This section contains the following topics:
Introduction to Open Workbench
How to Set Up Open Workbench with CA Clarity PPM
Open Workbench Navigation Basics
Open Workbench is an application for project scheduling and management. It conforms to and supports the underlying ideas of project management while presenting information in an intuitive and easy to learn format.
Using Open Workbench, you can create projects, populate them with tasks, create dependencies on tasks that are internal or external to the project, and assign resources. You can also import data, such as tasks, from other projects. You can display project data in a variety of ways, including in spreadsheet views that include Gantt charts and in Critical Path Method (CPM) Network views. Open Workbench provides standard views that you can use as is or modify to meet your needs.
Additionally, Open Workbench allows you to save and share projects when Open Workbench is connected to CA Clarity Project & Portfolio Manager (CA Clarity PPM).
Note: For more information, see the Project Management User Guide.
Some versions of CA Clarity PPM require a mandatory upgrade of Open Workbench. See the CA Clarity PPM Release Notes for your specific version to determine compatibility requirements with Open Workbench.
Open Workbench runs on the following operating systems:
To install and run Open Workbench successfully, you must be a power user with the following rights:
CA Technologies recommends at least 256 MB of RAM when using Open Workbench.
Uninstall any existing versions of Open Workbench before installing this version.
Important! The Open Workbench installer resets any customized views that you have saved in the Open Workbench library default views folder. Any saved, customized views from a previous installation are removed from the library when you reinstall Open Workbench. After installing the updated version of Open Workbench, you can add back your customized views to the default views folder.
See the Open Workbench Online Help for more information about adding views to library groups.
To connect Open Workbench with CA Clarity PPM, you can download the latest version of Open Workbench and CA Clarity PPM Schedule Connect from the following sources:
Navigate to Clients\OpenWorkbench and click owbsetup.exe.
Open Home, and from the Personal menu, click Account Settings to access the Software Downloads page. You require the Software Download - Open Workbench access right.
Follow these steps:
If your browser prompts you to open or save the executable file, click Save to save the file to your computer.
A dialog box appears asking your language preference for the installer.
A license agreement dialog box appears.
A series of dialog boxes take you through the setup process.
You can specify the default Open Workbench program preferences and project default options. Program preferences determine how Open Workbench behaves each time you start it, while project default options impact project settings, such as default directory locations and the default dependency type automatically assigned when you create dependency relationships. Every Open Workbench project you create uses these defaults unless you specify otherwise.
Use the tabs on the Options dialog box define your preferences. To open the Options dialog box, select the application menu in the top left corner, then "Preferences".
Note: Some Open Workbench dialog boxes allow you to override the default settings you define on the Defaults tab and general settings you define on the General tab. The changes you make in dialog boxes are automatically saved with your project and override the program defaults when you open the project.
Use the following process to specify program and project default preferences and you are setting up Open Workbench for the first time:
You can define default Open Workbench behavior, such as how window components are displayed and the location where you save files using the General tab on the Options dialog box.
Note: In most cases, you can override these defaults as needed for individual projects.
To define Open Workbench's general options
The General tab on the Options dialog box opens.
Defines whether to show Open Workbench tips each time you start Open Workbench in the Tip of the Day dialog box.
Default: Not selected
Note: You can turn this feature off from the Tip of the Day dialog box.
Defines whether to display the status bar. The status bar displays at the bottom of the Open Workbench window. Messages regarding the commands you select or information you enter displays in the bar.
Default: Selected
Defines whether to display the shortcut bar ("Library") in the Open Workbench window.
Default: Selected
Defines the number of recently-opened file names you want to appear in the list when you select File.
Default: 4
Defines the project format for your Open Workbench project.
Default: *.RMP
Options:
Defines the default Uniform Resource Locator (URL) or the directory path where guidelines for your organization are located.
Default: Cleared
The general options are saved and the Options dialog box closes.
If you are using Open Workbench with CA Clarity PPM, you must specify that you want the Log on to CA Clarity PPM dialog box to open each time you start Open Workbench. This dialog box allows you to specify whether or not you want to log on to CA Clarity PPM during an Open Workbench session.
To set the option to be prompted to log on to the CA Clarity PPM server each time you start an Open Workbench session
The General tab on the Options dialog box opens.
