PlanSwift 9.1 User Manual

Table of Contents
PlanSwift 9 User Manual...................................................................................................................................1

PlanSwift 9.0 - What's New?..................................................................................................................1
Scripts and Plugins...........................................................................................................................................3
PlanSwift Certified Plugins......................................................................................................................3
Earthwork Pro..................................................................................................................................3
ACS - Advanced Costing Suite......................................................................................................14
ACS - Installation Instructions..................................................................................................14
ACS - User Guide....................................................................................................................15
About ACS - Advanced Costing Suite.....................................................................................18
Third Party Plugins...............................................................................................................................22
Accurate Landscape Plugin...........................................................................................................22
Area Pro.........................................................................................................................................26
General Q & A..................................................................................................................................................29
Rename Job - Hi, I want to rename a job in Planswift 9...how do I do this? Or, if I want to update
a current job but keep the original so I save the changes as a revision how do I do this?..................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.............................................................................................................................30
What do i do if I forgot my PIN#?..........................................................................................................31
Mac BootCamp - Will system 9 work through Mac Bootcamp?............................................................32
PlanSwift 9 'By the Tabs'................................................................................................................................33
Home....................................................................................................................................................33
New Set of Plans or New Job........................................................................................................33
Open Existing Job..........................................................................................................................35
Print Plans and Images..................................................................................................................36
Navigation Buttons.........................................................................................................................38
Zoom and Pan................................................................................................................................39
Scaling a Plan Image.....................................................................................................................40
Dimensions....................................................................................................................................42
Overlay Plans.................................................................................................................................44
Highlighter Tool..............................................................................................................................47
New Area Tool...............................................................................................................................48
New Linear Tool.............................................................................................................................51
New Segment Tool.........................................................................................................................53
New Count Tool.............................................................................................................................54
Image.............................................................................................................................................55
Notes..............................................................................................................................................57
Email Jobs......................................................................................................................................59
Email Plans..............................................................................................................................59
Email Screenshot.....................................................................................................................62
Email Files...............................................................................................................................68
Retrieving and Download Plans, Files and Screenshots.........................................................74
Page.....................................................................................................................................................76
Add Pages......................................................................................................................................76
Batch Rename Pages Tool............................................................................................................82
Add Pages From Planroom Tool....................................................................................................83
Page Rotate and Level Tools.........................................................................................................86
Page Flip Tool................................................................................................................................87
Page Invert and Crop as New Page Tools.....................................................................................88
Other.....................................................................................................................................................89
Takeoff Item...................................................................................................................................89
Pitch Calculation Tool....................................................................................................................90
Triangulate Calculations Tool.........................................................................................................91
PDF to TIF Converter Tool.............................................................................................................92
CPC to TIF Converter Tool............................................................................................................96
Table of Contents
PlanSwift 9 'By the Tabs'
Download to Mobile Device............................................................................................................97
Zip SwiftJob Tool..........................................................................................................................102
Unzip SwiftJob Tool.....................................................................................................................104
Save Screenshot Tool..................................................................................................................105
View....................................................................................................................................................106
Show/Hide Option Buttons...........................................................................................................106
Font Adjust Buttons......................................................................................................................107
Estimating...........................................................................................................................................109
Estimate New Folder....................................................................................................................109
Estimate New Item.......................................................................................................................110
Estimate Folder and Item Delete..................................................................................................111
Estimating Columns Options........................................................................................................112
Estimate and Templates Refresh Button.....................................................................................114
Estimate and Templates Column Properties................................................................................115
Copy and Paste Buttons..............................................................................................................116
Estimate and Template Adjust Buttons........................................................................................117
Lists....................................................................................................................................................118
New List.......................................................................................................................................118
List Delete....................................................................................................................................122
List Properties..............................................................................................................................123
Templates...........................................................................................................................................124
Template New Folder or Sub-Folder............................................................................................124
Template New Item or Sub-Item..................................................................................................126
Template New Area or Sub-Item Area.........................................................................................128
Template New Linear or Sub-Item Linear....................................................................................130
Template New Segment or Sub-Item Segment...........................................................................132
Template New Count or Sub-Item Count.....................................................................................134
Template New Assembly or Sub-Item Assembly.........................................................................136
Template New Part or Sub-Item Part...........................................................................................138
Copy and Paste Buttons..............................................................................................................140
Templates Columns Button..........................................................................................................141
Create New Template Tab...........................................................................................................143
Estimate and Templates Column Properties................................................................................144
Estimate and Templates Refresh Button.....................................................................................145
Export Tab....................................................................................................................................146
Import Tabs..................................................................................................................................147
Estimate and Template Adjust Buttons........................................................................................149
Settings...............................................................................................................................................150
Data Storage Locations Deleting and Properties.........................................................................150
General Settings..........................................................................................................................152
Company Information Settings.....................................................................................................154
Keyboard Hotkeys........................................................................................................................155
Interface.......................................................................................................................................156
Zoom and Pan Options................................................................................................................158
Annotations Settings....................................................................................................................159
Graphic Settings...........................................................................................................................161
Takeoff Tools Settings.................................................................................................................162
Snapping Settings........................................................................................................................164
Notification Settings.....................................................................................................................165
Digitizer Tablet Settings...............................................................................................................166
