Create and Build Projects › Save Projects to Files

Save Projects to Files

You can save projects as .xml or Open Workbench .rmp project files. Use the Save As dialog box to save your project. If you are using Open Workbench with CA Clarity PPM, you can save new projects to CA Clarity PPM using this dialog box.

To save a project to a file

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

   The Save As dialog box opens.

2. Complete the following fields, and then click Save.

   Save in

   Displays the current folder when saving Open Workbench .rmp project files or XML files to your computer or network. Select a file location from the drop-down.

   File Name

   Displays the file name when saving Open Workbench .rmp project files or XML files to your computer or network. Choose the name of the file to which you want to save this project from the drop-down.

   Note: There is no limit to the number of times you can save local copies of your project with the same file name.

   Save as type

   Defines the type of file you want to save the project.

   Values:

   • Workbench files (*.rmp). Saves the project to your computer or network as an Open Workbench .rmp project file.
   • CA Clarity PPM Projects. Saves the project to CA Clarity PPM.
   • XML Files (*.xml). Saves the project to you computer or network as an XML file.

3. If you are saving the project record as an Open Workbench .rmp project file, complete the following field:

   Retain Lock

   Specifies whether or not to hold the lock or unlock the project when saving it to your computer or network.

   Note: This check box is displayed when you choose Open Workbench or XML from the Save Type As drop-down.

   Important! If you do not check this box, you can have issues saving your changes to CA Clarity PPM.

   The project is saved and the Save As dialog box closes.

More information:

Create Projects

Create Resources

How to Save Projects back to CA Clarity PPM

About CA Clarity PPM Project Locks