Assignment Import/Assignment Export
Use the Assignment Import/Assignment Export process to make quick updates to a project's resource assignments.
Use the Assignment Export Wizard to export the time-phased resource assignments for a control account to Excel and make quick updates to a project's resource assignments. You can export one or multiple control accounts, along with their associated work packages. You can also select the specific class and result that you want to export to Excel. After the data is exported to Excel, you can make modifications to these resource assignments and import the changes from Excel back into your project using the Assignment Import Wizard.
Video
Title | Description |
---|---|
Using Export/Import Assignments to Import Project Data | Learn how to edit project data in Excel and then import the data for quick and easy project data entry. |
How to Resolve Common Errors When Using Assignment Import | Learn how to correct common errors when using Assignment Import. |
- Related Topics:
- Rules for Importing Data
Cobra follows a set of rules when importing resource assignments from an Excel file that was previously exported using the Resource Assignment Export. - Export and Import Time-Phased Resource Assignments
Use the Assignment Import/Export Wizard to export or import time-phased resource assignments for selected control accounts. - Specify the Export Location for Resource Assignments
Specify the location where you want to export the Excel file containing resource assignments using the Export Location page of the Assignment Export Wizard. - Specify the Import Location for Resource Assignments
Specify the location of the Excel file that you want to import using the Import Location page of the Assignment Import Wizard. - Assignment Import/Assignment Export Wizard
To export budget or forecast time-phased data to Excel for updates and import the updated information back into Cobra, you must complete the information required on each page of the Assignment Import/Assignment Export Wizard.
Parent Topic: Integration