Date Selection Page of the Integration Wizard-MS Project
Use this page to select the date field from the schedule.
The date field is used when updating Cobra baseline and forecast dates. In addition, the date field selected filters the code fields that are available when mapping key fields and code assignments.
Contents
| Field | Description |
|---|---|
| Load budget resource assignments | Select this option if you want to import budget resource assignments. This option is enabled only if you select Resource assignments on the Action Selection page of the Integration Wizard. |
| Load forecast resource assignments | Select this option if you want to import forecast resource assignments. This option is enabled only if you select Resource assignments on the Action Selection page of the Integration Wizard. |
Schedule Date Fields
| Field | Description |
|---|---|
| Baseline Dates | This field is enabled when you select
Control Accounts and Work Packages on the Action Selection page of the Integration Wizard.
When importing activity data without resource assignments, select one of the following options:
If you select Baseline Dates, the Baseline field is enabled. If you select Load budget resource assignments, only Schedule and Baseline Dates are displayed in the Baseline Dates field because these are the only fields that resource spreads can be derived from. If the Resource Assignment option is cleared, all dates are displayed. If you select <Do Not Load> as the baseline date and <Do Not Load> as the pending date and you did not select the Load forecast resource assignments option, you cannot proceed to the next page. You must either select a different option for the Baseline Dates field, the Pending Dates option or select the Load forecast resource assignments option to proceed. If you select <Do Not Load> as the baseline date and you select the Load forecast resource assignments option only the forecast resource assignments are imported. The baseline dates are not changed. |
| Pending Dates | This field is enabled if your project contains classes with pending dates and the
Load budget resource assignments option is selected, or if the
Load budget resource assignments option is cleared. This fields allows you to update the pending dates even if you are not loading resource assignments.
Your options are:
If you select <Do Not Load> as the pending date, Cobra will load classes that do not have pending dates. In this case, the Default budget class field on the Resource Assignments page of the Integration Wizard will only display classes that do not have pending dates. If you select Baseline Dates, the Baseline field is enabled. If you specify a project template when creating a new project, Cobra will check the project template and see if it contains classes with pending dates. If the project template contains classes with pending dates, the Pending Dates field is enabled. If you are creating a new project but did not specify a project template, the Pending Dates field is disabled. |
| Forecast Dates | This field is enabled only when you select
Load forecast resource assignments. Use this field to define where the forecast dates and resource spread are derived from.
Your options are:
|