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You can even set up Excel templates that add additional efficiencies when working multiple similar projects.

Info

Prior to PlanSwift 10.2, you had to install a Plugin to add Excel integration. You no longer have to install this Plugin, Excel integration functionality is built into PlanSwift now.



Info
titleEnabling the Add-in

Usually, when you install PlanSwift, the Excel integration "Add-in" is enabled automatically. However, you may have disabled it in the past and it doesn't get turned back on if it was disabled before. To turn on PlanSwift Excel Integration, from PlanSwift, click on the Settings Tab, then on Advanced and click "Enable Excel Integration" - this should turn the Add-in back on in Excel.

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