ow ow Hid Show Labels Displays labels on the page Hide Labels Hides labels on the page from view Show Digitizer ltems Shows items used by the digitizer Hide Digitizer ltems Hides from view the items used by the digitizer Show Overlays Displays plan page overlays Hide Overlays Removed overlay page from view Show Dime
128. tem name 3 When done click OK button to continue you have created a new item for your use amp Properties New Item Name New Item 4 The Advanced folder option allows you to enter set and update more option 5 Select the Advanced button to open the properties window ltem Properties related to the folder Name This is the descriptive name for the folder Type Type of folder Other Other folder properties grouped together for easy reference Icon This is the Icon used to display the folder Audit Trail Properties related to when the folder was created and when it has been updated Created By Who created the object This information requires that the User Name be added in the settings under Company Time Stamp Date and Time the Folder was updated Padlock Allows you to lock and unlock the contents of that row Clicking in the lock will change the setting Light bulb Indicated if the row is visible or not Yellow Bulb Row Visible 126 Template New Item or Sub ltem Gray Bulb Row will be invisible 6 When done click the OK button to continue you have created a new item for your use i na A A E E A ODE 15 44F 0 4 4 2 saa a PESETA als a totes l n ee AL E Template New Item or Sub ltem 127 Template New Area or Sub ltem Area Ne From within the Templates tab you can create Areas for use in estimating and takeoff before you need then or export i
129. tems The Form window allows you to change the name of the column Properties silt fence Name sit fence TE Color Fill Type To make greater changes select the Advanced button In the advanced window you can make any change you would want You can update information add formulas and see when the column was changed When done click the Ok button to close the window B a Show Normal Form Layout Events Mame Type Tcam Audit Trail Created By Time Stamp 6 30 2010 125045 PM Inheritance pathi tem C a Estimate and Templates Column Properties 115 Copy and Paste Buttons P Copy Paste slant b Fi TN Copy Copies the selected information to your clipboard Paste Copies estimate information from your clipboard 116 Copy and Paste Buttons Estimate and Template Adjust Buttons The Adjust buttons allow you to quickly change the level and sub level of columns in your estimates Up Arrow Moves the selected column up one level Down Arrow Moves the selected column down one level Left Arrow Moves the selected column up one sub level Right Arrow Moves the selected column down one sub level Estimate and Template Adjust Buttons 117 Lists New List Lists allow you to create drop down menus for lists of items you need to enter repetitively i e stud sizes 1 Select the New list button Delete Pro
130. that S Crm enn 2 100 YR FLOOD GRAPHICALLY PLQTTED BY BASE FLOOD ELEVATION TAKEN FROM FIRM MAP NOS 3719960460 E AND 31193004820 E O OF 810 EFFESTIVE DATE MARCH 3 1442 a Note For some drawings you can use e ies ras the auto scale however you MUST verify dimensions to make sure the 15 scale is accurate SCALE 50 da AD jearch Earthwork Pro ai EP Flip Pitch sila pre to TIF CPC to TIF sucia to Zip Unzip pee Excel ait Excel lorizontalhy Converter Converter Mobile Device Swiftob Swiftlob File to Job File in Job Screenshot ges Bookmarks 7 fa A S FAMILY a y gt OF LN LIMITED PARTNERSHIP EU il 7 IS DB Ala y SitePlans HI A k f TRACT 4 ps AR n eI M aah B ITI fo Pao f x 2 l Lif fis F lo PA S AD 4 Now this page is ready for 2 WN gi takeoffs UN 9 Q Ei Mil Ig l l Iu ICA NOTE L S DB TIO PG 462 BLANKET 2 1IOO YR FLOOD GRAPHICALLY BY BASE FLOOD ELEVA TAKEN FROM FIRM MAP NO S 3718 OIE AND 5198200480 E fal Bages rerrrrrrrr PEA rch Earthwork Pro 29D on the right side of PlanSwift select one of the Existing A templates You can choose a il random color or a pre shaded color Click the green button 7 SS Existing 100 000 PP Proposed 100 000 CY Existing Pre Shaded Existing 1 000 Ey F Existing 2 000 Image Earthwork Earthwork Pro Pro Metric hy Tem
131. the Legend if the Legend is visible on the image_for more info on legends click here Print Current View Prints only the current page you are on as it appears on your screen 3 With Print Image Only and Print Visible Items you can select any page image you want to print Select the check box for each page you want to print or Select All for all the pages in the job 4 Click Print to start the printing process 36 Print Plans and Images es See el el el el el el al al al al al al al al al al al 1 New Home DOOR_SCHED 1 New Home EAST ELEY 1 New Home LOWER ELEC 1 New Home LOWER LEVEL 1 New Home LOWER REC CLG 1 New Home MAIN ELEC 1 New Home MAIN LEVEL 1 New Home MAIN REC CLG 1 New HometWORTH ELEV 1 New Home SITE 1 New Home SOUTH ELEV 1 New Home UPPER ELEC 1 New Home UPPER LEVEL 1 New Home UPPER REC CLG 1 New Home WALL SECTION 1 New Home WEST ELEY 1 New Home WINDOW SCHED F Pagel Leveling E Set the Scale Begin Takeoff E Standard Scale To i Printer Brother MFC 7340 Printer setup Printer Note Printing to scale is not possible unless the original electronic file is to scale and the selected print size corresponds to the original file Print Plans and Images 37 Navigation Buttons Back Fwd The navigation buttons allow you to move backwards and forward in the Pages you are working on Back will move you to t
