Cobra 8.0 Help System
Cobra Overview
Search in the Cobra Online Help
Data Structure
Code Files
Control Accounts and Work Packages
Classes and Cost Sets
Set Up Projects and Project Baselines
Project Planning
Control Account Planning
Work Package Planning
Budget Planning
Milestones/Steps
Enter Ongoing Project Information and Monitor Progress
Special-Purpose Operations
Reporting
Earned Value Management
DOD's Characteristics of a Successful EVMS
ANSI Standard for Earned Value Management Systems
Guidelines for Accurate Earned Value Management
Performance Measurement Techniques
Progress Techniques
Earned Value Methods
How Cobra Calculates Progress to Determine Earned Value
Sample Earned Value Calculation
Security
EPM Security Administrator Functions
Procedures
Run the EPM Security Administrator
Disable Logins
Display a Login Message
Terminate a Session
Send a Message to Users
Turn Windows Authentication On or Off
Set Maximum Time of Inactivity
Set a Maximum Number of Login Tries
Access Control Tabs
Windows Authentication
Windows Domain and User Name Authentication Plus Role Authentication
Configure Windows Authentication in an N-Tier Deployment
Deploy Configuration Files for Windows Authentication
Deploy Configuration Files for Windows Authentication with an Upgrade Installation
Deploy Configuration Files for Windows Authentication with a New Installation
wsHttpBinding Configuration
Procedures
Configure Service Parameters (wsHttpBinding)
Modify the Cobra.WinUI.Exe.Config File
Modify the Cobra.API.Exe.Config File
netTcpBinding Configuration
Procedures
Configure Service Parameters (netTcpBinding)
Modify the Cobra.WinUI.Exe.Config File
Modify the Cobra.API.Exe.Config File
Cobra Explorer
Cobra Button
Keyboard Shortcuts
Quick Access Toolbar
Processes Tab
Keyboard Shortcuts
Integration Tab
Keyboard Shortcuts
Reporting Tab
Keyboard Shortcuts
Tools Tab
Keyboard Shortcuts
Custom Menu Tab
Keyboard Shortcuts
Custom Menu Items
Threshold Colors
Basic Procedures
Log Onto Cobra
Change Your Password
Log Onto Cobra Using a Different User ID
Create a DSN Connection for a Data Source
Save a Project as a Different Project
Save an Ancillary File as a Different File
Copy the Projects Pane or the Spreadsheet Pane to Excel
Find Text
Manage Columns
Insert a Column in a View
Edit a Column in a View
Remove a Column from a View
Adjust Column Width
Size a Column for Best Fit
Purge a Project
Rename a Project
Rename an Ancillary File
Freeze Columns in a View
Cobra Views
Display the Cobra Explorer Panes
Projects Pane
Projects Pane Column Definitions
Shortcut Menu
Calendars Pane
Calendars Pane Column Definitions
Shortcut Menu
Codes Pane
Codes Pane Column Definitions
Shortcut Menu
Rates Pane
Rates Pane Column Definitions
Shortcut Menu
Resources Pane
Resources Pane Column Definitions
Shortcut Menu
All Reports Pane
Personal Reports Pane
Reports Pane Column Definitions
Shortcut Menu
Batch Reports Pane
Batch Reports Pane Column Definitions
Shortcut Menu
Standard Dialog Boxes
Cobra Login Dialog Box
Change Password Dialog Box
About Deltek Cobra Dialog Box
New File Dialog Box
Open File Dialog Box
Lookup Dialog Box
Save As Dialog Box (Projects)
Save As Dialog Box (Ancillary Files)
Find Dialog Box
Insert Column Dialog Box
Edit Column Dialog Box
Column Width Dialog Box
Rename Dialog Box
File Management
File Backup
Back Up Your Data
Backup File Extensions
Backup Dialog Box
File Restore
Restore Data from a Backup File
Restore Dialog Box
Select Files to Restore Dialog Box
Custom Project Tables
Identify a Custom Table
Data Tool
Ancillary Files
Calendars
Calendar Sets
Define Multiple Calendar Sets
Assign a Calendar to a Project
Use Calendars in a Multi-project Environment
Create Reports with Calendars
Run the Respread Process When Calendar Periods Change
Configure Calendar Set 19 for CPR Reports and wInsight Integration
Rolling Wave Process or Weekly Earned Value
Calendar View
Procedures
Display the Calendar View using the Calendars Group Bar
Display the Calendar View using the Cobra Button
Calendar Edit Tab
Shortcut Menu
Calendar Periods Tab of the Calendar View
Generate Periods Dialog Box
Calculate Hours Dialog Box
Procedures
Generate Calendar Periods
Add Calendar Periods
Delete Calendar Periods
Add Holidays to a Calendar
Delete an Existing Holiday from the Calendar
Calculate Hours for a Calendar
Calendar Sets Tab of the Calendar View
Procedures
Add Calendar Sets
Set the TODATE Period
Flag Periods
Edit Calendar Sets
Delete Calendar Sets
Add Calendar Set Dialog Box
Edit Calendar Set Dialog Box
Flag Periods Dialog Box
New Calendar File Wizard
General Information Page of the New Calendar File Wizard
Periods Page of the New Calendar File Wizard
Productive Hours Page of the New Calendar File Wizard
Period Labels Page of the New Calendar File Wizard
Access Control Page of the New Calendar File Wizard
Confirmation Page of the New Calendar File Wizard
Procedures New Calendar Wizard
Display the New Calendar File Wizard
Create a New Calendar
Calendar File Properties Dialog Box
Procedures Calendar File Information Dialog Box
Display the Calendar File Properties Dialog Box Tabs without Opening a Calendar File
Display the Calendar File Properties Dialog Box Tabs from an Open Calendar File
General Tab of the Calendar File Properties Dialog Box
Access Control Tab of the Calendar File Properties Dialog Box
Calendar File Security
Procedures
Enable a User to Access a Calendar File
Enable a Group to Access a Calendar File
Rates
Rate Files
Rate Sets
Rate View
Procedures
Display the Rate View using the Cobra Button
Display the Rate View using the Rates Group Bar
Delete a Rate Set
Rename a Rate Set
Rate Edit Tab
Shortcut Menu
Rate Sets Grid
