MSP: Synchronize Microsoft Project with
Clarity PPM

ccppmop1571
This section contains the following topics:
2
Clarity PPM
now supports the following connectivity with Microsoft Project (MSP):
  • Full bidirectional synchronization
  • One-way import (BETA)
  • Lightweight (BETA)
  • Copy and paste
Changes in one application synchronize with the other. Synchronization enables you to work on the most current information in either application.
  • Open, review, and edit your
    Clarity PPM
    projects in Microsoft Project.
  • Save updated or new projects from Microsoft Project to
    Clarity PPM
    .
  • Share and analyze the latest project information.
  • Browse a list of
    Clarity PPM
    resources and allocate selected resources to the project in Microsoft Project.
  • Copy and paste tasks
Do not open a project in Open Workbench while using
Clarity PPM
. Due to the conflicting scheduling algorithms, your project might become corrupted or lost.
Use this article to understand the process of importing a project plan from MSP and
Clarity PPM
. This article also explains role fields and default mappings between the two applications.
2
Clarity PPM
Ownership
Many organizations are challenged to ensure accuracy in reporting information. Management wants reports for its most critical assets, including its personnel and funds. Accuracy is compromised as a company grows and each person and department uses different spreadsheets. When upper management needs a report, contributors are challenged to consolidate and reconcile the multiple sources of data before presenting a consolidated report. Data accuracy, reporting timeliness, and unnecessary resource-time spent on manual reporting tasks all lead to the need for accurate information.
To ensure project consistency and data integrity,
Clarity PPM
primarily owns the following elements:
  • Project plans
  • Resources who work on the projects and their financial attributes
  • Project budget and costs
  • Calendars
  • Attribute default values
Microsoft Project, when used as a stand-alone project scheduling tool, also supports the preceding list. However, when you integrate the two applications,
Clarity PPM
becomes the primary record for this information.
Example: Add Resources to Project Team
In this example, a resource joins the project team.
  • Clarity PPM
    : We recommend that you add the new resource in
    Clarity PPM
    . Navigate to the Project Team page and add the resource to the Staff list.
  • Microsoft Project
    : You can also add the resource details on the Microsoft Project resource sheet. Click the
    Clarity PPM
    Integration, Browse Resources menu option to add the resource.
The Schedule Connect interface does not save unnecessary information about the resource in
Clarity PPM
. The interface excludes this information before saving or synchronizing the changes. For example, an error message appears when you try to import a resource that is not mapped to
Clarity PPM
. Microsoft Project saves the data, but it is not saved to
Clarity PPM
.
Open a Project in
Clarity PPM
You can open a project in
Clarity PPM
using one of the following methods:
  • Open a project from the Project Properties.
  • Go to Microsoft Project option, Task List page, and click Open in Scheduler.
Open a Project in Microsoft Project
  1. In Microsoft Project, click the Integration menu.
  2. Click Open Project.
When you open a project in Microsoft Project, the following processes run:
  • All mapped fields (standard and user-defined) are exported from the repository to Microsoft Project.
  • The Staff is exported to populate the Resource Sheet in Microsoft Project.
The Microsoft Project interface exports the data from the Schedule Connect application and formats it as an .xml file. The Microsoft interface opens the .xml file and saves it as an .mpp file. Both the .mpp file and .xml files are stored in the
Clarity PPM
database.
The name of this .mpp is based on the
Clarity PPM
project ID number. For example, if the project ID is pr0001, the .mpp file is named pr001.mpp. This file is a copy of the
Clarity PPM
data and should not be treated as a normal Microsoft Project file unless you are working offline. The .mpp file is saved to
Clarity PPM
when the project is saved to
Clarity PPM
and is not deleted when the project is closed in Microsoft Project. However, each time the
Clarity PPM
project is opened in Microsoft Project, the contents of the .mpp are overwritten with the latest .mpp file data from
Clarity PPM
.
Update a Microsoft Project Plan Offline
You can use Microsoft Project to edit the project plans in offline mode in Microsoft Project.
Follow these steps:
  1. In
    Clarity PPM
    , open the project plan.
  2. Save the project plan to your computer.
  3. Open and update the .mpp file as required.
  4. Save the updated .mpp file from the
    Clarity PPM
    Integration tab.
