Field | Description |
Update status using
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Use this field to select a date to use when updating status. Select one of the following options from the drop-down list:
- Early Dates
- Late Dates
- Schedule Dates
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Allow percent complete reduction
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Select this check box to enable Cobra to decrease the percent complete based on the amount in the schedule. This option affects work packages, milestones, and resources that use percent completes.
If you do not select this option, Cobra allows values to be increased but not decreased.
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Change Cobra actual dates to match the schedule
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Select this check box to update Cobra actual dates that are different from the schedule dates so that actual dates match the schedule dates for the mapped activities.
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For schedule activities with percent complete and no actual start date, use early start date as Cobra actual start date
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Select this check box to import the early start date when the actual start date is blank for activities with percent completes greater than zero.
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Update early and late dates
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Select this check box to update the early and late dates used for alternative forecasts in Cobra from the schedule early and late dates.
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Load units complete from field
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Click
to select a schedule field from which Cobra imports the Unit to Do value on work packages with Units Complete progress technique.
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Update assignment % for resource with class (only for Primavera, Microsoft Project XML, and Microsoft Project Server)
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Click
to select a budget class to update. Use this option when there are multiple resources with different classes in the work package. The percent complete is updated for resources with the selected class.
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Load percent complete from (only for Microsoft Project XML and Microsoft Project Server)
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Use this field to specify how you want to import percent complete and assignment percent complete values from Microsoft Project. Select an option from the drop-down list:
- Calculate Percent Complete — Select this option to calculate percent complete, using resource progress when updating the status for work packages that use the progress technique of percent complete. The percent complete is calculated by summarizing the values for Budget and Earned for the resource assignments for all tasks at the work package level. Percent complete is calculated using the formula: Earned/Budget.
- Percent Complete — Select this check box to import the percent complete from the level
% Complete field of the activity. Percent Complete is calculated using the following formula: ((Resource Value * % Complete)+ (Resource Value * % Complete)+…))/Sum Resource Values
- Work Percent Complete — Select this check box to import the percent complete from the
% Work Complete MSP field. Work Percent Complete is calculated using the following formula: ((Resource Value * Work % Complete)+ (Resource Value * Work % Complete)+…))/Sum Resource Values
- Physical Percent Complete — Select this option to import the percent complete from the
Physical % Complete MSP field. Physical Percent Complete is calculated using the following formula: ((Resource Value * Physical % Complete)+ (Resource Value * Physical % Complete)+…))/Sum Resource Values
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Update Assignment % Complete (only for Open Plan)
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Use this option when there are multiple resources with different classes in the work package. The percent complete is updated for resources with the selected class. Selecting this option enables the
Assignment % Complete options. This option is only visible when you import data from Open Plan.
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Select assignment class to update
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This option is enabled only if the
Load Budget class from field option on the Resource Assignments page is not selected. This option determines which Cobra classes should be updated when loading Assignment % Complete. Selecting this option directs Cobra to update the percent complete for all resources that use the Assignment % Complete progress technique based on Cobra class selection.
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Cobra class
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Use this field to select the Cobra class to which the resource Assignment % Complete is loaded.
If the
Load budget class from field option is selected and a schedule field is specified on the Resource Assignments page, the
Select assignment class to update option and
Cobra class field are disabled.
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Use assignment class from schedule
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Select this option to direct Cobra to update percent completes for all resources that use the Assignment % Complete progress technique based on the class assigned in the schedule field.
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Schedule field where class is stored
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Use this field to select the schedule field where the class is stored.
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Class to use when field is blank
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Use this field to specify a default class to use if the
Schedule field where class is stored field is blank.
If the
Load budget class from field option is selected and a schedule field is specified on the Resource Assignments page, the
Use assignment class from schedule option is selected by default and the
Schedule field where the class is stored field is disabled. Instead, Cobra will use the value specified in the
Load budget class from field on the Resource Assignments page. The
Class to use when field is blank option is still enabled.
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