Open Workbench User Guide

Manage CA Clarity PPM Projects using Open Workbench

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If the selected resources have different settings, check boxes can appear disabled and selected.

On the Advanced tab of the Multiple Selections dialog box, groups of options can appear shaded. You can select them to reset their attributes for all the selected resources.

Manage CA Clarity PPM Projects using Open Workbench

Refresh Project Data

If you are using Open Workbench with CA Clarity PPM, it is possible for other users to update information in CA Clarity PPM that affects the project you have open and locked in Open Workbench. To verify that you have the latest information, you can refresh certain types of information from your project open in Open Workbench with any updates made in CA Clarity PPM. You can refresh:

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Global information, such as calendar and guidelines URL. You do not need to have a project open in Open Workbench to refresh global information.

Project-specific information. To update all project data, you must have your project open in CA Clarity PPM in read/write mode. The options in the Options for [Project] section of the Update dialog box are unavailable if you open the project from CA Clarity

PPM. Use the Update dialog box to determine what data you want to pull from CA

Clarity PPM into your project in Open Workbench.

To refresh project information

1. Select Update from the Clarity group in the Project ribbon.

The Update dialog box appears.

2. Select or clear the following check boxes:

Calendars

Specifies whether to refresh your project's current calendar with any changes made to the calendar in the CA Clarity PPM project.

Note: Calendars are not specific to a resource.

System Options

Specifies whether to update your project's options, such as roles, and customized data mapping, with any changes made to the system options in CA

Clarity PPM.

Important! Selecting this option can change your working copy's default options.

Chapter 5: Manage Projects 147

Manage CA Clarity PPM Projects using Open Workbench

3. Select or clear the following check boxes in the Options For [Project] section:

Note: You must have the project open in read/write mode to select or clear check boxes in this section.

New Notes

Specifies whether to include only the task notes created since the project was opened or last refreshed in the update.

Example: Another user added a note to an unplanned task on their CA Clarity

PPM timesheet while the project was locked in Open Workbench.

Resources

Refreshes all attributes for resources assigned to the project. Updates the project with revisions to resource data, such as updates to resource calendars.

Assignment revisions, such as a change in the assignment estimate to complete

(ETC), are not updated.

Status

Specifies whether to include changes to Actual Usage, Actual Thru, Pending

Actuals, and Pending Estimates for assignments of the project in the update.

New Tasks and Assignments

Specifies whether to include new tasks and assignments that have been created since the project was opened or last refreshed in the update.

Team Members

Specifies whether to include changes to existing team members and bring in new team members that were added while you had the project locked in Open

Workbench.

Example: Another user added a new team member or updated an existing team member allocation, start date, or finish date while the project was locked in Open Workbench.

4. Click OK.

The Update dialog box closes and the information you selected is refreshed in your local copy of the project.

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