New Data Storage........................................................................................................................167
Property Groups...........................................................................................................................169
Advanced.....................................................................................................................................170
Under the Hood............................................................................................................................171
Reports...............................................................................................................................................171
Report Layout...............................................................................................................................171
Table of Contents
Print Preview................................................................................................................................172
Page Setup..................................................................................................................................173
Refresh Data................................................................................................................................177
Export to Excel.............................................................................................................................178
Export to CVS..............................................................................................................................179
Export to XML..............................................................................................................................180
Export to HTML............................................................................................................................181
Export to Excel Template.............................................................................................................182
Print Reports................................................................................................................................183
About Reports..............................................................................................................................184
Report Filters................................................................................................................................186
Report Grouping...........................................................................................................................188
Sharing Reports...........................................................................................................................189
New Report..................................................................................................................................190
Report Formatting........................................................................................................................191
Help....................................................................................................................................................192
Home............................................................................................................................................192
Help Back and Forward................................................................................................................193
Refresh.........................................................................................................................................194
Help..............................................................................................................................................195
Videos..........................................................................................................................................196
PlanSwift.com..............................................................................................................................197
PlanSwift Online Forum...............................................................................................................198
Software License Options............................................................................................................199
Remote Assistance......................................................................................................................205
Suggestion Box............................................................................................................................206
About............................................................................................................................................207
Online Support Chat.....................................................................................................................208
FAQ - Frequently Asked Questions.............................................................................................209
System Requirements..................................................................................................................210
Join a Free Webinar.....................................................................................................................211
The 'How To' Section.....................................................................................................................................215
Import a Job from a PlanSwift E-Mail.................................................................................................215
Display a legend on your plan images................................................................................................216
Installation & Set-up............................................................................................................................217
Installing PlanSwift On Your Computer........................................................................................217
Applying Software Updates..........................................................................................................224
Navigation...........................................................................................................................................228
Navigation Buttons.......................................................................................................................228
Digital Takeoff.....................................................................................................................................229
Subtracting a Section...................................................................................................................229
Digital Takeoff Tool Options.........................................................................................................230
How To Remove a Scale.............................................................................................................231
Parts & Assemblies.............................................................................................................................232
Excel Integration.................................................................................................................................232
Reports...............................................................................................................................................232
License Management.........................................................................................................................232
Importing Plans...................................................................................................................................232
Job Management................................................................................................................................232
How to copy a job.........................................................................................................................232
How to Rename a Job..................................................................................................................234
How To Start a New Project.........................................................................................................236
How To Remove a Scale.............................................................................................................242
Adding a Bookmark......................................................................................................................243
How To Add a Bookmark Link......................................................................................................245
Table of Contents
The 'How To' Section
How To Add Attachments to a Project.........................................................................................246
Trouble Shooting Planswift..........................................................................................................................249
Common Activation Issues.................................................................................................................249
Unable to provide unlock code. Please assure your date is accurate. Unlock codes are date
dependent.............................................................................................................................249
You are not allowed to unlock additional computers at this time.................................................249
Error Connecting. Please Make sure you have an internet connection and try again.................249
License has expired.....................................................................................................................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 invalid...............................................................250
Unable to provide unlock code. Customer Number not found.....................................................251
Common Installation / Update Issues.................................................................................................251
DeleteFile Failed; code 5. Access is denied................................................................................251
Program Errors...................................................................................................................................251
Error Drawing Overlay. Overlay Image May Be Too Large..........................................................252
SwiftMarket Desktop.....................................................................................................................................253
What is SwiftMarket Desktop?............................................................................................................253
SwiftMarket Desktop Alpha Release Overview Video........................................................................254
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:
Undo! - now you can undo most changes.
When emailing plans to other users, the ability to select individual pages from the list.
Add columns to the "Open Job" dialog...example "Estimator" or "Due Date"
Interface:
All new ribbon bar - more efficient use of the toolbar space
Quick Search - search all commands in the ribbon bar, plus searching your current estimates, and
templates at the same time
New "Notes" sidebar...see all notes on the job in 1 place
New docking system - (windows don't get lost)
Multi-select capability - hold SHIFT or CTRL to select multiple items
Color themes...Black, Blue, Silver
Navigation:
Hyperlinks. Click hyperlinks on the page to either navigate to a URL or function as a bookmark to
another page
Search the pages window
Folder structure for images: Now the user can group images in folders, such as "Architectural",
"Structural", "Civil", etc.
"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 and move to additional
monitors
Hover navigation: Hover over arrows (up, down, left, right) to pan around the page (perfect for touch
screens too)
Takeoff / Image
Templates
Lists:
Database integration: Ability to create custom lists (example: Items, Customers, Divisions, etc.) that
can be linked to database
Estimating:
Database Integration: Link PlanSwift to any existing ADO compatible database (including Excel, SQL
Server, MS Access) for Price Lists, Customer Lists, etc.
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.
Modify item properties directly from the estimating screen
Automatic units conversions - Enter values in IN, FT, M, CM, or any measurement type and it gets
automatically gets converted
PlanSwift 9 User Manual
Reporting:
Reporting: Greatly enhanced reporting capabilities. Sort & group the data any way you want, and
save pre-built "Views"
Calculated Column - ability to create a column that is stored only on the report (not on the items) and
calculates on the fly
Customizable page layout for reports (add logo, etc.)
Modify item properties directly from the reports screen
Excel 2010 Compatibility for the Live Excel integration
Language / International:
Better metric compatibility
Language Packs - Ability for the software to operate in multiple languages
Properties
New Property/Field Types: CheckBox, Color, Memo, Image, Path, Slider Bar, and more (store these
properties on any item)
Friendly "Input" screen when editing properties
Form Designer: Ability to give templates friendly form inputs by using the form designer
Development Platform
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.)
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)
Ability to embed/integrate 3rd party apps into the software as a seamless solution (appearing as 1
software)
Ability for Events/Methods to launch Executable Plugins
New Script Editor window with built-in help files
Help / Support
More integrated experience
Misc:
Parts show what type of takeoff item they need dropped onto
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)
SwiftMarket integration: The most powerful tool for buying and selling construction materials and
services, now linked into the #1 takeoff software.
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.
Scripts and Plugins
Earthwork Pro
Earthwork Pro
Earthwork Pro
Earthwork Pro
Earthwork Pro
Earthwork Pro
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Earthwork Pro
Earthwork Pro
11
12
Earthwork Pro
Earthwork Pro
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ACS - Advanced Costing Suite

