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MSP assignment units changes not saving

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Article ID: 6671

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Microsoft Project (MSP) Assignment Units changes are not being reflected after saving a project back to Clarity and reopening the project. The value reverts back to the Resource's Allocation on the Project's Team tab.

Steps to Reproduce:

  1. Go to Administration->Project Management->Settings
  2. Look for field 'MSP Assignment Units Mapping with Clarity Assignment Max % Load' and uncheck if it is checked
  3. Save changes
  4. Create a new project in Clarity with one team member with a default allocation of 100%
  5. Export the project to MSP
  6. Create a new task and assign the resource to the task 
  7. Double click on the task and go to the 'Resources' tab
  8. Change the Units to 50% for the resource
  9. Save the project back to Clarity
  10. Open the project in MSP and navigate back to the 'Resource's tab for the task

Expected Results: Units remains at 50%

Actual Results: Units have reverted back to 100% which is the allocation assigned to the resource on the Team tab

Environment

Release: All Supported

Component: Microsoft Project Interface

Cause

This is working as designed if  'MSP Assignment Units Mapping with Clarity Assignment Max % Load' is unchecked in Clarity. MSP Assignment Units changes are sent to the 'Max % Load' field in Clarity for the assignment. However, if the setting 'MSP Assignment Units Mapping with Clarity Assignment Max % Load' is not checked, when the project is exported from MSP to Clarity, it will export the assignment units from the Resource's allocation on the Team tab.

Resolution

To export the assignment's allocation from the Max % Load field, check the following setting: 'MSP Assignment Units Mapping with Clarity Assignment Max % Load'. This will then cause all tasks assignments to be pulled from the 'Max % Load' field instead of the resource's allocation on the project. 

Note: This setting works for all loading patterns in the MSP New Driver, but only with the Uniform loading pattern setting in the MSP Legacy Driver

To enable this setting:

  1. In Clarity go to Administration->Project Management->Settings
  2. Check the check box 'MSP Assignment Units Mapping with Clarity Assignment Max % Load'

To view the 'Max % Load' field for an assignment:

  1. Navigate to the task on the project
  2. Add the 'Max % Load' field to the Assignment list view if not there already

Important: It is recommended to test this out before making this change to see if there is any impact based on your MSP/Clarity configurations. It can impact how ETCs/Actuals are calculated. 

Additional Information

Reference also: