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Open CA Clarity PPM Projects using Open Workbench

If you are using Open Workbench with CA Clarity PPM, you can open any CA Clarity PPM project you have rights to view or edit from Open Workbench using CA Clarity PPM Schedule Connect. Use the Open dialog box to open your project from Open Workbench.

When you view the list of projects in the Open dialog box, the following icons display next to the project ID:

You have Project - Edit Management access rights to the project.

You have Project - Edit Management access rights to the project.

Note: This icon displays if the project is a master project.

You have read-only access to the project.

You currently have the project open and locked.

The project is currently locked by another user.

Note: See the Project Management User Guide for more information.

To open a CA Clarity PPM project using Open Workbench

1. Select Open from the application menu at the top left corner of the window.

   The Open dialog box opens and a list of available projects is displayed.

2. Use the following fields to select the project you want to open:

   CA Clarity PPM Host

   Displays the CA Clarity PPM server that Open Workbench is currently connected to when opening projects from CA Clarity PPM.

   Click to see a list of available project names.

   (Default view) Click to see a detailed list of available projects.

   Click to open Open Workbench .rmp project files or XML files from your computer or network.

   Look in

   Displays the currently selected folder when opening Open Workbench .rmp project files or XML files from your computer or network.

   Click to open projects from CA Clarity PPM.

   You can filter the list by using the wildcard (*).

3. Complete the following fields, and click Open:

   Project

   Displays the unique identifier of the selected project.

   Files of type

   Defines the type of file you want to open.

   Values:

   • Workbench files (*.rmp). Select to display a list of Open Workbench .rmp project files from your computer or network.
   • CA Clarity PPM Projects. Select to display a list of CA Clarity PPM project files.
   • XML files (.xml). Select to display a list of XML files from the selected folder on your computer or network.
   • All files (*.*). Select to display all files in the current folder on your computer or network.

   Open as read-only

   Specifies whether you want to open the project in read-only mode.

   Default: Cleared

   Note: This check box is only available if you have edit rights to the selected project. If you have view rights to the project, this check box is selected and unavailable.

   Create Subprojects

   Specifies whether you want to open the selected project as a subproject in a new master project.

   Default: Cleared

   Note: You can save this new master project back to CA Clarity PPM.

   The project opens in Open Workbench.

More information:

Define Open Workbench File Location Options

Start Open Workbench