    The updated project data is saved and checked into
    Clarity PPM
    .
Lock and Unlock Projects
You can open a project from
Clarity PPM
in Microsoft Project in the following modes:
  • Read-only mode
    . A lock is not placed on the project. You can edit the project locally, but you cannot save the changes to
    Clarity PPM
    .
  • Read/write mode
    . A lock is placed on the project. A project lock prevents users from updating the project and potentially overriding any changes that are made by the resource who is holding the lock.
When you lock a project in
Clarity PPM
, the lock holds until you close the project. You can update and save the project, and can continue updating the project without losing the lock. In this way, you can update projects locally for extended durations and share the updated information with other users. The other users can open the project as read-only. They can update locally, but cannot save the project to
Clarity PPM
. In Microsoft Project, when you force a save, a warning message appears that changes after opening the project can get overwritten.
  • A lock is placed on a project when you open it from
    Clarity PPM
    as read/write. Typically, closing a project in Microsoft Project unlocks the project in
    Clarity PPM
    even when you exit Microsoft Project with the project open.
  • Clarity PPM
    places a temporary read and write lock on a project when it is opened in Microsoft Project. In this way, versions are controlled by not permitting others to edit the project while you have it checked out. The name of the lock owner appears in the Locked by field in both
    Clarity PPM
    and Microsoft Project.
  • Clarity PPM
    automatically creates a lock on a project. You do not have to manually lock the project. A lock is placed on a project when you open it from
    Clarity PPM
    in Read/Write mode.
  • Projects are unlocked when you close the project or exit Microsoft Project when the project is open.
Follow these steps:
  1. Save the open project to
    Clarity PPM
    .
  2. Close the project without saving it in Microsoft Project.
    The project is unlocked in
    Clarity PPM
    .
You can also manually unlock the project from
Clarity PPM
.
Follow these steps :
  1. On the Projects page in
    Clarity PPM
    , click the project that you want to open.
    If the project is locked by another user, an alert appears.
  2. Click Unlock.
    The project is unlocked.
You must have view rights and the Application Setup right to lock and unlock projects.
In the situation when the user whose lock you drop tries to save the project back to
Clarity PPM
, a message appears that the project is not locked. If the user still needs to save the project back, they can perform a
force save
. A force save overwrites the updates that you made after dropping the lock.
If you make updates and exit Microsoft Project without saving, a message appears, asking you to save the project.
  • To save the project to your computer and overwrite the .mpp file, click Yes. The project is not saved in
    Clarity PPM
    .
  • To save the project back to
    Clarity PPM
    , click Cancel and save the project from the
    Clarity PPM
    Integration tab.
Set One Way Import From MSP to Clarity (BETA)
The one way import allows you to push tasks, address unanticipated changes, and provide a greater degree of control over your project plan. As a Project Manager you can now open an MSP project from
Clarity PPM
using the Open in Scheduler option. However, ensure that no local MSP file exists in your local desktop. If an associated MSP file is present on your local desktop, and you select the option Open in Scheduler, Microsoft Project generates the following error: A Microsoft Project plan (/path/PR1000.mpp) is already present on the local desktop for this project. Please open this local copy of the plan to manage this project. This helps you prevent from making any changes that cause unexpected changes to your project plans in MSP from
Clarity PPM
.
Follow these steps:
  1. Uninstall the following software from your computer:
    • MSP
    • PPM SCHEDULE CONNECT
    • CLARITY Addin
  2. Log in to
    Clarity PPM
    .
  3. Navigate to Account settings, Software Downloads, Click MSP – DOWNLOAD. The file is downloaded.
  4. Run the .exe file to install the latest version of the following files:
    • MSP
    • PPM SCHEDULE CONNECT
    • CLARITY Addin
  5. Navigate to Objects, Projects, Select a project.
  6. Open the project.
  7. Navigate to PROPERTIES, Settings, SCHEDULER, click the drop-down, and select
    Microsoft Project One-Way
    .
The one way import is set to from MSP to
Clarity PPM
. All changes that are made in MSP is updated in Clarity PPM. However the Update Actuals button displays the task actuals from
Clarity PPM
if one-way integration option is selected.
