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

Reclass Guidelines

Consider the following guidelines when using the Reclass Wizard.

  • You can reclassify by total project, control account, work package, resource, or any other codes or fields associated to the project. You can also specify a period or date range for the reclass.
  • If your new class uses a different set of dates, Cobra updates the dates for the target class to match the source class data. For example, if you are copying the budget to a forecast, Cobra updates the forecast date set for the target forecast class during the process. If you are copying a work package-level budget to a control account-level forecast, Cobra updates the forecast dates to span the work package dates. This process also enables you to copy weekly budget data to monthly forecast data.
  • If the target and source classes do not have the same rate set, you need to run the Recalc Wizard after running the Reclass Wizard. The Reclass Wizard does perform recalculations based on new rates.
  • This table describes the combination of source and target class types that you can use in the Reclass Wizard.
    Source Target = Actual Target = Budget Target = Progress Target = Forecast Target = Frozen Forecast
    Actual Yes No Yes Yes Yes
    Budget Yes Yes Yes Yes No
    Progress Yes Yes Yes No No
    Forecast Yes Yes No Yes Yes
    Frozen Forecast No No No No Yes