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Optimizing Your Configuration of MSP with CA PPM Optimizing Your Configuration of MSP with CA PPM

Optimizing Your Configuration of MSP with CA PPM - PowerPoint Presentation

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Optimizing Your Configuration of MSP with CA PPM - PPT Presentation

Presented by Lisa Olsen Allocation Max Units and Assignment Units Understanding Task Types Task Constraints Why Task Dates Change Maintaining and Controlling the Project Schedule MSP Prior Start Prior Finish and Open for Time Entry Fields ID: 913274

project msp task ppm msp project ppm task hours work resource schedule duration units start tasks finish fixed open

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Slide1

Optimizing Your Configuration of MSP with CA PPM

Presented by: Lisa Olsen

Slide2

Allocation, Max Units and Assignment UnitsUnderstanding Task Types

Task Constraints

Why Task Dates ChangeMaintaining and Controlling the Project ScheduleMSP Prior Start, Prior Finish and Open for Time Entry FieldsSaving the Project Schedule to CA PPM and Working Off-line

Installing the CA PPM Microsoft Project InterfaceWhat’s New?MSP Option SetupOpening the Project Schedule in MSPImproving PerformanceCustomizing MSP Views and Making them GlobalResource Availability vs. Resource Calendar

Agenda

Slide3

Overview

CA PPM is a centralized project,

resource, and portfolio management tool that can help manage, schedule, track, and report on projects

When Microsoft Project is integrated with CA PPM, project managers are no longer working in a stand-alone MSP environmentConsistent processes and accurate data are essential in providing accurate reporting and actionable metrics

Slide4

CA PPM Schedule Connect

CA PPM Schedule Connect provides a full bi-directional connection between CA PPM and Microsoft

ProjectWhether you’re working directly in CA PPM or opened the project schedule from CA PPM to MSP, you’re always working with the most up-to-date information

The Schedule Connect interface must be downloaded and installed by each user

Slide5

Installing the CA PPM Microsoft Project Interface

Slide6

MSP Settings in CA PPM

CA PPM

: Administration > Project Management > Settings

Default Load Pattern:

This

should be set to “Uniform” which will map to the MSP “Work Contour” field.

Only

Export Current Baselines When Opening Investments in a Scheduler

:

This

should be checked to improve performance.

Round Allocation to Nearest %: This should be set to “0” to prevent rounding issues when data is passed between CA PPM and MSP

Slide7

MSP Settings in CA PPM

CA PPM

: Project

> Properties > Settings Scheduler: This must be set to “Microsoft Project”

%

Complete Calculation Method

:

This

should be set to “Manual” if MSP is being used with CA PPM or if you are using an external job to calculate % Complete. The % Complete field appears on the task properties

page

Track

Mode: This should be set to “Clarity” if CA PPM Timesheets are being used to record time

Slide8

Installation Prerequisites – MSP 2010 & 2013

The following third-party software must be installed on the workstation

:MSP 2010 or MSP 2013

Microsoft .NET Framework 4http://www.microsoft.com/downloads/en/details.aspx?FamilyID=0a391abd-25c1-4fc0-919f-b21f31ab88b7&displaylang=enMicrosoft Visual Studio 2010 Tools for Office Runtimehttp://www.microsoft.com/en-us/download/details.aspx?id=44074

Pre - CA PPM Release 13.3

:

Java Runtime version (JRE) needs to be

installed

For MSP 64-bit installs - 64-bit JRE version needs to be

installed

For

MSP 32-bit installs – 32-bit JRE version needs to be installed

You

CAN have both 64-bit and 32-bit JRE versions installed on the same machineCA PPM Release 13.3 & higher:No need to install Java

Slide9

Installation Browser Settings – MSP 2010 & 2013

If using Microsoft Internet Explorer, verify that the “Do not save encrypted pages to disk” is

unchecked

From Internet Explorer, go to the Tools menu (gear icon towards top right of screenClick Internet Options and then the Advanced tabUnder the Security section, uncheck “Do not save encrypted pages to disk” and click the OK button

Slide10

Installation MSP Trust Center Level – MSP 2010 & 2013

Set Trust Center Level in MSP - Enable macros

Open Microsoft ProjectGo to File > Options > Trust Center and then click “Trust Center Settings”

Click Add-ins. Clear the “require application add-ins to be signed by trusted publisher” optionClick Macro Settings and select the “enable all macros” optionClick “OK” and then click “OK” again to close the option

boxes

Note:

