Reclass

Use the Reclass feature to copy an existing class to a different class. Reclass is beneficial in the change control process to transform a proposed budget to an approved budget or to copy a budget to the forecast at the beginning of a project.

You can reclassify by total project, control account, work package, resource, or any other codes or fields associated to the project. You can also specify a period or date range for the reclass.

The Reclass wizard prompts you for the source class (or the class that you want to copy) and asks if you want to delete the class after the process is finished. Normally, you would copy (not copy and delete) the budget to a forecast class to use as the initial forecast. You would copy and delete the source class when you use Reclass to modify the proposed scope change class to a budget class when the scope is approved. The wizard then prompts for the target class if you want to add to or replace the existing class. If you are copying your proposed scope change class to your existing forecast, you would want to add to the existing class. If you want to make your CAMs forecast the customer forecast, you would want to replace existing forecast class. This deletes the existing forecast class in the work package or control account and replaces it with the source class.

If your new class uses a different set of dates, Cobra updates the dates for the target class to match the source class data. For example, if you are copying the budget to a forecast, Cobra updates the forecast date set for the target forecast class during the process. If you are copying a work package level budget to a control account level forecast, Cobra updates the forecast dates to span the work package dates. This process also enables you to copy weekly budget data to monthly forecast data.

If the target and source classes do not have the same rate set, you need to run the Recalc utility after running the Reclass process. The Reclass process does perform recalculations based on new rates.

The Reclass utility takes into account how the following project preferences are set:

• Allow changes to scope of in-progress Control Account/Work Package
• Prevent editing of historical time phased values
• Allow Reclass of completed Control Accounts or Work Packages. (This option may be changed in the Reclass wizard if not secured.)

Use the Reclass Preferences dialog box to select the options for running the Reclass utility. Use the Reclass wizard to run the Reclass utility.