wInsight Wizard
The wInsight wizard steps you through the process of configuring the export to wInsight, including how Cobra data is rolled up, what information is exported, and how the Cobra database communicates with the wInsight database.
Once a configuration is saved, you can use the API to automate integration with wInsight.
- Related Topics:
- Configuration Page of the wInsight Wizard
Use this page to create a new configuration or select one that was previously saved. - Project Page of the wInsight Wizard
Use this page to select the Cobra project to export and the wInsight contract name to use when importing. - Export Structures Page of the wInsight Wizard
Use this page to define the structures that you want to use when exporting data to wInsight. - Project Officer Codes Page of the wInsight Wizard
Use this page to specify the Cobra codes that contain project officer information for the wInsight WBS and OBS. - Link Structures Page of the wInsight Wizard
Use this page to define additional structures to link to the WBS structure defined on the Export Structures page. - Control Account Codes Page of the wInsight Wizard
Use this page to export the control account code assignments from Cobra into custom codes in wInsight. - Work Package Codes Page of the wInsight Wizard
Use this page to export work package code assignments from Cobra into user fields in the CPR Elements table. - Cost Sets Page of the wInsight Wizard
Use this page to map wInsight costs to Cobra cost sets. - Element of Cost Page of the wInsight Wizard
Use this page to select the elements of cost that are exported to wInsight. Data in Cobra is exported against each selected export structure using each of the selected elements of cost. - Performance Data Page of the wInsight Wizard
Use this page to set options for Currency Values, Overhead, General and Administration, and Cost of Money. - IPMR Format 2 Summary Page of the wInsight Wizard
Use this page to select the IPMR Format 2 Summary codes that you want to include in the export. - Miscellaneous Page of the wInsight Wizard
Use this page to set options for the exported format, calendar, and dollar scale factor. - wInsight Database Page of the wInsight Wizard
Use the wInsight Database page of the wInsight wizard to define the link to wInsight so that data can be transferred directly to the wInsight database. - Save and Run Page of the wInsight Wizard
Use this page to save or run the export configuration. - Access Control Page of the wInsight Wizard
Use this page to enable users or groups to access the wInsight configuration that you are creating. - Confirmation Page of the wInsight Wizard
This page informs you that Cobra has all the information that it needs to save the configuration and/or export data. - Process Running Page of the wInsight Wizard
This page displays the progress status while Cobra exports data to wInsight or saves the configuration file. - Process Complete Page of the wInsight Wizard
This page displays information about the status of the export of data to wInsight. - Procedures
Use the procedures to display the wInsight wizard and export data from Cobra to wInsight.
Parent Topic: Cobra to wInsight Data Export