Update Totals Process

Use the Update Totals API process to update and save the total values for Budget, Earned, Actuals, and Forecast.

Process Settings

Below are the settings you must define for the Update Totals API process:

Setting Description Sample Value
ProcessID This ID informs Cobra to run the Update Totals process. UpdateTotals
Project This setting refers to the project where you want to run the Update Totals process.

This setting is required.

Demo Advanced
Total This setting contains a comma-delimited list and is used to restrict the Total process to summarize the following:
  • S — Budget
  • P — Earned
  • A — Actuals
  • E — Forecast

This setting is optional. By default, this setting is set to S,P,A,E.

If E is included in the setting (Total=S,P,A,E), EAC is not retained and Forecast is included in calculating the total values. This is the same as clicking Yes in the following confirmation prompt when you run the Update Totals wizard: "Do you want to include EAC values in the process of calculating the total, possibly changing the existing Control Account/Work Package EAC values?"

If E is not included in the setting (Total=S,P,A,E), EAC is retained and Forecast is not included in calculating the total values. This is the same as clicking No in the following confirmation prompt when you run the Update Totals wizard: "Do you want to include EAC values in the process of calculating the total, possibly changing the existing Control Account/Work Package EAC values?"

S, P, A, and/or E

Sample Script

Below is a sample script file for the Update Totals API process

[Process009]

ProcessID=UpdateTotals

Project=Demo Advanced

Total=S,A