Schedule Mapping Page of the Integration Wizard-Open Plan

Project Keys Tab

Use this tab to define how project fields map to the schedule.

If you are importing data into an existing project, the labels and Cobra validation files on this tab are based on the project properties for the selected project. Any control account or work package fields that are not defined in the project are hidden.

When creating a new project, the labels and validation files are based on the project template defined on the General tab of the Application Preferences dialog box. If a project template is not defined, the fields are based on the system defaults for new projects.

Field	Description
Schedule Fields	Use these fields to define the field in the schedule that contains the value for each Cobra field. Click to select a value for each of the fields below: WBS: This field is required. OBS WP_NO.: This field is required. Milestone CAM: This field displays only when you select Code Assignments and User Fields on the Action Selection page. WP Manager: This field displays only when you select Code Assignments and User Fields on the Action Selection page. Note Categories: Click to select a note category in the selected schedule. You can import notes for all categories by multi-selecting the list. This option is only available when loading data from Open Plan. Notes are always imported from the current note on the activity, so baseline date selection is not considered. If the Note field does not exist in Cobra, Cobra adds it during the import. The values in these fields depend on the date field selected for Baseline and Forecast, and the scheduling tool you are importing from. You cannot import using the CA3 field unless a template project that defines this field is defined or you are importing into an existing project with this field defined. When importing data from baseline dates in Open Plan, the following values are available in the Control Account 1-3, Work Package, Milestone, and CAM fields. Activity ID Baseline Codes Baseline User Character Fields When importing early or late dates from Open Plan, the following fields are available in the Control Account 1-3, Work Package, Milestone, and CAM fields. Activity ID Codes User Character Fields

Field

Description

Schedule Fields

Use these fields to define the field in the schedule that contains the value for each Cobra field. Click

to select a value for each of the fields below:

WBS: This field is required.
OBS
WP_NO.: This field is required.
Milestone
CAM: This field displays only when you select Code Assignments and User Fields on the Action Selection page.
WP Manager: This field displays only when you select Code Assignments and User Fields on the Action Selection page.
Note Categories: Click to select a note category in the selected schedule. You can import notes for all categories by multi-selecting the list. This option is only available when loading data from Open Plan.

Notes are always imported from the current note on the activity, so baseline date selection is not considered. If the Note field does not exist in Cobra, Cobra adds it during the import.

The values in these fields depend on the date field selected for Baseline and Forecast, and the scheduling tool you are importing from.

You cannot import using the CA3 field unless a template project that defines this field is defined or you are importing into an existing project with this field defined.

When importing data from baseline dates in Open Plan, the following values are available in the Control Account 1-3, Work Package, Milestone, and CAM fields.

Activity ID
Baseline Codes
Baseline User Character Fields

When importing early or late dates from Open Plan, the following fields are available in the Control Account 1-3, Work Package, Milestone, and CAM fields.

Activity ID
Codes
User Character Fields

Cobra File Used for Validation

When importing data, all codes in the schedule must be in the validating code file if the project has specified a code file. The code files selected for validation are displayed in this column. The fields that are not being validated.

When creating a new project, use this column to define the Cobra file to be assigned to the key field in Cobra. If the template does not have the required fields defined, the fields are enabled. Click to select a file against which each key for new projects is validated.

Note: Cobra does not validate the Milestone and Note Categories fields.

Control Account Codes Tab

Use this tab to map imported data to codes on the Control Account field. This tab displays a grid with lines representing the code assignments associated with the selected project.

When creating a new project, the codes defined on the template project are displayed in the grid. If no code is defined for the selected project or if you are creating a new project where no template is defined, an error message that there are no work package codes defined for the project displays.

Field	Description
Prompt	When importing into an existing project, the prompts for any predefined codes from the project information display in the grid.
Schedule Fields	Use the fields in this column to map fields in the schedule that contain the code assignment. You can either click to select a schedule field, or enter the name of the schedule field. An invalid schedule field results in an error. Note: Ensure that you have selected Control Account and Work Package on the Action Selection page if work packages are assigned to the project.

Work Package Codes Tab

Use this tab to map imported data to codes on the Work Package field. This tab displays a grid with lines representing the code assignments associated with the selected project.

When creating a new project, the grid displays the codes defined on the template project. If no code is defined for the selected project or if you are creating a new project where no template is defined, an error message that there are no control account codes defined for the project displays.

Field	Description
Prompt	When importing into an existing project, the prompts for any predefined codes from the project information display in the grid.
Schedule Fields	Use the fields in this column to map fields in the schedule that contain the code assignment. You can either click to select a schedule field or enter the name of the schedule field. An invalid schedule field results in an error. Note: Ensure that you have selected Code Assignments and User Fields on the Action Selection page if codes are assigned to the project.

User Fields Tab

Use this tab to map schedule fields to the Cobra user fields. The User Fields grid displays the following columns.

Column	Description
Cobra User Field	This column displays the list of the Cobra user fields.
Schedule Field	Use this column to select a schedule field to map against the Cobra user field. You can either click to select a schedule field or enter the name of the schedule field. The User Character Fields [1-10] lookup dialog will only show text code fields defined in the schedule. The User Number Fields [1-10] lookup dialog box will only display numeric code fields defined in the schedule. The User Date Fields [1-10] lookup dialog box will only display date code fields defined in the schedule. The User Fields grid displays only if you select Code Assignments and User Fields on the Action Selection page. Note: You must first run the required script to display User Character Fields [6-10], User Number Fields [6-10], or User Date Fields [6-10]. Refer to Additional User Fields for instructions on how to configure Cobra to use these additional fields. User Character Fields can be mapped to: User Character Fields Activity ID Activity Codes User Date Fields can be mapped to: User Date Fields User Number Fields can be mapped to: User Number Fields BAC Cost BAC Quantity The user fields will be imported from the current schedule regardless of baseline selection.

Column

Description

Cobra User Field

This column displays the list of the Cobra user fields.

Schedule Field

Use this column to select a schedule field to map against the Cobra user field. You can either click to select a schedule field or enter the name of the schedule field. The User Character Fields [1-10] lookup dialog will only show text code fields defined in the schedule. The User Number Fields [1-10] lookup dialog box will only display numeric code fields defined in the schedule. The User Date Fields [1-10] lookup dialog box will only display date code fields defined in the schedule.

The User Fields grid displays only if you select Code Assignments and User Fields on the Action Selection page.

Note: You must first run the required script to display User Character Fields [6-10], User Number Fields [6-10], or User Date Fields [6-10]. Refer to Additional User Fields for instructions on how to configure Cobra to use these additional fields.

User Character Fields can be mapped to:

User Character Fields
Activity ID
Activity Codes

User Date Fields can be mapped to:

User Date Fields

User Number Fields can be mapped to:

User Number Fields
BAC Cost
BAC Quantity

The user fields will be imported from the current schedule regardless of baseline selection.

Video

Title	Description
How to Link an Activity to a Work Package	Learn how to identify to which work package an activity is linked, which is the first step in integrating cost and schedule.

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