Recalculation Techniques

Using the pages of the Recalc Wizard, you can define which work items you want to recalculate when you run the recalculation process.

Cobra lets you control the impact of the Recalculation process in a number of ways:

  • You can specify individual control accounts, work packages, or resources to be recalculated.
  • You can define groups of control accounts, work packages, or resources by specifying a code in any code file attached to the appropriate key field.
  • You can define groups of control accounts and work packages based on codes from a code file attached to the project.
  • You can specify that you want to recalculate all work items.

You can also select which cost classes and results to recalculate. Cobra allows you to select any budget, actual, or forecast class that refers to a rate set. You can also allow Cobra to recalculate read-only classes by selecting the appropriate option on the Preferences tab of the Project Properties dialog box.

Selecting specific results is useful when you are recalculating actual costs. For example, overhead and general and administrative burdens are often adjusted on a yearly basis. Normally, this is accomplished by entering an adjusting record at the end of the year. By selecting only specific results to recalculate, you can apply the correct adjustment to all actual cost records.