Specifies whether you will be prompted to log on the CA Clarity PPM each time you start Open Workbench.
Default: Cleared
Use the General tab on the Options dialog box to define the default currency that is used in your calculations.
Note: You can convert any Euro-based currency entry to the equivalent amount in another Euro-based currency. When you change from one base currency to another, the entries in Open Workbench do not convert. Conversions only occur for display purposes.
To set the currency options
The General tab on the Options dialog box opens.
Defines the currency code used in calculations.
Default: USD
Note: When using USD (United States Dollars), you cannot convert the currency entries to another currency.
Defines whether a warning will appear when you open a project that uses different currency settings from the base currency.
Default: Selected
Use the General tab on the Options dialog box to define the first week of the year that is used in your calculations. Week 1 is the first week on the year. For selections other than User Locale, you must view your project in a timescaled view that has a scale set to weekly and select Show Week Number to display the week number in the heading for each time period.
To set the first week of the year
The General tab on the Options dialog box opens.
Default: User Locale
Options:
Use the Defaults tab on the Options dialog box to define Open Workbench's default project-scheduling behavior, such as the loading pattern, units, and whether or not projects are fixed duration.
To define Open Workbench's default options
The General tab on the Options dialog box opens.
The general default options displays.
The default options are saved and the Options dialog box closes.
Use the Defaults tab on the Options dialog box to define Open Workbench's default assignment options for projects and tasks, such as loading pattern, duration type, and unit of measure.
To set the default assignment options
The General tab on the Options dialog box opens.
The general default options display.
Defines the loading pattern that is used when assigning resources to tasks.
Default: Front
Options: Fixed, Contour, Front, or Back.
Specifies whether the resource's duration type is fixed or variable.
Specifies how the resource value is measured.
Default: Hours
Options: Days or Hours.
The Options dialog box closes.
Use the Defaults tab on the Options dialog box to define Open Workbench's default dependency options, such as dependency type, lag, and lag type.
To set the default dependency options
The Options dialog box opens.
The default dependency options display.
Defines the dependency type.
Options: Finish-Start, Start-Start, Finish-Finish, or Start-Finish
Default: Finish-Start
Defines the number of days (daily lag type) after the predecessor task's constraining date, or percent complete (percent lag type), that the successor task's constraining date begins.
Lag is the predetermined amount of time between the start and/or finish time of two tasks in a project plan.
Defines the lag type.
Options: Daily or Percent
Default: Daily
The Options dialog box closes.
Use the Locations tab on the Options dialog box to define the default locations for libraries and other files, and to define a global file location for global settings, such as calendars, note categories, highlights, and to easily access your resource pool. This tab displays a list of file locations that you can select and edit. You can review the path and file name for the listed locations and browse to define a new location.
Use this tab to also define the default view file location. If you do not specify a default view file location, when you open a project, it displays minimum information.
To define the Open Workbench default file location options
The General tab on the Options dialog box opens.
The location options display.
The Browse for Folder dialog box opens.
The Browse for Folder dialog box closes. The selected location is added in Location column next to the library, file, view, or dictionary description.
The Options dialog box closes.
Use the WBS tab on the Options dialog box to define the default Work Breakdown Structure (WBS) level labels to conform with your organization's naming conventions. You can define any number of WBS levels.
Consider the following rules when defining WBS levels:
Some dialogs boxes in Open Workbench use icons to represent WBS levels. When you change WBS level names, equivalent icons are displayed. You can view WBS items in your master project WBS list. For example, inside a master project, subprojects appear with a Subproject icon on the proxy task's header button to indicate it is a task inside an inserted subproject. Following is a list of WBS icons that you may see in Open Workbench:
SubprojectThe Subproject icon specifies a proxy task inside an inserted (entire) subproject, as viewed from the master project.
Task in SubprojectThe Task in Subproject icon specifies a task inside an inserted (entire) subproject, as viewed from the master project.
Subproject TaskThe Subproject Task icon specifies an individually-inserted subproject task, as viewed from the master project. Instead of inserting the entire subproject, you inserted only the subproject task.
To define the WBS Level Labels
The General tab on the Options dialog box opens.
The WBS options display.
Defines the label that is used for milestones.
Default: Milestone
Defines the label that is used for project tasks.
Default: Task
Displays a list of the WBS levels in the order they appear in the WBS.
