Integration Wizard — Scheduling Tools and Files To import data from files, Microsoft Project, Open Plan, or Primavera into Cobra, you must complete the information required on each page of the Integration wizard. Related Topics:Integration Configuration Page of the Integration Wizard Use this page to choose an existing configuration or create a new one. Connection Selection Page of the Integration Wizard Use the Connection Selection page of the Integration wizard to define the connection to use to import data from Microsoft Project or Primavera. Action Selection Page of the Integration Wizard Use this page to select the data type you want to import from the schedule. Project Selection Page of the Integration Wizard Use this page to select the files from which you will import data, and the Cobra project where data is imported to. Notes Page of the Integration Wizard Use this page to define the Note category to use if the Category field is not mapped in the activity file or if the mapped field in the file is blank. Codes Page of the Integration Wizard Use this page to select the schedule code you want to import and the corresponding Cobra code files to import to. Resources and Rates Page of the Integration Wizard Use this page to select the resource and rate information that you want to import from the schedule, and the Cobra resource and rate files that you are importing data into. Resources and Rates Page of the Integration Wizard (New Project) Use this page to define a resource file and rate file for a new project. This page displays if you do not select Resources and Rates on the Action Selection page but you do choose to create a new Cobra project during the data import. Date Selection Page of the Integration Wizard Use this page to select the schedule date fields that you want to use to load the Cobra dates. 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. Results Page of the Integration Wizard Use this page to select specific results that Cobra should calculate after the imported is completed if these results are not included in the imported file. Schedule Mapping Page of the Integration Wizard Use this page to configure how your schedule is linked to your Cobra project. Progress Page of the Integration Wizard Use this page to select the options to use for assigning the progress technique to work package. Resource Assignments Page of the Integration Wizard Use this page to select whether you want to load all assignments into a single class, or load them based on classes assigned in the schedule. Calendar Page of the Integration Wizard Use this page to define the calendar to use for a new project. You can either use an existing calendar or create a new one. Change Control Page of the Integration Wizard Use this page to specify the actions that will be performed when the import process updates existing Cobra data. Status File Field Mapper Page of the Integration Wizard Use this page to define the order of the fields in the status file. Status Page of the Integration Wizard Use this page to define how status is imported into Cobra from the status file defined on the Project Selection page. Filter Page of the Integration Wizard Use this page to define the data to be imported. Other Options Page of the Integration Wizard Use this page to select options that may apply to multiple action selections when you integrate between Cobra and all of the scheduling software tools. Save and Load Page of the Integration Wizard Use this page to save the options you selected while running the Integration process. Access Control Page of the Integration Wizard Use this page to enable users or groups to access the integration configuration that you are creating. Confirmation Page of the Integration Wizard This page informs you that Cobra has all the information it needs to run the integration. Process Running Page of the Integration Wizard This page displays the progress status of the process you are running. Process Complete Page of the Integration Wizard This page displays information about the status of the process. Procedures Use the procedures to import data into Cobra. Parent Topic: Data Import Using Scheduling Tools HomeCobra 8.2 Help SystemIntegrationIntegration WizardData Import Using Scheduling ToolsIntegration Wizard — Scheduling Tools and Files
Integration Wizard — Scheduling Tools and Files To import data from files, Microsoft Project, Open Plan, or Primavera into Cobra, you must complete the information required on each page of the Integration wizard. Related Topics:Integration Configuration Page of the Integration Wizard Use this page to choose an existing configuration or create a new one. Connection Selection Page of the Integration Wizard Use the Connection Selection page of the Integration wizard to define the connection to use to import data from Microsoft Project or Primavera. Action Selection Page of the Integration Wizard Use this page to select the data type you want to import from the schedule. Project Selection Page of the Integration Wizard Use this page to select the files from which you will import data, and the Cobra project where data is imported to. Notes Page of the Integration Wizard Use this page to define the Note category to use if the Category field is not mapped in the activity file or if the mapped field in the file is blank. Codes Page of the Integration Wizard Use this page to select the schedule code you want to import and the corresponding Cobra code files to import to. Resources and Rates Page of the Integration Wizard Use this page to select the resource and rate information that you want to import from the schedule, and the Cobra resource and rate files that you are importing data into. Resources and Rates Page of the Integration Wizard (New Project) Use this page to define a resource file and rate file for a new project. This page displays if you do not select Resources and Rates on the Action Selection page but you do choose to create a new Cobra project during the data import. Date Selection Page of the Integration Wizard Use this page to select the schedule date fields that you want to use to load the Cobra dates. 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. Results Page of the Integration Wizard Use this page to select specific results that Cobra should calculate after the imported is completed if these results are not included in the imported file. Schedule Mapping Page of the Integration Wizard Use this page to configure how your schedule is linked to your Cobra project. Progress Page of the Integration Wizard Use this page to select the options to use for assigning the progress technique to work package. Resource Assignments Page of the Integration Wizard Use this page to select whether you want to load all assignments into a single class, or load them based on classes assigned in the schedule. Calendar Page of the Integration Wizard Use this page to define the calendar to use for a new project. You can either use an existing calendar or create a new one. Change Control Page of the Integration Wizard Use this page to specify the actions that will be performed when the import process updates existing Cobra data. Status File Field Mapper Page of the Integration Wizard Use this page to define the order of the fields in the status file. Status Page of the Integration Wizard Use this page to define how status is imported into Cobra from the status file defined on the Project Selection page. Filter Page of the Integration Wizard Use this page to define the data to be imported. Other Options Page of the Integration Wizard Use this page to select options that may apply to multiple action selections when you integrate between Cobra and all of the scheduling software tools. Save and Load Page of the Integration Wizard Use this page to save the options you selected while running the Integration process. Access Control Page of the Integration Wizard Use this page to enable users or groups to access the integration configuration that you are creating. Confirmation Page of the Integration Wizard This page informs you that Cobra has all the information it needs to run the integration. Process Running Page of the Integration Wizard This page displays the progress status of the process you are running. Process Complete Page of the Integration Wizard This page displays information about the status of the process. Procedures Use the procedures to import data into Cobra. Parent Topic: Data Import Using Scheduling Tools HomeCobra 8.2 Help SystemIntegrationIntegration WizardData Import Using Scheduling ToolsIntegration Wizard — Scheduling Tools and Files