Microsoft Project Field Mappings

This section contains the following topics:

About Field Mappings (Microsoft Project)

Project Information Field Mapping (Microsoft Project)

Resource Information Field Mapping (Microsoft Project)

Tasks Field Mapping (Microsoft Project)

Resource Assignment Information Field Mapping

Notes Field Mapping (Microsoft Project)

Private Field Mapping (Microsoft Project)

About Field Mappings (Microsoft Project)

Many of the standard Microsoft Project fields are mapped to CA Clarity PPM fields. Notes are provided only when there is special information about how Schedule Connect handles data exchanges between Microsoft Project and CA Clarity PPM.

Where possible, the location of the field is provided with the default field name as it appears on the user interface. The CA Clarity PPM column of the mapping tables, first lists the CA Clarity PPM user interface field then the corresponding database table: column.

Project Information Field Mapping (Microsoft Project)

The following fields map project information from Microsoft Project to CA Clarity PPM:

Schedule Field Mapping (Microsoft Project)

The following table maps fields from Microsoft Project to fields on the scheduling properties page in CA Clarity PPM:

Microsoft Project	CA Clarity PPM	Notes
Start Date	Start Date PRJ_PROJECTS: PRSTART
Finish Date	Finish Date PRJ_PROJECTS: PRFINISH
Schedule From	Start Imposed This field is not displayed by default. PRJ_PROJECTS: PRSTARTIMPOSED Finish Imposed This field is not displayed by default. PRJ_PROJECTS: PRFINISHIMPOSED	If this field is displayed, the Schedule From field is set to the Start Date when you open the project in Microsoft Project. Otherwise, Schedule From is set to the Finish Date.
Status Date	As Of Date PRJ_PROJECTS: PRASOF	You cannot programmatically set this field to NA in Microsoft Project. If the As of Date in CA Clarity PPM is blank, the existing value in this field is retained.
Priority	Priority PRJ_PROJECTS: PRPRIORITY	Priorities are translated between the range (0-1000) in Microsoft Project and the range (36-0) in CA Clarity PPM.

Manager Field Mapping (Microsoft Project)

The following table maps fields in Microsoft Project to fields on the general properties page in CA Clarity PPM.

Microsoft Project	CA Clarity PPM	Notes
Manager	Manager	When opening the project in Microsoft Project, this field is set to the user name in CA Clarity PPM identified as the project manager. This value is not saved back to CA Clarity PPM.
Title	Title SRM_PPROJECTS: NAME

Microsoft Project

CA Clarity PPM

Notes

Manager

When opening the project in Microsoft Project, this field is set to the user name in CA Clarity PPM identified as the project manager. This value is not saved back to CA Clarity PPM.

Title

SRM_PPROJECTS:

NAME

More information:

Edit General Properties (Investments)

Other Project Attributes Field Mapping (Microsoft Project)

The following table maps other project field information in Microsoft Project to fields on the scheduling properties page in CA Clarity PPM:

Microsoft Project	CA Clarity PPM	Notes
Text5	Charge Code PRJ_PROJECTS: PRCHARGECODEID	The charge code ID (PREXTERNALID) is shown in Microsoft Project. To modify the charge code for a project, enter a charge code ID that exists in CA Clarity PPM to save the project back to CA Clarity PPM. This default mapping can be changed.

Microsoft Project

CA Clarity PPM

Notes

Text5

Charge Code

PRJ_PROJECTS: PRCHARGECODEID

The charge code ID (PREXTERNALID) is shown in Microsoft Project. To modify the charge code for a project, enter a charge code ID that exists in CA Clarity PPM to save the project back to CA Clarity PPM.

This default mapping can be changed.

Calendar Field Mapping (Microsoft Project)

The following table maps fields from Microsoft Project to the CA Clarity PPM base calendar fields.

Note: The project calendar in Microsoft Project is always reset to the base calendar in CA Clarity PPM.

Microsoft Project	CA Clarity PPM	Notes
For	Calendar Name PRCalendar: PRNAME	Not used for resource calendars.
Base Calendar	Base Calendar PRCalendar: PRBASECALENDARID	In Microsoft Project, only resource calendars have base calendars. Combines system calendars with their base calendars when this information is set in Microsoft Project.
Set Working Time for Selected Dates	PRCalendar: PRVALUE	Calendar information defined in CA Clarity PPM is shown in the Set Working Time options in Microsoft Project.

Microsoft Project

CA Clarity PPM

Notes

For

Calendar Name

PRCalendar: PRNAME

Not used for resource calendars.

Base Calendar

PRCalendar: PRBASECALENDARID

In Microsoft Project, only resource calendars have base calendars.

Combines system calendars with their base calendars when this information is set in Microsoft Project.

Set Working Time for Selected Dates

PRCalendar: PRVALUE

Calendar information defined in CA Clarity PPM is shown in the Set Working Time options in Microsoft Project.