Default: Phase, Activity
The Options dialog box closes.
Use the Display tab on the Options dialog box to turn horizontal and vertical line display on or off, select line and background colors from the color palette, and add new colors to the palette. When you customize view display colors, all open views use those colors.
Use the Time Scale dialog box to define the time periods and the type of time scale information displayed in views containing Gantt charts or tabulated views.
To define a time scale
The Time Scale dialog box appears.
Defines the start date for the time scale.
Note: To edit this date, you must select User Defined Date from the First Date Displayed drop-down.
Specifies the first day to display on the time scale.
Default: Project Start
Values:
Defines the finish date for the time scale.
Note: To edit this date, you must select User Defined Date from the Period Finish Date drop-down.
Specifies the finish date for the time scale.
Default: Cleared
To activate this field, you must:
Note: You cannot use user-defined dates with a view that displays a Gantt chart. For Gantt time scales, Customized is not a Scale option and the Period Finish Date field is unavailable. However, you can use user-defined dates with views that display tabulated fields.
Enter the number of time scale periods. This feature is unavailable if you select Customized Scale from the drop-down list.
Select the time period increments you want to display in the Gantt chart heading columns. You can display one customized or user-defined period for each field name.
Default: Weekly
Values: Weekly, Daily, Monthly, Quarterly, Semi-annually, Annually, or Customized
Select this check box to display the week number in the heading for each time period. Week numbers begin at the start of the fiscal year. This option is enabled when you select Weekly from the Scale drop-down list.
Note: Week 1 includes January 1, a standard in the U.S. and the U.K.
The Time Scale dialog box closes.
Use the following process if you are using Open Workbench with CA Clarity PPM and are setting up Open Workbench for the first time:
Note: For more information, see the Administration Guide.
If you are using Open Workbench with CA Clarity PPM, you must set the CA Clarity PPM project management options to help with project scheduling in Open Workbench before using Open Workbench with CA Clarity PPM. The following settings must be set in CA Clarity PPM:
Allows you to edit resource allocation while a project is locked in CA Clarity PPM.
Allows you to export only the current baseline to Open Workbench when multiple baselines exist.
Note: For more information, see the Administration Guide.
If you have existing installations of Open Workbench and CA Clarity PPM Schedule Connect, you must uninstall the programs before installing newer versions.
You must install <CAPPM Schedule Connect to enable communication between CA Clarity PPM and Open Workbench. If you already have Open Workbench installed, you need only to install CA Clarity PPM Schedule Connect.
You can download Open Workbench and CA Clarity PPM Schedule Connect from the CA Clarity PPM DVD or from CA Clarity PPM. To download from the DVD, navigate to Clients\OpenWorkbench and click owbsetup.exe. To download from CA Clarity PPM, select the Open Workbench Download link from the Account Setting: Software Downloads page. The executable file name downloaded from CA Clarity PPM is wbsetup.exe. Run the executable to install the software.
Note: See the CA Clarity PPM Common Features and Personal Options User Guide for more information on how to download software from CA Clarity PPM, including installing Open Workbench and CA Clarity PPM Schedule Connect.
If you are using Open Workbench with CA Clarity PPM, you can prevent the File Download window from opening when Internet Explorer encounters an encrypted page.
Best Practices: Set the option to save secured information, such as encrypted pages, in your Temporary Internet Files folder. Clear the Do not save encrypted pages to disk option.
Note: See Microsoft Internet Explorer Web browser Help for more information on setting Microsoft Internet Explorer Web browser options.
If you are using Open Workbench with CA Clarity PPM, first uninstall the programs before you upgrade to a newer version of Open Workbench and CA Clarity PPM Schedule Connect.
Follow these steps:
The Windows Add or Remove Programs dialog box opens.
You can use menus, toolbars, and views to navigate Open Workbench.
The following commands are available from the Application menu:
Select New to create a new project.
Select Open to open an existing project from the Open dialog box.
Select Close to close the project you have open in Open Workbench. You are prompted to save changes prior to closing if you have made unsaved changes to the project.
Select Save to save the active project.
In Open Workbench you can save projects as records in the repository or as Open Workbench .rmp project files.
Select Save As to display the Save As dialog box. Use this dialog box to save the active project to a different location or with a new file name. If you are using Open Workbench with CA Clarity PPM, you can save projects as records in CA Clarity PPM or as Open Workbench .rmp project files.
