Question: We recently upgraded our site to V2020 and want to use bi-directional Excel templates to add Items to our Commitments and to maybe edit those Items in Excel also,
Question: We recently upgraded our site to V2020 and want to use bi-directional Excel templates to add Items to our Commitments and to maybe edit those Items in Excel also,
Question: How do I prepare a Grid Export template? Answer In many ways, this is similar to templates for Via Excel or the Executive Dashboard. Here is one approach: Begin
Question: I’m trying to use a “Via Excel” template, but when I try to load it, I get the following error message. How do I fix this? Export Failed –
Question: How do I add or edit Items using an Excel Workbook attached to the document? Answer: This answer requires V2020 of sfPMS. Earlier versions had significant limitations: ask support
Purpose & Scope: Many upgrades and updates to Microsoft Office reset all security defaults to the highest protection level. This is a Microsoft action and unfortunately does not immediately indicate
Question: I notice that there are different types of templates in the Templates tool (found on the Manage and System Admin dashboards). What are all these template types used for?
Question: I understand that there are ready-made Spitfire templates that I can use or modify. How can I get them? Answer: During implementation, a number of Spitfire-created templates may have been