Error: "Cannot run macro 'HasValidProjWBGuild' The macro may not be available in this workbook, or all macros may be disabled," when opening Microsoft® Excel in CCH® ProSystem fx® Engagement or Workpaper Manager.

To resolve this error, complete the following:

  1. Replace the epace.xla addin.
  2. Add Workpapers to Microsoft® Office® Trusted Locations.
    1. Open a Microsoft® Excel® workbook and click File > Options Trust Center > Trust Center Settings.
    2. Click Trusted Locations Add New location.
    3. In the Path box, enter C:\Pfx Engagement\WM\Workpapers\.
      • For Terminal Server or Citrix installations, the workpapers folder may exist on a network drive. To find where the workpapers folder for the user is located, in CCH® ProSystem fx® Engagement or Workpaper Manager, go to Tools > Options > Data and copy the Workpapers path. 
    4. Select the check box Subfolders of this location are also trusted.
    5. Click OK.
    6. Select the check box Allow Trusted Locations on my network (not recommended).
      • While the option is listed as "not recommended", if users are working with Microsoft® Excel® workbooks that originated on a network location, or linked from a network location, this option is required for functionality.
  3. Disable Protected mode.
    1. Open a Microsoft® Excel® workbook and click File > Options Trust Center > Trust Center Settings.
    2. Click Protected View, and clear all check boxes.
If the issue continues, follow these additional steps:
  1. Close any open Microsoft® Excel® workbooks.
  2. Open a blank Microsoft® Excel® file outside of CCH® ProSystem fx® Engagement or Workpaper Manager.
  3. Click File > Options > Add-Ins.
  4. Select Excel Add-ins next to Manage
  5. Click Go.
  6. Select the boxes to the left of Analysis ToolPak and Analysis ToolPak-VBA.
  7. Click OK.
  8. Close the blank Microsoft® Excel® file.
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