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

Reclass Guidelines

Consider the following guidelines when using the Reclass process.

  • You can reclassify by total project, control account, work package, resource, or any other codes or fields associated to the project. You can also specify a period or date range for the reclass.

  • The Reclass wizard prompts you for the source class (the class that you want to copy) and asks if you want to delete the class after the process is finished. Normally, you would copy (not copy and delete) the budget to a forecast class to use as the initial forecast. You would copy and delete the source class when you use Reclass to modify the proposed scope change class to a budget class when the scope is approved. The wizard prompts for the target class if you want to add to or replace the existing class. If you are copying your proposed scope change class to your existing forecast, you would want to add to the existing class. If you want to make your CAMs forecast the customer forecast, you would want to replace existing forecast class. This deletes the existing forecast class in the work package or control account, and replaces it with the source class.

  • If your new class uses a different set of dates, Cobra updates the dates for the target class to match the source class data. For example, if you are copying the budget to a forecast, Cobra updates the forecast date set for the target forecast class during the process. If you are copying a work package level budget to a control account level forecast, Cobra updates the forecast dates to span the work package dates. This process also enables you to copy weekly budget data to monthly forecast data.

  • If the target and source classes do not have the same rate set, you need to run the Recalc process after running Reclass. The Reclass process does perform recalculations based on new rates.

  • This table describes the combination of source and target class types that you can use in the Reclass wizard.
    Source Target = Actual Target = Budget Target = Progress Target = Forecast Target = Frozen Forecast
    Actual Yes No Yes Yes Yes
    Budget Yes Yes Yes Yes No
    Progress Yes Yes Yes No No
    Forecast Yes Yes No Yes Yes
    Frozen Forecast No No No No Yes