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Creating (Importing) a Job from ConstructConnect into PlanSwift using PS-Connect

Owned by Daniel Wal
Last updated: Oct 24, 2024

Update 10/24/2024

On 10/24/2024, a mandatory update to PS-Connect was released. You must uninstall any previous versions of PS-Connect using Windows Apps and Features applet and then follow the instructions below to reinstall.


You can import projects found through ConstructConnect Project Intelligence or from Bid Center on app.constructconnect.com directly into PlanSwift v. 10.3.0.xx and higher!

The ConstructConnect Platform Plugin allows you to download project documents (plans, specs, and other documents) directly from ConstructConnect platform applications into PlanSwift.

Here's a video to help you get started...https://constructconnect.wistia.com/medias/1pp0xt25p6

Requirements

  • You must be registered for a ConstructConnect platform account (free and paid accounts are supported)
  • You must log into PS-Connect with the same login as you use for the web site (app.constructconnect.com)


PS-Connect only works with PlanSwift versions 10.3.00 and higher.

In the latest update to PS-Connect (7/19/2023), we addressed a few issues:

  • PS-Connect is now compatible with PlanSwift 11.
  • PS-Connect is now compatible with Windows 11 Professional and Enterprise.
  • We fixed an issue that was causing plans to be slightly re-sized upon download.

To import a project from app.constructconnect.com or Bid Center,

  • Select the View/Download Documents button to open the Document Viewer

  • Select the documents you wish to push to PlanSwift by clicking each checkbox next to the page, or click the Select All button to select all the documents
  • When the desired documents are selected, click the Open With button

  • Select PlanSwift from the menu
  • A window opens allowing you to send the project to PlanSwift

  • If this is the first time you have sent a project to PlanSwift, you need to download and install the PlanSwift Connect utility. Click Download Now next to "PlanSwift® Connect" to download the PlanSwift Connect integration MSI file (PSConnect.msi)
  • When the download completes, run the file to install
    • You must enter the same log-in and password you use to log in to app.constructconnect.com to install the PlanSwift Connect utility properly
  • If you have not already installed PlanSwift, you'll need to do that, too. Click "Download Now" next to "PlanSwift®" to download the latest version of PlanSwift.


  • Once the installations are complete (or if you've already installed PlanSwift and PlanSwift Connect), return to the web page and click button that reads "I have PlanSwift, Send Project Now" 


The first time you send a project to PlanSwift you may get an additional pop-up window warning you that the site is attempting to open PlanSwift.

Click Open ApplicationLauncher.exe

Click the "Always allow..." checkbox so you do not get this message every time.

If there are pending updates to the PS-Connect, you see an "Installing Latest Version..." loading bar before the project can be sent to PlanSwift.

When prompted to log in, use the same credentials you use to log into Project Intelligence or Bid Center.

Enter your ConstructConnect Platform user name (the e-mail address you use to log into app.constructconnect.com) and password.

Once authenticated, the project download begins, and a status message keeps you updated on progress:

Additionally, each time you download a project from the platform, the Connect utility checks to see if there are any updates available. You will see an "Installing Latest Version..." loading bar before the project is imported into PlanSwift.

  • PlanSwift opens and the plans begin downloading. Depending on the size of the project you are importing this may take a few minutes to complete

When the download/import is finished, click on the Pages Tab - all selected Pages (we only selected one) are named and put into folders the same way they were in the Document Viewer on app.constructconnect.com.

After the project downloads and is processed, PlanSwift opens and you can navigate the Pages, in the same organization structure as they were online:

Depending on the size of the Project you are importing this may take a few minutes to complete.


Project Updates

Each time you use the "Open with..." option in Document Viewer, PlanSweft creates a <em>new</em> Project; it does not update the existing Project. This way, there is no risk of overwriting any of your existing work. You can use the files that get downloaded as Overlays in your original Project, or copy/paste takeoff and markups from the original to the new Project - whatever works better for you.

A status message displays in the lower-right corner of your main Windows screen.




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