Unlock the full potential of construction estimating with the PlanSwift plugin for Excel, an innovative solution designed to streamline your workflow and enhance productivity. This powerful plugin bridges the gap between PlanSwift and Excel, offering features like real-time Excel updates, seamless integration, and versatile takeoff capabilities. On this page, we'll explore the essence of PlanSwift, the dynamic functionality of its Excel plugins, practical use cases tailored to optimize your estimating process, and a comprehensive FAQ section to address your inquiries. Discover how the PlanSwift Excel plugin transforms the construction estimating landscape, making it an invaluable tool for professionals seeking accuracy, efficiency, and flexibility.
PlanSwift is a construction estimating and takeoff software designed to serve professionals in the construction industry. Founded in 2007 and based in Bountiful, Utah, it has become the leading software in its category, commonly recognized as the #1 estimating and takeoff software.
The software caters to a diverse range of construction trades including general contractors, concrete workers, drywall workers, electricians, landscapers, painters, and plumbers. With its robust user base of 40,000 worldwide, PlanSwift demonstrates its global reach and effectiveness.
PlanSwift is not only praised for its quick and easy solutions to construction estimating but also for its excellent customer service. To enhance user experience, it offers plugins for various trades, allowing for customization to meet specific needs. Additionally, PlanSwift provides educational opportunities through classroom training and supports growth through a referral program.
With availability in numerous countries such as Australia, New Zealand, the United Kingdom, North Africa, the Middle East, Italy, Ireland, and the Philippines, PlanSwift extends its services across the globe. Its capability to export data to Excel and other file types further exemplifies its versatility and adaptability to various business workflows.
PlanSwift 10.2 enhances productivity by offering the capability to link and update Excel WorkBooks in real-time. This seamless integration ensures that changes made in PlanSwift are instantly reflected in the associated Excel files.
With the PlanSwift Excel plugins, users can export Excel templates directly into PlanSwift. This feature streamlines the process of transferring data and establishing a coherent workflow between Excel and PlanSwift.
The integration allows users to initiate and contribute to PlanSwift takeoffs directly from Excel. This provides a convenient way to manage takeoff values and enhance the accuracy of project estimations.
Users can easily navigate between Excel takeoff values and PlanSwift takeoff values, which facilitates a more efficient review and comparison process of project data and measurements.
PlanSwift's new feature enables assigning multiple properties to a single takeoff. This capability allows for a more detailed and structured approach to categorizing project elements.
Flexibility is key in project management, and the PlanSwift Excel plugins provide the option to unlink a job. This allows for greater control over the integration and the ability to manage projects independently when needed.
Users can create PlanSwift parts from Excel spreadsheets by using the plugin to import data directly into the Templates Tab or Current Job in PlanSwift. The spreadsheets must be properly formatted, with the first row containing the Property Headings.
Yes, users need to download and install the plugin before using it. Training packages are also available to help users learn how to use the plugin effectively.
Yes, after running the import tool, users can edit names and properties in PlanSwift to ensure the data matches their specific needs.
PlanSwift associates column names with default properties when they match. If there's no direct match, users can assign PlanSwift properties to Excel column headings through the plugin.
Yes, it is possible to import calculations for properties, which can save time by avoiding manual entry and helping ensure accuracy in the takeoffs.