Support pages for the ACS - Advanced Costing Suite
ACS - Installation Instructions
Installation:
1. Open PlanSwift if it is not already open.
2. Run your auyomatic updates to ensure you have the latest version of PlanSwift.
3. After purchasing the plugin download the installer from the PlanSwift9 Plugin Sidebar.
4. When prompted press the 'Save' button. .
5. Once you run the installer the installation will just take a minute to complete.
6. After PlanSwift opens for the first time it is recommended that you restart PlanSwift once more to fully
refresh the installed types.
To Uninstall:
2. Go to the settings and select 'Interface'.
3. Select 'Show Types in Templates Tab'.
4. Go to the 'Templates' tab and select the 'Types' tab.
5. Select 'Level 21 Custom Types' and Delete it.
6. Goto Lists and select 'Level21 custom Lists' and Delete it.
7. Goto Estimating and select 'Level21 custom Views' and Delete it.
8. Goto Reports and select 'Level 21 Custom Reports' and Delete it.
9. Goto Settings and select Plugin Manager and Delete the R.I.N.G plugin.
10. Restart PlanSwift.
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ACS - User Guide
ACS - 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 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. I 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 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. i.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 represents the overhead that is directly related to handling materials
(Purchasing, Inspection, stocking etc)
Overhead - Labor that is not directly involved in producing product (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.
Unit - for unit types in Hotels or appartments
Base - for the base takeoff, ideal for tract builders
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 that 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.
Name
Description
Last Modified
Notes
Bid Due Date
Primary Estimator
Status
Contact
Email
Phone
City
State
ACS - User Guide
17
About 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 PlanSwift 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 you a
custom your system in a very short time. In fact it will save you 120** or more hours of setup time.
Features & Benefits:

Quick hassle free installation saves you countless hours of setup
All back end costing calculations pre-installed
Intuitive project setup menus
Global variables for taxes, markup, burden, and overhead (Separate global markups, burdens, and
overheads based on the cost type)
All items have options for additional fixed overhead and burden costs (Great for additional fixed costs
such as mobilization costs)
All Item markups can be individually specified (easily override the global settings)
Selectable labor wage rates (open and union shops)
Optional Labor fuel stipend (Easilly include fuel stipends for labor a necessity with todays rising fuel
costs.)
Project fields for due dates, estimators, notes, contact information, Terms and conditions (add
relavent information to the job and pull that information into reports)
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.)
All Items have options to be tax exempt
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)
Dynamic takeoff items that convert sub items into unit costs for condensed reporting (report $ per
unit)
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)
Job cost updater Beta
Includes all Estimating Views, Lists, and 12 custom reports
Lists - User editable lists including the Standard 16 CSI Divisions and Sub-divisions
New - Typical Takeoffs
New - Deduction Digitizers
New - Folder Options
New - UDA Export
18
New - Last Modified timestamp on job

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!
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Third Party Plugins

