Cobra 8.3 Help System

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

File Selection Page of the Integration Wizard

Use this page to select the file to import the ancillary data from, the type of data being imported, and the Cobra file that the data is being imported into.

Note: If you are importing data that contains quotes in the descriptions, you must use the XLS format of the file. You must also select the File contains a header row option on the Field Mapper page.

Contents

Field Description
Ancillary data file

Click to select the file containing the records to import.

Note: The file formats you can use are Excel (.xls) and Comma Separated Values (.csv).
What type of data are you importing?

Select the file type, resource structure or calculation that you are importing. Select one of the following options from this drop-down list:

  • Calendar
  • Codes
  • Resources
  • Resource Calculations
  • Rates
  • Holidays
Action

Select one of the following options from the drop-down list:

  • Overwrite — This option deletes and recreates the data in the selected Cobra file with the data from the imported file.
  • Update — This option appends the records from the imported file to those in the Cobra file. If a matching record is found, the Cobra file is updated with the information from the imported file.
Cobra file name

Click to open a list of files of the type you specified where you have write access. Select the Cobra file where you want to import the data.