Resource Information Field Mapping (Microsoft Project)

Maps the fields from Resource Information in Microsoft Project to fields in CA Clarity PPM.

Microsoft Project

CA Clarity PPM

Notes

General Tab

Resource Name

Resource Properties: Main: General: Resource/Role

SRM_RESOURCE: Full_Name

The name of the role and non-labor resource in CA Clarity PPM. For labor resources, the concatenated last and first name of the resource without commas.

When opening the project in Microsoft Project, commas are replaced with a space. When saving the project back to CA Clarity PPM, spaces are replaced with commas.

Initials

Resource Properties: Main: Resource ID

SRM_RESOURCE: UNIQUE_NAME

When saving the project to CA Clarity PPM, this field is used to check for an existing CA Clarity PPM resource ID.

If the matching resource ID is found, the project is saved to CA Clarity PPM. If no matching resource ID is found, you are asked to provide a valid resource ID.

Resource Type

Resource Properties: Main: Employment Type

SRM_RESOURCE: RESOURCE_TYPE

In CA Clarity PPM, this field is set to:

  • Work for labor resources and roles
  • Material for all other resource types.

Generic

n/a

Microsoft Project 2003 only.

This field is set to On for roles and set to Off for resources.

Booking Type

n/a

Microsoft Project 2003 only.

Not mapped to CA Clarity PPM, but the value is retained in the .MPP file.

Email

Resource Properties: Main: Email Address

SRM_RESOURCE: EMAIL

 

Group

Resource Properties: Main: Category

PRJ_RESOURCES: PRCATEGORY

 

Code

Resource Properties: Main: Input Type Code

PRJ_RESOURCES: prTypeCode

 

Resource Availability

In Microsoft Project, a resource’s availability is the units a resource is available to work on the project. In CA Clarity PPM, a resource’s availability is based on the resource’s system-wide availability in hours and the percent a resource is allocated projects.

When opening a project in Microsoft, the resource’s availability is set from CA Clarity PPM using the following formula:

Resource’s system-wide Availability * Resource’s Project % Allocation

Maps resource availability fields in Microsoft Project to resource availability fields on the Project Team: Staff page and Resource Properties: Main - General page.

 

PRJ_RESOURCE: PRAVAILCURVE

Used only for labor resources in Microsoft Project.

This field is combined with the resource-to-project allocation information when opening the project in Microsoft Project and, then gets factored out when saving the project to CA Clarity PPM.

 

PRTeam:

PRALLOCCURVE

Used only for labor resources in Microsoft Project.

This field is combined with resource availability when opening the project in Microsoft Project and then gets factored out when saving the project to CA Clarity PPM.

Available From

Project Team: Staff: Start

PRTeam:

PRAVAILSTART

When saving the project to CA Clarity PPM, this field is set to the date the resource is available to finish the project.

If the Available To field is set to NA in Microsoft Project, this field in CA Clarity PPM is set to blank indicating that the resource is available when the project starts.

Available To

Project Team: Staff: Finish

PRTeam:

PRAVAILFINISH

When saving the project to CA Clarity PPM, this field is set to the date the resource is available to finish the project.

If the Available To field is set to NA in Microsoft Project, this field in CA Clarity PPM is set to blank indicating that the resource is available when the project starts.

Working Time tab

Work Time information in Microsoft Project is set to the base calendar and any resource-specific exceptions from the resource’s calendar settings on the Edit Resource Calendar page in CA Clarity PPM. The calendar is used only for labor resources in Microsoft Project.

Costs tab

When opening the project in Microsoft Project, cost information is set to the first cost rate table from the CA Clarity PPM rate matrix.