Add Rate Set Wizard
General Information Page of the Add Rate Set Wizard
Rate Set Options Page of the Add Rate Set Wizard
Fixed Value Change Per Time Period Page of the Add Rate Set Wizard
Fixed Percentage Change Per Time Period Page of the Add Rate Set Wizard
Full Time Equivalent from Calendar Hours Page of the Add Rate Set Wizard
Copy Another Rate Set Page of the Add Rate Set Wizard
Copy Another Rate Set and Apply a Fixed Value Adjustment Page of the Add Rate Set Wizard
Copy Another Set Apply % Adjustment Page of the Add Rate Set Wizard
Confirmation Page of the Add Rate Set Wizard
Procedures
Display the Add Rate Set Wizard
Add a Rate Set to a Rate File
Rates Grid
Procedures
Add a Rate to an Existing Rate Set
Deleting a Rate From a Rate Set
Generate Rates for an Existing Rate Set
Details Tab of the Rate View
Display the Details Tab of the Rate View
New Rate File Wizard
General Information Page of the New Rate File Wizard
Code Fields Page of the New Rate File Wizard
Access Control Page of the New Rate File Wizard
Confirmation Page of the New Rate File Wizard
Procedures
Display the New Rate File Wizard
Create a New Rate File
Rate File Properties Dialog Box
General Tab of the Rate File Properties Dialog Box
Code Fields Tab of the Rate File Properties Dialog Box
Access Control Tab of the Rate File Properties Dialog Box
Procedures
Display the Rate File Properties Dialog Box Tabs from an Open Rate File
Display the Rate File Properties Dialog Box Tabs without Opening a Rate File
Rate File Security
Procedures
Enable a User to Access a Rate File
Enable a Group to Access a Rate File
Codes
Code Usage in Cobra
Types of Code Files
Code File Structures
Use a Code File in Multiple Projects
Validate Code Assignments — Solve Roll-Up Issues
Codes and the Integration Wizard
Variance Thresholds
Code View
Code Edit Tab
Shortcut Menu
Procedures
Display the Code View using the Codes Group Bar
Display the Code View using the Cobra Button
Codes Grid of the Code View
Procedures
Add a Code to a Code File
Add a Child Code to a Code
Delete a Code
Copy Child Codes to a Code
Copy Down Code Assignments to Child Codes
Copy Down Threshold Values to Child Codes
Reorder Codes
Copy Children Dialog Box
Copy Down Codes Dialog Box
Reorder Resources/Codes Dialog Box
Details Tab of the Code View
Notes Tab of the Code View
Thresholds Tab of the Code View
Procedures
Add a Note to a Code
Set Threshold Values for a Code
New Code File Wizard
General Information Page of the New Code File Wizard
Code File Structure Page of the New Code File Wizard
Thresholds Page of the New Code File Wizard
Code Fields Page of the New Code File Wizard
Access Control Page of the New Code File Wizard
Confirmation Page of the New Code File Wizard
Procedures
Display the New Code File Wizard
Create a New Code File
Code File Properties Dialog Box
General Tab of the Code File Properties Dialog Box
Structure Tab of the Code File Properties Dialog Box
Code Fields Tab of the Code File Properties Dialog Box
Thresholds Tab of the Code File Properties Dialog Box
Access Control Tab of the Code File Properties Dialog Box
Procedures
Display the Code File Properties Dialog Box Tabs without Opening a Code File
Display the Code File Properties Dialog Box Tabs from an Open Code File
Code File Security
Enable a User to Access a Code File
Enable a Group to Access a Code File
Resources
Resource Components
Examples of Resources
Resource File Structure
Plan Resource Information
Additional Information in Resources
Results or Field Names
Resources and Code Files
Load Resource Files from Open Plan
Resource-Loaded Schedule
Variance Thresholds
Code the Resources for IPMR CPR Format 2 Reports
Resource View
Procedures
Display the Resource View using the Cobra Button
Display the Resource View using the Resources Group Bar
Resource Edit Tab
Shortcut Menu
Resources Grid of the Resource View
Copy Children Dialog Box
Copy Down Codes Dialog Box
Reorder Resources/Codes Dialog Box
Procedures
Add a Resource to a Resource File
Add a Child Resource to a Resource
Delete a Resource from a Resource File
Copy Child Resources to a Resource
Copy Down Code Assignments to Child Resources
Copy Down Threshold Values to Child Resources
Reorder Resources
Details Tab of the Resource View
Notes Tab of the Resource View
Thresholds Tab of the Resource View
Calculations Tab of the Resource View
Add Resource Results Dialog Box
Order Resource Results Dialog Box
Copy Resource Calculations Dialog Box
Procedures
Add Results to a Resource
Add Calculations to a Resource
Copy Calculations from Another Resource
Delete a Result from a Resource
Assign a Rate Set to a Result
Apportionment Definition Tab of the Resource View
Define Resource Apportionment
New Resource File Wizard
General Information Page of the New Resource File Wizard
Resource File Structure Page of the New Resource File Wizard
Thresholds Page of the New Resource File Wizard
Code Fields Page of the New Resource File Wizard
Default Rates Page of the New Resource File Wizard
Resource Results Page of the New Resource File Wizard
Access Control Page of the New Resource File Wizard
Confirmation Page of the New Resource File Wizard
Procedures
Create a New Resource File
Display the New Resource File Wizard
Resource File Properties Dialog Box
Procedures
Display the Resource File Properties Dialog Box Tabs from an Open Resource File
Display the Resource File Properties Dialog Box Tabs without Opening a Resource File
General Tab of the Resource File Properties Dialog Box
Structure Tab of the Resource File Properties Dialog Box
Code Fields Tab of the Resource File Properties Dialog Box
Thresholds Tab of the Resource File Properties Dialog Box
