New Project Wizard
The New Project wizard walks you through the process of creating a new project in Cobra.
Before creating a new project, you must set up the resource file, rate file, and calendar file that will be used by that project, as well as the control account code files that make up the control account structure.
Move through the pages of the wizard, which prompt you to make decisions and enter information about the new project.
- Related Topics:
- General Information Page of the New Project Wizard
Use this page to enter the most basic information about the project, including its name and description. - Fields Page of the New Project Wizard
Use the upper portion of this page to set up to three code files for the Control Account and Work Package fields. Use the bottom portion to assign Control Account Codes and Work Package Codes to the project. You can also use this page to designate a code file to use for the CAM and Change Number fields. - Ancillary Files Page of the New Project Wizard
Use this page to select the rate, resource, calendar, and rolling wave calendar (optional) that will be used by the new project. - Settings Page of the New Project Wizard
Use this page to specify the level at which you want to capture actual costs, the method to use when spreading budget costs, and the currency symbol that you want to use. - Project Dates Page of the New Project Wizard
Use this page to enter key dates for the project. - Project Code Assignments Page of the New Project Wizard
Use this page to enter project-level codes for the new project. - Sub-Projects Page of the New Project Wizard
Use this page to assign sub-projects to the master project that you are creating. - Access Control Page of the New Project Wizard
Use this page to enable users or groups to access the project that you are creating. - Confirmation Page of the New Project Wizard
This page informs you that Cobra has all the information it needs to create a new project or master project. - Procedures
Use the procedures to manage the New Project wizard.
Parent Topic: Projects