What is PlanSwift?

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 Plugins for Excel

Linking and Updating Excel Workbooks in Real-Time

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.

Exporting Excel Templates to PlanSwift

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.

Initiating and Adding to Takeoffs from Excel

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.

Navigating Between Excel and PlanSwift Takeoff Values

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.

Assigning Multiple Properties to a Single Takeoff

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.

Unlinking a Job

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.

Common Use Cases

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  Real-time updating of Excel WorkBooks with takeoff data from PlanSwift
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  Initiating and extending PlanSwift takeoffs directly from Excel
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  Seamlessly navigating between takeoff values in Excel and PlanSwift
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  Assigning multiple properties to takeoffs within Excel and exporting the information back to PlanSwift
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  Disconnecting and managing Excel WorkBooks independently from PlanSwift jobs

Frequently Asked Questions

How can I create PlanSwift parts from Excel spreadsheets using the plugin?

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.

Do I need to do anything before I can start using the PlanSwift Excel plugin?

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.

Can I edit the names and properties of imported items in PlanSwift?

Yes, after running the import tool, users can edit names and properties in PlanSwift to ensure the data matches their specific needs.

How does the plugin handle mismatches between Excel columns and PlanSwift properties?

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.

Is it possible to import calculations for properties into PlanSwift using 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.