These Plugins are 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.
Divisions Irrigation, Landscape and Hardscape.
Phases L-100 to L-800 for Landscaping
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
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 I have use the assemblies in each section. The
L-100 type codes are my coding for each phase of the Landscape job. These are in order of Construction. I
have provided the shrubs On Center spacing for either, a drop and drag take off, or as a separate Item. I 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.
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Third Party Plugins
Input Screenshot:
This a screenshot of the input window, where the user can enter costs or data. Example 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.
Assemblies Screenshot:
These are all of the assemblies provided with the Plugin. They are broken down into several different
catagories.
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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 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.
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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
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Area Pro
Area Pro
Items Included:
Items
Area Pro
Page Items
Area Pro Section
Functionality
Area Pro Plug-in will install a new digitizer item, enables you to receive calculated information for Area
Item s with Subtraction about:
Total Openings Area
Total Openings Linear Total
Gross Area
Gross Linear Total
Gross Volume
Installation
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.
Uninstall
2. Go to the settings and select Interface .
3. Select Show Types in Templates Tab .
4. Go to the Templates tab and select the Types 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 Items 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
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Area Pro
General Q & A
Rename Job - Hi, I want to rename a job in Planswift 9...how do I do
this? Or, if I want to update a current job but keep the original so I save
the changes as a revision how do I do this?
Thank you for your question.
Question:
------------------Hi, I want to rename a job in Planswift 9...how do I do this? Or, if I want to update a current job but keep the
original so I save the changes as a revision how do I do this?
------------------Answer:
------------------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 & 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....
Question:
------------------Why am I being asked to activate again?
------------------Answer:
------------------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/
-------------------
sking for30
activation again - why am i being asked to activate again.... i have a bid due and i cannot access....
What do i do if I forgot my PIN#?

Question:
------------------What do i do if I forgot my PIN#?
------------------Answer:
------------------You can go here to retrieve your PIN - Resend PIN Information
-------------------
What do i do if I forgot my PIN#?
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Mac BootCamp - Will system 9 work through Mac Bootcamp?

Question:
------------------Will version 9 work through Mac Bootcamp?
------------------Answer:
------------------Yes, PlanSwift Professional 9 will run on a Mac using Bootcamp and Windows.
-------------------
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Mac BootCamp - Will system 9 work through Mac Bootcamp?

'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.
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.
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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.
2. Select the location of the stored job.

3. Select the Job.
4. Click 'Open Job' to finish and open the job.
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
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Print Plans and Images
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 Items'-Prints the plan images along with PlanSwift markups (This would include 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.
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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.
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Navigation Buttons
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. This way you do not need to skip pages you are not using.
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Navigation Buttons
Zoom and Pan
'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
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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.
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.
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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.
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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 - Select 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.
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.
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Dimensions
4. When you are done, press the 'Digitizer Record' button or Ctrl-C to stop the dimension system.
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
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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' button to continue.
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Overlay Plans
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
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To watch a video about adding overlays, click here.
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Overlay Plans
Highlighter Tool
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.
6. When you are done click the 'Digitizer Record' button or ESC to stop.
To watch the video about this topic, click here.
Highlighter Tool
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New Area Tool
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 half opens a drop down menu of tools based on the
basic area object such as the Joist Tool.
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.
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New Area Tool
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'.
The 'Advanced' option button will provide you will more options if you wish to use them.
New Area Tool
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To watch a video about how to takeoff a new area, click here.
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New Area Tool
New Linear Tool
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.
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
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To watch a video about how to takeoff a new linear, click here.
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New Linear Tool
New Segment Tool
The "New Segment" tool allows you to create a 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.
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 click 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
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New Count Tool
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.
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 pressing "Esc" or by clicking the "Digitizer Record" button.
To watch a video about how to takeoff a new count, click here.
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New Count Tool
Image
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.
3. Select the image you want to add. You can browse to the image or enter the location.
4. Click 'Open' to continue.
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
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To watch a video about adding an image to a page, click here.
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Image
Notes
Making notes on a plan is simple.

1. Select the 'Note' button from the annotations menu.
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 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
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To watch a video about creating page notes, click here.
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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.
2. Select 'Email Plans' and the 'Next' button.
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
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4. After selecting all the plans you want to email click the 'Next' button to continue.
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.
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Email Plans
To watch a video about Emailing Plans, click here.
Email Plans
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Email Screenshot
Emailing a screen shot to one or more people is fast and easy with PlanSwift.
1. To email a Screenshot select the 'Email Job' button.
2. Then select 'Email Screenshot' and the 'Next' button to continue.
3. Preview the image to confirm it is what you want to send.

4. Click the 'Next' button to continue.
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Email Screenshot
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.
Email Screenshot
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7. Enter a personal message to be sent with your email.

8. Click 'Next' to continue.
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Email Screenshot
9. Confirm the information is correct. If you want to make changes select the 'Back' button.
Email Screenshot
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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 recipient 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.
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Email Screenshot
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
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Email Files
Emailing job plans to one or more people is fast and easy with PlanSwift.
1. To email files select the 'Email Job' button.
2. Select the 'Email Files' button and then click the "Next' button.
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.
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Email Files
5. When you have selected all the files you want select the 'Next' button to continue.
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.
Email Files
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8. Enter a personal message to be sent with your email.

