Overview

The BuilderTREND Integration Plugin permits PlanSwift estimating information to be exported to an Excel format that can then be imported into BuilderTREND software.

How To Use the BuildTREND Integration Plugin

Notes

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

You must have a full version of Microsoft Excel™ installed and licensed to use this export.

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.

To export estimating data to an Excel file compatible with BuilderTREND,

Click on the Estimating tab on the PlanSwift ribbon-bar

In the Estimating Layouts window, click on the estimating data you wish to export

Next click on the BuilderTREND icon - Excel opens and loads the data in a format compatible with BuilderTREND.

Save the Excel file to a filename and location of your choice, and it is then ready to be imported into BuilderTREND. (See BuilderTREND's Support/Help for instructions on importing data.)

PlanSwift/BuilderTREND Data Correlation

The table below shows the relationship between PlanSwift data in the Advanced Properties window and exported Excel BuilderTREND data:

PlanSwift label/name	BuilderTREND field name
Item #	Accounting Code
Description	Description
Qty	Quantity
Cost Each	Unit Price
Cost Total	Amount

This screenshot shows a diagram of the data correlation between PlanSwift’s advanced properties screen for the Concrete Slab entry and the exported Excel BuilderTREND file.

Disclaimer

Data exported to BuilderTREND should always be tested and verified by the user to ensure that the data is exported correctly. PlanSwift cannot verify the accuracy of data exported by the user.

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.

Question: Can I export Folders in the Estimating Tab using the BuilderTREND Integration?

Answer: No. BuilderTREND does not export folder items from PlanSwift.

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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