This

action can

be

reverted

following

the

installation

Slide11

Installation – MSP 2010 & 2013

Install the Microsoft Project Interface

:From the CA PPM Home Menu, under Personal, click on Account Settings > Software Downloads and then click the download link for the Microsoft Project Interface that

matches your version of Microsoft Project

Microsoft Project Interface (x86) – 32 bit

Microsoft Project Interface (x64) – 64 bit

Follow the instructions from the wizard and then select an interface version when prompted:

Microsoft Project Interface – Provides the current, updated version with the new XML driver

Microsoft Project Interface Legacy – Provides the legacy version

Slide12

Potential Installation Issues

If MSP does not open when trying to open a project schedule from CA PPM

:Make sure Pop-Up Blocker is not onTurn off Active X Filtering – an “X” will appear on the IE

tab

Slide13

What’s New?

Slide14

CA PPM 14.2: New MSP Interface -> New Driver

Before CA PPM Release 14.1, there was one MSP Interface

driver which was COM-based

In CA PPM Release 14.1, a new XML-based driver option was introducedDuring the installation process, you can choose to install the Legacy “COM-based” driver or the New “XML-based” driverBoth options are available for 32-bit and 64-bit environments

Slide15

Noteworthy Differences with the NEW XML-based Driver

Resource Pools are no longer available for Master

Projects; all Resources will be on the Master Resource SheetIf a Task is created in CA PPM and NOT pinned through a dependency and does NOT start on the Project Start Date, MSP will NOT automatically put a Constraint on the

Task“Number1” and “Number2” fields are no longer mapped to the “Proposed ETC” and “Pending Actuals” FieldsCustom Views are no longer saved in the MPP file and should be saved in the Global.mpt file“Save As” is not available on EXISTING CA PPM

Projects

Slide16

CA PPM: New in 13.2 and 13.3

CA PPM 13.2:

Projects with a Calculation Mode set to “off” can be opened from CA PPM to MSP without the tasks automaticallyre-calculating and updating dependent task

datesCA PPM 13.3:Java Runtime is included in the download and is copied to the MSP Interface Installation directory on the workstation’s hard drive, eliminating all of the issues related to the JRE version incompatibilityResource Leveling in MSP is now supported

Slide17

What’s New with - MSP 2010 & 2013

MSP 2010

MSP

2007 and prior

 

Task Type is:

If you revise Units…

If you revise

Work…

If you revise Duration…

Fixed Units

Duration changes

Duration

changes

Work

changes

Fixed Work

Duration changes

Duration

changes

Peak

changes

Fixed Duration

Work

changes

Peak

changes

Work

Changes

 

Task Type

If you revise Units…

If you revise

Work…

If you revise Duration…

Fixed Units

Duration changes

Duration

changes

Work

changes

Fixed Work

Duration changes

Duration

changes

Assignment Units

changes

Fixed Duration

Work

changesAssignment Units changesWork Changes

How

may this affect me

?

Task A is a “Fixed Unit” task and has one resource assigned at 100% for one day (8 hours)

In previous versions of MSP, if the resource charged 10 hours to that task, the Assignment Units would change from 100% to 120%

If you then changed the Work Hours or Duration on that task, it would recalculate the task based on the resource being assigned at 120%

Now, with MSP 2010, the 120% is saved in the Peak Units field, so if the Duration or Work Hours are changed, the assignment will still be based on the original 100%

Slide18

MSP Option Setup

Slide19

MSP 2010 and MSP 2013 Option Settings

From the MSP Tools menu, select File > Options and refer to the following guidelines so MSP and CA PPM will effectively work

together

Date Format: The storage of dates and timestamps are not consistent between tables in CA PPM

. Some

dates, like Task Start and Finish Dates, are recorded with specific timestamps

. Some

dates are recorded as the correct date with a timestamp of midnight

. Some

dates are recorded as a “plus 1” date, which means that the date stored in the table is one day later with a midnight timestamp

. To

avoid discrepancies, it is NOT recommended to use a date format with a timestamp.

General Tab:

Slide20

MSP 2010 and MSP 2013 Option Settings

Schedule Tab:

Calendar

Options: The “Week starts on” and “Fiscal year starts in” calendar fields should match your calendar settings in CA PPM

. The

other MSP calendar fields will map through the integration.

Scheduling

Options for this Project

: This

should be set to “All New Projects” in order for the settings to be effective for all new projects and not just the one that is open.

