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Optimizing Your Configuration of MSP with CA
PPM
Presented by: Lisa Olsen
Agenda
Installing the CA PPM Microsoft Project
Interface
Allocation, Max Units and Assignment
Units
What’s New?
Understanding Task Types
MSP Option Setup
Task Constraints
Opening the Project Schedule in MSP
Why Task Dates Change
Improving Performance
Maintaining and Controlling the Project
Schedule
Customizing MSP Views and Making
them Global
Resource Availability vs. Resource
Calendar
MSP Prior Start, Prior Finish and Open
for Time Entry Fields
Saving the Project Schedule to CA PPM
and Working Off-line
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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
environment
• Consistent processes and accurate data are essential in
providing accurate reporting and actionable metrics
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CA PPM Schedule Connect
• CA PPM Schedule Connect provides a full bi-directional
connection between CA PPM and Microsoft Project
• Whether 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
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Installing the CA PPM
Microsoft Project Interface
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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
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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
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Installation Prerequisites – MSP 2010 & 2013
The following third-party software must be installed on the workstation:
– MSP 2010 or MSP 2013
– Microsoft .NET Framework 4
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=0a391abd-25c14fc0-919f-b21f31ab88b7&displaylang=en
– Microsoft Visual Studio 2010 Tools for Office Runtime
http://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
machine
CA PPM Release 13.3 & higher:
– No need to install Java
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Installation Browser Settings – MSP 2010 & 2013
If using Microsoft Internet Explorer,
verify that the “Do not save encrypted
pages to disk” is unchecked
1. From Internet Explorer, go to the Tools
menu (gear icon towards top right of
screen
2. Click Internet Options and then the
Advanced tab
3. Under the Security section, uncheck
“Do not save encrypted pages to disk”
and click the OK button
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Installation MSP Trust Center Level – MSP 2010 & 2013
Set Trust Center Level in MSP - Enable macros
1.
2.
3.
4.
5.
Open Microsoft Project
Go 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” option
Click Macro Settings and select the “enable all macros” option
Click “OK” and then click “OK” again to close the option boxes
Note: This action can be
reverted following the
installation
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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
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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 on
– Turn off Active X Filtering – an “X” will appear on the IE tab
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What’s New?
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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
introduced
• During the installation process, you can choose to install the
Legacy “COM-based” driver or the New “XML-based” driver
• Both options are available for 32-bit and 64-bit environments
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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 Sheet
• If 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” Fields
• Custom 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
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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 automatically
re-calculating and updating dependent task dates
• CA 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
incompatibility
– Resource Leveling in MSP is now supported
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What’s New with - MSP 2010 & 2013
How may this affect me?
MSP 2010
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
MSP 2007 and prior
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
changes
Assignment Units
changes
Work
Changes
• 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%
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MSP Option Setup
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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
General Tab:
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.
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MSP 2010 and MSP 2013 Option Settings
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.
Schedule Tab:
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.
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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.
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.
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.
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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.
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MSP 2010 and MSP 2013 Option Settings, cont.
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.
Advanced Tab:
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.
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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.
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Opening the Project
Schedule in MSP
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Opening the Project in MSP
From CA PPM
From MSP
Choose either (Read-Write) or (ReadOnly) from the Project > Properties or
Tasks tab:
Choose “Open” from the CA PPM
Integration menu:
You may be asked to login to CA PPM.
The CA PPM “Scheduler Format” in
Project > Properties needs to be set to
“Microsoft Project.”
Choose the project from the “Open
from Clarity” selection box.
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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 drive
– The MSP schedule will be updated with any changes that were
made in CA PPM since the “.mpp” file was last saved
•
•
•
•
Actuals Posted from Timesheets
Task Level Updates
Project Team Updates
Resource Assignment Updates
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Improving Performance
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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
> Settings
– Remove unnecessary assignments
– Increase the memory on the workstation to at least 512 MB
(ideally 1 GB)
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Customizing MSP Views and
Making them Global
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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 on
• You 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 past
• To create a global template, open an empty project or the
project that has the customization directly from MSP
MSP 2007
Tools menu > Organizer
MSP 2010
File > Info > Organizer
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MSP Organizer, cont.
• Once the changes are made, you can see the active project’s
customizations on the right-side panel of the Organizer
– From the “Views” tab, highlight all of the views from the rightside panel and then click “<<Copy”
– Do the same for the “Tables” tab
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MSP 2010 Organizer Note
• In Microsoft Project 2010, the organizer behaves a bit differently
– By 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 section
– Changes 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
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Resource Availability vs.
Resource Calendar
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Base Calendars
• The CA PPM default Base Calendar is the “Standard” calendar
– If 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
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Base Calendars, cont.
• To represent a 7 hour work day
– Create 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
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Resource Calendar
• Select the correct Base Calendar for each resource from the
Resource > Calendar page
• The Resource Availability on the Resource > Properties page
will automatically update to reflect the working hours from
the resource’s Base Calendar
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Resource Availability
• Do Not change a Resource’s Availability from the Resource >
Properties page; this field is calculated based on the resource’s
base calendar
• If this is not done properly, you may see an invalid number in
the Resource Availability field
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Allocation, Max Units and
Assignment Units
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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.
