Connection Group Options
The Connection group options in the PlanSwift Integration to Excel include Connect/Disconnect (which are toggled) and Unlink, shown in Figure 1. These are available on both the PlanSwift Ribbon-bar and on the Right-click Menu. This procedure will demonstrate the functionality using the Right-click Menu, but the functionality of these options is identical in both the PlanSwift Ribbon-bar and the Right-click Menu. To use the Connection and Unlink options, follow the procedure below.
...