Microsoft Project Desktop Scheduler › Data Exchanges between Microsoft Project and CA Clarity PPM › Data Retrieval from Microsoft Project

Data Retrieval from Microsoft Project

When saving a project to CA Clarity PPM, information about a project including its tasks and assignments is updated, with the following exceptions:

• Resource and charge code information are not updated or created.
• Time-tracking information about tracked assignments is not updated.
• Unplanned tasks and assignments are not updated or deleted, even when you force a save.

You cannot delete projects, tasks, and team staff members that have submitted actuals. You cannot remove resource assignments from tasks that have submitted actuals. When you try to delete an assignment with actuals, the estimates (ETC) are set to zero. When you try to delete a task with actuals, the task is marked as "Complete".

The tasks are relocated under a Deleted Tasks summary task in the work breakdown structure (WBS). The logic in CA Clarity PPM either creates this phase or reuses an existing phase. CA Clarity PPM sets the ID of the task to a value that is not localized. CA Clarity PPM and Microsoft Project can recognize the task based on the language settings.

More information:

Data Exchanges between Microsoft Project and CA Clarity PPM

How Concurrent Timesheets and Transaction Changes are Merged (Microsoft Project)

Remove Resource Assignments from Tasks