Question:
When I try to open the BFA workbook in Spitfire, I am prompted to install files on the workstation. Why?
Answer:
In short, see KBA-01047 and return here if that does not help.
There are several instances within the Spitfire system when you will be prompted to install files for a specific tool the very first time you attempt to use it. There are short, one-time only installations that occur with the first use of:
- Add Files tool
- BFA (Budgeting, Forecasting, and Project Analysis) workbook
- SOV Billing workbook
- Period Distribution workbook
BFA Tool
Installed on the first use of the BFA (Budgeting, Forecasting, and Project Analysis) integrated functions within Spitfire. Invoked when you select the Excel icon on a Budget or Forecast document, or from the Project Dashboard Options menu when selecting Project Analysis.
When you first try to open the BFA workbook in any of the three modes, you will get a prompt to install the BFA tool Plug-in for Microsoft Excel on the workstation. A default file location will be displayed, but you may change the location if desired.
Selecting OK will install the necessary files folder location specified.
If the Folder where the files are being installed does not currently exist, you will be prompted to create the folder.
The folder and files will be created on the workstation and the BFA workbook will open in Microsoft Excel.
As the BFA workbook begins to load, you will be prompted to verify that you want to install the Office Customization. Select Install.
When the customization installation is complete, the BFA workbook will be displayed.
Additional Comments:
If the default file location is blank it could be due to insufficient permissions to the default folder. On Windows Vista or Windows 7 it can also be caused by UAC. See KBA-01419 for instruction on properly setting up a workstation with UAC and the additional comments section of KBA-01424 for instructions on temporarily disabling UAC.
For more information see:
KBA-01424 – Why is there a prompt to install files when I try to use the Add Files tool?
KBA-01426 – Why is there a prompt to install files when I try to open an SOV workbook?
KBA-01427 – Why is there a prompt to install files when I try to open a Period Distribution workbook?
KBA-01425; Last updated: December 11, 2023 at 17:09 pm;
Keywords: customization installer, install lBFA workbook files