9. Select NEXT to continue.
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Email Files
10. Confirm the information is correct. If you want to make changes click the 'back' button.
11. Click the 'Finish' button to send your plan files.
Email Files
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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.
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Email Files
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 Files, click here.
Email Files
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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.
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.
Depending on the size of the files and the speed of your connection the download may take several minutes.
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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.
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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.
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Page
3. Select the files to be added. Make sure the check box is selected for the files you want to add.
5. Set the converter functions as needed. Then click the 'Next' button.
Add Pages
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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.
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Add Pages
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
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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.
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Add Pages
Add Pages
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Batch Rename Pages Tool
Batch Rename Pages tool makes it easy to rename multiple pages in a job.
1. Select the 'Batch Rename Pages' button.
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.
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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.
2. Select the images files you want to included in the job.

4. Confirm the page converter settings are to your liking, if not adjust as needed.
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6. When ready click the 'Finish' button to download your planroom files.
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.
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Page Rotate and Level Tools
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.
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Page Rotate and Level Tools
Page Flip Tool
The page flip tool allows you to flip the 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
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Page Invert and Crop as New Page Tools
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.
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Page Invert and Crop as New Page Tools
Other
Takeoff Item
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
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Pitch Calculation Tool
The Pitch tool allows you to find the pitch and angle of a slope.
1. Select the 'Pitch' button.
2. Click on the first point of the slope you want to 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.
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Pitch Calculation Tool
Triangulate Calculations Tool
The Triangulate tool allows you to measure the angles and side lengths of any triangle.
1. To use select the 'Triangulate' button.
2. Click on the three points of the triangle you want to measure.

3. The measurements will automatically be shown.
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
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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.
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.)
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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 & 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.
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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 TIF files will be in the selected
location. Click the 'Close' button to close this menu.
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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.
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.
5. When PlanSwift is complete select 'Close' to close the tool.
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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.
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.
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2. Copy the Device IP address into your web browser.

3. Click the 'Add Directories' button to add a PlanSwift directory.
4. Enter the Directory name.
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5. Click the 'Accept' button to create the directory.
6. Confirm the new directory has been added.
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.
7. Select the 'Download to Mobile Device' button.
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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 your device.
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.
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11. Open the Discover app on your iPhone/iPod and navigate to the PlanSwift directory. There you will find
the plans you have downloaded.
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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.
Here is a sample of what a Zipped SwiftJob will look like.
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Zip SwiftJob Tool
Zip SwiftJob Tool
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Unzip SwiftJob Tool
The Unzip SwiftJob Tool allows you to unzip a SwiftJob files onto your computer.
1. Select the 'Unzip SwiftJob' button.
2. Select the SwiftJob file you want to open.

3. Click the 'Open' Button to continue.
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.
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Unzip SwiftJob 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.
Save Screenshot Tool
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View
Show/Hide Option Buttons
'Show Labels' - Displays labels on the page.

'Hide Labels' - Hides labels on the page from view.
'Show Digitizer Items' - Shows items used by the digitizer.
'Hide Digitizer Items' - Hides from view the items used by the digitizer.
'Show Overlays' - Displays plan page overlays.
'Hide Overlays' - Removed overlay page from view.
'Show Dimensions' - 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.
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View
Font Adjust Buttons
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 Dimensions'
'Adjust Notes'
Font Adjust Buttons
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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 Folder' button to begin.
2. You can update the information about the folder directly directly on the estimate table by selecting the
square you wish.
You can click the 'New Folder' button as many times as you would like, adding a new folder/sub-folder each
time.
Estimating
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Estimate New Item
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.
2. You can update information about the item directly on the estimate table by selecting the cell you want.
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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.
2. You must confirm you want to delete before it will take effect.
Estimate Folder and Item Delete
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Estimating Columns Options
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.
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.
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Format - Allows you to set how the column contents are formatted and the number of decimal points
displayed.
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Estimate and Templates Refresh Button

Use the 'Refresh' button to refresh the screen and estimating numbers with any updates you may have made.
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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.
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.
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Copy and Paste Buttons
'Copy' - Copies the selected information to your clipboard.

'Paste' - Copies estimate information from your clipboard.
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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.
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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
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.
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Lists
Simple List
4. Enter the Name for the List, this is the name you will use in item Properties.
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.
New List
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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.
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.
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New List
New List
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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.
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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.
List Properties
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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.
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.
Item - 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.
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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.
Template New Folder or Sub-Folder
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Template New Item or Sub-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.
2. The 'Form' item option allows you to enter an item name.