More information:

About Base Calendars

Resource Information Field Mapping (Microsoft Project)

The following table maps the fields from Resource information in Microsoft Project to fields on the resource properties page in CA Clarity PPM:

Microsoft Project	CA Clarity PPM	Notes

General Tab
Resource Name	Resource/Role Name 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 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	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	This field is set to On for roles and set to Off for resources.
Booking Type	n/a	Not mapped to CA Clarity PPM, but the value is retained in the .MPP file.
Email	Email Address SRM_RESOURCE: EMAIL
Group	Category PRJ_RESOURCES: PRCATEGORY
Code	Input Type Code PRJ_RESOURCES: prTypeCode
Resource Availability In Microsoft Project, resource availability is the units a resource is available to work on the project. In CA Clarity PPM, resource availability is based on the systemwide availability of the resource in hours, and the percent a resource is allocated to projects. When opening a project in Microsoft, the resource availability is set from CA Clarity PPM using the following formula: Resource systemwide Availability * Resource Project % Allocation Maps resource availability fields in Microsoft Project to resource availability fields on the project team staff page and resource properties 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. The field 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 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 cost matrix.

More information:

About Base Calendars

Tasks Field Mapping (Microsoft Project)

The following table maps fields from Microsoft Project to fields on the task properties page in CA Clarity PPM:

Microsoft Project	CA Clarity PPM	Notes

General tab
Name	Name PRTask: PRNAME	When saving the project to CA Clarity PPM, if the Name field is blank in Microsoft Project, it is set to the CA Clarity PPM internal ID. This field cannot be blank.
Text1	ID PRTask: PREXTERNALID	Task ID in the same project must be unique in CA Clarity PPM (except blank).
Start	Start PRTask: PRSTART	The same calendar information is reflected in the Set Working Time in Microsoft Project.
Finish	Finish PRTask: PRFINISH	The same calendar information reflected in the Set Working Time options in the Change Working Time dialog.
Duration	Duration This field is not displayed by default. PRTask: PRDURATION	In Microsoft Project, you can set the duration unit in the Duration is entered in field on the Options dialog (Tools, Options). Elapsed durations are converted to their equivalent in work time duration, but the model is changed.
Priority	Priority This field is not displayed by default. PRTask: PRPRIORITY	Priorities are translated between the range (0-1000) in Microsoft Project and the range (36-0) in CA Clarity PPM. Precision is lost.
Flag1	Key Task PRTask: PRISKEY	This is the default mapping, which you can change.
Text5	Charge Code PRTask: PRCHARGECODEID	The ID (PREXTERNALID) for the charge code is shown in Microsoft Project. To modify the charge code for a task, enter any existing CA Clarity PPM charge code ID. This mapping is the default mapping, which you can change.
% Complete	% Complete PRTask: PRSTATUS and PRTask: PRPCTCOMPLETE	The task status is set to "Started" when the percent complete is greater than zero, or to "Complete" when it is 100. Otherwise, this field is set to "Not Started".
Advanced tab
Mark Task as Milestone	Milestone PRTask: PRISMILESTONE	In Microsoft Project, any task can be flagged a milestone as a means to drive Gantt bar rules. For example, drawing the diamond and other features such as filtering. Microsoft Project automatically sets this flag when a task acquires zero duration.
Calendar		You can use them in Microsoft Project, but the list of available calendars comes from CA Clarity PPM.
Task Type	Fixed Duration PRTask: PRISFIXED	All types in Microsoft Project are supported. In Microsoft Project: Fixed duration task type maps to True Fixed unit and fixed work maps to False.
Effort Driven	No Mapping	Tasks flagged as Effort Driven in Microsoft Project take more processing. If there are many tasks, system memory requirements and performance can degrade noticeably.
Constraints The constraints defined in Microsoft Project are stored in CA Clarity PPM, but you cannot edit them from Schedule Connect. Microsoft Project automatically sets the Start No Earlier Than constraint to hold a task start date. If you add a Start No Earlier Than constraint and Microsoft Project then adds a later Start No Earlier Than constraint to hold a task start date, the saved Start No Earlier Than constraint is not set.
Constraint Type	No CA Clarity PPM user interface field available PRConstraint: PRTYPE	When opening the project in Microsoft Project, if multiple constraints in CA Clarity PPM exist for a task, the first constraint encountered is processed.
Constraint Date	No CA Clarity PPM user interface field available PRConstraint: PRTIME

Resource Assignment Information Field Mapping

The following table details the resource assignment information that is mapped from Microsoft Project to fields in CA Clarity PPM.

Any assignment that exists in CA Clarity PPM when a timesheet for that resource is posted gets an Actuals Thru date equal to the end of the timesheet period. Conditions can exist where you inadvertently place remaining work before this date. The following examples illustrate this condition:

A task has actuals that end before the Actuals Thru date and has no remaining work, but require to add work. You enter an updated Remaining Work amount and Microsoft Project places it at the end of the task, which is in the prior week.
A task is scheduled to start next week and has not yet started. You remove a predecessor dependency on the task, which reschedules the task to two weeks ago.

When these situations occur, the work is moved beyond the Actuals Thru date when you save the project to CA Clarity PPM. A message appears warning you of the change.

