Import Files for Activity and Resource Assignments
The import file must contain the required columns when importing data from a CSV file or an Excel spreadsheet.
Field | Type | Required? |
---|---|---|
CA1 | Character | Y |
CA2 | Character | Y |
CA3 | Character | |
WP | Character | Y |
Milestone | Character | |
Milestone Weight | Numeric | |
Description | Character | |
Baseline Start Date | Date | Y |
Baseline Finish Date | Date | Y |
Forecast Start Date | Date | Y |
Forecast Finish Date | Date | Y |
Early Start Date | Date | |
Early Finish Date | Date | |
Late Start Date | Date | |
Late Finish Date | Date | |
Progress Technique | Character | |
Units to do | Numeric | |
Budget Class | Character | |
Forecast Class | Character | |
Resource | Character | Y |
From Date | Date | |
To Date | Date | |
Curve | Character | |
Individual <Results> | Character | Y |
CAM | Character | |
Work Package Manager | Character | |
Control Account Location | Character | |
Work Package.Charge Number | Character | |
User Character Field [1-5] | Character | |
User Number Field [1-5] | Numeric | |
User Date Field [1-5] | Date |
This is a sample format for loading activities and resource assignments.
WBS | WP | OBS | Baseline Start Date | Baseline Finish Date | Progress Technique | Resource | Hours | Direct |
---|---|---|---|---|---|---|---|---|
1.1 | 1.1.1 | MGT | 8/15/2016 | 8/15/2018 | % Complete | DRAFT | 456 | 0 |
1.1 | 1.1.1 | MGT | 8/15/2016 | 8/15/2018 | % Complete | MANAGER | 320 | 0 |
1.1 | 1.1.1 | MGT | 8/15/2016 | 8/15/2018 | % Complete | SENG | 124 | 0 |
1.1 | 1.1.1 | MGT | 8/15/2016 | 8/15/2018 | % Complete | TECH | 459 | 0 |
1.2 | 1.2.1 | ENG | 8/20/2016 | 8/20/2018 | Milestones | MANAGER | 251 | 0 |
1.2 | 1.2.1 | ENG | 8/20/2016 | 8/20/2018 | Milestones | TECH | 321 | 0 |
1.2 | 1.2.1 | ENG | 8/20/2016 | 8/20/2018 | Milestones | DRAFT | 546 | 0 |
The import file must contain a new row for each resource assignment of a work package. Rows 2-5 of the sample will create Control Account 1.1 and Work Package 1.1.1 with four resources assigned to it with the required hours listed in the Hours column. All results used by the resource calculations are available as columns which can be loaded from the import file.
Resources are spread across the activity dates as follows:
- Using the From Date and To Date fields, you can specify the exact value to place in each period. The resource value is spread across these dates. For example, if the From Date and To Date are in the middle of the month for a resources, the amount specified is placed in a single period. If the from date and to date span several months, the amount is spread over those periods instead. On the Resource Assignments page of the Integration wizard, there is an option to spread a resource across activity dates. This spreads the amount linearly across the activity dates.
- There is also an option to use curves for resource spreads. The curve name entered in the resource file must match the curve name on the Spread Curves tab of the Application Preferences dialog box.
- Resources with multiple records are summed up based on the key fields and the From Date and To Date. If there are multiple records with different From Date and To Date, Cobra will load each amount over each period specified.
Parent Topic: Data Import Using Files