Results Tab of the Resource File Properties Dialog Box
Access Control Tab of the Resource File Properties Dialog Box
Resource File Security
Procedures
Enable a User to Access a Resource File
Enable a Group to Access a Resource File
Projects
Project View
Display the Project View
Project Edit Tab
Shortcut Menu
Copy and Paste in the Project View
Spreadsheet Pane of the Project View
Spreadsheet Pane Column Definitions
Filters
Standard Filter Dialog Box
Advanced Filter Dialog Box
Procedures
Apply a Filter to a Column in the Spreadsheet Pane
Clear Filter
Add Control Account Dialog Box
Add Work Package Dialog Box
Rename Control Account Dialog Box
Rename Work Package Dialog Box
Move Control Account Dialog Box
Move Work Package Dialog Box
Copy Control Account Dialog Box
Copy Work Package Dialog Box
Purge Dialog Box
Update EAC Dialog Box
Add Resource Assignment Dialog Box
Procedures
Add a New Control Account
Add a New Work Package
Add a New Control Account Manually
Add a New Work Package Manually
Rename a Control Account
Rename a Work Package
Move a Control Account
Move a Work Package
Copy a Control Account
Copy a Work Package
Add a Resource Assignment
Save the Contents of the Spreadsheet Pane as an Excel File
Update EAC
Add a Resource Assignment
Time-phase Pane of the Project View
Time-phase Pane Field Descriptions
Data Entry
Tabbed Pane of the Project View
General Tab of the Project View
Considerations When Modifying Project Dates
Resource Assignment Percent Complete Dialog Box
Procedures
Modify Project Dates
Assign a Progress Technique to a Work Package
Turn On the Opening % Feature When Integrating with Open Plan
Milestones/Steps Tab of the Project View
Reconcile Milestone Weight Variance Dialog Box
Procedures
Add Milestones/Steps
Modify Milestones/Steps
Delete Milestones/Steps
Reconcile Milestone Weights
Codes Tab of the Project View
Notes Tab of the Project View
Time-phase Detail Pane of the Project View
Spread Curve Dialog Box
Spread Dialog Box
Procedures
Adjust Budget Spreads Manually
Spread Updated Budgets for Resources
Spread Budgets Using Pre-defined Spread Methods
Reconcile Budgets and Forecasts
Project Properties Dialog Box
Procedures
Display the Project Properties Dialog Box from an Open Project
Display the Project Properties Dialog Box without Opening the Project
General Tab of the Project Properties Dialog Box
Procedures
Synchronize Status Dates
Modify the Project Description
Enter Project Dates
Set Reporting Options
Select EVMS Acceptance for a Project
Contract Information Tab of the Project Properties Dialog Box
Procedures
Enter Contract Information
Budget Tab of the Project Properties Dialog Box
Procedures
Enter Budget Information
Fields Tab of the Project Properties Dialog Box
Procedures
Assign Control Account and Work Package Structures to a Project
Files Tab of the Project Properties Dialog Box
Rolling Wave Dialog Box of the Project Properties Dialog Box
Procedures
Assign Ancillary Files to a Project
Select the Level at Which to Capture Actual Costs
Run the Rolling Wave Process Without Advancing the Calendar
Classes Tab of the Project Properties Dialog Box
Class Overview
Custom Cost Classes
General Tab of the Classes Tab
Procedures
Assign a Rate File to a Forecast Actual or Budget Class
Assign a Calendar Set to a Forecast or Budget Class
Assign a Budget Source to a Budget Class
Assign a Forecast Method to a Forecast Class
Included Earned Classes Tab of the Classes Tab
Procedures
Associate an Earned Value Class with a Forecast Class
Included Budget Classes Tab of the Classes Tab
Procedures
Associate a Budget Class with a Forecast Actual or Earned Class
Included Actual Classes Tab of the Classes Tab
Procedures
Associate an Actual Class with a Forecast Class
New Class Wizard
General Information Page of the New Class Wizard
Class Settings Page for Actuals Class of the New Class Wizard
Class Settings Page for Budget Class of the New Class Wizard
Class Settings Page for Earned Class of the New Class Wizard
Class Settings Page for Forecast Class of the New Class Wizard
Forecast Class Page for Methods Other Than the PF=1 (a*CPI+b*SPI) and Percent Complete Ranges Methods of the New Class Wizard
Forecast Class Page for the PF=1 (a*CPI+b*SPI) Method of the New Class Wizard
Forecast Class Page for the Percent Complete Ranges Method of the New Class Wizard
Forecast Class Page for the Frozen Forecast, Manual Forecast (Retain EAC), Manual Forecast (Retain ETC), and PF=1 Methods of the New Class Wizard
Include in Budget Cost Set Page of the New Class Wizard
Include in Earned Cost Set Page of the New Class Wizard
Include in Actuals Cost Set Page of the New Class Wizard
Include in EAC Cost Set Page of the New Class Wizard
Confirmation Page of the New Class Wizard
Procedures
Display the New Class Wizard
Create a New Class
Copy Classes Dialog Box
Procedures
Copy Classes
Cost Sets Tab of the Project Properties Dialog Box
Copy Cost Sets Dialog Box
Procedures
Create a New Cost Set
Copy Existing Cost Sets to a Project
Delete a Cost Set
Code Assignments Tab of the Project Properties Dialog Box
Copy Project Codes Dialog Box
Procedures
Assign Codes to a Project
Copy Codes to Another Project
Sub-Projects Tab of the Project Properties Dialog Box
Save As Dialog Box (Merging Projects)
Sub-Projects Validation Dialog Box
Procedures
Assign Sub-Projects to a Master Project
Merge Sub-Projects into a New Project
Validate Sub-Projects
Remove Sub-Projects from a Master Project
Preferences Tab of the Project Properties Dialog Box
Actual Cost Preferences
Advance Calendar Preferences
Analyze Preferences
ANSI EIA X12 Preferences
Integration Wizard Preferences
Project Preferences