Lightweight Integration (BETA)
You can now pass selected details to and from
Clarity PPM
. The lightweight integration lets you pass data only to the following attributes:
  • Task Name
  • Start
  • Finish
  • % Complete
  • Predecessor
  • Successor
  • Milestone (flag)
Follow these steps:
  1. Log in to
    Clarity PPM
    .
  2. Navigate to Objects, Projects, Select a project.
  3. Open the project.
  4. Navigate to PROPERTIES, Settings, SCHEDULER, click the drop-down, and select
    Microsoft Project Lightweight
    .
  5. Navigate to Open in Scheduler, select the relevant option. A copy of the MPP file is downloaded.
  6. Open the MPP file again from the Scheduler and the file is now downloaded with the suffix L to the project ID. For example, if the project name is PR1006, the lightweight project file is named PR 1006L.
  7. If you make changes to the lightweight project, and save the file, the system saves the file with a new name. You can share the lightweight file with your stakeholders.
If you save the lightweight file after making changes to it, the file is saved with a new name
Copy and Paste Project Tasks in MSP
You can copy and paste tasks in a Microsoft Project. Ensure that you save the file for the copy-paste to complete.
Before you copy the tasks from Source project to destination project, initially copy and paste resources (from resources sheet) from source to destination to avoid resource not found errors.
Set the Default Load Pattern Field
As an administrator, you can set the default load pattern. The recommended setting for the Default Load Pattern is
Uniform
. When a project manager opens a Microsoft Project plan in
Clarity PPM
, the uniform Default Load Pattern distributes the ETC uniformly every day and maintains the task duration.
Project Managers may prefer to use Front Load because they want their project to finish as soon as possible. However, Microsoft Project curve for front load distributes ETC to extend the duration of the tasks. Use careful consideration when choosing Fixed Loading pattern. Any ETC remaining for the week during the time period posted is discarded. Project managers should only use the Fixed Loading pattern when they clearly understand that ETC is discarded when the actual hours worked are less than planned.
When using project templates to create projects, the Default Load Pattern is ignored if the templates have existing assignments that were made before the default pattern is set. Set the Default Loading Pattern to Uniform before creating a project template. As a result, templates adopt uniform loading pattern and projects created from template inherit the loading pattern.
Follow these steps:
  1. In
    Clarity PPM
    , select Administration, Project Management, Settings.
  2. In the General Area, select a default load pattern.
Set the Default Mapping to Assignment Units
Administrators can map the Microsoft Assignment Units with the
Clarity PPM
Assignment Max % Load field. When you do not map the assignment units fields, the assignment units depend only on the team allocation percentage.
Follow these steps:
  1. In
    Clarity PPM
    , select Administration, Project Management, Settings.
  2. Select the
    MSP Assignment Units Mapping with PPM Assignment Max % Load
    check box. The Microsoft Project assignment units are mapped to
    Clarity PPM
    regardless of the task type.
The Max % Load in the resource sheet is based on the date on the allocation that corresponds to the project export date. For example, today is December 31, 2017 and the allocation segment is set to 25 percent for December 15, 2017 to January 15, 2018. Then, the Max Units are 25 percent when exported to MSP. To see the full allocation details, double-click the resource name from the resource sheet and review the Resource Availability.
Prepare Legacy Microsoft Project Plans for Import
Before you import a Microsoft Project plan into
Clarity PPM
complete the following steps. These steps ensure that Microsoft Project plan fields are mapped to
Clarity PPM
fields before the import.
  1. In Microsoft Project, select the File, Properties, Summary tab. Verify that the Project Title name is the same as the
    Clarity PPM
    project name.
  2. Ensure that Master and Subproject links are removed.
  3. Validate the task level information.
  4. Perform a progress review of the tasks.
  5. Review and reassign Microsoft Project user-defined fields.
  6. Validate resource information.
  7. Adjust the resource names.
  8. Import the converted Microsoft Project project plan into
    Clarity PPM
    .
  9. Configure the project tracking and collaboration features as a post-import activity.
Validate the Tools and Settings options on the Microsoft Project client version and for the project plan.
Save Mapped Fields Between
Clarity PPM
and Microsoft Project
Mapped fields are updated in the
Clarity PPM
database. The results in the updated information display various views and portlets in
Clarity PPM
. For the fields that are not mapped to
Clarity PPM
, do one of the following tasks:
  • Ask your
    Clarity PPM
    administrator to map the fields into
    Clarity PPM
    . Contact your administrator to display the additional fields that are unavailable out of the box.