Microsoft Project	CA Clarity PPM	Notes
Units	Max % Load PRAssignment: PRESTMAX	When opening the project in Microsoft Project, this field is set to the value in CA Clarity PPM multiplied by the resource maximum units (or by 1 if the maximum unit is 0). This value is set only for the not contoured assignment of labor resources to unfixed tasks. When saving the project to CA Clarity PPM, this field is set to the assignment units divided by the resource maximum units. Or if either value is 0, sets the value to 1. This value is set only for assignments of labor resources.
Number1	Task Assignment: Proposed ETC (Not displayed by default) PRAssignment: PRPENDESTSUM	When opening the project in Microsoft Project, this field is set to the value in the field or to -1 when the Pending Estimates in CA Clarity PPM is blank. This field is saved to CA Clarity PPM only if: Either the project or the assigned resource is tracked in CA Clarity PPM (the Track Mode is set to Clarity or Other). Value is -1, which clears the Pending Estimates in CA Clarity PPM.
Number2	Pending Actuals (not displayed by default) PRAssignment: PRPENDACTSUM	This field is not saved back to CA Clarity PPM.
Number2	Task Properties: Status PRAssignment: PRSTATUS	This field is set to the following: Not Started if there are no actuals in Microsoft Project. Started if the remaining work is greater than 0. Complete if there is no remaining work.
Resume	Actuals Thru Date PRAssignment: PRactThru	This field must always be on or after the last day of the actuals on the assignment. If either the project or the assigned resource has Track Mode set to None, the following applies: This field can be implicitly modified to correspond with updates to actuals when saving the project to CA Clarity PPM. If the Resume field is set beyond the first day of the remaining work, the remaining work is modified when saving the project to CA Clarity PPM.
Actual Work	Actuals PRJ_BASELINE_ DETAILS: PREXTENSION	This information is saved to CA Clarity PPM only if the Track Mode is set to None for either the project or the assigned resource.
Work	Assignment Properties: Assignments: ETC PRASSIGNMENT: PREXTENSION	This field is set when saving to CA Clarity PPM only if the assigned resource has Track Mode set to None.
Baseline Start	Assignment Properties: Baseline: Baseline Start Date (not displayed by default) PRJ_BASELINE_ DETAILS: START_DATE
Baseline Finish	Assignment Properties: Baseline: Baseline Finish (not displayed by default) PRJ_BASELINE_ DETAILS: FINISH_DATE
Baseline Cost	Assignment Properties: Baseline: Baseline Cost (not displayed by default) PRJ_BASELINE_ DETAILS: COSTSUM
Baseline Work	Assignment Properties: Baseline: Baseline Usage (not displayed by default) PRJ_BASELINE_ DETAILS: USAGESUM	You must have Modify Baseline rights to save a baseline to CA Clarity PPM.

More information:

Modify Resource Assignments

Notes Field Mapping (Microsoft Project)

The following table maps fields from Files Properties or from Task Information, Resource Information, and Assignments in Microsoft Project to fields in CA Clarity PPM.

Microsoft Project	CA Clarity PPM	Notes
None	PRNote: PRCREATEDBY	This field is set to the name of the current user when saving the project to CA Clarity PPM.
None	PRNote: PRCREATEDTIME	This field is set to the current system time when saving the project to CA Clarity PPM.
Comments field for projects Notes field for tasks, resources, and assignments	PRNote: PRVALUE	Concatenates multiple notes on the same object (such as project, task, resource, or assignment) into a single Notes field when opening the project in Microsoft Project.

Microsoft Project

CA Clarity PPM

Notes

None

PRNote: PRCREATEDBY

This field is set to the name of the current user when saving the project to CA Clarity PPM.

None

PRNote: PRCREATEDTIME

This field is set to the current system time when saving the project to CA Clarity PPM.

Comments field for projects

Notes field for tasks, resources, and assignments

PRNote:

PRVALUE

Concatenates multiple notes on the same object (such as project, task, resource, or assignment) into a single Notes field when opening the project in Microsoft Project.

How notes are saved back to CA Clarity PPM

The Internal ID is the key used to identify the note when saved to CA Clarity PPM. Do not edit the note or any information. New notes are added after the Add new note(s).

The Intern[date/time note is entered by the user (internal ID)]

note #1

[date/time note is entered by the user (internal ID)]

note #2

Add new note(s) under here:

A hard return starts a new note. Blank lines are removed.

Private Field Mapping (Microsoft Project)

The Text3 field is for Resource, Project, Task, and Assignment. This field is used for information required by Schedule Connect. If Text3 is used for another purpose in your organization, change the mapping.

Relevant mapping is for PRUID. You must have it mapped. Do not remove it without remapping. These mappings are systemwide. You cannot remap Text3 on one project and keep the same on other projects.

The Text4 field is for the work breakdown structure (WBS). Schedule Connect uses this field internally to order the WBS when opening the project in Microsoft Project. You cannot remap this field.

Microsoft Project	CA Clarity PPM	Notes
Custom property/prVersion	PRJ_PROJECTS: PRVERSION	Sets the version (internal use only) when opening the project in Microsoft Project and when saving back to CA Clarity PPM.