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PlanSwift Classroom Training - Curriculum - Day 2 (2025 version)
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PlanSwift Classroom Training - Curriculum - Day 2 (2025 version)

Day 1 Review

  • Q & A

 

Estimating

  • Layouts

  • Exporting to Excel

  • Folders

  • Print

 

Build as you go Parts

  • Add Cost for Material

 

Templates

  • Sample Templates

  • Save Build as you Go Assemblies as a Template

  • Create Custom Templates

  • How to use the Assemblies saved in Templates

Export Templates for Sharing/Backup

Basic Reports

  • Address Book

o   Add Logo

o   Add Text Box

  • Print/Export

 

Back up and Share

  • Export Tab

  • Export Plugin Package

 

Study Hall

 

PlanSwift Classroom Training - Curriculum - Day 1

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