Status Page of the Integration Wizard — Scheduling Tools

Use this page to define how status is imported into Cobra from the schedule. You can enter status information for activities and import the data into Cobra for use in calculating earned value and updating forecast dates.

The Status page displays if you select Status on the Action Selection page.

Contents

Field	Description
Update status using	Use this field to select a date to use when updating status. Select one of the following options from the drop-down list: Early Dates Late Dates Schedule Dates
Allow percent complete reduction	Select this check box to enable Cobra to decrease the percent complete based on the amount in the schedule. This option affects work packages, milestones, and resources that use percent completes. If you do not select this option, Cobra allows values to be increased but not decreased.
Change Cobra actual dates to match the schedule	Select this check box to update Cobra actual dates that are different from the schedule dates so that actual dates match the schedule dates for the mapped activities.
For schedule activities with percent complete and no actual start date, use early start date as Cobra actual start date	Select this check box to import the early start date when the actual start date is blank for activities with percent completes greater than zero.
Update early and late dates	Select this check box to update the early and late dates used for alternative forecasts in Cobra from the schedule early and late dates.
Load units complete from field	Click to select a schedule field from which Cobra imports the Unit to Do value on work packages with Units Complete progress technique.

Options for Open Plan and Primavera

Note: These options display when you are integrating with Open Plan or Primavera.

Field	Description
Update Assignment % Complete	This option allows you to select which budget classes you want to have the Resource Assignment % Complete value be updated for work packages that use the Assignment % Complete progress technique during the Open Plan or Primavera status integration.
Select assignment class to update	Selecting this option directs Cobra to update the percent complete values of the resource assignments that use the Assignment % Complete progress technique based on Cobra class selection. If the resource assignment being loaded from the schedule matches the selected class in the Cobra class field, the Assignment % Complete is updated. For example, if you have DRAFT resource assignment for Budget and OTB classes and you select Budget in the Cobra class field, the Assignment % Complete will be loaded only for the Budget class.
Cobra class	Use this field to select the Cobra class to which the resource Assignment % Complete is loaded. If the Load budget class from field option is selected and a schedule field is specified on the Resource Assignments page, the Select assignment class to update option and Cobra class field are disabled.
Use assignment class from schedule	Select this option to direct Cobra to update percent completes for all resources that use the Assignment % Complete progress technique based on the class assigned in the schedule field.
Schedule field where class is stored	Use this field to select a schedule text code field, which contains the class to update.
Class to use when field is blank	Use this field to specify a default budget class in Cobra. If the Schedule field where class is stored field is blank or empty, the integration uses the class specified in this field.

Options for Microsoft Project XML and Microsoft Project Server

Note: These options display when you are integrating with Microsoft Project XML and Microsoft Project Server.

Field	Description
Update assignment % for resources with class	Click to select a budget class to update. Use this option when there are multiple resources with different classes in the work package. The percent complete is updated for resources with the selected class.
Load percent complete from	Use this field to specify how you want to import percent complete and assignment percent complete values from Microsoft Project. Select an option from the drop-down list: Calculate Percent Complete: Select this option to calculate percent complete, using resource progress when updating the status for work packages that use the progress technique of percent complete. The percent complete is calculated by summarizing the values for Budget and Earned for the resource assignments for all tasks at the work package level. Percent complete is calculated using the formula: Earned/Budget. Percent Complete: Select this check box to import the percent complete from the level % Complete field of the activity. Percent Complete is calculated using the following formula: ((Resource Value * % Complete)+ (Resource Value * % Complete)+…))/Sum Resource Values. Work Percent Complete: Select this check box to import the percent complete from the % Work Complete MSP field. Work Percent Complete is calculated using the following formula: ((Resource Value * Work % Complete)+ (Resource Value * Work % Complete)+…))/Sum Resource Values. Physical Percent Complete: Select this option to import the percent complete from the Physical % Complete MSP field. Physical Percent Complete is calculated using the following formula: ((Resource Value * Physical % Complete)+ (Resource Value * Physical % Complete)+…))/Sum Resource Values . Note: If all the Resource Values are 0 for a task, the Percent Complete option is calculated as follows: Sum of all the Task % Complete values for the Work Package/The number of tasks being loaded for the work package.