Use this to select a printer and print layout options.
Use this to select page layout options.
Use this to display the active view as it will appear when printed.
Select File, Print to select criteria for printing the active view.
Prints the active view with the last-used settings.
Use this dialog to enter description, schedule, resource, key task, and note properties.
Shows the options dialog for Open Workbench.
Select File, Recent File list to select and open a recently-opened project file.
Select File, Exit to close all open program windows and project files and exit Open Workbench.
In this section, you will find the description for the Open Workbench ribbon menu.
The following commands are available in the Tasks ribbon menu.
In the Clipboard group:
Select Copy to copy the selected information to the clipboard for use elsewhere.
Select Paste to insert clipboard contents at a selected location.
Select Cut to remove the selected information from the project and place it on the clipboard for use elsewhere.
If you select and cut data from an individual cell, the data is deleted. If you select and cut an entire object, the selected object is highlighted by a marquee; the data is not actually deleted and removed from view until you insert the clipboard contents to a selected location.
In the Edit group:
Select Delete to delete the selected information from the project.
Select Modify to edit information for a selected object.
To edit a task, select the task and select Edit, Modify. To edit a resource, select the resource and select Edit, Modify.
Select Insert to insert a row in a spreadsheet view.
Change the type of the currently marked task into a phase task. The indentation level of the phase is determined by its parent task.
Change the type of the currently marked task into a milestone.
Change the type of the currently marked task into a work task.
Change the indentation level of the currently marked phase task by indenting it one level further. I.e. after marking a Phase and pressing "Indent", the task will be an Activity.
Change the indentation level of the currently marked phase task by indenting it one level less. I.e. after marking an Activity and pressing "Outdent", the task will be a Phase.
Select Undo to reverse most actions.
Note: If your most recent action is irreversible, the Undo command is disabled.
Select Redo to reverse a previous undo, if that is possible.
Note: If your most recent undo action is irreversible, the Redo command is disabled.
In the Search group:
The Quick Search allows you to quickly find tasks by name. Simply type part of the name you are searching for into the text entry field. The currently active view will instantaneously reflect the results of the filtering.
Select Extended Find to construct search criteria from one or more field names.
Select Find Next to find the next occurrence of the search criteria you specified in the Find dialog box.
In the Quickfilter group:
Use the Resource drop down in the Quickfilter group to quickly filter the view by a selected resource or all resources.
In the Zoom group:
The following commands are available from the Project ribbon menu:
In the Schedule group:
Select Autoschedule to specify scheduling criteria for automatically scheduling the project.
Select Critical Path to automatically calculate the critical path of a project.
Select Recalculate to recalculate the duration of selected tasks.
Select Pending Estimates to accept or reject pending work estimates proposed by staff members.
In the Baselines group:
Select Define to set or clear a baseline for the active project, view, or selected tasks.
Select Manage to display all available baselines and select the one that will be used to calculate display information.
In the External group:
Select Subprojects to see a list of subprojects in the current project, insert a new subproject, or delete a subproject.
Select External Dependencies to view a list of external dependencies, create, or delete external dependencies.
In the Assignments group:
Select Transfer to transfer assignments on the currently marked task from one resource to another.
In the View group:
Displays the View Definition dialog box where you can create a new view.
Displays the Filter Definition dialog box where you can create a new filter.
Displays the Sort Definition dialog box where you can create a new sort.
After changing the current view or creating a new view, Select Save View to display the Save View Definition dialog box where you can name the file and choose a directory and library group, where you want to save the active view.
Select Refresh to update the data in the current view.
Select View, Library to view, add, and remove groups and the views, sorts, and filters they contain.
Select Colors and Shapes to review and edit the highlights currently in use.
In the Clarity group:
Select File, Update to update the current project with specified data from CA Clarity PPM.
Calendars
Specifies whether to refresh your project's current calendar with any changes made to the calendar in the CA Clarity PPM project.
Note: Calendars are not specific to a resource.
System Options
Specifies whether to update your project's options, such as roles, and customized data mapping, with any changes made to the system options in CA Clarity PPM.
Important! Selecting this option can change your working copy's default options.
New Notes
Specifies whether to include only the task notes created since the project was opened or last refreshed in the update.
