Help System

Using the Help Search

Project Preferences

Use this dialog box to select the options for the budgets in the selected project.

Contents

Attention: For information on how to use the Selected and Secure checkboxes of these options, see Using the Selected and Secure Checkboxes.

Field	Description
Check Control Account field 1 structure for parent/child uniqueness	Select this option to instruct Cobra to ensure that the code assigned to Control Account field 1 does not result in the creation of control accounts that are parents or children of other control accounts.
Check Control Account field 2 structure for parent/child uniqueness	Select this option to instruct Cobra to ensure that the code assigned to Control Account field 2 does not result in the creation of control accounts that are parents or children of other control accounts. This option is available only if the project uses Control Account field 2.
Check Control Account field 3 structure for parent/child uniqueness	Select this option to instruct Cobra to ensure that the code assigned to Control Account field 3 does not result in the creation of control accounts that are parents or children of other control accounts. This option is available only if the project uses Control Account field 3.
Check Work Package structure for parent/child uniqueness	Select this option to instruct Cobra to ensure that the code assigned to the work package does not result in the creation of work packages that are parents or children of other work packages. This option is available only if the project uses a code file for selecting work packages.
Allow changes to scope for an in-progress Control Account/Work Package	Select this option to make the following scope changes for an in-progress control account or work package: Modify the budgets for control accounts and work packages that have a status of In-progress. Change the value of the Units to Do field when the progress technique is Units Complete. Delete resources from control accounts and work packages that have a status of In-progress. Add resource assignments to control accounts and work packages that have a status of In-progress. Note: The Reclass process takes into account how this option is set. Not included in budget classes ignore this option for the selected project. If the control account or work package has a budget before the status date, and the Prevent editing of historical time-phased values option is selected, you cannot change or delete the resource. Cobra uses the value of this option if you run the Respread API process and do not include the AllowInProgress setting in the API script. Cobra displays an error if the Secure checkbox for this option is selected and the value of this setting does not match the value of the AllowInProgress setting in the API script.
Prevent editing of historical time phased values	Selecting this option prevents you from making any changes to periods on or prior to the status date of the project. Note: This option applies to the Time-phase Detail pane of the Project view and also during schedule integration.
Allow editing current period	This option is available only if the Prevent editing of historical time phased values option is selected. You cannot update this option if the Prevent editing of historical time phased values option is secured in the EPM Security Administrator tool. Clearing the Prevent editing of historical time phased values option also clears this option. If selected, Cobra allows you to perform the following: You can edit the current period for budget and progress resource assignments in the Time-phase pane and Time-phase Detail pane of the Project view. When you add a budget resource assignment in the Project view or through the Assignment Import Wizard, the current period will be included when spreading the time-phased values. When you edit the total time-phased values of a budget resource assignment in the Project view, the All fiscal periods option in the Spread dialog box becomes enabled if the resource assignment start date falls on the current period. Note: This option applies anywhere the Prevent editing of historical time phased values option is applicable.
Allow removal of actual finish date for a completed Control Account/Work Package	Select this option to clear the actual finish date for a completed control account or work package, thereby changing its status from Completed to In-Progress. This is useful when you want to add new control accounts or work packages. If you select this option, the Actual Finish Date field for the control account is enabled to allow the user to clear the date. Once this field is cleared, the status changes from Completed to In-Progress.
Allow changing of Progress Technique for an in-progress Work Package	Select this option to change the progress technique for an in-progress work package.
Allow percent complete on milestones/steps	Select this option to use Percent Complete in calculating earned value by weighted milestones. Each milestone can have a portion earned, rather than forcing an all-or-nothing awarding of earned value. Selecting this option enables the % Complete column on the Milestones/Steps tab of the Project view for work packages which use any of the progress techniques other than Steps. If this option is not selected, the Milestones/Steps tab of the Project view will not have a % Complete column for work packages which use any of the progress techniques other than Steps. The milestones earn an all-or-nothing status (0% or 100%). If this option is not selected, the Milestones/Steps tab of the Project view will not have a % Complete column for work packages that use the Steps progress technique.
Round audit log transactions to 6 decimal places	Select this option to round up project audit transaction amount to 6 decimals places for new and existing projects. You can only change this option once. Once the setting is selected or turned on, you can no longer clear it. Changing the value of this option displays a warning message and clicking the Apply button sets this option to read-only. Closing the dialog box or the application will not reset this option. The application preferences value takes precedence over the project preferences value. If this option is already selected on the Other tab of the Application Preferences dialog box, this option becomes read-only and the checkbox is replaced with N/A.
Allow entering milestones regardless of Progress Technique	Select this option to add milestones to work packages that do not use the Milestones or Steps progress technique. By default, this option is cleared. If this option selected and the work package uses a progress technique other than Milestones or Steps, Cobra will use the progress technique assigned to the work package and allow the entry or import of milestones. The milestones are for informational purposes only if the progress technique is not Milestones or Steps and will not be considered during Calculate Progress.

