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PlanSwift Classroom Training - Curriculum - Day 2

Day 1 Review                                                             

Estimating                                                                     

  • Layouts

  • Columns

  • Expand & Collapse All

  • Exporting to Excel

  • Folders

  • Adjust Arrows

  • Print

Build as you go Parts

  • New Part/Material

  • Drag and Drop Material Parts

  • Add Cost for Material

Templates

  • Sample Templates

  • Create a New Tab

  • Save Build as you GO Assemblies as a Template

  • Create Custom Templates

  • How to use the Assemblies saved in Templates

Basic Reports

  • Report Layouts

  • Basic Customize Reports

  • Address Book

  • Report Designer

    • Add Logo

    • Add Text Box

  • Print/Export

 Back up and Share

  • Export Templates for Sharing/Backup

  • New Data Storage Location

  • Export Plugin Package

Study Hall

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