Microsoft Project Desktop Scheduler › Data Exchanges between Microsoft Project and CA Clarity PPM › How Concurrent Timesheets and Transaction Changes are Merged (Microsoft Project)

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

You can update timesheets or financial transactions in CA Clarity PPM that can affect information about projects that you are updating. When a project is locked, most timesheets and transaction updates that affect a project are blocked.

The following changes are retained and merged when saving projects to CA Clarity PPM:

• Unplanned tasks. Unplanned tasks are placed in an Unplanned Tasks summary task in Microsoft Project until a project manager moves the unplanned tasks. Unplanned tasks occur when staff members:
  • Create new unplanned tasks.
  • Create an unplanned assignment by recording actual time against tasks to which team staff members are not assigned.

  When you save the project to CA Clarity PPM, unplanned tasks and assignments are not deleted. Any unplanned tasks and assignments opened in Microsoft Project are marked as "Planned". You can delete unplanned tasks and assignments from Microsoft Project at a later time.

• Pending Estimates. Team staff members can set pending estimates (ETC) from CA Clarity PPM. If you change this field from Microsoft Project on a tracked assignment, the change is ignored when you save the project back to CA Clarity PPM. The following is an exception to this change rule. You accept or reject the pending estimate values and a team staff member is not concurrently modifying the estimate in CA Clarity PPM.
• Notes. Staff members can add notes to tasks from CA Clarity PPM.
• Actuals. Both approved actuals and unapproved actuals show as pending actuals in the project plan.

Note: Assignments are tracked when the Track Mode field in CA Clarity PPM for associated projects and resources is set to Clarity or Other. Actuals, Actuals Thru Date, Pending Actuals and for Pending Estimates field information (except for setting it to blank) is maintained from CA Clarity PPM. Any changes you make to these fields from Microsoft Project are ignored.

More information:

Data Exchanges between Microsoft Project and CA Clarity PPM

Data Retrieval from Microsoft Project