Field Mapper Page of the Integration Wizard
Use this page to define the order of the columns in the import file.
Note: If you are importing data that contains quotes in the descriptions, you must use the XLS format of the file. You must also select the
File contains a header row option.
Note: The
File contains a header row option is not displayed when you are importing actual costs from a database.
Defining the Field Order
Define the data element in each column by selecting values from the drop-down list on the first row of each column. If you want the imported file to contain a header row, select the File contains a header row check box. If the header in the text file matches the field in Cobra, the column maps automatically when you select this option.
Additional fields can be mapped using the drop-down list. Select one of the following values:
Option | Description |
---|---|
<Ignore> | |
Control Account field 1 prompt | |
Control Account field 2 prompt | This value is included only if this field is used in the import file. |
Control Account field 3 prompt | This value is included only if this field is used in the import file. If actual costs are at the control account level then you must select the control account keys or a control account code. If actual costs are at the work package level then you must select the control account keys and a work package. |
Work Package prompt | You can select a work package code without control account work package keys. |
Resource prompt | |
Class | |
Result | This is the actual word “Result”. When you select Result, you must also select Result value and vice versa. |
Result value | |
<Individual Results> | This option separately lists each result defined for the selected project on the Resource File Properties dialog box. You can select either Result or multiple <Individual Results>. You cannot select both Result and <Individual Results>. |
Cost date | If you are loading the actual cost records from a database, the date column should be in DateTime type. |
Project | This value is included only if the selected project is a master project. |
Code.<prompt> | This value lists code prompts on the control account or work package depending on the level of actual costs defined. |
Resource Assignment.<prompt> | This value is only available when you are importing code assignments from a single file. There is one column for each Resource Assignment Code Field defined on the project. Selecting the Resource Assignment columns is optional. |
Note: With the exception of
<Ignore>, you can select an option only once. A selected option is no longer available in subsequent columns.
Parent Topic: Integration Wizard — Actual Costs
How to...