Progress Page of the Integration Wizard — Scheduling Tools
Use this page to select the options for assigning progress techniques to work packages.
Contents
Field | Description |
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Assign Progress Technique based on Work Package length | Select this option to enable the
Work Packages over two periods in length use Progress Technique drop-down list.
Note: If a progress technique is already assigned in Cobra, selecting a new progress technique using this field will not change the progress technique value during the integration.
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Work Packages over two periods in length use Progress Technique | This drop-down list displays all available progress techniques in Cobra. Select the progress technique you want to use for new work packages longer than two periods.
When you select the Assign Progress Technique based on Work Package length option, Cobra assigns a progress technique to work packages that the import process creates. These are as follows:
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Use this Progress Technique for all new Work Packages | Select this option to enable a drop-down list of all available progress techniques in Cobra. Select a progress technique from the drop-down list. The selected progress technique is assigned to all new work packages created during the import. |
Load Progress Technique from Schedule: | Select this option to enable the lookup for all schedule fields. Click
to select a schedule field where you want to map the progress technique.
Cobra imports the progress technique from the mapped field into the Progress Technique field in Cobra. If a work package has milestones, the Milestones progress technique is automatically assigned, regardless of the progress technique assigned to the schedule activity. If the progress technique is already assigned in Cobra, selecting a new progress technique using this field will not change the progress technique value during the integration. The progress technique assigned to a work package is updated in the following conditions:
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Blank Progress Technique use: | If the mapped schedule field is empty, Cobra assigns the progress technique based on the value in the Blank Progress Technique use drop-down list, which displays a list of all progress techniques in Cobra. Select a progress technique to use if the mapped schedule field is blank. |
Load units to do: | Select this option to use the
Units to do field to enter the number of units that remain to be completed. Cobra calculates the earned value as the work package budget multiplied by the number of tasks completed and divided by the value in the
Units to do field. Use this method when the work package contains a predefined number of similar tasks.
Click to select a schedule field containing the units to do. Units to do can be imported from Microsoft Project's task numeric, task_work, task_BAC, or task_cost fields. Click to select a schedule field containing the units to do. Units to do can be imported from Open Plan's user numeric fields, BAC (Budget at Complete) cost, and BAC quantity. The available options depend on whether baseline or schedule dates are selected. Click to select a schedule field containing the units to do. Units to do can be imported from Primavera's task numeric, task integer, Res_qty, Res_cos, and Res_bac fields. Note: Values in this field are imported only for activities assigned with the
Units Complete progress technique.
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Load milestone weights: |
Select this check box to enable the drop-down list and click to select the schedule field containing milestone weights. You can import milestone weights from the Microsoft Project task numeric, task_work, task_BAC, or task_cost fields. You can import milestone weights from Open Plan user numeric, the BAC_cost, or the BAC_quantity fields. The available options depend on whether baseline or schedule dates are selected. You can import milestone weights from Primavera task numeric, task integer, Res_qty, Res_cos, and Res_bac fields. If this check box is cleared, Cobra calculates the weight of the milestone based on the budget associated with that milestone. However, this applies only if budget data is imported with the activities; otherwise, milestone weights are set to zero.
Values in this field are imported only for activities with the Milestones progress technique. |