A PlanSwift Ribbon-bar Tab and a Right-click Menu have been integrated into Excel. The functions on the PlanSwift Ribbon-bar comprise Connection, Takeoff, Digitizer, Utilities, and Export groups. The Right-click Menu is similar but does not have a New Section Digitizer option (which performs the same function as the Continue With the option on the PlanSwift Ribbon-bar); it also does not have the Export to PlanSwift option, which allows Excel templates to be exported into PlanSwift for easier takeoffs.
If you do not see a PlanSwift tab on the Excel ribbon bar, the Add-in may have been disabled.
In Excel, check your Disabled Add-ins to ensure Swift Excel Addin has not been disabled.
Ribbon-bar Tab
The PlanSwift Ribbon-bar Tab options that are available (not grayed out), vary depending on whether there is a connection between PlanSwift and Excel and whether the Excel file is a template (.xltx) or a regular workbook file (.xlsx).
The Context (Right-click) Menu
Just like the PlanSwift Ribbon-bar Tab, the Right-click Menu options that are available also vary depending on whether there is an established connection between PlanSwift job and the associated Excel WorkBook.
The Continue-With option on the Right-click Menu doesn't appear unless the right-click occurs on a cell with a linked value.
Notice that only the Connect option is functional when there is no connection to a PlanSwift job.
 Live Link Overview and Installation | Connecting, Disconnecting, and Unlinking with Excel  |
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