Microsoft Project Desktop Scheduler › How to Open CA Clarity PPM Projects in Microsoft Project › Open Projects from CA Clarity PPM in Microsoft Project

Open Projects from CA Clarity PPM in Microsoft Project

You can open any active projects you have rights to view or edit from CA Clarity PPM. To open projects from CA Clarity PPM, they must be formatted in Microsoft Project. Tasks created with dates set in CA Clarity PPM that are different than the project start date acquire Start No Earlier constraints to hold them there. Work effort estimates for each role on each task are loaded into Microsoft Project including the distribution of this work over time.

The access rights to view or edit a project allow you to open the project as read-only or read/write from CA Clarity PPM in Microsoft Project. If you have the read-only access rights to a project, or if the project is currently locked, you can open the project as read-only.

Note: You cannot open projects with the same project ID and the MPP file name in Microsoft Project from different CA Clarity PPM servers on your computer. If you open a project under the conditions, delete the MPP file that you have saved locally. Then, open the project with the duplicate project ID from the other CA Clarity PPM servers.

When you open a project from CA Clarity PPM in Microsoft Project, the following occurs:

• Your CA Clarity PPM login is sent automatically to Microsoft Project. Logging in to Schedule Connect is not required to open a project from CA Clarity PPM into Microsoft Project.
• The project opens in Microsoft Project. If Microsoft Project is already running, that instance of the Microsoft Project is used. Any projects opened in Microsoft Project remain open.
• If you open the project from CA Clarity PPM in Microsoft Project as read-only and modify it, you cannot save the changes to CA Clarity PPM.
• If you open the project from CA Clarity PPM in Microsoft Project as read/write, other users can only open the project as read-only.

Follow these steps:

1. With the project open, click Tasks.

   The task list appears.

2. From the Open in Scheduler menu, select Microsoft Project.
3. Select one of the following:
   • Read-Only. Opens the project unlocked in Microsoft Project.
   • Read-Write. Opens the project in Microsoft Project and locks the project in CA Clarity PPM.

     Default: Read-Write

     Note: If you have access rights only to view the project, or if another user locks the project, Read-Only is selected by default. Also, the list box becomes unavailable.

4. Click Go.

   The project opens in Microsoft Project.

More information:

Deactivate Projects

Open CA Clarity PPM Projects from Microsoft Project

Microsoft Project Field Mappings