...
PlanSwift® Training Department training@PlanSwift.com
1-888-752-6794 ext. 4
Additional information on the Earthworks Pro Plugin and some Starter Packs is available directly on the Plugins Tab in PlanSwift...
| Info | ||
|---|---|---|
| ||
You can request a 14-day trial of any Plugin or Starter Park. WARNING: If you create bids using the information from a Starter Pack, when the trial expires, you will no longer be edit those jobs. The information from the Starter Pack becomes inaccessible when your trial expires. Do not use a Trial Plugin or Starter Pack to create real-world jobs, unless you are sure you will be purchasing it. Trials are for test driving a Plugin or Starter Pack, not meant for live/working bids. |
Purchasing and Installation
...
Downloading
To download a Plugin you have to , log into your My Account portal.
Click on "Licenses" and then PlanSwift Plugins
Installation
installing them, click on the
Import Plugin Package icon (arrow 1 in Figure 1) from the PlanSwift Main Ribbon-bar Plugin tab (arrow 3 of Figure 1) and follow the prompts from there.
Uninstall
For uninstalling, click on the Uninstall Plugin (arrow 2 in Figure 1) and follow those prompts.
Features
The Masonry Starter Pack includes Masonry Assemblies and Masonry Parts found in the Templates tab of PlanSwift. These are listed in the Compendium at the end of this guide. With these Masonry Licenses on the left.
Click on PlanSwift Plugins in the right panel.
Click the gear icon (
next to the Plugin you want to download...
Then, click the Download Software button.
Save the Plugin/Starter Pack installer to your "Downloads" folder or another convenient location.
Installation
To install a Plug in, locate the file you downloaded in your Downloads folder.
Double-click the installer.
If PlanSwift isn't running, it will launch automatically and the Install... dialog box opens, with an alert.
Alternately, if you are in PlanSwift and have a job open, you can click the Plugins Tab, then "Import Plugin Package", then locate the downloaded installer to get to the Install...dialog box.
Click Yes to continue (you will have to restart PlanSwift after installing the Starter Pack).
Uninstall
To uninstall a Plugin or Starter Pack, click on the Plugins Tab in PlanSwift.
Click the Uninstall Plugin button
In the Uninstall dialog box, locate the Plugin or Starter Pack you want to remove.
Click on that Plugin or Starter Pack and click the Next button.
Review the warning and click GO if you are certain you want to uninstall.
Click the Close button when you're done uninstalling.
Most times, after uninstall a Plugin or Starter Pack, you'll need to restart PlanSwift.
Features
James Hardie Pro Plugin is a large library of prebuilt templates, parts, and assemblies that are prelabeled for James Hardie Building Products.
Using these assemblies and parts, PlanSwift users can easily customize assemblies and parts for later use. Starter Packs contain a large library of prebuilt templates, parts and assemblies. Modifying the library of parts and assemblies for anyStarter Pack allows users the ability to customize their Templates to their specific needs. Users will Users can save countless hours of setup by utilizing a Starter Pack as their starting point for building custom parts and assemblies. The instructions below will guide new users through the basics of modifying parts and assemblies. We highly recommend purchasing a training package for accelerated learning and faster customization, see: https://www.
...
planswift.com/support/personalized-training/ for details on scheduling training.
How To's
How to
...
Copy and Paste an Assembly
The purpose of copying and pasting an assembly is to allow the user to copy and then modify the assembly for later use. As an example, you may want two different assemblies: one might include a part, and another might have an alternative part or not include that part at all. By copying one assembly and then modifying and renaming the copy (for easy identification), you can have two different assemblies available, allowing for easier and faster takeoffs. Figure 2 shows the Templates Tab (arrow 1) and the Area Takeoff Item Example 1 assembly (arrow 2). If you want to add another assembly but with no Material 3, then you would click on the assembly you want to copy (arrow 2), click on Copy (arrow 3), and then click on Paste (arrow 4).
...
To perform a takeoff with the Area Takeoff Item Example 1—No Material 3 assembly, go to the takeoff page, click on the green Record Button (see the arrow in Figure 7) in the Templates sidebar window, and then proceed to do your takeoff.
Figure 7
| Disclaimer |
Any modifications that a user makes to a Starter Pack should always be tested and verified by that user to ensure quantities and calculations are accurate. PlanSwift cannot verify the accuracy of modifications made to templates, parts and assemblies by the user. |
Disclaimer
How to
...
Copy and Paste Parts
Copying and pasting parts is handled similarly to copying and pasting an assembly. If, for instance, you want to move Material 6 in Area Takeoff Item Example 2 to Area Takeoff Item Example 1, click on Material 6 (arrow 1), then click on copy (arrow 2) as shown in Figure 8.
...
Any modifications that a user makes to a Starter Pack should always be tested and verified by that user to ensure quantities and calculations are accurate. PlanSwift cannot verify the accuracy of modifications made to templates, parts and assemblies by the user. |
How to
...
Drag and Drop Parts
Parts may be dragged and dropped from one assembly to another assembly. If, for instance, you want to drag the Material 8 item from Area Takeoff Item Example 2 up to Area Takeoff Item Example 1, click on Material 8 and drag it up to just below Material 6A (see Figure 16) and release the mouse button.
...
Any modifications that a user makes to a Starter Pack should always be tested and verified by that user to ensure quantities and calculations are accurate. PlanSwift cannot verify the accuracy of modifications made to templates, parts and assemblies by the user.
...
Frequently Asked Quetions
Question: I’ve read this user guide, and I still have questions. What do I do?
Answer: PlanSwift recommends We recommend that you purchase a training package . We highly recommend new users purchase a training package, because training that is customized to each user. We offer one-on-one training and classroom training. Contact training@PlanSwiftpstraining@constructconnect.com or com or at 1-888-752-6794 Ext. 4.
...