PlanSwift Template Creation Mastery Course

About Course

This course is a complete, practical guide to building professional, automated templates in PlanSwift. It is designed to help Quantity Surveyors move beyond basic takeoff and develop scalable, reusable systems that improve speed, accuracy, and reporting.

Through a structured, project-based approach, you will learn how to create smart templates, build assemblies, automate workflows, and deliver professional outputs for real-world projects.

What Will You Learn?

  • How to create professional PlanSwift templates from scratch
  • How to structure templates for scalability and reuse
  • How to build assemblies with formulas and waste factors
  • How to use variables to create smart, flexible templates
  • How to test and debug templates effectively
  • How to automate reporting and integrate with Excel
  • How to deliver real-world template projects

Course Content

Introduction + Understanding Templates

  • Introduction
    05:15

Project Environment Setup

Creating Custom Conditions

Folder Structure & Organization

Assemblies in Templates

Smart Templates with Variables

Template Testing & QA (Part 1)

Template Testing & QA (Part 2)

Template Deployment + Automation + Project

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