New

Tasks Created: Automatic calculation is the preferred setting, but it is not required. If you select Manual Calculation, you must manually calculate the project before saving it to CA PPM. Duration is entered in

: Duration should be tracked in days since this is the lowest level that CA PPM is able to track.

New Tasks Created

: Automatic

calculation is the preferred setting, but it is not required. If you select Manual Calculation, you must manually calculate the project before saving it to CA PPM.

Slide21

MSP 2010 and MSP 2013 Option Settings, cont.

Scroll Down on Schedule Tab…..

Calculation

Options for this Project: This should be set to “All New Projects” in order for the settings to be effective for all new projects and not just the one that is open. Updating Task status updates Resource Status

:

If

checked, resource actuals, remaining work (ETC

),

and costs are automatically updated when percent complete, actual

duration,

or remaining duration is updated

. This

open should ONLY be checked when Actual hours are NOT being tracked through CA PPM timesheets.

Inserted Projects are calculated like Summary Tasks: If checked, on a master project, project will display a single critical path for the Master Project and all of its sub-projects.

Schedule Alerts Options

: This should be set to “All New Projects” in order for the settings to be effective for all new projects and not just the one that is open.

Calculate

Project after each Edit

:

If

“On” is selected, the project will automatically calculate after each edit

. If

set to “Off”, task scheduling that occurs as a result of task dependencies (predecessors) will be turned off within MSP as well as when a project schedule is re-opened from CA PPM to MSP.

Slide22

MSP 2010 and MSP 2013 Option Settings, cont.

Save Tab:

Save

Files in this Format: This

option can be changed if you want to save the MPP file in a format that’s compatible with an older version of MSP

.

Default

File Location

: When

saving the MPP file outside of CA PPM, you can change the default location where the file gets saved.

Slide23

MSP 2010 and MSP 2013 Option Settings, cont.

Advanced Tab:

Allow

Cell Drag and Drop

:

If

checked, you can move cells by using the “drag and drop” functionality, moving the task ids with the task

. Don’t

use the “cut and paste” functionality to move tasks because MSP will change the task unique id which will affect the integration mapping

.

Automatically

add new views, tables, filters, and groups to the global

: (

New in MSP 2010): If checked, any changes made to views, tables, filters and groups will automatically be available across your projects. In previous MSP versions, changes needed to be manually copied to the

Global.mpt file through the Organizer.

Slide24

MSP 2010 and MSP 2013 Option Settings, cont.

Scroll Down on Advanced

Tab…

Show

“Links between Projects” dialog box on open

:

This

feature is incompatible with CA PPM external dependencies, and is ignored when selected.

Slide25

Opening the Project Schedule in MSP

Slide26

Choose “Open” from the CA PPM Integration menu:

You may be asked to login to CA

PPM.Choose the project from the “Open from Clarity” selection box.

Choose either (Read-Write) or (Read-Only) from the Project > Properties or Tasks tab:The CA PPM “Scheduler Format” in Project > Properties needs to be set to “Microsoft Project.”From MSP

From CA PPM

Opening the Project in MSP

Slide27

Opening the Project Schedule in MSP

When opening a project schedule from CA PPM to MSP, an “.

mpp” file is created on the local drive and then:If the project was previously saved from MSP, that last saved “.mpp” file from

the CA PPM database is downloaded and will overwrite the “.mpp” file on the local driveThe MSP schedule will be updated with any changes that were made in CA PPM since the “.mpp” file was last savedActuals Posted from Timesheets

Task Level Updates

Project Team Updates

Resource Assignment

Updates

Slide28

Improving Performance

Slide29

Improving Performance

How can you decrease the amount of time it takes to export a project schedule from CA PPM to MSP?

Set the CA PPM default loading pattern to “Uniform” – which will map to a “Flat” work contour in MSP

Select Only Export Current Baselines When Opening Investments in a Scheduler in CA PPM Administration > Project Management > SettingsRemove unnecessary assignmentsIncrease the memory on the workstation to at least 512 MB (ideally 1 GB)

Slide30

Customizing MSP Views and Making them Global

Slide31

MSP Organizer

When customizing views in MSP by rearranging columns or adding and removing fields, the changes are only visible in the project you’re currently working

onYou can copy your customization to the Global Template so all the changes are available in future projects, as well as projects that were created in the

pastTo create a global template, open an empty project or the project that has the customization directly from MSPMSP 2007Tools menu >

Organizer

MSP 2010

File > Info >

Organizer

Slide32

MSP Organizer, cont.