Earned Preferences
Forecast Preferences
Recalc Preferences
Reclass Preferences
Replan Preferences
Copy Preferences Dialog Box
Procedures
Copy Project Preferences
Access Control Tab of the Project Properties Dialog Box
Open Status Tab of the Project Properties Dialog Box
Procedures
Display the Project Properties Dialog Box Tabs without Opening a Project File
Display the Project Properties Dialog Box Tabs from an Open Project File
New Project Wizard
General Information Page of the New Project Wizard
Fields Page of the New Project Wizard
Ancillary Files Page of the New Project Wizard
Settings Page of the New Project Wizard
Project Dates Page of the New Project Wizard
Project Code Assignments Page of the New Project Wizard
Sub-Projects Page of the New Project Wizard
Access Control Page of the New Project Wizard
Confirmation Page of the New Project Wizard
Procedures
Display the New Project Wizard
Create a New Project
Project Security
Procedures
Give a User Access to a Project
Give a Group Access to a Project
Multiproject Operations (Master and Subprojects)
Multiproject Guidelines
Merge a Master Project's Subprojects to Create a New Project
Procedures
Create a Master Project
Assign Sub-Projects to a Master Project
Remove Sub-Projects from a Master Project
Merge Sub-Projects into a New Project
Validate Sub-Projects
Project Processes
Process Lock
Advance Calendar
Advance Calendar Wizard
Project Selection Page of the Advance Calendar Wizard
Synchronize Status Date Page of the Advance Calendar Wizard
Advance to Period Page of the Advance Calendar Wizard
Options Page of the Advance Calendar Wizard
Confirmation Page of the Advance Calendar Wizard
Process Running Page of the Advance Calendar Wizard
Process Complete Page of the Advance Calendar Wizard
Procedures
Display the Advance Calendar Wizard
Advance the Calendar
Rolling Wave
Calendar Definition
Effect of Running the Process
Procedures
Create a Rolling Wave Calendar
Assign a Rolling Wave Calendar to the Project
Rolling Wave Wizard
Project Selection Page of the Rolling Wave Wizard
Options Page of the Rolling Wave Wizard
Confirmation Page of the Rolling Wave Wizard
Process Running Page of the Rolling Wave Wizard
Process Complete Page of the Rolling Wave Wizard
Procedures
Display the Rolling Wave Wizard
Run the Rolling Wave Process
Calculate Progress
Procedures
Assign a Progress Technique to a Work Package
Add a Second Earned Value Class to Your Project
Select the Level at Which to Capture Actual Costs
Select the Earned Value Method
Possible Sources of Errors
Calculate Progress Wizard
Project Selection Page of the Calculate Progress Wizard
Options Page of the Calculate Progress Wizard
Confirmation Page of the Calculate Progress Wizard
Process Running Page of the Calculate Progress Wizard
Process Complete Page of the Calculate Progress Wizard
Procedures
Display the Calculate Progress Wizard
Calculate Progress
Forecasts
Manual Forecasts
Statistical Forecasts
Retain EAC
Forecast Calculations
Examples of Forecast Calculations
Examples of Manual Forecast Calculations
Examples of Statistical Forecast Calculations
How Cobra Spreads ETC
Frozen Forecasts
Procedures
Create a Forecast
Set Up a Retain EAC Forecast with the Scale EAC Option
Copy Budget to a Manual Forecast Using the Reclass Utility
Export Time-Phased Resource Assignments to Excel
Import Time-Phased Resource Assignments from Excel
Calculate Forecast Wizard
Project Selection Page of the Calculate Forecast Wizard
Options Page of the Calculate Forecast Wizard
Forecast Class Selection Page of the Calculate Forecast Wizard
Manual Performance Factors Page of the Calculate Forecast Wizard
Confirmation Page of the Calculate Forecast Wizard
Process Running Page of the Calculate Forecast Wizard
Process Complete Page of the Calculate Forecast Wizard
Procedures
Display the Calculate Forecast Wizard
Calculate Forecast
Freeze Forecast
Freeze Forecast Wizard
Project Selection Page of the Freeze Forecast Wizard
Criteria Selection Page of the Freeze Forecast Wizard
Cost Sets Page of the Freeze Forecast Wizard
Confirmation Page of the Freeze Forecast Wizard
Process Running Page of the Freeze Forecast Wizard
Process Complete Page of the Freeze Forecast Wizard
Procedures
Display the Freeze Forecast Wizard
Freeze a Forecast
Top Down Planning
Top Down Planning Wizard
Project Selection Page of the Top Down Planning Wizard
Criteria Selection Page of the Top Down Planning Wizard
Classes Page of the Top Down Planning Wizard
Results Page of the Top Down Planning Wizard
Calculation Page of the Top Down Planning Wizard
Confirmation Page of the Top Down Planning Wizard
Process Running Page of the Top Down Planning Wizard
Process Complete Page of the Top Down Planning Wizard
Procedures
Display the Top Down Planning Wizard
Perform Top Down Planning
Recalc
Recalculation Techniques
Recalc Wizard
Project Selection Page of the Recalc Wizard
Options Page of the Recalc Wizard
Criteria Selection Page of the Recalc Wizard
Classes Page of the Recalc Wizard
Results Page of the Recalc Wizard
Date Range Page of the Recalc Wizard
Confirmation Page of the Recalc Wizard
Process Running Page of the Recalc Wizard
Process Complete Page of the Recalc Wizard
Procedures
Display the Recalc Wizard
Recalculate Costs
Respread
Respread Wizard
Project Selection Page of the Respread Wizard
Options Page of the Respread Wizard
Criteria Selection Page of the Respread Wizard
Date Range Page of the Respread Wizard
Classes Page of the Respread Wizard
Confirmation Page of the Respread Wizard
Process Running Page of the Respread Wizard
Process Complete Page of the Respread Wizard
Procedures
Display the Respread Wizard
Respread the Budget
Reclass