3. When done click 'OK' button to continue, you have created a new item for your use.
4. The 'Advanced' folder option allows you to enter, set and update more option.
Item - 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.
Created By - Who created the object. (This information requires that the User Name be added in the settings
under Company.)
Padlock - Allows you to lock and unlock the contents of that row. Clicking in the lock will change the setting.
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6. When done click the 'OK' button to continue, you have created a new item for your use.
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Template New Area or Sub-Item Area
From within the Templates tab you can create Areas for use in estimating and takeoff before you need then,
or export/import 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.
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.
4. The 'Advanced' Area option allows you to enter, set and update more option.
Estimating - This section allows you to estimate, set formulas and equation for estimating and define other
area estimating rules for use later.
Item - 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.
Padlock - Allows you to lock and unlock the contents of that row. Clicking on the lock will change the setting.
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6. When done click the 'OK' button to continue, you have created a New Area for your use.
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Template New Linear or Sub-Item 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.
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.
4. The 'Advanced' Linear option allows you to enter, set and update more option.
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.
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6. When done click the 'OK' button to continue, you have created a New Linear for your use.
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Template New Segment or Sub-Item Segment
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.
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.
4. The 'Advanced' segment option allows you to enter, set and update more option.
segment estimating rules for use later.
Item - 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.
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6. When done click the 'OK' button to continue, you have created a New Segment for your use.
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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
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.
2. The 'Form' properties window allows you to name your count item, set the shape, size, color, fill and
location.
3. When finished click the 'OK' button to continue, you have created a new count item for your use.
4. The 'Advanced' Count option allows you to enter, set and update more option.
count estimating rules for use later.
Item - 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.
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6. When done click the 'OK' button to continue, you have created a New Count for your use.
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Template New Assembly or Sub-Item Assembly
From within the Templates tab you can create 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.
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.
4. The 'Advanced' Assembly option allows you to enter, set and update more option.
6. When done click the 'OK' button to continue, you have created a New Assembly for your use.
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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.
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 Item'
You can select the newly created assembly and add a 'New Item as a Sub Item'. See Creating parts
for more information about this.
To watch a video about advanced properties, click here.
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Template New Part or Sub-Item Part
From within the Templates tab you can create new part for use in estimating and takeoff before you need
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.
4. The 'Advanced' Parts option allows you to enter, set and update more option.
6. When done click the 'OK' button to continue, you have created a New Part for your use.
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To watch the video on this topic, click here.
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'Copy' - Copies the selected information to your clipboard.

'Paste' - Copies estimate information from your clipboard.
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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.
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.
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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.
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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.
Create New Template Tab
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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.
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.
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Use the 'Refresh' button to refresh the screen and estimating numbers with any updates you may have made.
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Export Tab
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.
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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.
2. Select the tab file you want to import. You can either enter the information or navigate to the file.
3. Click the 'Open' button to continue.
Import Tabs
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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.
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Import Tabs
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.
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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.
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 storage.
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Settings
3. Confirm your choice then the location will be added or deleted.

4. To see the data location properties select the 'Properties' button.
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.
Data Storage Locations Deleting and Properties
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General Settings
The General Settings page allows you to make several choices about your overall settings in PlanSwift.
Select 'General' from the list.
1. When checked will automatically open the last job you had open the next time you open PlanSwift.
2. When checked will automatically 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.
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General Settings
General Settings
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Company Information Settings

From the Company Info tab you can enter information specific to you and your company.
From the 'Company' list selection you can update your customer number, pin number, user name, and affiliate
ID.
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Company Information Settings
Keyboard Hotkeys
Keyboard Hotkeys allow you to make quick one key selections of tasks you do often.
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
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Interface
The Interface list selection allows you to select several option about the look and feel of PlanSwift.
Color Scheme allows you to pick the colors you prefer, Black, Blue or Silver.
Black
Blue
Silver
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.
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Interface
6. When checked will show you tool hints.

7. When checked will show you digitized information.
Interface
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Zoom and Pan Options

The Zoom/Pan selection allows you to set option about the Speed and look of Zoom/Pan features..
Pan Speed - Mouse and Keyboard sets the speed panning occurs at.
Zoom Speed - Mouse and Keyboard sets the speed zooming occurs at.
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Zoom and Pan Options
Annotations Settings
The Annotation Settings allow you to set the default options for your annotations.
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.
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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.
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Graphic Settings
The Graphic settings section allow you to set some default graphic options for all plans.
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.
Graphic Settings
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Takeoff Tools Settings

The Takeoff Tools setting allows you to set defaults for when you do takeoffs.
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 continuing.
Sample verify points confirmation box. You much clicking 'OK' to verify and continue.
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Sample dimension confirmation box. You much click 'OK' to verify the dimensions and continue.
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Snapping Settings
The Snapping settings allow you to set how and when the snapping feature works on PlanSwift.
1.
Check this option to enable all selected snap options.

2. This will snap only to points created by the PlanSwift digitizers.
3. This will enable PlanSwift to snap to points created in CAD files.
4. 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.
5. Ortho will lock the digitizer on the 90 and 45 degree axis.
6. 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.
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Snapping Settings
Notification Settings
The Notification settings allows you to set how you will be alerted of PlanSwift updates.
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.
Notification Settings
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Digitizer Tablet Settings

This selection allows you to set your digitizer tablet connection options so PlanSwift can easily connect
directly to your digitizer.
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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.
2. Click 'New' to select a new storage location

Note: From this location you can also set the path to your iPhone/iPod.
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
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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
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New Data Storage
Property Groups
This allows you to edit the order that Property Groups appear in an advanced property window view.
Property Groups
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Advanced
These options are utilized by Technical Support for trouble shooting purposes.
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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 multiple houses or office units.
Report View - Provides you will all the information available for the reports.
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.
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Print Preview
Page Setup
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.
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 paper.
Page Setup
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Margins Tab - Allows you to set the margins around the paper and to select if you want the material centered
on the page.
Header/Footer Tab - Allows you to add headers and footers to all pages of you printed document.
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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.
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
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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.
Refresh Data
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Export to Excel
PlanSwift has made it easy to export reports to Excel spreadsheets.

