Codes Page of the Integration Wizard — Primavera

Use this page to select the code information you want to import from the Primavera schedule, and the Cobra code file where you want the code file to be imported.

Note: The Codes page of the Integration wizard displays only if you are importing codes.

Contents

Field	Description
Action	Use this field to select whether to update an existing code file in Cobra, or create or overwrite a new one. Select one of the following options from the drop-down list: Update — This option adds new codes to the existing file. Codes that match the imported codes have the description updated. Create/ Overwrite — This option creates the selected Cobra code file if it does not exist yet. If it exists, the existing file is deleted and recreated.
Schedule Code	Use this field to define the codes to import from the schedule.
Primavera	Any Primavera file can be imported. Select one of the following options from the drop-down list: WBS — Cobra loads from the level of the selected project going down. Resource Control Account — This refers to all control accounts in the Primavera control account table. Activity Codes — These can be global, EPS (Enterprise Project Structure), or project specific. This list of available codes is drawn from codes assigned to tasks on the selected project. Note: If you select a code that has a lookup list, the entire list is imported whether all the values are assigned to the project or not.
Cobra Code File	To select the code file into which you import data, either click and select a file from the list or enter the name of the code file in this field. It can take a while to retrieve data for the lookup. If you select Update as the action, the Cobra code file you select or enter must be an existing code file. If you select Create/ Overwrite as the action, you can either select an existing file or enter a name for a new file to be created. If you select this option, the default value in the Cobra Code File field becomes New Code 1. If that name already exists, it increments to the next number.
Add	This button allows you to insert a row into the grid so that you can import another code file.
Delete	Use this button to delete the selected row. This button is disabled if no row is selected.

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Codes Page of the Integration Wizard — Primavera

Use this page to select the code information you want to import from the Primavera schedule, and the Cobra code file where you want the code file to be imported.

Note: The Codes page of the Integration wizard displays only if you are importing codes.

Contents

Field	Description
Action	Use this field to select whether to update an existing code file in Cobra, or create or overwrite a new one. Select one of the following options from the drop-down list: Update — This option adds new codes to the existing file. Codes that match the imported codes have the description updated. Create/ Overwrite — This option creates the selected Cobra code file if it does not exist yet. If it exists, the existing file is deleted and recreated.
Schedule Code	Use this field to define the codes to import from the schedule.
Primavera	Any Primavera file can be imported. Select one of the following options from the drop-down list: WBS — Cobra loads from the level of the selected project going down. Resource Control Account — This refers to all control accounts in the Primavera control account table. Activity Codes — These can be global, EPS (Enterprise Project Structure), or project specific. This list of available codes is drawn from codes assigned to tasks on the selected project. Note: If you select a code that has a lookup list, the entire list is imported whether all the values are assigned to the project or not.
Cobra Code File	To select the code file into which you import data, either click and select a file from the list or enter the name of the code file in this field. It can take a while to retrieve data for the lookup. If you select Update as the action, the Cobra code file you select or enter must be an existing code file. If you select Create/ Overwrite as the action, you can either select an existing file or enter a name for a new file to be created. If you select this option, the default value in the Cobra Code File field becomes New Code 1. If that name already exists, it increments to the next number.
Add	This button allows you to insert a row into the grid so that you can import another code file.
Delete	Use this button to delete the selected row. This button is disabled if no row is selected.