Reclass Wizard
Project Selection Page of the Reclass Wizard
Options Page of the Reclass Wizard
Criteria Page of the Reclass Wizard
Source Class Page of the Reclass Wizard
Target Class Page of the Reclass Wizard
Date Range Page of the Reclass Wizard
Confirmation Page of the Reclass Wizard
Process Running Page of the Reclass Wizard
Process Complete Page of the Reclass Wizard
Procedures
Display the Reclass Wizard
Reclass a Class
Replan
Replan Wizard
Project Selection Page of the Replan Wizard
Options Page of the Replan Wizard
Criteria Page of the Replan Wizard
Method Page of the Replan Wizard
Work Package Name Page of the Replan Wizard
Confirmation Page of the Replan Wizard
Process Running Page of the Replan Wizard
Process Complete Page of the Replan Wizard
Procedures
Display the Replan Wizard
Perform Project Replan
Slip
Slip Wizard
Project Selection Page of the Slip Wizard
Criteria Page of the Slip Wizard
Slip By Page of the Slip Wizard
Confirmation Page of the Slip Wizard
Process Running Page of the Slip Wizard
Process Complete Page of the Slip Wizard
Procedures
Display the Slip Wizard
Slip a Project
Apportionment
Apportionment Calculations
Apportionment Setup Steps
Create the Apportionment Definition
Apportionment Mapping
Apportionment Dialog Box
Apportionment Mapping Dialog Box
Add Apportionment Target Dialog Box
Add Apportionment Source Dialog Box
Procedures
Perform Apportionment Mapping
Edit Apportionment Targets
Apportionment Calculation Wizard
Project Selection Page of the Apportionment Calculation Wizard
Calculation Range Page of the Apportionment Calculation Wizard
Classes Page of the Apportionment Calculation Wizard
Confirmation Page of the Apportionment Calculation Wizard
Process Running Page of the Apportionment Calculation Wizard
Process Complete Page of the Apportionment Calculation Wizard
Procedures
Display the Apportionment Calculation Wizard
Perform Apportionment Calculations
Audit Logging
Log Change Comment Dialog Box
Round off Audit Log Transactions
Project Audit Logging
Log Significant Changes for IPMR CPR Format 3 Reports
Project Audit Wizard
Project Selection Page of the Project Audit Wizard
Log Operation Page of the Project Audit Wizard
Log Transaction Page of the Project Audit Wizard
Edit Comment and Change Number Page of the Project Audit Wizard
Prompt Level Page of the Project Audit Wizard
Set Project Baseline Page of the Project Audit Wizard
Log Comment Page of the Project Audit Wizard
Confirmation Page of the Project Audit Wizard
Process Running Page of the Project Audit Wizard
Process Complete Page of the Project Audit Wizard
Audit Log Comparison Page of the Project Audit Wizard
Procedures
Display the Project Audit Wizard
Turn Project Audit On or Off
Reset the Baseline Using the Project Audit Wizard
Reconcile Project Logs Using the Project Audit Wizard
Update Transaction Logs
Edit the Project Audit Log
Analyze
Security Options for the Analyze Utility
Analyze Options Dialog Box
Locate Custom Application Dialog Box
Analyze Project Dialog Box
Procedures
Perform Project Analysis
Set Analyze Options
Analyze Form
Analyze Edit Tab
Shortcut Menu
Results Pane of the Analyze Form
Graph Reports
Save Template Dialog Box
Narrative Text Pane of the Analyze Form
Get Narrative Dialog Box
Procedures
Display the Analyze Form
Create Graph Reports from the Analyze Form
Print Analyze Graph Reports
Save Graph Reports as Graphic Files
Save Graph Reports as XML Files
Copy Narrative Information
Customize Graphs
Procedures
Use the Chart Designer to Customize Graphs
Select a Chart Type
Set Up Chart Details
Edit Chart Data
Tools
Zero Out Data
Zero Out Data Wizard
Project Selection Page of the Zero Out Data Wizard
Options Page of the Zero Out Data Wizard
Criteria Selection Page of the Zero Out Data Wizard
Classes Page of the Zero Out Data Wizard
Date Range Page of the Zero Out Data Wizard
Confirmation Page of the Zero Out Data Wizard
Process Running Page of the Zero Out Data Wizard
Process Complete Page of the Zero Out Data Wizard
Procedures
Display the Zero Out Data Wizard
Set Resource Values to Zero
Align Time-phased Dates
Align Time-phased Dates Wizard
Project Selection Page of the Align Time-phased Dates Wizard
Original Calendar Page of the Align Time-phased Dates Wizard
Confirmation Page of the Align Time-phased Dates Wizard
Process Running Page of the Align Time-phased Dates Wizard
Process Complete Page of the Align Time-phased Dates Wizard
Procedures
Display the Align Time phased Dates Wizard
Align Time phased Resource Records
Update Codes
Update Codes Wizard
Project Selection Page of the Update Codes Wizard
Criteria Selection Page of the Update Codes Wizard
Update Code Page of the Update Codes Wizard
Confirmation Page of the Update Codes Wizard
Process Running Page of the Update Codes Wizard
Process Complete Page of the Update Codes Wizard
Procedures
Display the Update Codes Wizard
Update the Code Fields
Replace Resources
Replace Resources Wizard
Project Selection Page of the Replace Resources Wizard
Resource Selection Page of the Replace Resources Wizard
Confirmation Page of the Replace Resources Wizard
Process Running Page of the Replace Resources Wizard
Process Complete Page of the Replace Resources Wizard
Procedures
Display the Replace Resources Wizard
Replace or Merge Resources
Calculated Fields
Calculated Fields Dialog Box
New Calculated Field Dialog Box
Calculated Field Expression Dialog Box
Fields Dialog Box
Considerations When Creating Field Names
Procedures
Create Calculated Fields
Update Totals Utility
Update Totals Wizard
Project Selection Page of the Update Totals Wizard
Confirmation Page of the Update Totals Wizard
Process Running Page of the Update Totals Wizard