Once the changes are made, you can see the active project’s customizations on the right-side panel of the

OrganizerFrom the “Views” tab, highlight all of the views from the right-side panel and then click “<<Copy”

Do the same for the “Tables” tab

Slide33

MSP 2010 Organizer Note

In Microsoft Project 2010, the organizer behaves a bit

differentlyBy default, new views are automatically saved to the global template file and are made available to future projects (as are new tables associated with the view

).To change this setting, on the File tab, click Options, and then click Advanced. Find the setting in the Display sectionChanges to existing view elements are not automatically saved to the Global template with this setting

. This

only applies to NEW views, tables, filters and

groups

Slide34

Resource Availability vs. Resource Calendar

Slide35

Base Calendars

The CA

PPM default Base Calendar is the “Standard” calendarIf you have resources in different locations that have different daily availability hours, you can create additional Base Calendars

Default shifts on the Standard Calendar represent 8 hours per day

Slide36

Base Calendars, cont.

To represent a 7 hour work

dayCreate a new calendar and choose the Standard calendar as the Base Calendar

Set the Shifts to represent the number of hours in the work day

Slide37

Resource Calendar

Select the correct Base Calendar for

each resource from the Resource > Calendar pageThe Resource Availability on the Resource > Properties page will automatically update to reflect the working hours from the resource’s Base Calendar

Slide38

Resource Availability

Do Not change a Resource’s Availability from the Resource > Properties

page; this field is calculated based on the resource’s base calendarIf this is not done properly, you may see

an invalid number in the Resource Availability field

Slide39

Allocation, Max Units and Assignment Units

Slide40

Allocation, Max Units & Assignment Units

Allocation

(CA PPM) – the expected amount of time that a resource is expected to work on the project.Max Units (MSP)

– the maximum percentage of working time that a resource is available to work on project tasks.Assignment Units (MSP) – the percentage of working time that a resource is assigned to work on that one task.

Slide41

Allocation – Based on Percent

Enter

the % Allocation on the

Team > Resource > Properties page

As of CA

PPM

Release 13.1, the Allocation % is

“Average Allocation

%”

Slide42

Allocation – Based on Hours

Enter the number of Allocated Hours by time

periodThe % Allocation segments are calculated on the Properties page based on the Allocation Hours entered

Slide43

Max Units

Average Allocation % and Allocation Hours from CA PPM Team Page

:MSP Resource Sheet – Max Units:

The 36% comes from the Allocation % Segment that matches the current dateIn CA PPM, it’s displayed to the hundredths, but isrounded

to a whole number in

MSP

Slide44

Assignment Units

When Tasks are created and resources are assigned, the Assignment Units for each resource is defaulted from their Max

UnitsThe two tasks below were entered with 40 hours of work and then assigned to each resource

Since Jerry’s Assignment Units is 100% on a 40 Work Hour task, the Task Duration was calculated to be 5 daysSince Lisa’s Assignment Units is 36% on a 40 Work Hour task, the Task Duration was calculated to be 14 days

Note

:

The

Assignment Units for a resource on a task can be changed when assigning the resource to the task

. This

will not change the Max Units

.

Slide45

Back in CA PPM…

Since MSP rounds Max Units to a

wholenumber, the Allocation % Segments arerounded to a whole number

aftersaving the schedule back to CA PPMBased on those new Allocation % Segments, the Allocation Hours get recalculated

Slide46

Understanding Task Types

Slide47

Task Types

MSP uses the following scheduling formula when calculating tasks

:Work = Duration x Assignment UnitsEach value of the formula corresponds to a Task Type:

Fixed WorkFixed DurationFixed Units Which task type should be used? It depends on the processes in the organization

Slide48

Fixed Work

If work hours are used to estimate how long deliverables will take on a project based on resource

assignmentAll Fixed Work tasks are Effort DrivenExample:

Team Leads will look at project requirements and provide an estimate in hours for each project deliverableProject Managers will estimate how many hours each deliverable will take based on experience or a project sizing tool

Slide49

Fixed Duration

If Duration (number of days) is used to estimate how many hours deliverables will take to complete based on resource

assignmentExample:Team Leads will provide the estimated number of days or weeks that deliverables will take to

completeProject Managers will estimate how many days each deliverable will take based on experience or a project sizing tool

Slide50

Fixed Unit

If resources are managed and allocated to projects based on a percentage of their time or if projects are estimated based on the number of resources needed in each role, then “Fixed Units” would

workExample: “Resource A” is assigned to a project for 100% of their time to work on tasks

. It’s the Resource Manager’s responsibility to make sure they are adequately utilizedProjects are estimated and staffed with one Project Manager, two Business Analysts, four Software Engineers, etc.

