Training Webinar - PlanSwift Integration with Electrical Bid Manager

[@AScurrente]

This is great for fresh jobs, thank you! I just acquired planswift, If I already have a takeoff in EBM, and I want to now digitize everything in the audit trail to link up with planswift...how is that accomplished? When I try to edit to source on a entry item, there doesnt seem to be any button to allow integration? The scenario is I have three jobs for the same chain store, but its 3 different locations. So I was copying the audit trail from one job, making a new job in EBM with that, making a new planswift file for this job number, and was going to edit quantities for the different set of pdfs for the different location. Im hoping I dont have to do a completely new take off for each location just to integrate with planswift

[@Visioninfosoft]

I urge you to create a Support Case using this webpage: visioninfosoft.com/support/ You can copy a job like you have done, integrate the job with PlanSwift, and do additional takeoff from a plan. I believe our support department would tell you that you'll have do the the other takeoff again and recommend using the previous bid takeoff entries as a guide to help speed the process. There is currently no way for the plan to know what and where your counts and measurements are that you previously manually input into Electrical Bid Manager (EBM). I do not know how different the 3 job's plans are, but you might be able to use PlanSwift's plan comparison tool to highlight the difference and that may help speed the process.

[@deadforalldead3576]

this help a lot, thank you

[@Visioninfosoft]

Glad it helped! If you have any support questions, you can create a Support Case Ticket at visioninfosoft.com/support/

[@chikenlegs5]

Is this video the latest update of planswift?

[@Visioninfosoft]

No. There is a newer version of PlanSwift. However, the functionality Electrical Bid Manager uses in PlanSwift is the same. Many of our users are continue to use PlanSwift version 10.x. Most of the improvements in PlanSwift 11.x are meant for users that only use PlanSwift (e.g. roofers, drywallers, painters, cement work, etc) This training video is still very relevant as of July 2024. However, we will look at updating it to cover any added functionality to Electrical Bid Manager that should be addressed. Cheers!