Import File Field Mapper Page of the Integration Wizard
Use this page to define the order of fields in the selected activity file, which is used to define the general information for control accounts and work packages such as name (keys), description, dates, progress technique, and other information.
To define the field order, complete the following steps:
- If you want the imported file to contain a header row, select the File contains a header row check box.
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Define the data code in each column by selecting values from a drop-down list on the first row of each column.
Values in the drop-down lists depend on the options selected on the Action Selection page. You can use the <Ignore> option more than once to signify fields that the process should ignore during the import process.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 on the Field Mapper page of the Integration wizard.Additional fields can be mapped using the drop-down list. Select one of the following values:
Option Description <Ignore> Select this value to represent fields that the process should ignore during the import process. Control Account field 1 prompt Control Account field 2 prompt This value is only available when you use this field in the import file. Control Account field 3 prompt This value is only available when you use this field in the imported file. If actual costs are at the control account level, you must select the control account keys or a control account code. If actual costs are at the work package level, you must select the control account keys and a work package. Work Package prompt You can select a work package code without control account and work package keys. Work Package Manager Resource This value is only available when you are importing data from a single file. From Date This value is only available when you are importing data from a single file. If the From Date column is not selected or contains empty dates, the resource users the activity start dates. To Date This value is only available when you are importing data from a single file. If the To Date column is not selected, or contains empty dates, the resource uses the activity finish date. Curve This value is only available when you are importing data from a single file. If the Curve column is not selected, the values are spread using the linear curve. Class <Individual Results> This value separately lists each result defined for the selected project on the Resource File Properties dialog box. Cost_date Project Select this value if: - You selected a master project on the Project Selection page.
- You are loading an import file with data from multiple projects without loading against a master project. Refer to Project Selection Page of the Integration Wizard — Files.
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. User Character Fields [1-10] This value is available only if you select Code Assignments and User Fields on the Action Selection page. If you select this option, the value will be imported into the corresponding field in the Spreadsheet pane of the Project view. Cobra will overwrite codes in Cobra with the codes in the schedule, even if the codes are empty. If the control account or work package is in Cobra, but the control account or work package is not being loaded from the schedule, the user character field in Cobra will not be updated. See the User Fields tab in Schedule Mapping Page of the Integration Wizard for additional information on user fields. Note: You must first run the required script to display User Character Fields [6-10]. Refer to Additional User Fields for instructions on how to configure Cobra to use these additional fields.User Number Fields [1-10] This value is available only if you select Code Assignments and User Fields on the Action Selection page. If you select this option, the value will be imported into the corresponding field in the Spreadsheet pane of the Project view. Cobra will overwrite codes in Cobra with the codes in the schedule, even if the codes are empty. If the control account or work package is in Cobra, but the control account or work package is not being loaded from the schedule, the user number field in Cobra will not be updated. See User Fields tab in Schedule Mapping Page of the Integration Wizard for additional information on user fields. Note: You must first run the required script to display User Number Fields [6-10]. Refer to Additional User Fields for instructions on how to configure Cobra to use these additional fields.User Date Fields [1-10] This value is available only if you select Code Assignments and User Fields on the Action Selection page. If you select this option, the value will be imported into the corresponding field in the Spreadsheet pane of the Project view. Cobra will overwrite codes in Cobra with the codes in the schedule, even if the codes are empty. If the control account or work package is in Cobra, but the control account or work package is not being loaded from the schedule, the user date field in Cobra will not be updated. See User Fields tab in Schedule Mapping Page oif the Integration Wizard for additional information on user fields. Note: You must first run the required script to display User Date Fields [6-10]. Refer to Additional User Fields for instructions on how to configure Cobra to use these additional fields.A sample import file is shown below:
Parent Topic: Integration Wizard — Scheduling Tools and Files