Using CA Clarity PPM with Microsoft Project › How CA Clarity PPM Projects are Opened in Microsoft Project › Open CA Clarity PPM Projects from Microsoft Project

Open CA Clarity PPM Projects from Microsoft Project

You can open any active CA Clarity PPM project you have rights to view or edit from Microsoft Project using CA Clarity PPM Schedule Connect. This includes any Open Workbench or Microsoft Project-formatted projects.

The Open from Clarity window displays a list of CA Clarity PPM projects. The CA Clarity PPM Host field defines the name of the CA Clarity PPM server to which Microsoft Project is connected. A list of active projects formatted for Open Workbench or Microsoft Project that you can edit or view are displayed in the table.

Table column values:

• Project ID. The unique project ID (UNIQUE_NAME) for the project.
• Name. The project name.
• Locked By. The user name of a resource who is currently editing the project. If the selected project is locked, you can open the project as view only - even if you have rights to edit the project.
• Manager. The user name identified in CA Clarity PPM as the project manager for the project.

To open a project from Microsoft Project

1. With Microsoft Project open, select Open from Clarity from the CA Clarity PPM Integration toolbar or menu.

   Note: If you are not connected to a CA Clarity PPM server or if you have not set up your connection to a CA Clarity PPM server, the Log on to CA Clarity PPM dialog box appears. Log in using your CA Clarity PPM user name and password, and if necessary set up the connection.

   The Open from Clarity window opens, displays a list of available projects.

2. Select the project you want to open or complete the following filter fields:

   Project ID

   The project's unique identifier. You can filter the list by entering any set of characters in any case and clicking Open.

   Example: entering 'a' displays only projects that contain the letter 'a' or 'A'.

   Local file name

   The projects' default local path and .MPP file name.

   Open as read-only

   Select the check box to open the selected project without locking it.

   This check box is available if you have edit rights for the selected project. If you open the project as read-only, and then choose to save to CA Clarity PPM, a message appears saying that the project is currently not locked and asks if you want to force a save.

   If you have only view rights, the check box is selected by default and unavailable.

3. Click Browse to save the file to a location other than the default location set in Microsoft Project.

   Note: The path and file name is determined by the Tools, Options, Save settings in Microsoft Project. Any changes to this setting do not take effect until the next time you start Microsoft Project.

4. Click Open.

   If the project is in Open Workbench format, a message appears letting you know that if you update the project in Microsoft Project some project information may be lost when you save it back to CA Clarity PPM. Click Yes to continue or No to cancel.

   If you already have a lock on the project and it is saved locally, but not to CA Clarity PPM, a message appears asking if you want to open the CA Clarity PPM version and replace the version saved locally. Click Yes to open the CA Clarity PPM version or No to cancel.

More information:

Connect to a CA Clarity PPM Server (Microsoft Project)

Save Existing Projects to CA Clarity PPM