Resource Assignments Page of the Integration Wizard — Open Plan

Use this page to define how budgeted and forecast resources and their respective spreads are imported into the Cobra project from the schedule.

Note: This page displays only if you select Resource Assignments on the Action Selection page. Only classes for which you have view and update access are listed.

Contents

Field	Description
Default budget class	Select the budget class to import the budget into. Use this option in conjunction with the other class options on this page. Click to select a Cobra budget class.
Load all budget into default class	Select this option to import all resource assignments into the same class in Cobra. If you select a control account level class, only the resources of activities mapped to the control account are imported. If there is a work package mapped on the Schedule Mapping page and a value is found in the associated schedule field in an activity, resources assigned to the activity are not imported into a control account level budget class.
Load budget class from field	Select this option to inform Cobra that a schedule field is assigned a class value. When you select this option, the lookup is enabled. Click to select a code field, user character field, text field, or cost class on the assignment in the schedule. The schedule field selected can be used to load Control Account and Work Package classes at the same time. This lookup is not displayed for import files since the field selection determines where the classes are loaded from.
Load only these budget classes	This field is enabled if you select the Load budget class from field option and select a value for it. Selecting a value in this field informs Cobra to filter the class being imported only to the selected classes. If this field is blank, all classes found in the selected schedule field are imported. Click to select from the distinct values in the selected schedule field where the class is to be imported from. Note: During the import, Cobra imports assignment records only if they match the selected classes. If the class value being loaded from the schedule is empty, Cobra uses the default class.
Default forecast class	Select the forecast class to import the forecast into. Use this option in conjunction with the other class options on this page. You can load data into both the budget and forecast in one import. This is useful when a new work is being added to the project. And this time, the forecast and the budget are the same. If the import contains forecast data in period before the status date, those records are ignored (not loaded) and there is no warning in the process log. Click to select a forecast class in the Cobra project or template. This forecast class is used if no schedule class is defined, or if it is blank. If the class is not found, the field will be set to blank by default.
Load all forecast into the default class	Select this option to import all forecast resource assignments into the same class in Cobra. If you select a control account level class, only the resources of activities mapped to the control account are imported. If there is a work package mapped on the Schedule Mapping page and a value is found in the associated schedule field in an activity, resources assigned to the activity are not imported into a control account level budget class.
Load forecast class from field	Select this option to inform Cobra that a schedule field has been defined with the class value. The corresponding field is enabled when you select this option. Click to select a code field, user character field, or cost class on the assignment in the schedule. The schedule field selected can be used to load Control Account and Work Package classes at the same time. This lookup is not displayed for import files since the field selection determines where the classes are loaded from.
Load only these forecast classes	This field is enabled only if you select the Load forecast class from field option and select a value for it. Selecting a value in this field informs Cobra to filter the class being imported only to the selected classes. If this field is blank, all classes found in the selected schedule field are imported. Click to select from the distinct values in the selected schedule field where the class is to be imported from. During the import, Cobra imports assignment records only if they match the selected classes. If the class value being loaded from the schedule is empty, Cobra uses the default class.
Replace existing forecast	When this option is selected, Cobra performs the following actions: Deletes all records in the existing forecast classes and replaces them with values being imported. Loads the forecast start and finish dates as the schedule forecast dates Loads forecast only into the future periods. If the forecast data in the file is in the past, Cobra ignores the records before the status date and only loads the spread from the status date forward. This option displays when importing into an existing project.
Add to existing forecast	Select this option to inform Cobra to add any imported values to those that already exist in the corresponding classes in Cobra. If the records being loaded have a class designation which matches a class in Cobra, the forecast values are added to the data in Cobra versus overwriting the existing forecast. If the forecast data being loaded falls outside of the existing forecast dates, the forecast dates are adjusted to encompass all the existing Cobra resources and those being loaded. If the forecast being loaded has a resource that does not exist in Cobra, the resource is added based on the spread from the schedule. If the forecast being loaded has a resource that does exist in Cobra, the resource value is added to the existing resource. Forecast is only loaded into future periods. If the forecast data in the file is in the past, Cobra ignores the records before the status date and loads the spread from the status date forward.
Calculate apportionment	Select this option to enable the Define Calculation button.
Define Calculation	Click this button to display the Calculation Range and the Classes pages of the Calculate Apportionment wizard. Selecting this option informs Cobra to perform the apportionment calculation after the import process is complete. After importing the project into Cobra, the apportionment calculation runs and adds any apportioned resources to the project based on the defined apportionment mapping. Click the Next Classes page to return to the Resource assignment page of the wizard. This button is enabled only if apportionment mappings are defined for the selected Cobra project.