1. Select the 'Export to Excel' button.
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.
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Export to Excel
Export to CVS
PlanSwift has made it easy to export reports to CSV spreadsheets.

1. Select the 'Export to CSV' button.
2. Enter or browse to the location you want to save the CSV file.
Export to CVS
179
Export to XML
PlanSwift has made it easy to export reports to XML format.

1. Select the 'Export to XML' button.
2. Enter or browse to the location you want to save the XML file.
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Export to XML
Export to HTML
PlanSwift has made it easy to export reports to HTML format.

1. Select the 'Export to HTML' button.
2. Enter or browse to the location you want to save the HTML file.
Export to HTML
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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.
2. Enter or browse to the location you want to save the Excel Template file. The template file must contain the
proper syntax for the exported data to display.
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Export to Excel Template
Print Reports
Printing report with PlanSwift is quick and easy.

1. Select the 'Print' button to start.
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.
Print Reports
183
About Reports
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Reports are an importantl 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.
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.
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
button under 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
More detailed information can be found here.
About Reports
185
Report Filters
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.
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 you re filtering for.
By clicking the green highlighted words, you can choose what you would like to filter, such as quantity, type,
folder etc. This 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.
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Report Filters
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.
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.
Report Filters
187
Report Grouping
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.
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.
To add a new column, simply click the green +

the correct data type when adding your columns.
button and type in the column name. Be sure to set
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.
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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 data, 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.
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 PlanSwift 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
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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 + 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 & Columns, click here.
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New Report
Report Formatting
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.
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 bottom 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
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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.
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Help
Help Back and 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.
2. To move forward one page click the 'Forward' button.
Help Back and Forward
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Refresh
The 'Refresh' button updates the content on the help screen you are in.
1. To updated the content click the 'Refresh' button.
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Refresh
Help
OR
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.
OR
Help
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Videos
OR
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.
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 SwiftTube.
The Basics - Videos dealing with general subjects used by all PlanSwift users.
Parts & 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.
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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.
PlanSwift.com
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PlanSwift Online Forum
OR
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.
OR
2. You will need to register to become a forum member to post questions and comments. You can register by
clicking here.
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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.
2. To remove your license select the 'Remove License' option drop down button.
3. Click 'OK' to confirm you want to remove your license.
4. Your license will be removed, click 'OK' to close the window.
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Re-Ener Activation Code

1. Select the 'Software License Option' button.
2. To Re-enter your activation code select the 'Re-enter Activation Code' button.
3. To automatically active PlanSwift enter your Customer # and Pin then click 'Activate'.
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4. You wil be shown the successful activation window. To close the window click 'OK'.
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.planswift.com/activate in your web browser to go to PlanSwift
activation page.
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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.
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.
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12. When successful you will given your Unlock Code. Make note of it before leave this page.
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.
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15. When complete click 'OK' to close this window, or go to the online videos.
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Remote Assistance
OR
PlanSwift support personnel can assist you remotely from right inside your software.
1. Select the 'Remote Assistance' button to begin.
OR
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.
Remote Assistance
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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 'Suggestion Box' button.
2. Enter your suggestion for PlanSwift in the box then click 'Create New Idea'.
Thank you for taking the time to help with improving PlanSwift
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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. A new 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.
About
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Online 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.
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.
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Online Support Chat
FAQ - Frequently Asked Questions
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 - Frequently Asked Questions
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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.
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
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System Requirements
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.
3. Select the training webinar you are interested in. You can repeat this process to register for multiple
webinars.
Join a Free Webinar
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4. Complete the required registration information.

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)
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Join a Free Webinar
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
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Join a Free Webinar

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 PlanSwift user has sent you some files.
Click the following link to download:
http://share.planswift.com/download/?file=J86E1SS3-7AN8-HD4S-C06A-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
3. A dialog box will appear asking you to save the file. Save the file to your desktop or location of your
choice
4. Open PlanSwift if it is not already open. (If you do not 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.
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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.
If the legend is visible it will print when using the Print Visible Items option on the print menu.
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.
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Display a legend on your plan images.
Installation & Set-up