Example: Another user added a note to an unplanned task on their CA Clarity PPM timesheet while the project was locked in Open Workbench.
Note: You must have the project open in read/write mode to select or clear this check box.
Resources
Refreshes all attributes for resources assigned to the project. Updates the project with revisions to resource data, such as updates to resource calendars. Assignment revisions, such as a change in the assignment estimate to complete (ETC), are not updated.
Note: You must have the project open in read/write mode to select or clear this check box.
Status
Specifies whether to include changes to Actual Usage, Actual Thru, Pending Actuals, and Pending Estimates for assignments of the project in the update.
Note: You must have the project open in read/write mode to select or clear this check box.
New Tasks and Assignments
Specifies whether to include new tasks and assignments that have been created since the project was opened or last refreshed in the update.
Note: You must have the project open in read/write mode to select or clear this check box.
Team Members
Specifies whether to include changes to existing team members and bring in new team members that were added while you had the project locked in Open Workbench.
Example: Another user added a new team member or updated an existing team member allocation, start date, or finish date while the project was locked in Open Workbench.
Note: You must have the project open in read/write mode to select or clear this check box.
In the Calendar group:
Select Calendar to choose the calendar you want to apply to every project you open in Open Workbench. You can also create, edit, or delete user-defined calendars.
The views that you can apply to projects display in the view Library. When you click a view, the displayed project view is replaced with that view. You can simultaneously display project data in different views.
The view Library can display up to 32 groups of views, each of which can contain views, sorts, and filters. When you choose a group, the View Library displays icons representing views, sorts, and filters, which you can then click and apply to a project.
By default, the View Library displays on the left side of the page. You can change this location. To reposition the Library, click the top of the bar and drag it to another location in the window.
By default, the View Library displays on the left side of the page. Use the General tab on the Options dialog box to hide the Library.
To hide the View Library
The General tab on the Options dialog box opens.
The Options dialog box closes. The view Library no longer displays on the Open Workbench page.
By default, the view Library displays on the left side of the Open Workbench page. You can also hide this Library. If the Library is hidden, you can restore it so that it again displays on the left side of the page.
To restore the hidden view Library
The General tab on the Options dialog box opens.
The Options dialog box closes. The view Library displays on the Open Workbench page.
You can change the width of columns in views, on some grids that appear in dialog boxes and, in some cases, you can insert and delete columns. These features let you determine the amount of data displayed in a column, the order of its display and, sometimes, the sort order of rows.
Use the View Definition dialog box to insert and delete columns, even when they contain cells populated with field names. To insert a column, click the top of a column to select it, and then press the Insert key on your keyboard. A new column is added to the left of the selected column. To delete a column, click the top of a column to select it, and then press the Delete key on your keyboard.
In some dialog boxes and most views, you can resize columns to see more or less data.
To resize a grid column's width
The cursor changes to a double-headed arrow.
The column is resized.
You can insert and delete rows that appear in most views and in many dialog boxes that display a grid. To insert a row, select a row's header button, and press Insert on your keyboard. To delete a row, select a row's header button, and press the Delete key on your keyboard.
Note: Not all grids support these actions.
When you cut, copy, and paste tasks and resources, you change the placement of cells in a view or add cells to a view. This allows you to paste task data from one view location to another, from one project file to another, and from Open Workbench to a Microsoft Windows application, such as Microsoft Word or Microsoft Excel. When you copy and cut data from a project, Open Workbench puts it on the clipboard, the Microsoft Windows utility for transporting data between applications. This information remains on the clipboard until you cut or copy other information, or until you clear the clipboard.
You can use the following data formats with cutting and copying:
Use the following procedure to copy and paste tasks or resources.
To copy and paste tasks or resources
The selected project data is copied to the clipboard.
A new task or resource row displays above the selected row.
The copied task or resource data is pasted in the new task or resource row.
Use the following procedure to cut and paste tasks or resources. The elements of a task or resource that you cut vary. When you cut more than one task or resource, all relationships between them are also cut.
To cut and paste tasks or resources
The selected project data is copied to the clipboard.
A new task or resource row displays above the selected row.
The cut task or resource data is pasted in the new task or resource row.
When you copy and paste a Gantt chart and its associated tasks, the following data is included:
Note: Once you paste the data, this data no longer displays as hidden.
