File Selection Page of the Integration Wizard

Use this page to select the type of apportionment file to import.

Apportionment Definition

Select this option to load apportionment definition data.

Note: By default, this option is selected. However, if the role of the user in the EPM Security Administrator does not provide access to the Integration Wizard Apportionment Definition, the Apportionment Mapping option will be selected by default.
Field Description
Cobra Resource file Use this field to define the location of the resource file. Enter the resource filename or click to display the Resource File Lookup dialog box, where you can select the resource file.

Only resource files to which you have write-access are displayed.

Apportionment Definition file Use this field to define the location of the apportionment definition file. Enter the apportionment definition filename or click to display the Open dialog box, where you can select the apportionment definition file.

The apportionment definition file must be specified. Make sure that the apportionment definition file is in CSV format.

Apportionment Mapping

Select this option to load apportionment mapping data.

Field Description
Cobra Project Use this field to define the project where the apportionment mapping data will be imported. Enter a project or a master project or click to display the Project Lookup dialog box, where you can select a project or a master project.
Apportionment Mapping file Use this field to define the location of the Apportionment Mapping file. Enter the apportionment mapping filename or click to display the Open dialog box, where you can select the apportionment mapping file.
Delete existing apportionment mappings Select this checkbox to delete apportionment mappings for the target project before importing new data. By default, this checkbox is cleared.

Click Finish to complete the process.