  • View the fields in Microsoft Project.
When you open a project, one application sends data to the other application. The exchange of data between the applications uses the same protocols that are used for
Clarity PPM
. The method of sending information about a specific field from
Clarity PPM
to the related field in Microsoft is known as
mapping
.
Typically, the default mapping of fields works. For example, the
Clarity PPM
Task Start date is mapped to the Microsoft Project Task Start date. However, you may need to configure the exchange of data for the fields that are not mapped by default. For example, you use a custom corporate-reporting attribute in
Clarity PPM
that you want to map to Microsoft Project.
We strongly recommend that you only map the additional fields that are necessary for the project manager to see or use in Microsoft Project. Adding additional fields to the map increases the processing effort of the interface.
As an administrator, you can use the MSP Field Mappings feature to add a new mapping.
Default Field Mapping
The following tables display the out of the box fields that are mapped between
Clarity PPM
and Microsoft Project.
Resource_Team
The following table maps fields in Microsoft Project to fields on the Project Object page in
Clarity PPM
:
Clarity PPM
Table: Field
Microsoft Project Field
Type
Notes
SRM_RESOURCES: UNIQUE_NAME
Initials
Text (32)
Finds the corresponding resource in
Clarity PPM
while saving the project. No resource information is updated in
Clarity PPM
after saving the project.
SRM_RESOURCES: EMAIL
Email
Text (255)
None
SRM_RESOURCES: LAST_NAME
Resource Name
Text (30)
Indicates the name of the role and non-labor resources in
Clarity PPM
. For labor resources, the concatenated last and first name of the resource without commas.
SRM_RESOURCES: FIRST_NAME
Resource Name
Text (30)
Indicates the name of the role and non-labor resources in
Clarity PPM
. For labor resources, the concatenated last and first name of the resource without commas.
SRM_RESOURCES: RESOURCE_TYPE
PRJ_RESOURCES: PRUID PRJ_RESOURCES: PRCATEGORY
Resource Type Text3
Group
Settings
The default mapping is Material for all non-labor resources in
Clarity PPM
. The PRUID must be mapped to a field in
Clarity PPM
. Do not change the value in Microsoft Project.
PRJ_RESOURCES: PRAVAILCURVE
Resource Availability
Binary
Used only for labor resources in Microsoft Project. This field is combined with the resource-to-project allocation information while opening the project in Microsoft Project. This field gets factored out while saving the project to
Clarity PPM
.
PRJ_RESOURCES: PRCALENDARID
Working Time
Text(32)
The resource calendar is reflected in the Base Calendar field and Resource specific exceptions in the Resource Information dialog. The calendar is only used for labor resources in Microsoft Project.
PRJ_RESOURCES: PRISROLE
None
Mapped to generic resource.
PRTeam: PRALLOCCURVE
Resource Availability
Binary
Used only for labor resources in Microsoft Project. This field is combined with resource availability while opening the project in Microsoft Project. This field gets factored out while saving the project to
Clarity PPM
.
PRTeam: PRAVAILSTART
None
Time
When saving the project to
Clarity PPM
, this field is set to the earliest date of the resource in Microsoft Project.
If the Available To field is set to NA in Microsoft Project, this field in
Clarity PPM
is set to blank, indicating that the resource is available when the project starts.
Project0
The following table maps fields in Microsoft Project to fields on the Project Object page in
Clarity PPM
:
Clarity PPM
Table: Field
Microsoft Project Field
Type
Notes
INV_INVESTMENTS
: NAME
Project
Properties or
Title
Text(80)
None
INV_INVESTMENTS
: CODE
Text1
Text(20)
This is a default mapping. You can change the mapping of the field any time.
INV_PROJECTS
: PRUID
Text3
Text(32)
You can change the mapping of the field any time. However, do not change the value of this field in Microsoft Project. PRUID is also mapped to Properties/prUID (internal use only).
INV_PROJECTS
: PRGUIDELINES
Project
Properties or Hyperlink base
Text(254)
None
INV_PROJECTS
: PRDEPARTMENT
Project Properties or Company
Text(32)
None
INV_PROJECTS
: PRVERSION
Custom property/ prVersion
Short
Set the version (internal use only) when opening the project in Microsoft Project and when saving back to
Clarity PPM
.
