Overview

The Item Properties/Update Cost Plugin allows you to update the cost of an item, where it is used in a project, based on that Item's number.

This Plugin adds a button to the Templates Tab ribbon bar.

How To Use the Item Properties/Update Cost Plugin

Notes

First, you'll need to download and install your Plugin, see: Downloading, Installing, and Uninstalling a Plugin or Starter Pack

Once your new Plugin is installed, follow the steps below to use it.

We encourage you to purchase a training package for accelerated learning and faster customization, see: https://www.planswift.com/support/personalized-training/ for details on scheduling training.

Your items must use Item #'s for this the Item Properties/Update Cost Plugin to work. It searches the open project's items for a matching Item # and updates the price accordingly. Item # is entered in the Advanced view of the Item Properties window.

All future projects using this template also use the updated pricing.

Start by opening a project that has already been estimated. (Reminder: your items must include Item #s)

Click on the Templates Tab

Locate and select the Template whose pricing (Unit Cost) you want to update (1).

Update it's pricing however you choose (for demonstration purposes, we changed the Price Each to "5000.00" so you can see the change easily).

With that template selected, click the Updates Costs button (2) in the Templates Tab ribbon bar.

If there are matching Items in the project, PlanSwift locates then and tells you how many it found (3).

Click the Yes button if you want to proceed with the changes.

Click back on the Estimating Tab and locate that Item.

Notice, its pricing has been updated.

Changes to the Item's Pricing only affects the current open project.

FAQ

Question: I’ve read this user guide, and I still have questions. What do I do?

Answer: PlanSwift recommends that you purchase a training package. We highly recommend new users purchase a training package, because training is customized to each user. We offer one-on-one training and classroom training . Contact PlanSwift® Training Department Training-ops@ConstructConnect.com.

More Plugins and Starter Packs

Information on Plugins and Starter Packs is available directly on the Plugins Tab in PlanSwift...

If you encounter technical difficulty, consult this guide (including the FAQ section of this user manual) or contact the technical support department at:

PlanSwift® Technical Support support@PlanSwift.com

1-888-752-6794 ext. 2

PlanSwift also offers additional training. For training options, contact the training department at:

PlanSwift® Training Department Training-ops@ConstructConnect.com

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