Help System

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

File Selection Page of the Integration Wizard

Use this page to select the file to import the ancillary data from, the type of data being imported, and the Cobra file that the data is being imported into.

Note: If you are importing data that contains quotes in the descriptions, you must use the Excel format of the file. You must also select the File contains a header row option on the Field Mapper page.

Contents

Field Description
Ancillary data file Click to select the file containing the records to import.
Note: The file formats you can use are Excel (.xls and .xlsx) and Comma Separated Values (.csv).
What type of data are you importing? Use this field to select the file type, resource structure or calculation that you are importing. Select one of the following options:
  • Calendar
  • Codes
  • Resources
  • Resource Calculations
  • Rates
  • Holidays
Action Use this field to select the action to perform.
  • Overwrite: Select this option to delete and recreate the data in the selected Cobra file with the data from the imported file.
  • Update: Select this option to append the records from the imported file to those in the Cobra file. If a matching record is found, the Cobra file is updated with the information from the imported file.
Cobra file name Click to open a list of files of the type you specified where you have write access and select the Cobra file to which you want to import the data.