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

Save New Projects to CA Clarity PPM from Microsoft Project

If the following conditions are true, you can create a project in Microsoft Project and then save it to CA Clarity PPM:

• You have the access rights to create projects in CA Clarity PPM.
• Any resources or charge codes referenced in the project exist in CA Clarity PPM.
• The project is not password-protected. To verify whether the project is password-protected, select the Save option.

When you save a new project created in Microsoft Project to CA Clarity PPM, the following occurs automatically:

• You become the CA Clarity PPM project manager.
• The project is locked in CA Clarity PPM.
• The project remains open in Microsoft Project.

Note: If the project ID exists in CA Clarity PPM, you can save a project over an existing project by clicking Save As... from the CA Clarity PPM Integration menu or toolbar. If you save over an existing project, the new project information replaces the existing project information. Unplanned tasks, assigned tasks with actuals are moved to the Deleted Tasks summary phase as deleted tasks.

If you open a project from CA Clarity PPM, the project ID stored in the MPP file is used as the default project ID. If the project is not opened from CA Clarity PPM, the project title is used as the project ID.

You can change the project ID. If the project ID is unique in CA Clarity PPM, a new project is saved to CA Clarity PPM. If the project ID exists in CA Clarity PPM, a confirmation message appears letting you know the ID exists already. Click Yes to replace the existing project with the new project information.

Note: If you change the ID, the MPP file name changes to match it.

Follow these steps:

1. With the project open in Microsoft Project, click the CA Clarity PPM Integration menu or toolbar, and go to Save As....

   The Save As to Clarity dialog appears with a list of active projects to which you have access rights.

2. Define the following fields:

   Project ID

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

   Limits: 20 characters

   Required: Yes

   Local file name

   Defines the default local path and the MPP file name of the project. The MPP file name defaults to the project ID. If the project name exists already, information from the new project replaces the existing project.

   Note: The path and file name are based on the Tools, Option, Save settings in Microsoft Project. Any changes to the setting do not take effect until the next time you start Microsoft Project.

   Track Mode

   Indicates the tracking method that is used by resource assignments to enter time spent on project tasks.

   Values:

   • Clarity. Resource assignments enter time against their assigned tasks using timesheets.
   • None. Resources other than labor resources track actuals from financial transaction records or through a desktop scheduler, such as Open Workbench and Microsoft Project.
   • Other. Actuals are imported from a third-party application.

   Default: Clarity

3. Save your project.