Resource Assignments Page of the Integration Wizard-Files

Use this page to define how resources are imported into the Cobra project from the file.

Note: This page displays only if you selected Resource Assignments on the Action Selection page. Only classes for which you have view and update access are listed.

Budget

This group box is enabled only if you select Baseline start date as one of the columns on the Import File Field Mapper page.

Field	Description
Default budget class	Click to select the default Cobra budget class.
Load all budget into default class	Select this option to import all resource assignments into the same class in Cobra. Note: If you select a control account-level class, only the resources of activities mapped to the control account are imported. If there is a work package mapped on the Import File Field Mapper page and a value is found in the associated schedule field in an activity, resources assigned to the activity are not imported into a control account-level budget class.
Load budget class from file	Select this option to inform Cobra that a field in the activity file is assigned the class value. Take note of the following: During the import, Cobra imports the assignment records into the class defined on each record. If the class is blank in the file, the data is imported into the default class. Control account- and work package-level classes can be imported at the same time. If Cobra does not contain a class that matches the class assigned in the file, the assignment is not imported. If the class is at the activity level, no assignment is imported for the activity. If the class is at the resource level, the individual resource is not imported. Other resources with valid classes on the same activity are imported.
Load only these budget classes	This field is enabled if you select the Load budget class from file option and select a value for it. Selecting a value in this field informs Cobra to filter the class being imported only to the selected classes. If this field is blank, all classes found in the file field are imported. Click to select from the distinct values in the selected file field where the class is to be imported from. Note: During the import process, Cobra imports assignment records only if they match the selected classes.

Forecast

This group box is enabled if Forecast start date is selected on the Import File Field Mapper page.

Field	Description
Default forecast class	Click to select a forecast class in the Cobra project or template. This forecast class is used if no class is defined or if it is blank. Note: If the class is not found, the field is set to blank by default.
Load all forecast into the default class	Select this option to import all forecast resource assignments into the same class in Cobra.
Load forecast class from file	This option is selected by default if you select Forecast class as one of the columns on the Import File Field Mapper page. Note: Selecting this option clears the Load all forecast into the default class option.
Load only these forecast classes	This field is enabled only if you select the Load forecast class from file option and select a value for it. Selecting a value in this field informs Cobra to filter the class being imported only to the selected classes. Click to select from the distinct values in the selected file field where the class is to be imported from.
Replace existing forecast	When this option is selected, Cobra performs the following actions: Deletes all records in the existing forecast classes and replaces them with values being imported. Loads the forecast start and finish dates as the schedule forecast dates. Loads forecast only into the future periods. If the forecast data in the file is in the past, Cobra ignores the records before the status date and only loads the spread from the status date forward. Note: This option displays when importing into an existing project. Selecting this option clears the Add to existing forecast option.
Add to existing forecast	Select this option to inform Cobra to add any imported values to those that already exist in the corresponding classes in Cobra. If the records being loaded have a class designation which matches a class in Cobra, the forecast values are added to the data in Cobra versus overwriting the existing forecast. If the forecast data being loaded falls outside of the existing forecast dates, the forecast dates are adjusted to encompass all the existing Cobra resources and those being loaded. If the forecast being loaded has a resource that does not exist in Cobra, the resource is added based on the spread from the schedule. If the forecast being loaded has a resource that does exist in Cobra, the resource value is added to the existing resource. Forecast is only loaded into future periods. If the forecast data in the file is in the past, Cobra ignores the records before the status date and loads the spread from the status date forward.
Allow loading forecast in the current status period	Select this option to allow time-phased spread values to be loaded in the current status period during integration. Attention: For more information, see Integration Wizard Preferences.

Contents

Field	Description
Calculate apportionment	Select this option to enable the Define Calculation button.
Define Calculation	Click this button to display the Calculation Range and the Classes pages of the Calculate Apportionment Wizard. Selecting this option informs Cobra to perform the apportionment calculation after the import process is complete. After importing the project into Cobra, the apportionment calculation runs and adds any apportioned resources to the project based on the defined apportionment mapping. Click Next on the Classes page to return to the Resource Assignment page of the Integration Wizard. Note: This button is enabled only if apportionment mappings are defined for the selected Cobra project.
Spread resource across activity dates	Use this option to instruct Cobra if it spreads time-phased resource assignments across the From Date and To Date, if defined in the import file; otherwise, across the baseline dates. The time-phased resource assignments are spread based on the following conditions: If the Spread resource across activity dates and Use curves for resource spreads options are both selected, they are spread based on the curve specified in the import file. If no curve is defined in the import file, Cobra sets the curve to manual and spreads the data using a linear spread.
Use curves for resource spreads	Select this option to instruct Cobra to spread time-phased resource assignments based on the curve specified in the import file. If you are loading an activity file and a resource assignment file separately during integration, Cobra uses the curve defined in the resource assignment file to determine the time-phased spread. If the curve does not exist, Cobra displays a message and then sets the curve to manual. If there are multiple resource assignment entries with different curve values in the resource assignment file, Cobra sets the curve to manual. If you are loading an import file with combined activity and resource assignment data during integration, this option is always enabled, even if Curve is not selected as one of the columns on the Import File Field Mapper page of the Integration Wizard.