The following table maps fields in Microsoft Project to fields on the Scheduling Properties page in
Clarity PPM
:
Clarity PPM
Table: Field
Microsoft Project Field
Type
Notes
INV_PROJECTS
: SCHEDULE_START
Project Information/Start date
Time
None
INV_PROJECTS
: PRASOF
Project Information/Status date
Time
You cannot programmatically set this field to NA in Microsoft Project. If the As of Date in
Clarity PPM
is blank, the existing value in this field is retained.
INV_PROJECTS
: SCHEDULE_FINISH
Project Information/Finish date
Time
None
INV_PROJECTS
: CHARGECODEID
No default mapping.
Long
The name of the charge code appears in Microsoft Project. To modify the charge code for a project or task, enter the name of a charge code that already exists in
Clarity PPM
in this field.
The following table maps fields in Microsoft Project to the Project Object in
Clarity PPM
:
Clarity PPM
Table
Clarity PPM
Field
Microsoft
Project Field
Type
Notes
INV_PROJECTS
PRFORMAT
None
Short
If the format is not supported in Microsoft Project, a warning message appears while opening and saving the format. The format is set to Microsoft Project after saving the format.
INV_PROJECTS
PRPRIORITY
Project
Information
/Priority
Short
Priorities are translated between range (0-1000) in Microsoft Project and the range (36-0) in
Clarity PPM
.
INV_INVESTME NTS
MANAGER_ID
File Properties/ Manager
Numeric
When opening, the user name of the manager is retrieved. The value is not saved to
Clarity PPM
.
INV_PROJECTS
PRSTARTIMPOSED
PRFINISHIMPOSED
Project Information/ Scheduling direction
Boolean
If this field is displayed, the Schedule From field is set to the Start Date when you open the project in Microsoft Project. Otherwise, Schedule From is set to Finish Date.
PRJ_BASELINE_ DETAILS
START_DATE
Baseline Start
Time
None
PRJ_BASELINE_ DETAILS
FINISH_DATE
Baseline Finish
Time
None
Task_Subproject
The following table maps fields in Microsoft Project to the Task Object fields in
Clarity PPM
:
Clarity PPM
Table: Field
MSP
Field
Type
Notes
PRTask
: PRUID
Text3
Text(32)
A default mapping. You can change the mapping of the field any time. However, verify that PRUID is mapped to a field. Do not change this field value in Microsoft Project.
PRTask
: PRNAME
Name
Text(64)
prName must be entered in all lowercase characters.
PRTask
: PREXTERNALID
Text1
Text(16)
A default mapping. You can change the mapping of the field any time.
PRTask
: PRISMILESTONE
Milestone
Boolean
None
PRTask
: PRPRIORITY
Priority
Short
Priorities are translated between the range (0-1000) in Microsoft Project and the range (36-0) in
Clarity PPM
PRTask
: PRSTART
Start
Time
None
PRTask
: PRFINISH
Finish
Time
None
PRTask
: PRDURATION
Duration
Double
Duration is shown according to the units set in the Duration, as entered in Microsoft Project.
PRTask
: PRISFIXED
Task Type
Boolean
The fixed duration task type is set to True in Microsoft Project. Both fixed unit and fixed work are set to False.
PRJ_BASELINE_ DETAILS
: START_DATE
Baseline Start
Time
To set this field in
Clarity PPM
, set the Modify Baseline field to right in Microsoft Project.
PRJ_BASELINE_ DETAILS
: FINISH_DATE
Baseline Finish
Time
To set this field in
Clarity PPM
, set the Modify Baseline field to right in Microsoft Project.
PRJ_BASELINE_ DETAILS
: LAST_UPDATED_DATE
None
Time
If the baseline information exists in Microsoft Project, the PRBASETIME field is updated with the time that you save to
Clarity PPM
.
PRTask
: PRSTATUS
% Complete
Short
When saving the project to
Clarity PPM
, set the task status to Started when the percentage (%) complete is greater than 0 percent. When the task status is 100 percent complete, set this field to Complete. Otherwise, set it as Not Started.