132. the creation of parts and assemblies as well as custom formula topics Tua Jul 20 2070 10 00 AM 11 00 AM WET Shar fie i ry hime zona First Hare Last Mame Email Address State Province Choose one Zap Postal Code Prone AAA Questions amp Comments indicalea a required held By Clicking this button you sbm your informaban to the Webinar organizar who will use dto communicate with you regarding this event and ther other services Your email address and personal information will be used by he Webinar onganiter lo communicate wih you about this event and their other services To review the Webinar organizers privacy policy OF opi oUt of their other communications contact the Webinar organizer directly Safeguarding your email address and Webinar registration information is taken seriously at GoToWebimar GoToWebinar will mot sell or rent this information View the GoToWebinar Privacy Policy 6 Make note of the time of the webinar Generally our class times are in the Mountain Time Zone 7 At the time of the meeting you can either select the link in this or the other messages or go to www gotomeeting com and Join a Meeting Audio is provided along with the webinar over your computer however if you would prefer you can call into the webinar at the number below and enter the Webinar ID Join a Free Webinar 213 planswift The 7 Takeoff Estimating Software Thank you for r
133. the fully functional version or you can purchase PlanSwift Free 14 Day Trial Purchase After you have received your customer and pin from either your 14 day trial or from purchasing enter them in the boxes below and dick Activate then the software will be unlocked into the fully functional version If you have already purchased PlanSwift make sure your Customer and Pin are correct and click Activate to activate your license Customer PF pt AAA Y OU have received this message because your trial has expired or the activation code on your computer has reached its expiration date If you have a purchased version of PlanSwift simply press the activate button again to re validate the computer activation This typically occurs approximately every 4 months Unable to provide unlock code Activation pin is invalid 250 Error Connecting Please Make sure you have an internet connection and try again PlanSwift Unable to provide unlock code Activation pin is invalid oK AAA YOU May receive this error if the PIN number you entered is incorrect Please re enter your 5 digit pin number and press Activate If you do not know your pin number click here to have your activation codes resent to you Unable to provide unlock code Customer Number not found You may receive this message if you entered the wrong customer number The customer number must be entered using the letter C as the first chara
134. tion PlanSwift will ask you to reactivate every 120 days Simply press the activate button when you see this message If you are still unable to activate at that time please make note of the message that is displayed as for the reason it will not activate You can check the answers to the activation messages here http www planswift com kb 213 king foB amp ctivation again why am i being asked to activate again i have a bid due and i cannot access What do i do if forgot my PIN Question What do do if forgot my PIN 31 Mac BootCamp Will system 9 work through Mac Bootcamp Question 32 Mac BootCamp Will system 9 work through Mac Bootcamp PlanSwift 9 By the Tabs By the Tabs lets you easily navigate the help files by grouping the help documents based on the tab they are located in PlanSwift Home New Set of Plans or New Job The New set of Plans button is the starting point for creating a new job in PlanSwift When you click this button the New Job window will open 1 Select the New button to begin e r r u gt A Open Print Email Job 2 You may enter a Job or Quote number Description and Job Notes 3 Select the storage location for the job data The drop down list will show you all of your available locations To create a new location see New Data Storage 4 Click Next to finish PlanSwift 9 By the Tabs 33 e New Job New Job Enter the job a
135. to the total cost of the item including the Burden and Overhead Burden and Overhead are figured independently of one another and are added to the cost you give the item If you do not use Burden or Overheads just un check the boxes Please note that you can set an individual part material Labor Equipment subcontract other item Markup to override this setting in the properties of the item applied to the job ACS User Guide 15 On the tax screen you can add up to two sales tax rates again just enter a number and not the sign You can also select the categories to calculate tax on by checking the appropriate boxes Please note that you can set an individual part material Labor Equipment subcontract other item to tax exempt to override this setting in the properties of the item applied to the job Note There are also properties on the individual items to add a fixed burden and or a fixed overhead cost to that item e an equipment item may have a calculation for an hourly production rate however there may be a delivery cost involved so the item may have a cost each of 50 per hour a delivery fee in the fixed Overhead or burden of 200 thus adding the 200 to the calculated price total before Markup is applied Typically Burden Applied to materials it reoresents the overhead that is directly related to handling materials Purchasing Inspection stocking etc Overhead Labor that is not directly involved in producing product
