Integration Wizard

Import Files for Budget and Forecast Information
The import file must contain the required columns when importing data from a CSV file or Excel spreadsheet.

Import Files for Activity and Resource Assignments
The import file must contain the required columns when importing data from a CSV file or Excel spreadsheet.

Example Import File
An import file can an activity file, resource file, or a combination of both.

File Level Security
Cobra enforces file level security when you use the Integration wizard.

Template Resource Files
Template resource files help you build a calculation for the resources that you are importing from a schedule. The resources are calculated during the import process.

Procedures
Use the procedures to import data into Cobra.

Data Import — Ancillary Data
Use the Integration wizard to import ancillary data such as codes, resource structures, resource calculations, rates, calendars, and holidays from files.

Data Import — Actual Costs
Cobra is very flexible in terms of loading actual costs. You can select the level at which they are captured.

Data Import — Apportionment Definition and Mapping Data
Use the Integration wizard to import apportionment definition and apportionment mapping data.

Data Import Using Scheduling Tools
In an integrated cost/schedule environment, activities in a schedule are identified with their control account points (that is, control accounts or work packages) in an earned value management system. This integration allows budgets and forecasts to accurately reflect the most current actual and estimated scheduling information.

Data Import — Budget Data
Use the Integration wizard to import budget data into Cobra.

Data Import — Status Data
Use the Integration wizard to import status data into Cobra.

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Integration Wizard