In MSP, Units are not exporting from the Resource Allocation on the Team tab of the Project

Article Id: 4665
Status: Published
Updated On: 14-02-2018 07:54
Legacy Id: TEC1582765
Products:
CLARITY PPM FOR ITG CA Project & Portfolio Management CLARITY PPM FEDERAL CA Project & Portfolio Management SAAS STARTER PACK-CLARITY PPM
Issue/Introduction:

When exporting a project from PPM to Microsoft Project (MSP), instead of Assignment Units reflecting allocation set for the resource on the Team tab of the project, they are showing a different value.

Steps to Reproduce:

1. In PPM, go to Administration->Project Management->Settings

2. Check "MSP Assignment Units Mapping with PPM Assignment 'Max % Load'"

3. Click 'Save'

4. In PPM, create a project with one team member with 100% Allocation

5. Create a new task and assign the resource to the Task

6. If 'Max % Load' is not in the Assignments list view, add it using the following steps:

  • In the Assignments section of the Task, click the 'Options' icon, then 'Configure'
  • Move 'Max % Load' from 'Available Columns' to 'Selected Columns'
  • Click 'Save and Return'

7. Change the 'Max % Load' for the assignment to 50% and click 'Save' (Note: If using the MSP Legacy Driver, also change the Loading Pattern to 'Uniform' for the assignment to observe the issue)

8. Export the project to MSP

9. Double click on the task in MSP and observe the Units

Expected Results: Units is set to 100 to match the Resource Allocation assigned on the Team tab

Actual Results: Units is set to 50 (pulled from 'Max % Load' for the Assignment)

Cause:

This is due to having the "MSP Assignment Units Mapping with PPM Assignment 'Max % Load'" checked in PPM in Administration->Project Management->Settings

Environment:

Applies to the MSP Interface New Driver for all loading patterns and for the MSP Interface Legacy Driver for Uniform Loading Pattern for CA PPM 14.2 and higher

Resolution:

This is working as designed if the "MSP Assignment Units Mapping with PPM Assignment 'Max % Load'" option is checked in PPM. To disable this setting to have Units in MSP map to the Resource's Allocation on the Team tab:

1. In PPM, go to Administration->Project Management->Settings

2. Uncheck "MSP Assignment Units Mapping with PPM Assignment 'Max % Load'"

3. Click 'Save'

Additional Information:

Reference Project Management Changes for 14.2 for CA more information on the MSP Assignment Units Mapping with PPM Assignment 'Max % Load' setting.

Reference TEC1669012  for issues with MSP Assignment Units changes not saving