Page Comparison

Excel (Template) Export to PlanSwift Options

Export Option

Excel templates may be exported from Excel into PlanSwift. Excel templates have a .xltx filename extension. Older Excel templates may have a .xlt extension. The . These xlt templates may be used but they are automatically converted to an .xltx extension. Follow this procedure to export a an Excel template into a PlanSwift job.

...

1. Open PlanSwift and start a new job (Figure 1). Enter a Job/Quote # (use "12345" or another name of your choice) and a Description, such as "Garage", then click on Next.
   
   
   
        Figure 1
   
   
   
2. In the Image Files window (Figure 2), click Next to skip it (or if you do have images, you can load them here). Either load your images or click Yes when you're asked if you want to continue without adding any images. Images may be added later.
   
   
   
        Figure 2
   
   
   
3. Click Next on the Convert Settings window (Figure 3).
   
   
   Image Modified
        Figure 3
   
   
   
4. Click on Finish in the Ready to Create Job window (Figure 4).
   
   
   Image Modified
        Figure 4
   
   
   
5. Click on the green plus (+) under Pages,Bookmarks (Figure 5), click on Blank Page, and then click on Next. (Or you can add pages from image files of your choice here by selecting the From Image Files option.)
   
   
   Image Modified
        Figure 5
   
   
   
6. In Figure 6, give this page a new name, "General", and click on Finish.
   
   
   
        Figure 6
   
   
   
7. The "Garage" job is now open and set up (Figure 7), and you can see the General page. Click on Takeoff Summary to display the Takeoff Summary window (Figure 7).
   
   
   
        Figure 7
   
   
   
8. The Takeoff Summary window is visible in Figure 8, which shows the General page.
   
   
   
        Figure 8
   
   
   
9. Now that your job is set up, use Windows Explorer to navigate to the Excel template file (.xltx) that you wish to have loaded into exported to PlanSwift as an Excel workbook WorkBook (Figure 9), and double-click on the file to open it as a workbook. In this case, we're using PlanSwift Sample Converted.xltx.
   
   
   
        Figure 9
   
   
   
10. This opens the PlanSwift Sample Converted.xltx template file into a workbook file (Figure 10). Click on File and save this file (it will have an .xlsx filename extension) to a location of your choice, then Click click on the Excel PlanSwift Ribbon-bar Tab.
    
    
    
         Figure 10
    
    
    
11. To connect this workbook to the PlanSwift Garage job, click on Connect.
    
    
    
         Figure 11
    
    
    
12. When connected, the Connect icon toggles to a red Disconnect icon (Figure 12). Now, while watching the Takeoff Summary window in PlanSwift, click on the Export to PlanSwift icon.
    
    
    
         Figure 12
    
    
    
13. The template items will populate in the Takeoff Summary window. Click on the black + to open all of the folders (Figure 13) so that the template items are visible. Then click on the Pages,Bookmarks window.
    Image Removed
    
    Image Added
         Figure 13
    
    
    
14. The Pages,Bookmarks window (Figure 14) will now allow you to see the takeoffs you execute from Excel. Move back to the Excel WorkBook window.
    
    
    
         Figure 14
    
    
15. Click In the WorkBook, click on cell F50 (arrow 1 of Figure 15), and then click on the Continue With Linear icon.
    
    
         Figure 15
    
    
    
16. Perform an area takeoff like that shown in Figure 16. After the takeoff is completed (Figure 16), the the New Area and the takeoff area value appears in the Pages Pages,Bookmarks window.
    
    
    
    
         Figure 16
    
    
    
17. That workbook WorkBook cell F50 will now reflect the number of 2x4x8' pieces of precut pre-cut material required for that takeoff and will also display the pricing ($5.37) for those pieces (Figure 17).
    
    
    
         Figure 17