PRTask
: PRPCTCOMPLETE
% Complete
Double
The physical % complete field is not mapped in Microsoft Project.
PRTask
: PRWBSLEVEL
Outline Level
Short
This field with PRWBSSEQUENCE represents the outline structure of the WBS.
PRTask
: PRWBSSEQUENCE
ID
Short
Describes the order of the tasks in the WBS.
PRTask
: PRISTASK
Summary
Boolean
Set to Yes when PRISTASK is False. Set to No when PRISTASK is True.
PRTask
: PRISKEY
Flag1
Boolean
A default mapping. You can change the mapping of the field any time. This field identifies a WBS item as a key item.
PRTask
: PRCHARGECODEID
This field is not mapped by default
Long
The name of the charge code appears in Microsoft Project. To modify the charge code for a task, enter an existing charge code of
Clarity PPM
in this field.
PRSubproject
: PRISREADONLY
Subproject
Read Only
Boolean
None
Assignment
The following table maps fields in Microsoft Project to fields on the Assignment Object in
Clarity PPM
:
Clarity PPM
Table: Field
MSP
Field
Type
Notes
PRAssignment
: PRUID
Text3
Text(32)
PRUID and various other assignment attributes are stored within Text3 (internal use only). This is a default field mapping that can be changed at any time. However, verify that PRUID is mapped to a field. Do not change the value of this field in Microsoft Project.
PRAssignment
: PRESTMAX
Units
Double
When opening the project, the field value is only set for non-contoured assignments of labor resources to non-fixed tasks. The value is set to the value in
Clarity PPM
multiplied by the maximum resource units, or multiplied by one when the resource maximum units values are zero.
When saving the project, the field value in
Clarity PPM
is only set for assignments of labor resources. The value is set to the assignment units divided by the maximum resource units, or set to 1 when assignment units or maximum resource units are zero.
PRAssignment
: PRPENDESTSUM
Can be mapped to any user-defined number field
Double
When opening the project, the field value in Microsoft Project is set to the value in
Clarity PPM
or set to -1 when the Pending Estimate in
Clarity PPM
is blank.
When saving to
Clarity PPM
, if both the assignment resource and its project have a Track Mode other than None, the value is set to -1. Otherwise, any value is saved. When -1 is saved, the Pending Estimates are cleared.
PRAssignment
: PRPENDACTSUM
Can be mapped to any user-defined number field
Settings
If either the assignment resource or its project have a Track Mode as None, the Pending Actuals are mapped to the field in Microsoft Project. Otherwise, the field is not saved to
Clarity PPM
. When opening, the field value in Microsoft Project is set to the sum of actuals on linked and unposted time entries.
The blank Pending Actuals are represented by -1 in Microsoft Project. When -1 is saved, the Pending Actuals are cleared.
The following table maps fields in Microsoft Project to fields in
Clarity PPM
:
Clarity PPM
T able: Field
MSP Field
Type
Notes
PRAssignment
: PRACTSUM
None
Double
This field in
Clarity PPM
represents the total amount of actual work (from PRACTCURVE) for the assignment. This field is updated when the project is saved to
Clarity PPM
only when either the assignment resource or its project has a Track Mode of None.
PRAssignment
: PRESTSUM
None
Double
This field in
Clarity PPM
represents the total amount of remaining work (from PRESTCURVE) for the assignment. This field is updated when the project is saved to
Clarity PPM
.
PRJ_BASELINE_ DETAILS:
USAGE_SUM
Baseline Work
Double
This field in
Clarity PPM
represents the total amount of baseline work (from PRBASECURVE) for the assignment. This field is updated when the project is saved to
Clarity PPM
.
PRAssignment
: PRACTCURVE
Actual Work
Binary
When saving the project, this field is only set in
Clarity PPM
if either the assignment resource or its project has a Track Mode of None.
PRAssignment
: PRESTCURVE
Work
Binary
This field in Microsoft Project represents the actual work and the remaining work from
Clarity PPM
. When saving a project to
Clarity PPM
, the remaining work may be modified to reflect the recently posted actual work.
PRJ_BASELINE_ DETAILS
: USAGE
Baseline
Work
Binary
To set this field in
Clarity PPM
, set the Modify Baseline field to right in Microsoft Project.
