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Open CA Clarity PPM Projects from Microsoft Project

Use the following procedure to open CA Clarity PPM project from Microsoft Project after you have set up your connection to a CA Clarity PPM server. You can open any active CA Clarity PPM project to which you have view, or edit rights from Microsoft Project using Schedule Connect.

The Open from Clarity window displays a list of CA Clarity PPM projects. A list of active projects formatted for Microsoft Project that you can edit or view are displayed in the table.

Follow these steps:

1. With Microsoft Project open, click the CA Clarity PPM Integration menu or toolbar, and go to Open.

   The Open from Clarity window opens.

2. View the following columns:

   Project ID

   Defines the unique identifier for the project that is typically auto-numbered.

   Limits: 20 characters

   Required: Yes

   Name

   Displays the name for the project. The value for this field is based on the Project Name field on the project properties page.

   Locked By

   Defines the user name of the resource currently editing the project.

   Manager

   Specifies the email address of the resource responsible for managing the project.

3. Select the project and click Open.

   If the project is locked and saved locally, a message appears prompting to open the CA Clarity PPM version and replacing the local version.

4. Click Yes to open the CA Clarity PPM version.

More information:

About Tentative Schedules

Save Existing Projects to CA Clarity PPM from Microsoft Project