Slide51

Task Constraints

Slide52

Task Constraints

All “automatically” scheduled tasks will have an “As soon as possible”

constraintIf tasks are created in CA PPM or copied from a template and the Task Start Date is not the same as the Project Start Date, MSP will place a “Start No Earlier” constraint on the Task when the Project Schedule is first opened from CA PPM to

MSPThis applies to the Legacy Driver ONLY; no constraints will be applied using the new XML driver

Constraint Types

As Late As Possible

Forces a task to start on a date in order for it to finish before the end of the project

Finish No Earlier Than/Finish No Later Than

Sets the completion of the task to fall no sooner or no later than the specified date

Must Finish On/Must Start On

Forces a task to Finish or Start on the specified date

Start No Earlier Than/Start No Later Than

Sets the start of the task to fall no sooner or later than the specified date

Slide53

Why do Task Dates Change?

Slide54

How Actuals Affect the Project Schedule

When Actual Work hours are posted to projects via CA PPM Timesheets, tasks dates in Microsoft Project may change the next time the project schedule is opened in

MSPActuals posted to one task may affect the dates of another task if they are dependent on one

another

Slide55

Actuals – Same Number of Hours

Resource submitted their timesheet with the same number of hours

assignedAssigned Hours vs. Actual Hours:Results

:

 

Thu

1/23

Fri

1/24

Mon

1/27

Tue

1/28

Wed

1/29

Thu

1/30

Assigned Hours

8

8

8

8

8

 

Hours Entered

on Timesheet

8

8

 

 

 

 

Slide56

Actuals – Fewer Hours

Resource submitted their timesheet with

FEWER hours than assignedAssigned Hours vs. Actual Hours

:Results: Since only 4 of the 8 hours that were assigned were recorded, the duration increased by .5 days for both the Fixed Units and Fixed Work Task Types

 

Thu

1/23

Fri

1/24

Mon

1/27

Tue

1/28

Wed

1/29

Thu

1/30

Assigned Hours

8

8

8

8

8

 

Hours Entered

on Timesheet

8

8

4

 

 

 

Slide57

Actuals – Fewer Hours, cont.

The Fixed Duration task didn’t change the duration, but distributed the additional 4 hours over the last two days so Work is now 10 hours for Tuesday and

Wednesday

Slide58

Actuals – More Hours

Resource submitted their timesheet with MORE hours than

assignedAssigned Hours vs. Actual Hours:

Results: The Fixed Units and Fixed Work task Durations went back down to 5 days since the resource “caught” up

 

Thu

1/23

Fri

1/24

Mon

1/27

Tue

1/28

Wed

1/29

Thu

1/30

Assigned Hours

8

8

8

8

8

 

Hours Entered

on Timesheet

8

8

4

12

 

 

Slide59

Actuals – More Hours, cont.

The Fixed Duration assigned hours for Wednesday went back down to 8 hours since the resource submitted additional hours the day

before

Slide60

Actuals – Skipped a Day

Resource skipped the last day of assigned work and then entered

fewer hours on the day after the task was supposed to finish

Assigned Hours vs. Actual Hours:Results: Since zero hours were recorded on Wednesday, the task gets splitFixed Units and Fixed Work task types will calculate Duration without counting the days in between the

split

Fixed

Duration tasks WILL count the days in the middle of the

split

 

Thu

1/23

Fri

1/24

Mon

1/27

Tue

1/28

Wed

1/29

Thu

1/30

Fri

1/31

Assigned Hours

8

8

8

8

8

 

 

Hours Entered

on Timesheet

8

8

4

12

0

4

 

Slide61

Actuals – Skipped a Day, cont.

The Task Finish Dates all changed to Friday,

1/31, to accommodate the extra 4 hours needed to complete the task

Slide62

Maintaining and Controlling the Project Schedule

Slide63

Maintaining the Project Schedule

Once a resource charges time to a project and those hours are posted as Actuals, the Project Manager needs to frequently maintain the project

scheduleStep 1: Open the Project Schedule from CA PPM to MSPStep 2

: Review new Actual Work Hours to ensure they look accurateStep 3: For Tasks that are Complete:Verify that the Remaining Work field is zero (0)If there are hours, enter zero (0), which will reduce the Work field so it matches the Actual Work

field

Enter “100%” in the “% Complete” field

Mark the task as “Not Open for Time Entry

Slide64

Maintaining the Project Schedule, cont.

