Project Edit Tab

The Project Edit tab contains commands available when you display the Projects pane in the Cobra Explorer or open a project in the Project view.

Clipboard Group

Command Description

Copy

  • Copy — Click this command to copy the content of the selected cell.
    Note: You can also press CTRL+C to use this command.
  • Copy View to Excel — Click this command to copy the content of the Spreadsheet pane in Microsoft Excel format. Only expanded data will be copied.

Paste

Click this command to paste copied information.
Note: You can also press CTRL+V to use this command.

Find

Click this command to display the Find dialog box.
Note: You can also press CTRL+F to use this command.

Refresh

Click this command to refresh the project. The project is refreshed according to the data stored in the database.
Note: You can also press F5 to use this command.

Undo

Click this command to revert the changes you made to the project.
Note: You can also press CTRL+Z to use this command.

Data Group

Command Description

Expand

Click this command to expand the selected master projects in the Projects pane or the selected control account or work package in the Spreadsheet pane of the Project view.

Expand All

Click this command to expand all of the control accounts or work packages, together with their resource assignments in the Spreadsheet pane of the Project view.
Note: Selecting Expand All will first expand the control accounts that are visible on the screen. Cobra will expand the work packages only after expanding all of the control accounts that are visible on the screen. You may have to click Expand All again to expand additional records. Make sure to click the row that you would like to expand to set the focus on that particular row instead of the first row.

Collapse

Click this command to collapse the selected master project in the Projects pane or the selected control account or work package in the Spreadsheet pane of the Project view.

Collapse All

Click this command to collapse all of the master projects in the Projects pane or all of the control account or work package in the Spreadsheet pane of the Project view.

Show Summary

Click this command to display or hide the time-phase summary of the selected resource assignment in the Spreadsheet pane of the Project view. This

Result

Click this drop-down list to toggle the result displayed in the Time-phase pane of the Project view. You can select one of the following options:

  • Total Currency
  • HOURS
  • DIRECT
  • OVERHEAD
  • GANDA

This defaults to Total Currency when you open a project. If you select a different value and close the Project view, Cobra remembers the selection and uses it the next time you open the project. The results displayed in the drop-down list depend on the resource results assigned to the project.

Tasks Group

Command Description

Add Control Account

Click this command to display the Add Control Account dialog box, which you use to create a new control account.
Note: You can also press CTRL+A to display this dialog box.

Add Work Package

Click this command to display the Add Work Package dialog box, which you use to create a new work package.
Note: You can also press CTRL+W to display this dialog box.

Delete

Click this command to delete the selected project in the Projects pane or the control account or work package in the Project view.
Note: You can also press CTRL+DEL to use this command.

Rename

Click this command to rename the selected project in the Projects pane or the selected control account or work package in the Project view.
Note: You can also press ALT+E+N or F10+E+N to use this command.

Purge

Click this command to display the Purge dialog box, which you use to delete the project file and all of the ancillary files that are associated with it.

Move

Click this command to create a new control account or work package using a copy of the selected control account or work package. Cobra deletes the selected control account or work package after the move is completed.
Note: You can also press ALT+E+M or F10+E+M to use this command.

Copy To

Click this command to display the Copy Control Account dialog box to copy the content of the selected cell in the Spreadsheet pane of the Project view.
Note: You can also press ALT+E+T or F10+E+T to display this dialog box.

Update EAC

Click this command to display the Update EAC dialog box, which you use to manually update the forecast values for a control account or work package. This command is available only if you selected Hours, Currency, or Hours and Currency in the Forecast Preferences tab of the Project Properties dialog box.

Assignments Group

Command Description

Assign Resource

Click this command to display the Add Resource Assignment dialog box, which you use to add resource assignment to a control account or work package.
Note: You can also press CTRL+R to display this dialog box.

Spread

  • Spread — Click this command to display the Spread Curve dialog box, where you can select the spread method to use when time-phasing your resource. The spread methods available depend on the spread methods defined on the Spread Curves tab of the Application Preferences dialog box.

  • Reconcile — For budget purposes, use this option when the time-phased total (value in the Total Currency row for the TOTAL column) of a budgeted resource no longer matches the budget at complete (BAC) for that resource. Click the period where you want the reconciliation to occur and click Reconcile. Cobra puts the reconciled difference in the selected period.

    For forecast purposes, use this button when the time-phased total (value in the Total Currency row for the TOTAL column) of the forecast no longer matches the estimate to complete (ETC) for that resource. Click the period where you want the reconciliation to occur and click Reconcile. Cobra puts the reconciled difference in the selected period.

  • Fix Spread — Click this command to adjust the time-phased spread if the time-phased spread is outside the baseline dates of the control account or work package. Time-phased values outside the baseline dates are highlighted in red in the Time-phase pane. This command is enabled only if you have update access to the class.

Show Assignments

Click this command to show or hide the resource assignments rows in the Time-phase pane for the selected control account and work packages in the Spreadsheet pane of the Project view.

Milestone/Step Group

Command Description

Milestone

  • Add Milestone — Click this command to add milestones to a work package. This command is enabled only when the selected work package uses the Milestone progress technique.
    Note: You can also press CTRL+M to use this command.
  • Reconcile Weights — Click this command to display the Reconcile Milestone Weight Variance dialog box.

Step

Click this command to add a step to a work package. This command is enabled only when the selected work package uses the Steps progress technique.

Ancillary Data Group

Command Description

Calendar

Click this command to display the calendar assigned to the project.

Codes

Click this command to display the codes assigned to the project key fields and code fields.

Rates

Click this command to display the rates files assigned to the project.

Resource

Click this command to display the resource file assigned to the project.

Properties Group

Command Description

Properties

Click this command to display the Project Properties dialog box for the selected project.
Note: You can also press ALT+E+P or F10+E+P to display this dialog box.