136. torial Videos 204 Software License Options Remote Assistance wo sd dE O R Asustance PlanSwift support personnel can assist you remotely from right inside your software 1 Select the Remote Assistance button to begin we o a software License Automatic ReferA Suggestion Show Options Update riend Box Me How was ama bps err l Join a Free Remo nlme He OR Webinar Assistance 2 Enter your Customer number or name 3 Your support representative will provide you with the support key Enter it when asked 4 Click the Connect for Support button to begin your session 5 You will be automatically connect with remote assistance aan Free Nl Imro amp Esimoting haiena Sscroenshols Download Pron q testimonial Videos Webinar Farmer Connect For Support Welcome to PlanSwit remote support Your Support representative wil provide you with a 9 digit support key Enter your S dign support key i Connect for Support Click Connect for Support and follow the onscreen prompts Main Menu Support Partners Fesiures amp Bennetts u 10 Reasons io Buy ntact Sumar Fin Store annei for Supoorl eae 5 Previn Veron ntema onel Loc ais System Requirements Remote Assistance 205 Suggestion Box At PlanSwift we are always improving our software to make it better for you As part of that we you like to hear from you about what you would like to see improved 1 To make a suggestion select the
137. ultiple houses or office units Report View Provides you will all the information available for the reports A HE Basic Takeoff Reports Tall Takeoff with Markup by Folder bial Takeoff with Markup by Type n Report View ball Takeoff Cost vs Sell Fal Takeoff Cost bal Takeoff with Markup tial Takeoff with Markup Lal Takeoff Summary You can customize these reports or create new report layouts anytime you want Under the Hood 171 Print Preview The Print Preview button will allow you to see what your report will look like when printed See also_Page Setup to modify how the page will print 2 Page Report Columns Refresh Setup Settings Data Report Actions 172 Print Preview Page Setup en The Page Setup button allows you to set details about the report page layout such as paper size orientation margins and scaling Specific settings may vary based on your printer manufacture options Columns Refresh Data Page Margins Header Footer Scaling Width 3 50 i J Over then down ut 9 30 in l Height 11 00 in Shading Paper source Auto Select C Print using gray shading When all is set as you like you can click the Print button to print or the OK button to close the window Page Tab Allows you to set the paper size source and order pages print in when the plan is bigger than one sheet of
138. ur system is fast and simple This guide will explain how to do it Make sure your system meets our requirements before continuing to the next step 1 In your web browser navigate to http www planswift com and go to the Download page if you are downloading a new trial or you can go to the Previous Versions to download the current or previously released versions Mb Punit Consruction Tekeott amp Estar Softease Moria Areta oo o eo CM A hie plies PhabwiP Consiractios Takeot BE Hea ta lam Einn a ero Gece r e fesr ulune arn Um cra Mari morg H Cie Call Toll Free 13 888 752 6794 308 how Plan Sw Tiii Ripe pr corr haa erre mirror ey ee pe him Main Menu The 1 Construction Takeoff amp Estimating Software apples to your ea For Commercial Residential Remodeling TakeoHs A Evtimates pa E Screershols Garneral Confrachor Downioad Plans is an easy Construction takedl amp estimating sofware program thal makes Framing Wetanar doing laleofs a snap just poirt ard cick Download your FREE 14 DATY THALI Concrela Feres 4 Berea Cirparadl Purchase insulation Teslimonias Painting 10 Heasora lo Gury Acousical Colino Plugin Sibre Decking Contact Us Landscaping Loca ons Ficoing Highway Street Support Mechanical Support Opgons Doors Windows Support Center Water Sawer Connect far Fipeine Previous Vero Electrical Sim Requirements Ranting Siding z Flumoin ice FREE
139. w for the transparency layer One thing that you can try to do in some cases is re import the drawings at a lower dpi setting like150 with color set to Black and white 202 Error Drawing Overlay Overlay Image May Be Too Large SwiftMarket Desktop Online help documentation for the SwiftMarket Desktop software What is SwiftMarket Desktop Basically it is an items list tool that allows you to create usages for items and assemblies then takeoff in PlanSwitt It will connect to other data lists of items in the future versions Check back soon for more information on this SwiftMarket Desktop 253 SwiftMarket Desktop Alpha Release Overview Video http www planswift com swifttube player SwiftTubePlayer2 swf VID 1438Play false To view full screen click on the Fullscreen button on the video player 254 SwiftMarket Desktop Alpha Release Overview Video
