Integration/Apps
Installing the Planswift Integration
Last Updated: March 12, 2018The Planswift integration is free, and can be downloaded from our web site at https://apps.sigmaestimates.com/ Simply click on the Free button, which, when you hover over it changes to Download, and the integration will be downloaded. Once downloaded, there are several ways to install it. You can drag and drop the file, Sigma_Planswift_Live_Link_Integration.sigmapackage either onto...
Editing Your Planswift Take Off
Last Updated: March 14, 2018the Planswift integration is designed to let you build your estimate in Sigma rather than have to export the takeoff from Planswift, import it into Sigma, and do a lot of sorting to build the Work Breakdown Structure (WBS). For instance, if you use a standard CSI WBS, you could review the plans, and build...
Creating a New Estimate with Planswift
Last Updated: March 21, 2018Work flow: the Planswift integration is designed to let you build your estimate in Sigma rather than have to export the takeoff from Planswift, import it into Sigma, and do a lot of sorting to build the Work Breakdown Structure (WBS). For instance, if you use a standard CSI WBS, you could review the plans,...
Connect Settings, Revit
Last Updated: April 9, 2018If you have not opened the 3D model in Revit, start Revit, or the Revit Viewer, choose the model you want to work with and make sure you’re working in 3D view (View ribbon > 3D View). 1. After installing the Revit Integration (see “Installing the Revit Integration”), click Sigma Estimates tab, and then click Connect Settings....
Importing an Entire Planswift Take Off
Last Updated: May 14, 2018If you have taken off jobs in Planswift that you would like to import into Sigma, this can easily be done using the Import/Update Project Button in the Planswift tool bar. 1. Open Planswift and navigate to the project you want to import, and then start Sigma. 2. In Sigma, open a new estimate, name...
Bluebeam – Exporting to Sigma
Last Updated: June 25, 2020If you use Bluebeam for taking off quantities, it’s an easy matter to export the take off to a *.csv file and import it into Sigma. Bluebeam After completing your take off in Bluebeam, go to the Markup Toolbar and click on the Summary icon, then select CSV Summary. This will open the Markup Summary...
Sigma Procore Integration
Last Updated: December 16, 2020Edition:Level: all Sigma editionsmedium Sigma Procore App enables you to upload an estimate (aka Sigma document) to Procore website, to create a Project budget (for installation: scroll down) How to use Sigma Procore App Work flow to upload a Sigma estimate to Procore 1 – Connect to Procore project Preconditions Before uploading an estimate from...
Sigma Excel Tender List Designer
Last Updated: January 11, 2021All Sigma editionsIntermediate level (parts advanced level) The Sigma Excel Tender List Designer app is a tool to create Bill of Quantities (hereafter BoQ) in Excel, based on estimating data from Sigma (for installation/uninstallation: scroll down) How to use Sigma Excel Tender List Designer The tool can run in a Standard setup with a few...