Cobra 8.2 Help System

Sub-Totals Page of the Report Wizard

Use this page to define how subtotals are calculated and displayed on a project report.

Note: This page displays when you run a report that displays project data.

Available Sub-Totals

This grid displays the available criteria fields for a particular report.

Field Description
Criteria The Criteria tree displays the criteria available for the selected file. This tree contains the following top levels:
  • Project Structure: This level contains the following lower-level options:
    • Control Account: Select this option to display the combined control account key fields defined as control accounts in the project view.
    • Work Package: Select this option to display the combined control account key fields and work package fields defined in the project view.
    • Resource Assignment: Select this option to display the combined control account key fields, work package field, and resources defined for the control account and work package in the project view.
    • Results: Select this option to display the Results page as the next page in the wizard. Selecting specific results allows you to summarize the report by specific results rather than a total, which includes all results on the resource. The report displays values according to the results selected and computes the sub-total on the selected result or calculated result.

      On the Results page, you can specify the order by which results are displayed and whether the report should include only non-zero results. Including only non-zero results prevents lines with zero results from being displayed on the report. You can also create a calculated result to summarize and combine the values of two or more existing results.

  • Key Fields: This level lists all the key field prompt names and the resources attached to the project. Select this option to display a sub-total of the selected key field's contents on the report. The prompt names for the control account and work package key fields are displayed. The following are the key fields:
    • CA1 prompt name
    • CA2 prompt name
    • CA3 prompt name
    • WP prompt name
    • Resource
    • WBS
    • OBS

      The following key fields are only displayed for the Project Audit report type:

    • Period Date
    • Transaction Date
    • Contract Change Number
    • Comment
    • Log Transaction
    • Contract Change Number + Comment

    The report displays the values for the key field you select. If you select Resource, all resource values defined in the project that are assigned from the project's resource file are displayed on the report.

  • Codes: This level contains all code files attached to key fields, CAM (Cost Account Manager) codes, codes attached to control accounts and work packages, and codes attached to the resource file. The project codes are also displayed only if a master project is selected to run the report against. If you select a project that has project level codes, these project level codes are not included as codes for the report to run against.

    The following codes are displayed:

    • Control account codes
    • Work package codes
    • CAM codes
    • Codes in the CA1 key field code
    • Codes in the CA2 key field code
    • Codes in the CA3 key field code
    • Codes in the WP key field code
    • Codes on the resource file
    • Codes on resource assignments
    • CAM
    • Work Package Manager
    • Resource.Element of Cost

    If you select a master project, the prompt of the project code becomes an option to run the report against.

    If the code is attached to a control account or work package, the names for the control account and work package are displayed before the code file prompt name with a period in between. For example, CA.Manager, ControlAccount.Manager.

    If the code file is attached to the key field code, the key field prompt name is displayed before the code prompt name. For example WBS.IPT LEADER, OBS.LOCATION.

    Selecting a code file displays its values that are defined in the project on a control account, work package, or project level when a project level code is selected.

Selected Sub-Total Criteria You must select criteria in a specific order to get a sensible report. The order must be from the largest to the smallest criteria set. The following rules are implemented on this page:
  • You cannot select work package above a control account.
  • You cannot select control account above control account key fields.
  • Some reports require results to be the last selected sub-total.

Selected Sub-Totals Grid

This grid displays the selected criteria. At least one criterion must be displayed in this grid to proceed to the next page.

Field Description
> Click this button to move a criterion from the Available Sub-Totals list to the Selected Sub-Totals list. You can select only one criterion at a time. The Selected Sub - Totals lists displays the criteria in the order in which you select them.
< Click this button to move the selected criterion from the Selected Sub-Totals list to the Available Sub-Totals list.
<< Click this button to move all criteria from the Selected Sub-Totals list to the Available Sub-Totals list.
Up Click this button to move the selected criterion in the Selected Sub-Totals list up one position in the order.
Down Click this button to move the selected criterion in the Selected Sub-Totals list down one position in the order. The maximum number of selected criteria allowed is displayed above the Selected Sub-Totals list. An error occurs if you add more criteria than this.
Level This field represents the structure level that should be displayed on the report. The criteria on the report are summarized to the level you specify. You can edit this field if the selected criterion (file) is hierarchical in nature, such as a WBS file.
  • If the file is hierarchical, you can enter or select another value for this field.
  • If the file is not hierarchal, the cell contains the number 0, and the field is disabled.

You cannot select a level lower than 0 or greater than 20.

If the criteria you select is hierarchal, the criteria can be selected twice as a sub-total as long as the level is different for each of the duplications.

Show Total Select this check box to create a subtotal on the report for the top criteria/cost set selected in the Selected Sub-Totals list. The check box is available only if the report supports the calculation of subtotals.

A subtotal is never calculated for the last criteria listed, even if the Show Total check box is selected. For example, if you select Control Account and Work Package, and choose to calculate subtotals for both, the subtotals only display for the Control Account.

If the Create formula for subtotals option on the Report Tab of the Application Preferences Dialog Box is selected, Cobra creates an Excel formula for each subtotal value. Otherwise, Cobra displays the subtotal values as numbers.

New Page Select this check box to create a page break for each criterion. For example, if you select the New Page check box for Control Account and Work Package, the control account and its related work packages and subtotals are on a separate page from other control accounts and work packages.
Include empty code assignments Select this check box to include empty code assignments for the selected criteria that are associated with a code file in the report. This option is disabled when running Project Audit and IPMR Format 3 reports as records with empty code assignments are always included in these reports.