Process Complete Page of the Update Totals Wizard
Procedures
Display the Update Totals Wizard
Update Totals
SQL Command Utility
SQL Command Utility Dialog Box
SQL Command Utility Supported Parameters
SQL Language Extended Support
Procedures
Run the SQL Command Utility
Validity Check
Validity Check Wizard
Project Selection Page of the Validity Check Wizard
Validations Page of the Validity Check Wizard
Business Validations Page of the Validity Check Wizard
Resource and Code Assignment Validations Page of the Validity Check Wizard
Ancillary File Validations Page of the Validity Check Wizard
Data Anomaly Validations Page of the Validity Check Wizard
Project and Apportionment Validations Page of the Validity Check Wizard
Confirmation Page of the Validity Check Wizard
Process Running Page of the Validity Check Wizard
Process Complete Page of the Validity Check Wizard
Procedures
Display the Validity Check Wizard
Perform a Validity Check
Process Logs
Process Logs Dialog Box
Process Log Viewer
Errors Dialog Box of the Process Log Viewer
Warnings Dialog Box of the Process Log Viewer
Debug Logs
ProcessLog.xml Log File
ClientDebugLog.xml Log File
ServerDebugLog.xml Log File
Procedures
Log SQL Statements in ClientDebugLog.xml
Log SQL Statements in ServerDebugLog.xml
Edit IdeaBlade.ibconfig File
Disable Automatic Archiving of ClientDebugLog.xml Log File
User Preferences
User Preferences Dialog Box
Procedures
Display the User Preferences Dialog Box
Set the Date Format
Configuration of Application Preferences
Application Preferences Dialog Box
General Tab of the Application Preferences Dialog Box
Project Codes Tab of the Application Preferences Dialog Box
Notes Tab of the Application Preferences Dialog Box
New Note Category Dialog Box
Edit Note Category Dialog Box
Spread Curves Tab of the Application Preferences Dialog Box
Add Spread Curve Dialog Box
Data Access Tab of the Application Preferences Dialog Box
Custom Hooks Tab of the Application Preferences Dialog Box
Integration Tab of the Application Preferences Dialog Box
Reports Tab of the Application Preferences Dialog Box
Other Tab of the Application Preferences Dialog Box
Procedures
Display the Application Preferences Dialog Box
Configure Application Settings
Custom Hooks
Customization of Integration Process
Customization of Processes
API
Log Files
API Script
Settings Section of the API Script
Process Sections of the API Script
Advance Calendar Process
ANSI EIA X12 Process
Apportionment Process
Backup Project Process
Batch Report Process
Calculate Progress Process
Calculate Forecast Process
Copy Project Process
Create Project from Template Process
Delete Project Process
Get Cobra Spread Process
Initialize Forecast Process
Integrate Actual Costs Process
Integrate Ancillary Data Process
Integrate Apportionment Definition Process
Integrate Apportionment Mapping Process
Integrate Project Data Process
Recalculate Process
Reclass Process
Reconcile Log Process
Replace Resources Process
Respread Process
Restore Process
Rolling Wave Process
Set Project Baseline Process
SQL Command Process
Update Totals Process
Update Tphase Process
Validity Check Process
wInsight Export Process
Project Template Creation
Required Template Files
XML Configuration File
API Script to Create a New Project from a Project Template
Application Settings
Additional Project Files
XML Configuration File Sample
Hook Program Methods
XML Configuration Object Interface
ClassRateFiles Collection
MsgLogger Object Interface
Procedures
Run the API Script
Create Windows Shortcut for the API Script
Data Conversion
Configuration Security
Configuration Security Dialog Box
Integration Wizard
Import Files for Budget and Forecast Information
Import Files for Activity and Resource Assignments
Example Import File
File Level Security
Template Resource Files
Procedures
Display the Integration Wizard
Data Import — Ancillary Data
Integration Wizard — Ancillary Data
Integration Configuration Page of the Integration Wizard
File Selection Page of the Integration Wizard
Ancillary File Field Mapper Page of the Integration Wizard
Save and Load Page of the Integration Wizard
Access Control Page of the Integration Wizard
Confirmation Page of the Integration Wizard
Process Running Page of the Integration Wizard
Process Complete Page of the Integration Wizard
Data Import — Actual Costs
Control Account Versus Work Package Level
Cumulative versus Current Period Costs
Master Project Versus Individual Projects
Control Account Fields Versus Codes
First Result and Derived Costs
Cost Classes
Actual Cost Import File
Data Formats
The Field Mapper
CSV Import Files
Enter Actual Costs
Enter Actual Costs Using an Import File
Import File Preparation
Import File Validation
Enter Actual Costs Manually
Integration Wizard — Actual Costs
Integration Configuration Page of the Integration Wizard
File Selection Page of the Integration Wizard
Field Mapper Page of the Integration Wizard
Class and Results Page of the Integration Wizard
Included Costs Page of the Integration Wizard
Options Page of the Integration Wizard
Save and Load Page of the Integration Wizard
Access Control Page of the Integration Wizard
Confirmation Page of the Integration Wizard
Process Running Page of the Integration Wizard
Process Complete Page of the Integration Wizard
Data Import — Apportionment Definition and Mapping Data
Data Import — Apportionment Definition
File Format for Importing Apportionment Definition
Data Import — Apportionment Mapping
File Format for Importing Apportionment Mapping
Integration Wizard — Apportionment Definition and Mapping Data
File Selection Page of the Integration Wizard
