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Fields Page of the New Project Wizard

Use the upper portion of this page to set up to three code files for the control account and work package fields. Use the bottom portion to assign control account codes, work package codes, and resource assignment codes to the project.

Use this page as well to designate a code file to use for the CAM and Change Number fields. Values from the CAM code are assigned to the control account.

Values from the change number code are assigned when you make budget changes to the project. A dialog box displays asking for a change number. If a code file is assigned, you can select a change number from the file.

Note: You can select specific terminology on the General tab of the Application Preferences dialog box. If you chose names other than Control Account, CAM, and so on, the names that you specify display on this page.

Control Account and Work Package Fields Information

Use this group box to assign prompts and code files to control account and work packages fields. Cobra uses this information for reporting, filtering, validations, and so on.

If you require only one key field to define your control accounts (for example, WBS), ensure the prompts for Control Account Field 2 and Control Account Field 3 are blank.

Field Description
Control Account Field 1 Use this field to define Control Account Field 1. The prompt for this field defaults to WBS (Work Breakdown Structure). You can change this prompt to a value that suits your project.

Click in the Code File column to display the Code File Lookup dialog box, where you can select the code file to assign to Control Account Field 1. This field is required.

Control Account Field 2 Use this field to define Control Account Field 2. The prompt for this field defaults to OBS (Organizational Breakdown Structure).

Click in the Code File column to display the Code File Lookup dialog box, where you can select the code file to assign to Control Account Field 2. This field is optional.

Control Account Field 3 Use this field to define Control Account Field 3. You can enter any prompt in this field (for example, RBS for Resource Breakdown Structure).

Click in the Code File column to display the Code File Lookup dialog box, where you can select the code file to assign to Control Account Field 3. This field is optional.

Work Package Field Use this field to define Work Package Field. The default prompt is WP but you can enter any prompt in this field. This field is optional.

Adding a work package code to this field enables you to select a work package value from the code file when setting up work packages for your project.

CAM Use this field to define the control account manager (CAM). The code file that you use in this field must contain the CAM that you want to use for the project's control accounts. This field is optional.
Attention: For more information on the field types descriptions, see Code Field Types.
Change Number Use this field to define the baseline change control. The code file that you use in this field must contain codes values that are assigned to control or track baseline changes. Assigning a code file instructs Cobra to associate the change with the code from the attached code file when a baseline change occurs. This field is optional.
Attention: For more information on the field types descriptions, see Code Field Types.

Tabs

Use these tabs to assign codes to the project.

Field Description
Control Account Codes Use this tab to assign control account codes to the project. Cobra displays the control account codes in the Spreadsheet pane of the Project view. This is particularly useful in creating reports. You can define a maximum of 20 codes for the control account.
Attention: For more information on the fields that you can define for control account codes, see Tab Fields.
Work Package Codes Use this tab to assign work package codes to the project. Cobra displays the work package codes in the Spreadsheet pane of the Project view. This is particularly useful in creating reports. You can define a maximum of 20 codes for the work package.
Attention: For more information on the fields that you can define for work package codes, see Tab Fields.
Resource Assignment Codes Use this tab to assign resource assignment codes to the project. You can define a maximum of 9 codes for the resource assignment. Codes on a resource are consistent for all work packages. These codes allow you to enter a different code for each resource assignment class combination.
Attention: For more information on the fields that you can define for resource assignment codes, see Tab Fields.

Resource assignment codes only recognize the <none>, Code (optional), and Code (required) code field types.

Tab Fields

This section describes the fields that you can define for a control account, work package, or resource assignment code.

Field Description
Number This field identifies the numerical order of the code field. The Number column displays the maximum number of codes that you can add for a control account, work package, or resource assignment. For example, for control accounts, this column displays up 20 rows.
Prompt Use this field to assign a prompt that Cobra will use to represent the code field. This prompt will appear as a column header in all the grids where it is used, as well as in selection fields. You must enter a prompt for a code field if Code Field Type is Code (optional), Code (required), or Text.
Code Field Type Use this field to assign a field type to the code field.
Attention: For more information on the field types that you can assign to a code, see Code Field Types.
Code File Use this field to assign a code file to the code field. Click to display the Code File Lookup dialog box, where you can select the code file that you can use. You can only assign a code file to the code field if Code Field Type is Code (optional) or Code (required).

Code Field Types

Select any of the following options to assign a field type to the code field.

  • <none> : Select this option if you do not want to use a code field.
  • Code (optional): Select this option to choose a valid code assignment from the validated structure/list specified in the Code File column . When the field type is set to Optional, codes assignments may be left blank. However, Cobra will validate that the assigned codes exist in the code file.
  • Code (required): Select this option to require that a valid code assignment be selected from the validated structure/list specified in the Code File column. Cobra will validate if the assigned codes exist in the code file. This option only allows you to assign valid codes from a code file and does not allow blank code assignments. Cobra does not validate existing assignments until individual records are selected. Previously, blank or invalid assignments will not be updated automatically.
  • Text: Select this option to enter any text in the code field.
  • User Field: Select this option to choose a user for the code field from the list of users defined in EPM Security Administrator.