PlanSwift Integration to Excel® provides the ability to link cells in an Excel workbook to Takeoff Items in Plans so that takeoff results automatically update the connected cells in Excel, in real time.
You can initiate and add to PlanSwift takeoffs from Excel, navigate easily from Excel takeoff values to PlanSwift takeoff values, assign multiple properties to a single takeoff, export Excel templates from Excel back into PlanSwift, and unlink a job.
This integration also allows the ability to utilize one takeoff for multiple purposes: for example, using an area takeoff to calculate a perimeter takeoff.
You can even set up Excel templates that add additional efficiencies when working multiple similar projects.
By the end of this chapter, you should understand how to connect PlanSwift to Excel, initiate and edit takeoff from Excel, and navigate between the two programs with ease.
The remainder of this Chapter covers the Live Link functionality from start to finish.
Installing the PlanSwift Excel Integration
Before you can start using PlanSwift’s and Excel together, you need to install the integration Add-in.
You likely will need your IT person or System Administrator to assist you with this.
To install the integration, you must install Microsoft’s .net 3 framework.
To install the Excel Add-in:
- Close PlanSwift and Excel
- Open Windows File Explorer and navigate to the folder where PlanSwift is installed, the default location should be: C:\Program Files (x86)\PlanSwift(version)\
- Open the Tools folder
- Open the SwiftExcel folder
- Locate the file named PsSwift_Excel.vsto
- Double-click to run
- Restart PlanSwift and Excel
Once installed, you can continue with the rest of this Chapter.
 Integration with Excel | Ribbon Bar and Context Menu  |
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