Confirmation Page of the Integration Wizard
Process Running Page of the Integration Wizard
Process Complete Page of the Integration Wizard
Procedures
Edit Exported Data in Excel
Data Import Using Scheduling Tools
Share Cost and Schedule Information
Prepare Cobra for Schedule Integration
Data Import Using Files
Data Import from Microsoft Project
Options for Importing from Microsoft Project
Configure Cobra to Work with Microsoft Project Server
Data Import from Primavera
Prepare the Primavera Schedule
Primavera Fields Imported
Data Import from Open Plan
Prepare the Open Plan Schedule
Check Open Plan Baseline Resource Records
Open Plan Fields Imported
Resource-Loaded Schedule
Load Resource Files from Open Plan
Integration Wizard — Scheduling Tools and Files
Integration Configuration Page of the Integration Wizard
Connection Selection Page of the Integration Wizard
New Connection Dialog Box of the Integration Wizard
New Connection Dialog Box of the Integration Wizard — MS Project
New Connection Dialog Box of the Integration Wizard — Primavera
Edit Connection Dialog Box of the Integration Wizard
Edit Connection Dialog Box of the Integration Wizard — MS Project
Edit Connection Dialog Box of the Integration Wizard — Primavera
Action Selection Page of the Integration Wizard
Project Selection Page of the Integration Wizard
Project Selection Page of the Integration Wizard — Files
Project Selection Page of the Integration Wizard — Scheduling Tools
Notes Page of the Integration Wizard
Codes Page of the Integration Wizard
Codes Page of the Integration Wizard — MS Project
Codes Page of the Integration Wizard — Primavera
Codes Page of the Integration Wizard — Open Plan
Resources and Rates Page of the Integration Wizard
Resources and Rates Page of the Integration Wizard (New Project)
Date Selection Page of the Integration Wizard
Date Selection Page of the Integration Wizard — MS Project
Date Selection Page of the Integration Wizard — Primavera
Date Selection Page of the Integration Wizard — Open Plan
Import File Field Mapper Page of the Integration Wizard
Results Page of the Integration Wizard
Schedule Mapping Page of the Integration Wizard
Schedule Mapping Page of the Integration Wizard — MS Project
Schedule Mapping Page of the Integration Wizard — Primavera
Schedule Mapping Page of the Integration Wizard — Open Plan
Earned Value Page of the Integration Wizard
Earned Value Page of the Integration Wizard — Files
Earned Value Page of the Integration Wizard — Scheduling Tools
Resource Assignments Page of the Integration Wizard
Resource Assignments Page of the Integration Wizard — Files
Resource Assignments Page of the Integration Wizard — MS Project
Resource Assignments Page of the Integration Wizard — Primavera
Resource Assignments Page of the Integration Wizard — Open Plan
Calendar Page of the Integration Wizard
Change Control Page of the Integration Wizard
Deletion Criteria Dialog Box of the Integration Wizard
Status File Field Mapper Page of the Integration Wizard
Status Page of the Integration Wizard
Status Page of the Integration Wizard — Files
Status Page of the Integration Wizard — Scheduling Tools
Filter Page of the Integration Wizard
Filter Page of the Integration Wizard — Files
Filter Page of the Integration Wizard — Scheduling Tools
Other Options Page of the Integration Wizard
Save and Load Page of the Integration Wizard
Access Control Page of the Integration Wizard
Confirmation Page of the Integration Wizard
Process Running Page of the Integration Wizard
Process Complete Page of the Integration Wizard
Data Import — Budget Data
Procedures
Import Budget Data into Cobra
Data Import — Status Data
File Format for Importing Status Information
Procedures
Import Status Data into Cobra
Reports
Report Properties Dialog Box
General Tab of the Report Properties Dialog Box
Information Tab of the Report Properties Dialog Box
Report Definition Tab of the Report Properties Dialog Box
Access Control Tab of the Report Properties Dialog Box
Procedures
Display the Report Properties Dialog Box
Report Parameters
Report Content Parameters
Report Criterion Parameters
Report Options
Report Wizard Parameters
Reduce Memory Consumption for Very Large Reports
Report Wizard
Report Page of the Report Wizard
Filter and Sort Page of the Report Wizard
Manage Filters Dialog Box of the Report Wizard
New Filter Dialog Box of the Report Wizard
New Filter Expression Dialog Box of the Report Wizard
Edit Filter Expression Dialog Box of the Report Wizard
Copy Filter Dialog Box of the Report Wizard
Manage Sorts Dialog Box of the Report Wizard
New Sort Dialog Box of the Report Wizard
New Sort Expression Dialog Box of the Report Wizard
Edit Sort Expression Dialog Box of the Report Wizard
Copy Sort Dialog Box of the Report Wizard
Sub-Totals Page of the Report Wizard
Results Page of the Report Wizard
Calculated Results
Open Dialog Box of the Calculated Results Wizard
Calculated Results Dialog Box
Add Calculated Result Dialog Box of the Calculated Results Wizard
Copy Calculated Result Dialog Box of the Calculated Results Wizard
Procedures
Create a Calculated Result
Display the Calculated Results Wizard
Calendar Page of the Report Wizard
IPMR Format 2 Summary Page of the Report Wizard
Cost Sets Page of the Report Wizard
Style Page of the Report Wizard
Save and Run Page of the Report Wizard
Access Control Page of the Report Wizard
Confirmation Page of the Report Wizard
Process Running Page of the Report Wizard
Process Complete Page of the Report Wizard
Procedures
Display the Report Wizard
Report Categories
Ancillary Reports
Audit Reports
Graphic Reports
Column Reports
Export Reports
Format Reports
Planning Reports
Time-phased Reports
