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Progress Page of the Integration Wizard-Scheduling Tools

Use this page to select the options for assigning progress techniques to work packages.

Note: This page displays only when you select Control Accounts and Work Packages on the Action Selection page.

Contents

Field	Description
Assign Progress Technique based on Work Package length	Select this option to enable the Work Packages over two periods in length use Progress Technique field. Note: If a progress technique is already assigned in Cobra, selecting a new progress technique using this field will not change the progress technique value during the integration.
Work Packages over two periods in length use Progress Technique	This field list displays all available progress techniques in Cobra. Select the progress technique you want to use for new work packages longer than two periods. When you select the Assign Progress Technique based on Work Package length option, Cobra assigns a progress technique to work packages that the import process creates. Work packages with a duration of one accounting period are assigned with the 0-100 progress technique. Work packages with a duration of two accounting periods are assigned with the User-Defined Percent progress technique. With this progress technique, Cobra considers how the budget is spread and automatically enters the opening percentages (for example, 60-40) to reflect the spread. Work packages with more than two periods are assigned a progress technique that you define. The default progress technique is Percent Complete. If Cobra encounters milestones associated with the work package, the weighted milestone progress technique is assigned.
Use this Progress Technique for all new Work Packages	Select this option to enable the field and select a progress technique. The selected progress technique is assigned to all new work packages created during the import.
Load Progress Technique from Schedule	Select this option to enable the lookup for all schedule fields. Click to select a schedule field where you want to map the progress technique. You can map the following schedule fields: A progress technique field that is mapped to an activity in the Open Plan schedule. This is the preferred method because it keeps the cost project and the schedule project in sync. A user-character field or a code field on the activity. If you use a code field or a user-character field, you must specify the letter associated with the progress technique. Attention: To know the letters associated with the progress techniques, see Progress Techniques. Cobra imports the progress technique from the Open Plan project's mapped field into the Progress Technique field under the following conditions: The work package is new. The existing Cobra work package is unopened (planned status). The existing Cobra work package is open (in-progress status), and the Allow changing of progress technique for an in-progress Work Package project preference option is selected. Cobra does not import the progress technique from the Open Plan project's mapped field into the Progress Technique field under the following conditions: The Allow changing of progress technique for an in-progress Work Package project preference option is not selected. The existing Cobra work package uses a progress technique other than Assignment % Complete, Milestones, or Steps, and the Allow entering milestones regardless of Progress Technique project preference option is selected. The existing work package is open, and the Allow changes to scope for an in-progress work package project preference option is not selected. Note: Cobra displays warning messages in the process log about the work packages whose progress techniques have changed. The existing work package is closed. Note: Cobra displays warning messages in the process log about the closed work packages that did not get updated. If the work package already exists and there is an activity linked to a milestone and the Allow entering milestones regardless of the Progress Technique project preference option is not selected, the progress technique is changed to Milestones.
Blank Progress Technique use	If the mapped schedule field is empty, Cobra assigns the progress technique based on the value in the Blank Progress Technique use field, which displays a list of all progress techniques in Cobra. Select a progress technique to use if the mapped schedule field is blank.
Load units to do	Select this option to use the Units to do field to enter the number of units that remain to be completed. Cobra calculates the earned value as the work package budget multiplied by the number of tasks completed and divided by the value in the Units to do field. Use this method when the work package contains a predefined number of similar tasks. Click to select a schedule field containing the units to do. Units to do can be imported from Microsoft Project's task numeric, task_work, task_BAC, or task_cost fields. Click to select a schedule field containing the units to do. Units to do can be imported from Open Plan's user numeric fields, BAC (Budget at Complete) cost, and BAC quantity. The available options depend on whether baseline or schedule dates are selected. Click to select a schedule field containing the units to do. Units to do can be imported from Primavera's task numeric, task integer, Res_qty, Res_cos, and Res_bac fields. Note: Values in this field are imported only for activities assigned with the Units Complete progress technique.
Load milestone weights	Select this option to enable the field and click to select the schedule field containing milestone weights. You can import milestone weights from the Microsoft Project task numeric, task_work, task_BAC, or task_cost fields. You can import milestone weights from Open Plan user numeric, the BAC_cost, or the BAC_quantity fields. The available options depend on whether baseline or schedule dates are selected. You can import milestone weights from Primavera task numeric, task integer, Res_qty, Res_cos, and Res_bac fields. If this option is cleared, Cobra calculates the weight of the milestone based on the budget associated with that milestone. However, this applies only if budget data is imported with the activities; otherwise, milestone weights are set to zero. Values in this field are imported only for activities with the Milestones progress technique. Note: Cobra imports milestone weights up to six decimal places. If it exceeds, Cobra will round the milestone weight value to six decimal places. Attention: For more information on how milestone weights are calculated, see Milestones/Steps.

Video

Title	Description
Importing the Progress Technique from the Schedule	View this video to explore the many options for choosing the progress technique while importing from the schedule.

