Planswift training course outline I also mentor
Comprehensive PlanSwift Training Program: A Practical Guide to Digital
Takeoffs and Construction Estimating
Duration: 4 Weeks
Synopsis
This comprehensive training is designed to equip participants with an in-depth
proficiency in PlanSwift for accurate construction estimating and digital takeoffs. The
program covers foundational setup to advanced functionalities, enabling users to
navigate the software confidently and efficiently.
Participants will engage in hands-on measurement exercises covering critical aspects
of building construction, including substructure, superstructure, roofing, and finishing
works. By the end of the training, it’s expected that you shall possess the practical skills
necessary to apply PlanSwift effectively in real-world construction estimating and quantity takeoff
scenarios.
Prepared By: Abdullahi Abdurrahman--
Course Schedule and Content Overview
(Weekly Breakdown of Sessions, Topics, and Practical Exercises)
Duration
Week 1
Week 2
Topics Covered
Introduction to PlanSwift
• Overview of estimation and digital takeoff concepts
• Installing and setting up PlanSwift
• Interface tour (menus, toolbars, settings)
• Importing and managing drawing files (PDF, DWG)
• Q&A
Session 2: Basic Measurement Tools
• Calibration of plans
• Using area, linear, count, and volume tools
• Saving and organizing basic takeoffs
• Hands-on exercise (simple room measurement)
• Q&A
Advanced Measurement Tools
• Assemblies and formulas
• Creating and customizing items
• Using layers and visibility controls
• Practical exercise (multiple items)
• Q&A
Session 3: Costing and Reporting
• Linking measurements to pricing
• Creating/editing templates
• Applying costs to measurement
• Generating reports and exporting data
• Q&A
Prepared By: Abdullahi Abdurrahman--
Session Details
2
2
Week 3
Week 4
Project Management in PlanSwift
• Managing multiple pages and views
• Organizing large projects
• File management and backups
• Best practices for project clarity
• Q&A
Session 4: Customization and Shortcuts
• Personalizing the workspace
• Using keyboard shortcuts
• Settings for improved efficiency
• Tips for speeding up workflow
• Q&A
Complete Project Walkthrough
• Full takeoff workflow on a real-life plan
• Measurements of substructure, superstructure, roofing, and
finishing works
• From import to final report
• Solving common challenges
• Q&A
Final Review and Q&A
• Review of all key concepts
• Open Q&A session
• Student’s own project or questions
• Recommendations for continued learning
• Closing feedback
2
1
1
Important Notes
•
Each session is designed to be interactive, with dedicated time for questions and clarification.
•
Sample plans and exercises will be provided in advance to support hands-on learning.
•
The training pacing is flexible and can be adjusted based on individual’s comfort and learning speed.
•
Participants are encouraged to engage actively and bring in real-life scenarios for practical context.
Prepared By: Abdullahi Abdurrahman--