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Integrate Project Data Process

Use the Integrate Project Data API process to integrate a Cobra project with a schedule.

Process Settings

Below are the settings you must define for the Integrate Project Data API process:

Setting Description Sample Value
ProcessID This setting informs Cobra to run the Integrate Project Data process. IntegrateProjectData
ConfigurationName This setting refers to the name of the configuration stored in the database.

The configuration is created on the last page of the Integration wizard and saves your setting in the wizard.

This setting is required.

UpdateStatus
ConfigurationOwner If the user ID running the API process is not the owner of the configuration file, then you must define this setting in the API script.

This setting is optional.

SYSADMIN
Project This is the target Cobra project.

This setting is optional. By default, this is set to the project specified in the configuration file.

Demo Advanced
ScheduleProject This setting refers to the schedule project.

This setting is optional. By default, this is set to the schedule project specified in the configuration file.

SHIP
ActivityFile This is the fully qualified path of the activity file including the extension name. Use this setting only when loading data using an import  file.

This setting is optional. By default, this is set to the path specified in the configuration file.

C:\Demo\Activity.csv
ResourceAssignmentFile This setting refers to the fully qualified path of the resource assignment file you want to import. Use this setting only when loading data using an import file.

This setting is optional. By default, this is set to the path specified in the configuration file.

C:\Demo\Resourceassignment.csv
StatusFile This setting refers to the fully qualified path of the status file you want to import. Use this setting only when loading data using an import file.

This setting is optional. By default, this is set to the path specified in the configuration file.

C:\Demo\Status.csv
DefaultBudgetClass Use this setting to specify the default budget class where you want to import budget resource assignment data.

This setting is optional.

Budget
RunUpdateTotals If the value is set to 1, Cobra updates the total values for Budget, Earned, Actuals, and Forecast, ensuring that these summary values that are stored for the project are valid.

If the value is set to 0, Cobra does not update the total values for Budget, Earned, Actuals, and Forecast.

You must set this field to 0 only when you are importing more than one project into a single Cobra project. You must set this field to 1 on the last project in the series.

This setting is optional and the default value is 1.

0
ActivityResourceFile Use this setting only when loading data using an import file. This setting refers to the combined activity and resource files. If you used this setting, you must leave the ActivityFile and ResourceAssignmentFile settings blank.

This setting is optional.

C:\Demo\ActivityResource.csv

Sample Script

Below is a sample script file for the Integrate Project Data API process. 

[Process002]
ProcessID=IntegrateProjectData
ConfigurationName=UpdateStatus
ConfigurationOwner=SYSADMIN
Project=Demo Advanced
ScheduleProject=SHIP
ActivityFile=C:\Demo\Activity.csv
ResourceAssignmentFile=C:\Demo\Resourceassignment.csv
StatusFile=C:\Demo\Status.csv
DefaultBudgetClass=Budget
RunUpdateTotals=0
ActivityResourceFile=C:\Demo\ActivityResource.csv