Progress Page of the Integration Wizard — Files

Use this page to select the options for progress techniques to work packages.

Note: This page displays only if you selected Control Accounts and Work Packages on the Action Selection page.

Contents

Field Description
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.
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 check box, Cobra to assigns a progress technique to work packages that the import process creates. These are as follows:

  • Work packages with a duration of one accounting period are assigned the progress technique of 0-100.
  • Work packages with a duration of two accounting periods are assigned the progress technique of User-Defined Percent. With this progress technique, Cobra considers how the budget is spread and automatically enters the opening percentages (for example, 60-40) to reflect the spread.
  • Work packages with more than two periods are assigned a progress technique that you define. The default progress technique is percent complete.
  • If Cobra encounters milestones associated with the work package, the weighted milestone progress technique is assigned.
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 file

Click to select a schedule field from which to map the progress technique.

The progress technique assigned to a work package is updated in the following conditions:

  • If you create a new work package, Cobra will use the progress technique that you specify during the integration.
  • If the work package is unopened, Cobra will use the progress technique that you specify during the integration.
  • If the work package is open and the Allow changing of progress technique for an in-progress Work Package option on the Project Preferences tab of the Project Properties dialog box is selected, Cobra will use the progress technique that you specify during the integration.
  • If the work package uses a progress technique other than Milestones or Steps and the Allow entering milestones regardless of Progress Technique option on the Project — Preferences tab of the Project Properties dialog box is selected, Cobra will use the progress technique assigned to the work package in the schedule file and load the milestones.
Note: This field is enabled only if you select the Progress Technique field as one of the column selections on the Import File Field Mapper page.

If a work package has milestones, the Milestones progress technique is automatically assigned regardless of the progress technique assigned in the activity file. If a progress technique is already assigned in Cobra, selecting a new progress technique using this field will not change the progress technique during the integration.

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 the progress technique to use if the mapped schedule field is blank.