To copy and paste a Gantt chart
Note: Although you cannot select column headings, this data gets copied.
This information is temporarily stored on the clipboard.
When you use the Copy command to copy data from a project, Open Workbench temporarily stores it on the clipboard-the Microsoft Windows utility for transporting data between applications. This information remains on the clipboard until you copy or cut other information, or until you clear the clipboard.
This enables you to use the paste command to paste text and graphics from a project in Open Workbench, including the Gantt chart, from one view location to another, from one project file to another, and from Open Workbench to another Microsoft Windows application, such as Microsoft Word or Microsoft Excel.
Use Paste Special for precise control over copying and pasting tasks and resources. The Paste Special command behaves like the Paste command, but provides you with capabilities beyond the default paste behavior. Use the Paste Special dialog box to use Paste Special.
Note: The options available on the Paste Special dialog box depend on the object you choose to copy and paste. Only options that pertain to your copy selection are active on the Paste Special dialog box.
Note: To copy and paste interproject dependencies, you must first save the original and target project.
To use Paste Special
The data is copied to the clipboard.
The Paste Special dialog box opens.
The Paste Special dialog box closes.
When you select Edit, Copy Content and you insert the data individually, only subproject tasks are affected. These copied tasks normally appear in your project, and are copied and pasted, by reference only. When you paste the copied information, you are pasting content, rather than references, to such information. To copy and paste data into a project where you want actual data, use Copy Content.
To use Copy Content
The copied data is sent to the clipboard.
The data is pasted.
When you cut and copy data from views, you cut and copy the cells as text. The following rules are used when cutting, copying, and pasting cells:
The exceptions to the rules are:
Use the Progress dialog box to review the approximate time it will take to complete the current process. Click Cancel to end the process before completion. When cancelled, the process is completely cancelled; it is not partially finished.
You can start Open Workbench from the Programs menu. If you are using Open Workbench with CA Clarity PPM, you can open a project and start Open Workbench from CA Clarity PPM.
When you start Open Workbench, the Open Workbench window displays. It is the main window in Open Workbench. At the top left, the round button for the Application menu as well as the shortcut menu is displayed. Below that, the ribbon bar menu is displayed, where you can access all functions in Open Workbench. A Library that contains views which you can apply to projects displays at the left in this window. The view that you set as the default view is automatically displayed, even if you have not opened a project.
The Log on to CA Clarity PPM dialog box displays if you have CA Clarity PPM access or have the Log on to server check box selected. This check box is General option.
If you are logged in to CA Clarity PPM (it is running in an active browser window), but you start Open Workbench from the Programs menu instead of opening a project in Open Workbench from CA Clarity PPM, the Log on to CA Clarity PPM dialog box displays.
Note: See the Common Features and Personal Options User Guide for more information.
To start Open Workbench from your workstation
Open Workbench starts and the Log on to CA Clarity PPM dialog box displays.
Defines your CA Clarity PPM user name.
Defines your CA Clarity PPM password.
Note: Your password appears in asterisks (*).
Your user name and password are confirmed. Open Workbench is started.
You can quickly filter a view by resource name to display only data pertinent to that resource by using the Quick Filter by Resource drop-down. This drop-down is available to you when you have resource-specific field names in a view or resource assignments in a project, and appears on your tool bar. All project resources are displayed in the list. Selecting a resource from the list changes data displayed in the view to show data pertinent to that resource.
The Gantt Chart view also takes advantage of tabulated data elements that give running totals in the resource detail section at the bottom of the view. When a modification is made to a view that contains a tabulated data element, the view recalculates dynamically.
Note: The Quick Filter by Resource drop-down is not available in CPM views.
To Quick Filter by Resource, from the Quick Filter by Resource drop-down, choose a resource. The view displays only data specific to the resource.
To clear the resource filter, from the Quick Filter by Resource drop-down, choose (All Resources). The view displays all resource data. You can also filter on resources using the Resource LOA check box.
Use the Calendars dialog box to choose the calendar you want to apply to every project you open in Open Workbench, to temporarily modify the work week schedules, and to assign common vacations, holidays, or other periods of zero availability. You can also create a new calendar or edit an existing calendar for use by all projects you open in Open Workbench.
