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Reclass Process

Use the Reclass API process to change, copy, or replace an existing cost class with a different cost class.

Process Settings

Below are the settings you must define for the Reclass API process.

Setting Description Sample Value
ProcessID This setting informs Cobra to run the Reclass process. Reclass
Project This setting refers to the project where you want to run the reclass process.

This setting is required.

Demo Advanced
SourceClass This setting refers to the source class from which you copy, change, or replace the data of the target class.

This setting is required.

Budget
SourceAction Use one of the following values:
  • Copy: Use this value to copy data from the source class and add it to the target class without deleting the source class.
  • CopyDelete: Use this value to copy data from the source class, add it to the target class and delete the source class.

    This setting is required.

CopyDelete
TargetAction Use one of the following values:
  • Add: Use this value to add data from the source class to the existing target class data without deleting the source data.
  • Replace: Use this value to replace data in the target class with data from the source class.

    This setting is required.

Replace
TargetClass This setting refers to the target class where you copy, change, or replace data from the source class.

This setting is required.

OTB
CopyResourceAssignmentCodeFrom

Use this setting to specify which class should retain the resource assignment codes. Use one of the following values:

  • Source : Use this value to instruct Cobra to retain existing resource assignment codes on the source class.
  • Target : Use this value to instruct Cobra to retain existing resource assignment codes on the target class.

This setting is optional and the default value is the source class.

Source
Criteria Use this setting to choose the selection criterion you want to use for the reclass. The selection criteria change based on the project. Some selection criteria include the following:
  • Total Project
  • Control Account
  • Work Package
  • Control Account Key Fields
  • Work Package Field
  • Resource
  • Resource Assignment
  • Control Account Codes 1 to 20
  • Work Package Codes 1 to 20
  • CAM
  • Work Package Manager

This setting is optional and the default value is Total Project.

Resources
IncludeChildren Use this setting to specify whether the selected criterion should include child elements or not.

This setting is optional and the default value is 0.

1
Selection Use this setting to select the portion of the project for the reclass. The available choices depend on the selections you made in the Criteria settings.

If you select Total Project for the Criteria setting, the Selection setting is left blank.

This setting is optional. By default, no value is specified in this setting.

1.1
Scope Use one of the following values:
  • All: Use this value to reclass all selected costs regardless of their status. Reclass applies to historical data.
  • Remaining: Use this value to reclass from the status date forward without changing historical data.
  • DateRange: Use this value to set the date range when Cobra should reclass. You must specify the StartDateLabel and EndDateLabel settings if you use this value.

    This setting is optional and the default value is All.

DateRange
StartDateLabel Use this setting if Scope=DateRange. This setting refers to a valid calendar label and is the starting date for the DateRange setting.

This setting is optional and the default value is the starting date for the DateRange setting.

JAN07
EndDateLabel Use this setting if setting Scope=DateRange. This setting refers to a valid calendar label and is the ending date for the DateRange setting.

Use StartDateLabel and EndDateLabel only if you use DateRange for the Scope setting.

This setting is optional and the default value is the ending date for the DateRange setting.

APR07
AllowComplete Use this setting to indicate whether you want to perform a reclass of completed control accounts and work packages or not.

This setting is optional and the default value is the value set in the Allow reclass of completed Control Account and Work Package: option in the Reclass Preferences.

1
IncludeForecastInUpdateTotals If the target class is a Forecast class, setting this value to 1 will include the Forecast class values when you run the Update Totals process after the Reclass process is finished.

This setting is optional and the default value is 0.

0
CopyBaselineDatesToForecastDates
If value is set to 1, Cobra copies the baseline dates to the forecast dates if the following conditions are met:
  • SourceClass is set to a Budget class.
  • TargetClass is set to a Forecast class.
  • Scope is set to All.
  • Criteria is not set to Resource Assignmen or Resource.

Otherwise, Cobra automatically sets the value to 0.

1

Sample Script

Below is a sample script file for the Reclass API process. 

[Process010]
ProcessID=Reclass
Project=Demo Advanced
SourceAction=CopyDelete
SourceClass=Budget
TargetAction=Replace
TargetClass=OTB
Criteria=Resources
IncludeChildren=1
Selection=1.1
Scope=DateRange
StartDateLabel=JAN07
EndDateLabel=APR07
AllowComplete=1
IncludeForecastInUpdateTotals=0
CopyBaselineDatesToForecastDates=1