When you are installing or upgrading PlanSwift, please close any running Microsoft Office applications (Excel, Outlook, etc.) and disable your virus scanner for the duration of the installation.
See Check for and Install PlanSwift Updates to see if there is an upgrade to your existing version of PlanSwift.
Curious about MAC support, check out: Can I Install PlanSwift on a Mac?
Before you install PlanSwift, be sure your computer meets or exceeds our System Requirements.
You must be a local (Windows) administrator to install and update PlanSwift.
Download the PlanSwift version for which you are licensed from MyAccount, see The PlanSwift Customer Portal (MyAccount) for more information. Typically, your browser will save the installer to your Windows "Downloads" folder.
When the download is complete, locate the file that was downloaded and double-click it. (If you are using Chrome browser, you can just click on the downloaded file in the lower-left corner of your browser to launch it.)
When prompted by User Account Control, click Yes.
The PlanSwift Setup wizard starts, and the first screen you see is the License Agreement (aka "EULA").
Please review the EULA, select "I Accept the Agreement", and then click Next.
Next, you are asked where you want PlanSwift installed.
For PlanSwift 11 and newer:
For PlanSwift versions older than PlanSwift 11
When you are performing an upgrade-in-place over a previous version of PlanSwift, you will see a prompt that this folder already exists, click "Yes" to confirm installation to the existing folder.
You can change where the program's shortcut is placed on the Windows start menu - we recommend leaving this as "PlanSwift".
You are asked if you want to create a desktop icon for easier access to PlanSwift, - we recommend you create the desktop shortcut - you can always delete it later if you want.
Choose your Default Settings.
Select the Default Language and the Default Measurement Type - these defaults can always be changed after you install the program so if you are not sure what to do, leave them as "English".
On the Ready to Install screen, review your installation settings before you continue, and then
The installation proceeds - this can take a few minutes to complete.
When the installation completes, you have the option of immediately launch PlanSwift.
Leave "Launch PlanSwift" checked and click Finish if you want to launch the program right away, otherwise, uncheck "Launch PlanSwift" before you click Finish.
Next time you want to run PlanSwift, you can:
Double-click the PlanSwift icon on your desktop (assuming you opted for a desktop shortcut)...
Or locate "PlanSwift" in the Start Menu...
Be sure to review the information on Licensing/Activating PlanSwift: Licensing PlanSwift (Activation)