When opening a project from PPM to Microsoft Project (MSP), some task finish dates get pushed out if the resource is allocated at a low amount to the task.
Steps to Reproduce:
1. Create a new project in PPM
2. Allocate a resource to the project at a low amount (in this example 10%)
3. Create a new task
4. Open the project in MSP
- Task type: Fixed Units (Fixed Duration check box is unchecked)
- Assign the resource added in step 2 to the task
- Make the task a one day duration task (In this example, Start/Finish dates are 5/30/2018 for the task)
- Add 8 hours of ETC for the assignment
Expected Results: Task remains as one day duration with Start/Finish Date of 5/30/2018
Actual Results: Task increases to 10 days, pushing the finish date out to 6/12/2018
This is due to the resource's being allocated at a low amount on the project. MSP is increasing the duration of the task, which pushes out the Finish Date of the task, as it will take more time to complete the tasks based on the ETC on the assignment and the amount of time they are allocated (available) to work on the task.
Note: When exporting a project from PPM to MSP, the allocation assigned to the resource in MSP is the allocation assigned to the resource on the project on the day the project is exported to MSP.
In order to minimize the risk of dates changing:
Option 1: Increase the resource's allocation on the project (ensuring that allocation amount covers the date the project is opened in MSP)
Option 2: Map MSP Assignments Units to the PPM Assignment 'Max % Load'
1. In Administration->Project Management->Settings, check the check box for 'MSP Assignment Units Mapping with PPM Assignment ‘Max % Load'’
2. Then update the Max % Load for the assignment:
- In PPM go to a task that has the issue, and click Options->Configure in the Assignments section of the task
- Bring ‘Max % Load’ over to 'Selected Columns' and save
- Change the 'Max % Load' value for the assignment to 100 (or the desired allocation) and then click Save
Option 3. Change the task type to Fixed Duration (This will prevent the task date from being pushed out in this scenario)
- When using this setting, it's also important to ensure the assignment's Max % Load is set at the preferred units
- Test this setting out in non production first as this can impact data based on your configuration
- MSP may still push out Fixed Duration task dates at times but will warn you when you open the project from PPM first. (One example of when this can occur: When a resource is overallocated on a task)
- See: Microsoft Project (MSP) Task Integration with CA PPM for information on the differences between Fixed Duration and other task types, including information on how information is calculated based on different task types: Work, Units, and Duration (WUD)
Reference KB000047129 - In the MSP New Driver, task Start Dates change to the Project Start Date when exported to MSP
Reference KB000071385 - CA PPM and MSP integration - List of Knowledge Documents
Reference KB000015956 - CA PPM and MSP integration known defects - Support Technical Document Index