Procedures
Generate a Report
Report Types
Customization of Reports
Report Templates
Report Template Location
Report Template Format
Report Template Tags
Section Tags
Formula Tags
Information Tags
Other Tags
Property Tags
Apportionment Mapping Tags
Baseline Tags
Calendar File Information Tags
Calendar Holiday Tags
Calendar Period Tags
Change Management Tags
Class Information Tags
Code File Information Tags
Code Tags
Control Account and Work Package Note Tags
Control Account Tags
Cost Set Information Tags
Explanation of Variance Narrative Tags
Milestone Tags
Note Information Tags
Project Information Tags
Rate File Information Tags
Rate Set Tags
Rate Tags
Report Filter Information Tags
Report Information Tags
Resource Assignment Tags
Resource Calculation Tags
Resource File Information Tags
Resource Tags
Work Package Tags
Batch Reports
Batch Reports Dialog Box
Add Batch Report Dialog Box
General Tab of the Add Batch Report Dialog Box
Included Reports Tab of the Add Batch Report Dialog Box
Access Control Tab of the Add Batch Report Dialog Box
Edit Batch Report Dialog Box
General Tab of the Edit Batch Report Dialog Box
Included Reports Tab of the Edit Batch Report Dialog Box
Access Control Tab of the Edit Batch Report Dialog Box
Copy Batch Report Dialog Box
Procedures
Run Batch Reports
Display the Add Batch Report Dialog Box
Display the Edit Batch Report Dialog Box
Display the Copy Batch Report Dialog Box
Data Export
Update Open Plan Resources
Update Open Plan Resources Wizard
General Information Page of the Update Open Plan Resources Wizard
Select Configuration Page of the Update Open Plan Resources Wizard
Criteria Page of the Update Open Plan Resources Wizard
Confirmation Page of the Update Open Plan Resources Wizard
Process Running Page of the Update Open Plan Resources Wizard
Process Complete Page of the Update Open Plan Resources Wizard
Procedures
Display the Update Open Plan Resources Wizard
Update Open Plan Resources
Calendar Export to Open Plan
Export Calendar to Open Plan Wizard
Calendar Selection Page of the Export Calendar to Open Plan Wizard
Confirmation Page of the Export Calendar to Open Plan Wizard
Process Running Page of the Export Calendar to Open Plan Wizard
Process Complete Page of the Export Calendar to Open Plan Wizard
Procedures
Display the Export Calendar to Open Plan Wizard
Export a Calendar to Open Plan
Cobra to wInsight Data Export
Narrative Export Process
wInsight Wizard
Configuration Page of the wInsight Wizard
Project Page of the wInsight Wizard
Export Structures Page of the wInsight Wizard
Project Officer Codes Page of the wInsight Wizard
Link Structures Page of the wInsight Wizard
Control Account Codes Page of the wInsight Wizard
Work Package Codes Page of the wInsight Wizard
Cost Sets Page of the wInsight Wizard
Element of Cost Page of the wInsight Wizard
Performance Data Page of the wInsight Wizard
IPMR Format 2 Summary Page of the wInsight Wizard
Miscellaneous Page of the wInsight Wizard
wInsight Database Page of the wInsight Wizard
New Connection Dialog Box of the wInsight Wizard
Edit Connection Dialog Box of the wInsight Wizard
Save and Run Page of the wInsight Wizard
Access Control Page of the wInsight Wizard
Confirmation Page of the wInsight Wizard
Process Running Page of the wInsight Wizard
Process Complete Page of the wInsight Wizard
Procedures
Display the wInsight Wizard
Export Data from Cobra to wInsight
Sections of the XML File
Contracts, CPRS, and Contractors Sections of the XML File
Structure Section of the XML File
Elements Section of the XML File
Columns Section of the XML File
EarnedValues Section of the XML File
Units Section of the XML File
FutureEtcs Section of the XML File
Manpowers Section of the XML File
Calendars Section of the XML File
CalendarDets Section of the XML File
wInsight DTD
Data Export in ANSI EIA X12 Format
ANSI EIA X12 Wizard
Project Selection Page of the ANSI EIA X12 Wizard
Export Structures Page of the ANSI EIA X12 Wizard
Project Officer Codes Page of the ANSI EIA X12 Wizard
Results Page of the ANSI EIA X12 Wizard
Options Page of the ANSI EIA X12 Wizard
Export Page of the ANSI EIA X12 Wizard
Confirmation Page of the ANSI EIA X12 Wizard
Process Running Page of the ANSI EIA X12 Wizard
Process Complete Page of the ANSI EIA X12 Wizard
Procedures
Display the ANSI EIA X12 Wizard
Export Data in ANSI EIA X12 Format
Assignment Import/Assignment Export
Rules for Importing Data
Assignment Import/Assignment Export Wizard
Project Selection Page of the Assignment Import/Assignment Export Wizard
Resource Assignments Page of the Assignment Import/Assignment Export Wizard
Export Location Page of the Assignment Export Wizard
Import Location Page of the Assignment Import Wizard
Confirmation Page of the Assignment Import/Export Wizard
Process Running Page of the Assignment Import/Assignment Export Wizard
Process Complete Page of the Assignment Import/Assignment Export Wizard
Log Comment Page of the Assignment Import/Assignment Export Wizard
Procedures
Display the Assignment Export Wizard
Display the Assignment Import Wizard
Export and Import Time-Phased Resource Assignments
Specify Export Location for Resource Assignments
Specify Import Location for Resource Assignments
Cobra Web Services
Install the Cobra Web Service
Deploy the Cobra Web Service Host
Deploy the Cobra Web Service ClientAPI
Remove Host from the Windows Services
Set up the .NET Project
Add ClientAPI Files as Reference in Visual Studio Projects
Write the .NET Code
Connect to the Cobra Web Service Host
Create Service Operations Classes
Run the Process or Operation
Retrieve Data
Log Out of the Cobra Web Service Host
Other Distribution Files
Data Dictionary