Using CA Clarity PPM with Microsoft Project › Add Resources or Roles to a Project Using Microsoft Project

Add Resources or Roles to a Project Using Microsoft Project

You can add any CA Clarity PPM resource or role that you have rights to hard or soft book to a project opened in Microsoft Project. When you add a resource using CA Clarity PPM Schedule Connect, you must manually allocate these resources to tasks.

When you browse for CA Clarity PPM resources, a list of available roles and resources appears.

When you add a resource to the project, the resource's information is downloaded from CA Clarity PPM and allocated at 100% to the project just as if the resource was staffed in CA Clarity PPM. You can modify the resource's availability in the project and implicitly change the allocation to another value.

You can also add a resource to a project directly in Microsoft Project by creating a new resource by entering an ID in the Initials field that matches the resource ID in CA Clarity PPM. The remaining resource attributes are set to match the CA Clarity PPM information when the project is saved and reopened from CA Clarity PPM. Keep in mind that the resource must exist in CA Clarity PPM in order to save the project to CA Clarity PPM.

To add CA Clarity PPM resources to a project

1. With the project open in Microsoft Project, click Browse Resources. The Browse Resources dialog box appears.
2. Select the resources you want to add to the project and click Add.

   Selected Resources/Roles

   The list of selected resources and/or roles that you will add to the project.

   Available Resources/Roles

   The list of resources and roles you have booking rights to.

   To select a role, expand the role folder and select the role name. To select individual resources, expand the role folder and select the resource name.

3. Click OK to add the selected resources or roles to the project.
4. Assign resources to tasks as desired.