MSP Units are not exporting from Resource Allocation on the Team tab of the project
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MSP Units are not exporting from Resource Allocation on the Team tab of the project

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Article ID: 4665

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

When exporting a project from Clarity 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 Clarity, go to Administration->Project Management->Settings
  2. Check "MSP Assignment Units Mapping with PPM Assignment 'Max % Load'"
  3. Click 'Save'
  4. In Clarity, 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)

Environment

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

Cause

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

Resolution

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

  1. In Clarity, go to Administration->Project Management->Settings
  2. Uncheck "MSP Assignment Units Mapping with PPM Assignment 'Max % Load'"
  3. Click 'Save'