Installing PlanSwift On Your Computer
Installing PlanSwift
Installing PlanSwift on your 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.
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.
3. When the file has saved to your specified directory browse your computer to where the file is located on
Installation & Set-up
217
your hard drive. Right click on the PlanSwift executable and select 'Open'.
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.
5. When the set up wizard launches click 'Next'.
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6. Accept the terms and conditions and press 'Next'.
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!
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8. Select your Start Menu folder location if desired. Click 'Next'.
9. Select the option to place an icon on your desktop. Click 'Next'.
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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.
11. Once the setup has finished click the Finish button to launch PlanSwift.
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Congratulations - PlanSwift has been installed!
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.
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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.
2. Select the 'Automatic Update' 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.
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.
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5. Click 'Next' to download updates to your computer. You can follow the progress of the updates with the
download bar.
6. Click 'Next' to begin the installation process. Follow the prompts to allow the program to install the updates.
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7. PlanSwift will automatically restart with the latest updates working.
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To watch a video about program updating, click here.
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Navigation
Navigation Buttons
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.
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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'.
From there, continue to digitize the area you would like to remove. Please note that you must stay within the
bounds of the area you are subtracting from.
To watch a video about how to subtract a section, click here.
Digital Takeoff
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Digital Takeoff Tool Options

The Digital Takeoff recording options are located at the bottom of your screen.
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. Toggle between these options by clicking the on the
Record Mode text. Note: This is only visible when you have a digitizer tool active.
Point to Point sets a point each time you click your mouse while actively recording in a takeoff
tool.
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.
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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.
Simply click the 'Clear Scale' button, and the scale will be removed from that page.
To watch a video on how to remove a scale, click here.
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Parts & 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 location if you want the copy in the same location as the original.
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Parts & Assemblies
4. Once the job has processed the copy simply select the copy and press the Properties button on the
tool bar.
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
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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'.
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'.
Once you open the 'Job Properties' window, edit the name of the job in the Advanced View.
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How to Rename a Job
Once finished, simply click 'Ok'.
How to Rename a Job
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How To Start a New Project

To create a New Project , star by clicking the 'New Job' icon in the 'Home' tab.
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).
Click 'Next' once you are finished. Now you will select the image files you want for the job.
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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 quickly. And finally, you have the option
for Page Naming which allows you to impend text to the page name.
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**(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.
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Click 'Next' to continue.
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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.
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To watch a video about starting a new project, click here.
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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.
Simply click the 'Clear Scale' button, and the scale will be removed from that page.
To watch a video on how to remove a scale, click here.
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Adding a Bookmark
To add a bookmark, first select the page you would like to bookmark from, then select the level that you
would like to create the bookmark at.
** 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.
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243
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.
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.
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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 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.
How To Add a Bookmark Link
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How To Add Attachments to a Project
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.
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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 sidebar window.
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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
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.
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.
If 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
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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.
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.
You 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.
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Error Connecting. Please Make sure you have an internet connection and try again.
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 character. 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.
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.
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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 allow 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".
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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
PlanSwift
It will connect to other data (lists of items) in the future versions
Check back soon for more information on this!
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SwiftMarket Desktop Alpha Release Overview Video

http://www.planswift.com/swifttube/player/SwiftTubePlayer2.swf?VID=143&Play=false
To view full screen click on the 'Fullscreen' button on the video player
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SwiftMarket Desktop Alpha Release Overview Video

PlanSwift 9.1 User Manual

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PlanSwift 9.1 User Manual

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Table of Contents

PlanSwift 9 User Manual...................................................................................................................................1

PlanSwift 9 User Manual

PlanSwift 9.0 - What's New?

PlanSwift 9 User Manual

PlanSwift 9.0 - What's New?

Scripts and Plugins

PlanSwift Certified Plugins

Scripts and Plugins

ACS - Advanced Costing Suite

ACS - Advanced Costing Suite

ACS - User Guide

ACS - User Guide

Editing Drop down Lists

Job Setup / Costing

ACS - User Guide

Job Setup / Report Options

ACS - User Guide

Open Job Dialog

ACS - User Guide

About ACS - Advanced Costing Suite

ACS - Advanced Costing Suite

Features & Benefits:

About ACS - Advanced Costing Suite

New - Last Modified timestamp on job

About ACS - Advanced Costing Suite

About ACS - Advanced Costing Suite

About ACS - Advanced Costing Suite

Third Party Plugins

Accurate Landscape Plugin

Takeoff Template Screenshot:

Third Party Plugins

Accurate Landscape Plugin

Estimate Report Expanded view Screenshot:

Materials Quote Report Screenshot:

Labor report with man days and production rates:

Accurate Landscape Plugin

PlanSwift- Accurate Landscape-plugin tutorial- Soil Prep

Accurate Landscape Plugin

Support Contact information:

why is it asking for activation again - why am i being asked to activate

What do i do if I forgot my PIN#?

What do i do if I forgot my PIN#?

Mac BootCamp - Will system 9 work through Mac Bootcamp?

Mac BootCamp - Will system 9 work through Mac Bootcamp?

PlanSwift 9 'By the Tabs'

PlanSwift 9 'By the Tabs'

New Set of Plans or New Job

Open Existing Job

OPEN button allows you to open existing jobs.

2. Select the location of the stored job.

Open Existing Job

Print Plans and Images

1. Select the 'Print' button.

2. Select what information you want to print.

Print Plans and Images

Print Plans and Images

Zoom and Pan

Zoom and Pan

Scaling a Plan Image