Projects use a calendar to define work schedules and holidays. Open Workbench provides a standard calendar by default. An Open Workbench project (.rmp) file may also have other calendars associated with it if you created new calendars while working with the file.
If you have defined a global file location, then your new calendars and edits to existing calendars are saved for future use when you exit Open Workbench.
If you are working on different projects that use different calendars with the same name and you open one or more .rmp files during an Open Workbench session, the calendar in the first opened project is the one used by all projects, even if those projects use calendars with the same name.
To apply a calendar other than the default calendar to all of the projects you have open during an Open Workbench session you must choose it from the list of calendars that are located in the System Options section of the Calendars dialog box. To view this dialog box, select Tools, Calendar. During an Open Workbench session you can switch calendars as often as you need to create new scenarios for your projects.
To apply a calendar to a project
The Calendars dialog box appears.
The Calendars dialog box closes.
Use the Calendars dialog box to edit or delete the project calendar. The fields in the System Options section of the page apply to all projects you have open in an Open Workbench session. Use the fields in the Calendar Editing section of the page to create a new calendar and to select the calendar on which to base the new calendar. Use the calendar's scroll bar to scroll forward or backward through the months of the year.
You can save the changes you make to the calendar to use them later only if you have defined a global file location. You can make changes in any case, but when you save the project back to CA Clarity PPM, unless you have defined a global file location, the CA Clarity PPM calendar you edit reverts to their original settings.
Note: If you are using Open Workbench with CA Clarity PPM, the changes you make to CA Clarity PPM calendars are not saved back to CA Clarity PPM.
In the calendar grid, you can do the following:
To edit a calendar
The Calendars dialog box appears.
Displays the number of hours that can be worked per day.
Displays the number of hours that can be worked per week.
Specifies the day on which the normal work week begins.
Values: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday
Specifies the name of the calendar that you want to apply to all projects.
Default: Standard
Defines the name of the calendar.
Specifies the base calendar on which to base this calendar. If you are creating a new calendar, it inherits the settings of the base calendar.
The Calendars dialog box closes.
Use the Calendars dialog box to create new calendars that you can later edit and delete. When you create a new calendar, you can define a work schedule and holidays.
To create a calendar
The Calendars dialog box appears.
A new calendar named New Calendar displays in the dialog box.
This name appears on the Name and Current Calendar drop-down.
All of the base calendar holidays and other settings are inherited in the new calendar.
The Calendars dialog box closes.
Use the Calendars dialog box to choose which days are holidays and non-standard work days as well as define the work schedule. A new calendar assumes the work schedule and holidays defined in its base calendar. You can change these settings to meet the unique requirements of a new calendar. When you define the work schedule and holidays for a calendar, you choose which days of the week are work days, when the work week starts, and what the work hours will be.
To define the work schedule, holidays, and non-standard work days
The Calendars dialog box appears.
The Calendars dialog box closes.
You can individually change the days you selected as holidays or non-standard workdays to their original settings, or you can reset the entire calendar to the base calendar settings. When you reset a user-defined calendar, it reverts to the default settings of its base calendar.
To reset holidays and non-standard workdays to their base calendar settings
The Calendars dialog box appears.
The Calendars dialog box closes.
When you print a calendar, you print a snap shot of the month currently displayed in the Calendar grid on the Calendars dialog box. You can print one month at a time.
To print a calendar
The Calendars dialog box appears.
The month displays in the grid.
The Print dialog box opens.
The print job is sent to the printer and Print dialog box closes.
The Calendars dialog box closes.
You can only delete the calendars you create in Open Workbench. If a calendar is displayed in the Current Calendar drop-down in the System Options section of the Calendars dialog box, and you currently have open projects, it is being used by those projects and you cannot delete it, even if it is a user-defined calendar. When you delete user-defined calendars, the default calendar is automatically applied to all open projects.
Note: You cannot delete the standard calendar that comes with Open Workbench and is used by Open Workbench (.rmp) project files.
To delete a calendar
The Calendars dialog box appears.
The calendar is deleted.
The Calendars dialog box closes.
The Open Workbench online Help provides step-by-step instructions on how to use Open Workbench functionality. Introductory and conceptual information is provided where applicable.
You can access the Open Workbench online Help in the following ways:
The Online Help window opens. Use the Help Table of Contents or Index to locate the information you need.
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