Save New Projects to CA Clarity PPM

If you are using Open Workbench with CA Clarity PPM, you can create an Open Workbench .rmp project file and then save it to CA Clarity PPM if:

• You have the access rights to create projects in CA Clarity PPM.
• The resources or charge codes that are referenced in the project exist in CA Clarity PPM.

When you save the project to CA Clarity PPM, the following occurs automatically:

• You become the project manager in CA Clarity PPM with access rights to view and edit the project.
• The project is locked in CA Clarity PPM with your user name.

Note: If you save an Open Workbench file as a CA Clarity PPM project record, then its External ID is the default ID you entered in the Project field in CA Clarity PPM. If it matches an existing project record's External ID, you cannot save the project to CA Clarity PPM. You can save a project over an existing project if you save the project using an existing CA Clarity PPM project ID. If you save over an existing project, the new project information replaces the existing project information.

Follow these steps:

1. Click Save As in the application menu to display the list of projects that you have rights to view or edit.

   CA Clarity PPM Host

   Displays the CA Clarity PPM server that Open Workbench is connected to when opening projects from CA Clarity PPM.

   Click to see a list of available project names.

   (Default view) Click to see a detailed list of available projects.

   Click to open the Open Workbench .rmp project files or XML files from your computer or network.

   Click to save the project to CA Clarity PPM and to display available projects from CA Clarity PPM.

   Save in

   Displays the current folder when saving Open Workbench .rmp project files or XML files to your computer or network.

   You can filter the list by using the wildcard (*).

2. Enter any set of characters in any case in the Project or File Name field. For example, if you enter a*, only projects starting with the letter a or A are displayed. (For the CA Clarity PPM project detail view only)

   You can sort the list by clicking column headings. Columns that are displayed include:

   • Project ID
   • Name
   • Locked By
   • Manager. The user name that is identified in CA Clarity PPM as the project manager for the project.

   Project

   Displays the project ID when saving the project to CA Clarity PPM. 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 already exists. Click Yes to replace the existing project with the new project information.

   File Name

   Displays the file name when saving Open Workbench .rmp project files or XML files to your computer or network. Enter the Open Workbench project name or enter the XML file name (.XML).

   Save as type

   Defines the type of file you want to save the project.

   Values:

   • Workbench files (*.rmp). Saves the project to your computer or network as an Open Workbench .rmp project file.
   • CA Clarity PPM Projects. Saves the project to CA Clarity PPM.
   • XML Files (*.xml). Saves the project to your computer or network as an XML file.

   Retain Lock

   Specifies whether or not to hold the lock or unlock the project when saving it to your computer or network.

   Note: This check box is displayed when you select Open Workbench or XML from the Save as Type drop-down.

3. Click Save.

More information:

Save Existing Projects back to CA Clarity PPM

Save Copies of Projects as New Projects in CA Clarity PPM