PlanSwift takeoffs may now be initiated from within Excel by following the procedure below. Note that PlanSwift must be open and a job and a floorplan selected before beginning a takeoff. To initiate an area takeoff from Excel:

Click on a cell in the spreadsheet where you want the new area value to be stored.

Click on the Area icon in the Takeoff group of the Excel PlanSwift Ribbon-bar

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PlanSwift is now ready for you to perform an area takeoff. Perform the takeoff, and the takeoff value will appear in the cell you selected. That value and the name of the takeoff will also appear in PlanSwift. The Linear, Segment, and Count takeoffs all work similarly to Area takeoff. If you make any changes to the takeoffs in PlanSwift, those changes are automatically updated through the PlanSwift Excel Integration, as long as Excel remains connected to PlanSwift.

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