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

Project Preferences

Use this dialog box to select the options for the budgets in the selected project.

Contents

Attention: For information on how to use the Selected and Secure checkboxes of these options, see Using the Selected and Secure Checkboxes.

Field	Description
Check Control Account field 1 structure for parent/child uniqueness	Select this option to instruct Cobra to ensure that the code assigned to Control Account field 1 does not result in the creation of control accounts that are parents or children of other control accounts.
Check Control Account field 2 structure for parent/child uniqueness	Select this option to instruct Cobra to ensure that the code assigned to Control Account field 2 does not result in the creation of control accounts that are parents or children of other control accounts. This option is available only if the project uses Control Account field 2.
Check Control Account field 3 structure for parent/child uniqueness	Select this option to instruct Cobra to ensure that the code assigned to Control Account field 3 does not result in the creation of control accounts that are parents or children of other control accounts. This option is available only if the project uses Control Account field 3.
Check Work Package structure for parent/child uniqueness	Select this option to instruct Cobra to ensure that the code assigned to the work package does not result in the creation of work packages that are parents or children of other work packages. This option is available only if the project uses a code file for selecting work packages.
Allow changes to scope for an in-progress Control Account/Work Package	Select this option to make the following scope changes for an in-progress control account or work package: Modify the budgets for control accounts and work packages that have a status of In-progress. Change the value of the Units to Do field when the progress technique is Units Complete. Delete resources from control accounts and work packages that have a status of In-progress. Add resource assignments to control accounts and work packages that have a status of In-progress. Note: The Reclass process takes into account how this option is set. Not included in budget classes ignore this option for the selected project. If the control account or work package has a budget before the status date, and the Prevent editing of historical time-phased values option is selected, you cannot change or delete the resource. Cobra uses the value of this option if you run the Respread API process and do not include the AllowInProgress setting in the API script. Cobra displays an error if the Secure checkbox for this option is selected and the value of this setting does not match the value of the AllowInProgress setting in the API script.
Prevent editing of historical time phased values	Selecting this option prevents you from making any changes to periods on or prior to the status date of the project. Note: This option applies to the Time-phase Detail pane of the Project view and also during schedule integration.
Allow editing current period	This option is available only if the Prevent editing of historical time phased values option is selected. You cannot update this option if the Prevent editing of historical time phased values option is secured in the EPM Security Administrator tool. Clearing the Prevent editing of historical time phased values option also clears this option. If selected, Cobra allows you to perform the following: You can edit the current period for budget and progress resource assignments in the Time-phase pane and Time-phase Detail pane of the Project view. When you add a budget resource assignment in the Project view or through the Assignment Import Wizard, the current period will be included when spreading the time-phased values. When you edit the total time-phased values of a budget resource assignment in the Project view, the All fiscal periods option in the Spread dialog box becomes enabled if the resource assignment start date falls on the current period. Note: This option applies anywhere the Prevent editing of historical time phased values option is applicable.
Allow removal of actual finish date for a completed Control Account/Work Package	Select this option to clear the actual finish date for a completed control account or work package, thereby changing its status from Completed to In-Progress. This is useful when you want to add new control accounts or work packages. If you select this option, the Actual Finish Date field for the control account is enabled to allow the user to clear the date. Once this field is cleared, the status changes from Completed to In-Progress.
Allow changing of Progress Technique for an in-progress Work Package	Select this option to change the progress technique for an in-progress work package.
Allow percent complete on milestones/steps	Select this option to use Percent Complete in calculating earned value by weighted milestones. Each milestone can have a portion earned, rather than forcing an all-or-nothing awarding of earned value. Selecting this option enables the % Complete column on the Milestones/Steps tab of the Project view for work packages which use any of the progress techniques other than Steps. If this option is not selected, the Milestones/Steps tab of the Project view will not have a % Complete column for work packages which use any of the progress techniques other than Steps. The milestones earn an all-or-nothing status (0% or 100%). If this option is not selected, the Milestones/Steps tab of the Project view will not have a % Complete column for work packages that use the Steps progress technique.
Round audit log transactions to 6 decimal places	Select this option to round up project audit transaction amount to 6 decimals places for new and existing projects. You can only change this option once. Once the setting is selected or turned on, you can no longer clear it. Changing the value of this option displays a warning message and clicking the Apply button sets this option to read-only. Closing the dialog box or the application will not reset this option. The application preferences value takes precedence over the project preferences value. If this option is already selected on the Other tab of the Application Preferences dialog box, this option becomes read-only and the checkbox is replaced with N/A.
Allow entering milestones regardless of Progress Technique	Select this option to add milestones to work packages that do not use the Milestones or Steps progress technique. By default, this option is cleared. If this option selected and the work package uses a progress technique other than Milestones or Steps, Cobra will use the progress technique assigned to the work package and allow the entry or import of milestones. The milestones are for informational purposes only if the progress technique is not Milestones or Steps and will not be considered during Calculate Progress.