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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 %”
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Allocation – Based on Hours
• Enter the number of Allocated Hours by time period
– The % Allocation segments are calculated on the Properties
page based on the Allocation Hours entered
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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 date
– In CA PPM, it’s displayed to the
hundredths, but is
rounded to a whole number in MSP
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Assignment Units
• When Tasks are created and resources are assigned, the Assignment
Units for each resource is defaulted from their Max Units
• The 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 days
• Since 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.
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Back in CA PPM…
• Since MSP rounds Max Units to a whole
number, the Allocation % Segments are
rounded to a whole number after
saving the schedule back to CA PPM
• Based on those new Allocation % Segments, the Allocation
Hours get recalculated
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Understanding Task Types
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Task Types
• MSP uses the following scheduling formula when calculating
tasks:
– Work = Duration x Assignment Units
• Each value of the formula corresponds to a Task Type:
– Fixed Work
– Fixed Duration
– Fixed Units
• Which task type should be used?
– It depends on the processes in the organization
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Fixed Work
• If work hours are used to estimate how long deliverables will
take on a project based on resource assignment
• All Fixed Work tasks are Effort Driven
• Example:
– Team Leads will look at project requirements and provide an
estimate in hours for each project deliverable
– Project Managers will estimate how many hours each
deliverable will take based on experience or a project sizing tool
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Fixed Duration
• If Duration (number of days) is used to estimate how many
hours deliverables will take to complete based on resource
assignment
• Example:
– Team Leads will provide the estimated number of days or weeks
that deliverables will take to complete
– Project Managers will estimate how many days each deliverable
will take based on experience or a project sizing tool
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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 work
• Example:
– “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 utilized
– Projects are estimated and staffed with one Project Manager,
two Business Analysts, four Software Engineers, etc.
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Task Constraints
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Task Constraints
• All “automatically” scheduled tasks will have an “As soon as
possible” constraint
• If 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 MSP
• This 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
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Why do Task Dates Change?
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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 MSP
• Actuals posted to one task may affect the dates of another
task if they are dependent on one another
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Actuals – Same Number of Hours
• Resource submitted their timesheet with the same number of
hours assigned
• Assigned Hours vs. Actual Hours:
Assigned
Hours
Hours Entered
on Timesheet
Thu
1/23
Fri
1/24
Mon
1/27
Tue
1/28
Wed
1/29
8
8
8
8
8
8
8
Thu
1/30
• Results:
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Actuals – Fewer Hours
• Resource submitted their timesheet with FEWER hours than
assigned
• Assigned Hours vs. Actual Hours:
Assigned
Hours
Hours Entered
on Timesheet
Thu
1/23
Fri
1/24
Mon
1/27
Tue
1/28
Wed
1/29
8
8
8
8
8
8
8
4
Thu
1/30
• 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
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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
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Actuals – More Hours
• Resource submitted their timesheet with MORE hours than
assigned
• Assigned Hours vs. Actual Hours:
Thu
1/23
Fri
1/24
Mon
1/27
Tue
1/28
Wed
1/29
Assigned Hours
8
8
8
8
8
Hours Entered
on Timesheet
8
8
4
12
Thu
1/30
• Results: The Fixed Units and Fixed Work task Durations went
back down to 5 days since the resource “caught” up
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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
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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:
Assigned
Hours
Hours Entered
on Timesheet
•
Thu
1/23
Fri
1/24
Mon
1/27
Tue
1/28
Wed
1/29
8
8
8
8
8
8
8
4
12
0
Thu
1/30
Fri
1/31
4
Results: Since zero hours were recorded on Wednesday, the task gets split
–
–
Fixed 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
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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
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Maintaining and Controlling
the Project Schedule
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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 schedule
– Step 1: Open the Project Schedule from CA PPM to MSP
– Step 2: Review new Actual Work Hours to ensure they look
accurate
– Step 3: For Tasks that are Complete:
1. 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
2. Enter “100%” in the “% Complete” field
3. Mark the task as “Not Open for Time Entry”
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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 Way
Enter “0” for Remaining Work
Enter “100” for % Complete
• Wrong Way
Enter “100” for % Complete
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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 field
• Reschedule any task with a “Finish Date” in the past
• Reschedule any task with a “Start Date” in the past that
hasn’t started yet
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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
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MSP Prior Start, Prior Finish
and Open for Time Entry
Fields
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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 schedule
• When many task dates change, it’s difficult for the PM to find the
root cause
• By default, Task Start and Finish Dates are already mapped between
CA PPM and MSP
– Those dates may change as Actuals are applied to the project schedule
• You can extend the mapping table with the following MSP fields to
make it easier:
Start10
Prior Start
Finish10
Prior Finish
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Prior Start and Prior Finish Fields, cont.
• The extended mapping should NOT be bi-directional; it should
be on “Export from Clarity” only
• When 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
fields
• The 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
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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 >>
Finish >>
Prior Start
Prior Finish
• You can then look at that task and any predecessors to see
what Actuals were applied that caused the dates to change
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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 MSP
• This should be a bidirectional mapping so the data flows from
CA PPM to MSP and from MSP to CA PPM
• In CA PPM, the Open for Time Entry field defaults to “Yes” for
new tasks and in MSP it defaults to “No” for new tasks
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Saving the Project Schedule
and Working Offline
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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
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“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
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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 mode
–
From the MSP file menu, click
File > Save As and select a location on
your 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
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Clarity Educational Community
Questions
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.
Phone
888.813.0444
Email
info@regouniversity.com
Website
Thank you for attending
regoUniversity 2015!
www.regouniversity.com
76
Clarity Educational Community
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