Step 3 – For Tasks that are

Complete, cont.To “Close” this Task:

Work was planned to take 40 hours, but the task was completed with 16 hours:Right WayEnter “0” for Remaining WorkEnter “100” for % Complete

Wrong Way

Enter “100” for % Complete

Slide65

Maintaining the Project Schedule, cont.

Step 4

: For Tasks that are still in progress:Adjust any Work hours that need to be increased

Verify that all tasks have values in the Remaining Work fieldReschedule any task with a “Finish Date” in the pastReschedule any task with a “Start Date” in the past that hasn’t started yet

Slide66

Copying Tasks

You

CAN use copy/paste to create a New Task DO NOT use cut/paste to move a task in the project schedule

This will change the unique ID on the task that is used by the CA PPM – MSP Integration

Slide67

MSP Prior Start, Prior Finish and Open for Time Entry Fields

Slide68

Prior Start and Prior Finish Fields

One of the biggest complaints from Project Managers is that CA PPM changed their MSP task dates in their project

scheduleWhen many task dates change, it’s difficult for the PM to find the root

causeBy default, Task Start and Finish Dates are already mapped between CA PPM and MSPThose dates may change as Actuals are applied to the project scheduleYou can extend the mapping table with the following MSP fields to make it easier: Start10 Prior Start

Finish10

Prior

Finish

Slide69

Prior Start and Prior Finish Fields, cont.

The extended mapping should NOT be

bi-directional; it should be on “Export from Clarity” onlyWhen a project schedule is exported from CA PPM to MSP, the Task Start and Finish Dates will be copied to both the MSP Start and Finish fields as well as the new Start10 and Finish10

fieldsThe Actuals are then applied to the schedule which may cause the original Task Start and Finish Dates to change, but not the new Start10 and Finish10 fields

Slide70

Prior Start and Prior Finish Fields, cont.

The Project Manager is now able to compare the following fields to find the first task with a difference

. Start >> Prior Start Finish >> Prior Finish

You can then look at that task and any predecessors to see what Actuals were applied that caused the dates to change

Slide71

Open for Time Entry Field

You can extend the mapping table by adding the “Open for Time Entry” (Flag11) field so Project Managers can better control what tasks are open for time entry from

MSPThis should be a bidirectional mapping so the data flows from CA PPM to MSP and from MSP to CA

PPMIn CA PPM, the Open for Time Entry field defaults to “Yes” for new tasks and in MSP it defaults to “No” for new tasks

Slide72

Saving the Project Schedule and Working Offline

Slide73

Save to CA PPM

To save a project schedule back to CA PPM that was opened from CA PPM to MSP, click on the “Save” button under the “CA Clarity PPM Integration”

menu

When

the schedule has been saved back to CA PPM, you will see a “Project successfully Saved” message flash on the

screen

Slide74

“Save As” to CA PPM

The “Save As” button should only be used to save the existing project schedule as a new project in CA PPM or if you want to copy the project schedule to another project in CA PPM, which is a great way to “copy” a CA PPM

Project

If using the new MSP XML-based Drive, the “Save As” option is NOT available when saving to an EXISTING CA PPM project

Slide75

Save to Your Local Drive

If you would like to work on the project schedule offline or disconnected from CA PPM, you can

:Open the Project from CA PPM to MSP

in Read/Write modeFrom the MSP file menu, clickFile > Save As and select a location onyour local hard drive

Exit out of

MSP

You can now work on the project schedule that was saved to your local

drive

CA

PPM will maintain a lock on the project until it is successfully saved back to

CA

PPM

When you’re ready to save it back to CA PPM, open the file and click on “Save” under the CA PPM Integration Toolbar

. You may need to log back into CA PPM

Slide76

Questions

Phone

888.813.0444Emailinfo@regouniversity.com

Websitewww.regouniversity.com

We

hope that you found

this session informative

and worthwhile. Our primary goal was to increase your understanding of

the topic and CA PPM in general.

There

were many

concepts covered

during the

session, if you

would like to contact any presenter with questions, please

reach out to us.

Thank

you for attending

regoUniversity

2015!