Other Fields
The following table maps fields in Microsoft Project to fields on the Task Object page in
Clarity PPM
:
Clarity PPM
Table: Field
MSP
Field
Type
Notes
PRDependency
: PRTYPE
Type
Short
None
PRDependency
: PRAMOUNT
Lag
Double
When saving the project to
Clarity PPM
, the non-daily lags in Microsoft Project are converted to daily amounts.
PRDependency
: PRAMOUNTTYPE
Lag
Short
The lag units in Microsoft Project are set to days in
Clarity PPM
and the elapsed time distinction in Microsoft Project is ignored. The percent lags are directly supported in
Clarity PPM
.
PRConstraint
: PRTYPE
Constraint Type
Short
If there are multiple constraints in
Clarity PPM
for a task, only one of the constraints is mapped to Microsoft Project in the following priority:
  1. Must Finish on
  2. Start No Later Than
  3. Must Start On
  4. Finish No Later
  5. Finish No Earlier Than
  6. Start No Earlier Than
Other factors, such as actuals, may override the constraint dates.
PRConstraint
: PRTIME
Constraint Date
Time
None
PRNote
: PRCREATEDBY
Notes
Text(32)
This field is set to the name of the current user when saving the project to
Clarity PPM
.
PRNote
: PRVALUE
Notes
Memo
When opening the project in Microsoft Project, multiple notes on the same object are concatenated into a single Notes field. The Add new note(s) tag is added at the bottom of the Notes field.
When saving the project to
Clarity PPM
, a new note is created with the text that is entered beyond this tag.
PRCalendar
: PRNAME
None
Text(32)
This field appears in Microsoft Project as For in the Change Working Time dialog. This field is not used for resource calendars.
The following table maps fields in Microsoft Project to fields on the Task Object in
Clarity PPM
:
Clarity PPM
Table: Field
MSP
Field
Type
Notes
PRCalendar
: PRBASECALENDARID
Base Calendar
Long
In Microsoft Project, only resource calendars have base calendars. The system calendars are combined with their base calendar when setting this information in Microsoft Project.
PRCalendar
PRSite
: PRVALUE PRWEEKSTART PRCALENDARID
See Comment
Setting
The calendar information is reflected in the Set Working Time options in the Change Working Time dialog. The Standard calendar in Microsoft Project is updated by the settings for the standard calendar in
Clarity PPM
.
Roles Field and Mapping Considerations
The
Clarity PPM
Role field, with the name resource field, is mapped to the Microsoft Project resource name field. While assigning role names, use a unique naming convention for the roles within an organization to identify the group and origin of a role. For example, a role may belong to one of the following groups:
  • Internal or External
  • Employee or Contractor
  • On-shore or Off-shore
There are many ways to structure role names. The following sample naming convention assists you in long-term usage and maintenance of
Clarity PPM
pages.
A name cannot be longer than 27 characters. Even though the maximum character length supported for mapping is 32 characters.
The following table describes a sample resource ID, RBC Analysts EUS, that uses the 27 character role-naming convention:
Entity Level
3 Digits
SPACE
Role Group
SPACE
(Employee or
Contractor
)
Country
RBC
None
Analysts xxxxxxxxxx
None
E
US
RBC
None
Analysts xxxxxxxxxx
None
E
IN
RBC
None
Analysts xxxxxxxxxx
None
C
US
RBC
None
Analysts xxxxxxxxxx
None
C
IN
The maximum number of allowed characters for each column for the preceding table are as follows:
  • Entity Level 3 Digits: 3
  • SPACE (both): 1
  • Role Group: 19
  • (Employee or Contractor) and Country: 3
  • Total characters: 27
The sample resource ID that follows this naming convention is:
  RBC Analysts EUS
A name can be added multiple times, but a named resource can be added only once.
When a role of the same type that has multiple entries is added in the Team Staff Page, a unique five-character extension is appended to each role. The maximum length of a Resource ID for a labor role is 32 characters. If you use all 32 characters of the naming convention and a role of the same type has more than one entry, due to the extension the name exceeds 32 characters. When you import to a Microsoft Project schedule and import back to
Clarity PPM
, Microsoft Project tries to initiate an import of a Resource ID longer than 32 characters. A system error can occur. To avoid this error, ensure that each resource ID is no greater than 27 characters.