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Checkbook for Excel

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When I start Project Manager for Excel, I receive a Security Warning or a message stating that "The macros in this project are disabled." How do I correct this problem and enable macros?

In order to enjoy all the features that our Excel applications provide, it is necessary to have macros enabled in Excel. You may receive a security warning that the file "contains macros by DJI Computer Solutions." In order for Project Manager for Excel to do its job, you will need to enable the macros it contains. Rest assured that the macros are safe and perform only basic Excel functions. They have been digitally signed and protected to insure that they were created by DJI Computer Solutions. To enable the macros and eliminate future warning for files published by DJI Computer Solutions, check the "Always trust macros from this publisher" check box and click the Enable Macros or OK button. If you are still having problems enabling macros or would like additional information, click this link to our Security page.

When I try to enter information into Project Manager for Excel I get a message that the cell is protected and that I need to unprotect the worksheet but I do not have the password.

Project Manager for Excel functions more like a standalone program than a typical spreadsheet in that you do not enter data directly into the worksheets. The worksheets are all protected by design to prevent accidental changes that may keep the program from functioning properly. However, there is no need to unprotect any of the sheets as you can add, edit or delete any of the data in the program using one the functions in the program.

Anything can be added, deleted or edited using the correct program tool or function. Most of these functions can be accessed from the command buttons at the top of the Projects sheet. Just click on the button for the function you want to use. You can search the program help file index for what you want to do. All of our programs have context sensitive help files that contain an overview section that will get you started with each program. Anytime you need help with something just access the context sensitive help in the dialog box you are using for detailed instructions. If you are having trouble accessing the help file see the "Instructions for Accessing the Program Help Files" on our main Support page.

The help file refers to a "Projects" menu that I can use to access some of the program features but I can't find it anywhere.

In Excel 2007, 2010 and 2013 the "Projects" menus is located on the Add-ins ribbon tab at the top of the screen. Just select this tab and you will have access to the "Projects" menu. In Excel 2003 and earlier the "Projects" menu appears as one of the menu options in the Excel main menu along the top of the Excel window.

When I import my data from the previous version into the new version for Project Manager for Excel the outline structure does not import correctly and is no longer functional.

This problem occurs in Excel 2007-2010-2013 when the file you are importing from and the file you are importing to are saved in different file formats. If you are importing into a file saved in the new Excel 2007-2010=2013 file format (.xlsm) then be sure to open the old file separately and save it into the new Excel 2007-2010=2013 file format (.xlsm) before importing it into the new version. You can also save both files in the Excel 97-2003 format (.xls) first and then import the data from the old file into the new version. As long as both files are in the same format the outline structure will be maintained during the import process.

I cannot remove Project Manager for Excel from my computer even though I have uninstalled it. It keeps opening each time I start Excel.

This can occur if you have used the Project Manager option to move the file to your Excel Startup folder. To resolve the issue, start Excel and let the Project Manager file open. If it is hidden, select Unhide from the Project menu on the Add-ins tab or on the main Excel menu at the top of the Excel window. Then from the Project menu select Options and click the button that says "Remove Project Manager from the Excel Startup Folder". This will automatically move the file to your Excel default folder and it will no longer open when you start Excel. If you no longer want to use the file, you can delete it from your Excel default folder which is usually the My Documents or Documents folder.

How can I move Project Manager for Excel to my new computer or my laptop?

Because all of our programs are written for Microsoft Excel, they can easily be moved from one computer to another. Whether you need to transfer the program to a new computer or just move it between a desktop and laptop follow the directions below.

  1. Install the program on your new computer. You can use the original Project Manager for Excel installation file that you downloaded when you originally installed the program or you can download the latest version from the main Project Manager for Excel page. As long as it’s the same major release number as the version you are moving it will work with your current version. If you are moving an earlier version of Project Manager for Excel you may want to consider upgrading at this time.
  2. After installing Project Manager for Excel on your new computer, use a USB drive or network drive to copy the Project Manager for Excel file from your old computer to your new computer. The entire Project Manager for Excel program is maintained in a single macro enabled Excel file. The file is named pmxl33.xlsm when it was originally installed, although you may have renamed it after installing the program. (The file name may also vary depending on the version or maintenance release but will always begin with “pmxl...”).
  3. After you’ve copied your Project Manager for Excel file to your new computer, you can simply start Excel and open the file you copied to start using the program on your new computer. However, if you are upgrading at this time, open the newly installed Project Manager for Excel file instead of the one you copied. When you open the new file use the “Import Data from a Previous Version” button on the startup screen to import all the data from your old Project Manager for Excel file to the new program.