This tool is one of the most powerful tools PlanSwift has to offer. In this article, PlanSwift gives you a step by step guide to help you get started using Takeoff Assemblies. To use a Takeoff Assembly: 1. Open the folder for the type of work you will be doing and find the takeoff template that best fits your needs. For this example, we will be using the Concrete Slab takeoff assembly. Click the plus button next to the assembly to see the parts that are included.

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Estimate New Folder Folders can be a great way to divide estimating items into meaningful groups. You can update the information about the folder directly on the estimate table by selecting the square you wish. By selecting the bottom portion of the button, you can add a new sub-item You can update information about the item directly on the estimate table by selecting the cell you want.

Estimate Folder and Item Delete You can delete a folder using the delete button. The deletion process will delete the folder and all of its contents. You can make changes or update directly on the form. Select the item you would like to update and change the information. To add a column, click on the plus sign, to delete a column click on the x sign, and to close the dialog press on the power button.

The following cells need to be filled: Date Type — Select the type of data that will be found in this column. Text — Allows Alphanumeric characters such as letter, numbers, and characters. Number — Allow number to be input into the cell. Visible — Do you want the Column to be visible or not visible. Format — Allows you to set how the column contents are formatted and the number of decimal points displayed. The Form window allows you to change the name of the column. To make greater changes select the Advanced button.

In the advanced window you can make any change you would want. You can update information, add formulas, and see when the column was changed. Copy and Paste Buttons These buttons enable you to copy and paste your information.

You can the hotkeys to copy and paste as well. Simple List — You will input the list option. Enter the values you want in the drop-down list. Your list will be saved and available to you when you are done entering choices. In case of using formulas, you must check the Parse Formulas box as in the second image. All the tables from the database will be made available as a list selection.

ADO Query List Enter the name you want to use to reference this database, this is the name you will use in properties later. List Properties The list Properties button gives you access to the many properties of the selected list. From the list properties window, you can view and change many of the properties of the list. By selecting the List row, you can add, change and delete list choices.

If you would like to create a sub-folder select the lower portion of the button. Other — Other folder properties grouped together for easy reference. Icon — This is the Icon used to display the folder. Item — Properties related to the folder. Name — This is the descriptive name for the folder. Type — Type of folder. Audit Trail — Properties related to when the folder was created and when it has been updated. Created By — Who created the folder. Time Stamp — Date and Time the Folder was updated.

Padlock — Allows you to lock and unlock the contents of that row. Clicking in the lock will change the setting. Light bulb — Indicated if the row is visible or not. Yellow Bulb — Row Visible. Gray Bulb — Row will be invisible.

If you would like to create a sub-item select the lower portion of the button. Estimating — This section allows you to estimate, set formulas and equation for estimating and define other area estimating rules for use later.

Item — This section allows you to set general information about the template area including the name and the area type. Other — Under this section you can set some of the action the area will handle. Clicking on the lock will change the setting.

The steps are the same as for the area. Assemblies allow you to pre-build all the materials and tools you will need for a specific item, such as concrete slabs. To add a column, select the plus 1 then enter your information about the column. To delete a column, select the column then select the x 2. The column will be removed from the estimating table. To close the dialog box, select the close button 3. Your changes will be saved and will take effect. Name — Use this column to give your estimate column a descriptive name.

Date Type — Select the type of data that will be found in this column. Show Units — Will display units of measure. These tabs allow you to organize your assemblies, tool, parts and other items into useful group. You can also export and import tab between jobs.

Enter a name and update the storage location is you want. Estimate and Templates Column Properties Templates You can adjust the columns properties from the properties window after clicking on it. Export Tab The Export tab allow you to export tab you have already made from a job to be used later in other jobs. Select or navigate to the location you want to export the tab into.

Name the tab. The window will close automatically when Done. You can import tabs you have previously exported into any job. Here is an example of what a PlanSwift tab file would look like.

Select the tab file you want to import. You can either enter the information or navigate to the file. Select the location to store the tab and enter the name for the tab.

Estimate and Template Adjust Buttons Template Same as in estimation Settings Data Storage Locations Deleting and Properties You can easily change your data storage properties or delete a location from within the setting tab.

You can also select a color for the storage. Confirm your choice then the location Will be added or deleted. You can make some changes from the Advanced Properties Box. Any changes you have made will take effect at this time. General Settings The General Settings page allows you to make several choices about your overall settings in PlanSwift. The check boxes enable you to choose the following options: Open the last job you had open the next time you open PlanSwift.

Open to the first page of a job when you open that job in PlanSwift. Open the last view you have open the next time you open that job. Automatically remove the PlanSwift license when you exit the program. Use the proxy settings from Internet Explorer for the network address of the intermediary server that is used between the browser and the Internet.

Language — Select the language PlanSwift should display. Company Information Settings From the Company Info tab you can enter information specific to you and your company. You can update your customer number, pin number, user name, and affiliate ID. Keyboard Hotkeys Keyboard Hotkeys allow you to make quick one key selections of tasks you do often.

PlanSwift comes with many already set hotkeys however you may update and change then as you like. For some options you may select two different hotkeys. Interface The Interface list selection allows you to select several options about the look and feel of PlanSwift.

Color Scheme allows you to pick the colors you prefer, Black, Blue or Silver. When checked shows the Under the Hood Screen Tab. You can choose the following options: Show the Types tab in Templates. Show a full screen cursor rather than a smaller one. Display the cross hairs on your plan images.

Show large scroll bars rather than smaller ones. Show tool hints. Show digitized information. Annotations Settings The Annotation Settings allow you to set the default options for your annotations. These defaults can be overridden when selecting them for use in pages. You can choose the following options through ticking the check boxes: Automatically label area for you as you create them.


How to: Use Takeoff Assemblies



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