140. wer Level E ez To watch the video about this topic click here 82 Batch Rename Pages Tool Add Pages From Planroom Tool PlanSwift allows you to add pages from Planroom quickly and easily 1 Select the Add Pages From Planroom button AaB Batch Rename Pages Rename 2 Select the images files you want to included in the job 3 Click Next to continue Image Files Select the image Hes for the digital plans that pou want on this job 4 Confirm the page converter settings are to your liking if not adjust as needed 5 Click Next to continue Add Pages From Planroom Tool Convert Settings Select the sethngs for converbig mage hes to be used by PlanSwalt POF 200 Z Format Black amp White 7 note Although PanSaitt will load POF files you may want do conven them to TIF dor better performance Other Formats Cornet CPC files to TIF 9 Convert CAL files to TIF W Convert DIVU thes to TIF note PlanSwelt wil not be able to load these formats H they are not converted Muki Page TIF Split multipage TIF files into seperate fies note PlanSwift will only show the first image in multi page TIF files if not spit to seperate files Large TIF files 7 Downsize large TIF files Ready to Download Files Plan witt is now ready to download pour planroom files Click Finish to continue PlanSwift is now ready to dow
141. y within the bounds of the area you are subtracting from To watch a video about how to subtract a section click here Digital Takeoff 229 Digital Takeoff Tool Options The Digital Takeoff recording options are located at the bottom of your screen Ortho FreeHand Verify Points Record Mode Point To Point There are five different tool options Snap Ortho Freehand Verify Points and a Record Mode These options can be turned on or off by simply clicking on their location Snapping allows an object to easily be positioned in alignment with another object by causing it to automatically jump to an exact position when you drag it into the proximity of a desired location For example if creating a New Linear you can snap your lines to an existing point by putting your cursor near that point Ortho means straight This will keep you locked in the horizontal vertical and forty five degree axis You can temporarily override this option by holding the Shift key to allow you to move to any angle you would like Freehand allows the takeoff of a free form object By holding the left click on the mouse the lines will follow the cursor movement The Verify Points option allows you to modify the exact length of the segment you are taking off on the fly When you click each point after setting this tool you will be prompted with a dialog box in which you can adjust the dimension Record Mode has two options Point to Point and Box T
142. youts Report Layouts Doing this will create an exact copy of that report and from there you can customize that new report to fit your needs whether by the filter or visible columns To adjust the appearance of your reports click on the Report Settings button 184 About Reports Preview Caption Cars Bands Manufacturer Data ee N ame Logo M ode l 5 UV Footers Group Footers Expand Buttons Filter Bar On Every Page EST Caption El Bands Headers Footers Filter Bar German A AAHAAAA 2 a po E Sn Footnote Properties More detailed information can be found here About Reports 185 Report Filters Priority 64 SemiHidden false UnhideWhenUsed false Name Medium Shading 2 Accent 4 gt Report Filters determine what actually shows up in the report PlanSwift uses the 5 typical cost categories Subcontract Material Labor Equipment and Other you can create other categories as well To edit the filter click on the Customize button in the lower right corner of the screen Customize This will bring up the Filter Builder window Here you will choose what data you want to filter the operator for the filter and the criteria youa re filtering for AND lt root gt E IsTakeoffitem equals True press the button to add a new condition sh By clicking the green highlighted words you can choose what you would like to filter such as quantity type folder etc T
143. ze 5qFt 4 Show Graphics In this example the calculations are be analyzed on a 3in x 3in grid and the graphics will be added on a 3ft x 3ft grid da sw AS Earthwork Pro Calculation Size SqIn 3in x 3in If you checked the box to Show Graphics it will also add the graphics and give the progress f 7 When Earthwork Pro has finished calculating and adding the graphics you l should see a blue and red shaded area SF 6 The blue is the areas for fills The red is the areas for cuts tag lt 2 f In this example we used a 3ft x 3ft grid Note Any areas not shaded red or blue mean that the existing elevation was EQUAL to the proposed elevation 10 Earthwork Pro You can also turn off all the existing and proposed areas to show just the graphics for the cuts and fills only Mew Mew Mew Mew To view the calculations simply go Mew Mew Mew Folder ltem rea Linear Segment Count Assembly to the Estimating tab a is FarthworkProWiew1 Click on the Earthwork Pro layouts O KO ar ete teal BB exstingsf7000 a A ia Berg 313 000 You will need to expand the e aie ap OF Proposed 3 25 Earthwork Controls and also the gm Takeoff view de P Proposed 316 255 s E bai Cutn Fil Layout Existing 315 000 folder below that the folder will be y PETE named the same as the page you did the takeoffs on I E

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