KBA-01797: Converting Via Excel Templates to Bi-Directional TemplatesKBA-01797: Converting Via Excel Templates to Bi-Directional Templates

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,

KBA-01765: Grid Export TemplatesKBA-01765: Grid Export Templates

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

KBA-01741: Export Failed error in Via ExcelKBA-01741: Export Failed error in Via Excel

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 –

KBA-01629: Edit Items from Microsoft ExcelKBA-01629: Edit Items from Microsoft Excel

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

KBA-01519: Microsoft Office 2010 and later Macro Security impacts Excel workbooks with VBA codeKBA-01519: Microsoft Office 2010 and later Macro Security impacts Excel workbooks with VBA code

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

KBA-01507: What kind of templates does the Templates tool support?KBA-01507: What kind of templates does the Templates tool support?

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?

KBA-01355: How can I get default/sample templates created by Spitfire?KBA-01355: How can I get default/sample templates created by Spitfire?

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