Open CA Clarity PPM Projects using Open Workbench

If you are using Open Workbench with CA Clarity PPM, you can open any CA Clarity PPM project that you have rights to view or edit from Open Workbench using CA Clarity PPM Schedule Connect.

When you view the list of projects in the Open dialog, the following icons display next to the project ID:

You have Project - Edit Management access rights to the project.

You have Project - Edit Management access rights to the project.

Note: This icon displays if the project is a master project.

You have read-only access to the project.

You currently have the project open and locked.

Another user has locked the project.

Note: For more information, see the Project Management User Guide.

Follow these steps:

  1. Click Open in the application menu.
  2. Use the fields in the Open window to select the project you want to open:
    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 Open Workbench .rmp project files or XML files from your computer or network.

    Look in

    Displays the currently selected folder when opening Open Workbench .rmp project files or XML files from your computer or network.

    Click to open projects from CA Clarity PPM. You can filter the list by using the wildcard (*).

  3. Select the file name and the file type.
  4. Select the Open as read-only check box if you want to open the project in read-only mode.

    Default: Cleared

    Note: This check box is only available if you have edit rights to the selected project. If you have view rights to the project, this check box is selected and unavailable.

  5. Select the Create Subprojects check box if you want to open the selected project as a subproject in a new master project.

    Default: Cleared

    Note: You can save this new master project back to CA Clarity PPM.

  6. Click Open.

More information:

Define the File Location

Start Open Workbench