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Progress Page of the Integration Wizard-Scheduling Tools

Use this page to select the options for assigning progress techniques to work packages.

Note: This page displays only when you select Control Accounts and Work Packages on the Action Selection page.

Contents

Field	Description
Assign Progress Technique based on Work Package length	Select this option to enable the Work Packages over two periods in length use Progress Technique field. Note: If a progress technique is already assigned in Cobra, selecting a new progress technique using this field will not change the progress technique value during the integration.
Work Packages over two periods in length use Progress Technique	This field list displays all available progress techniques in Cobra. Select the progress technique you want to use for new work packages longer than two periods. When you select the Assign Progress Technique based on Work Package length option, Cobra assigns a progress technique to work packages that the import process creates. Work packages with a duration of one accounting period are assigned with the 0-100 progress technique. Work packages with a duration of two accounting periods are assigned with the User-Defined Percent progress technique. With this progress technique, Cobra considers how the budget is spread and automatically enters the opening percentages (for example, 60-40) to reflect the spread. Work packages with more than two periods are assigned a progress technique that you define. The default progress technique is Percent Complete. If Cobra encounters milestones associated with the work package, the weighted milestone progress technique is assigned.
Use this Progress Technique for all new Work Packages	Select this option to enable the field and select a progress technique. The selected progress technique is assigned to all new work packages created during the import.
Load Progress Technique from Schedule	Select this option to enable the lookup for all schedule fields. Click to select a schedule field where you want to map the progress technique. You can map the following schedule fields: A progress technique field that is mapped to an activity in the Open Plan schedule. This is the preferred method because it keeps the cost project and the schedule project in sync. A user-character field or a code field on the activity. If you use a code field or a user-character field, you must specify the letter associated with the progress technique. Attention: To know the letters associated with the progress techniques, see Progress Techniques. Cobra imports the progress technique from the Open Plan project's mapped field into the Progress Technique field under the following conditions: The work package is new. The existing Cobra work package is unopened (planned status). The existing Cobra work package is open (in-progress status), and the Allow changing of progress technique for an in-progress Work Package project preference option is selected. Cobra does not import the progress technique from the Open Plan project's mapped field into the Progress Technique field under the following conditions: The Allow changing of progress technique for an in-progress Work Package project preference option is not selected. The existing Cobra work package uses a progress technique other than Assignment % Complete, Milestones, or Steps, and the Allow entering milestones regardless of Progress Technique project preference option is selected. The existing work package is open, and the Allow changes to scope for an in-progress work package project preference option is not selected. Note: Cobra displays warning messages in the process log about the work packages whose progress techniques have changed. The existing work package is closed. Note: Cobra displays warning messages in the process log about the closed work packages that did not get updated. If the work package already exists and there is an activity linked to a milestone and the Allow entering milestones regardless of the Progress Technique project preference option is not selected, the progress technique is changed to Milestones.
Blank Progress Technique use	If the mapped schedule field is empty, Cobra assigns the progress technique based on the value in the Blank Progress Technique use field, which displays a list of all progress techniques in Cobra. Select a progress technique to use if the mapped schedule field is blank.
Load units to do	Select this option to use the Units to do field to enter the number of units that remain to be completed. Cobra calculates the earned value as the work package budget multiplied by the number of tasks completed and divided by the value in the Units to do field. Use this method when the work package contains a predefined number of similar tasks. Click to select a schedule field containing the units to do. Units to do can be imported from Microsoft Project's task numeric, task_work, task_BAC, or task_cost fields. Click to select a schedule field containing the units to do. Units to do can be imported from Open Plan's user numeric fields, BAC (Budget at Complete) cost, and BAC quantity. The available options depend on whether baseline or schedule dates are selected. Click to select a schedule field containing the units to do. Units to do can be imported from Primavera's task numeric, task integer, Res_qty, Res_cos, and Res_bac fields. Note: Values in this field are imported only for activities assigned with the Units Complete progress technique.
Load milestone weights	Select this option to enable the field and click to select the schedule field containing milestone weights. You can import milestone weights from the Microsoft Project task numeric, task_work, task_BAC, or task_cost fields. You can import milestone weights from Open Plan user numeric, the BAC_cost, or the BAC_quantity fields. The available options depend on whether baseline or schedule dates are selected. You can import milestone weights from Primavera task numeric, task integer, Res_qty, Res_cos, and Res_bac fields. If this option is cleared, Cobra calculates the weight of the milestone based on the budget associated with that milestone. However, this applies only if budget data is imported with the activities; otherwise, milestone weights are set to zero. Values in this field are imported only for activities with the Milestones progress technique. Note: Cobra imports milestone weights up to six decimal places. If it exceeds, Cobra will round the milestone weight value to six decimal places. Attention: For more information on how milestone weights are calculated, see Milestones/Steps.

Video

Title	Description
Importing the Progress Technique from the Schedule	View this video to explore the many options for choosing the progress technique while importing from the schedule.