Target Class Page of the Reclass Wizard

Use this page to select the class that Cobra will modify through the Reclass process.

This page only displays classes for which you have view and update access.

Contents

Field Description
Class Click to display the Class Lookup dialog box, where you can select a target class based on the following rules:
  • Never use a replanned class as a target class. Use the Replan Wizard instead for this purpose.
    Note: You can use a replanned class as a target class only when you run the Reclass process through the Cobra Web Service, and if the source class is a budget class (included or not-included). See the Web Service Client API Help.
  • If the source class is an actual, budget, or progress class, you can select a progress class.
  • If the source class is an actual class, budget classes are not displayed in the Class Lookup dialog box.
  • If the source class is a budget class, frozen forecast classes are not displayed in the Class Lookup dialog box.
  • If the source class is a forecast class, all classes are displayed in the Class Lookup dialog box.
  • If the source class is a frozen forecast, only frozen forecast classes are displayed in the Class Lookup dialog box.
  • If the source class is a replanned class, frozen forecast classes are not displayed in the Class Lookup dialog box.
  • If the source class is a control account class, only control account classes are displayed in the Class Lookup dialog box. This does not apply to progress class because you can only define this class type at the work package level.
If you select progress as a target class, Cobra will not copy any data to future periods. This means:
  • If you select the Reclass all periods in your project option on the Date Range page, Cobra will only copy data from periods up to the status date.
    Note: If you also select the Copy and Delete option on the Source page, Cobra will delete all periods from the source class, including those periods after the status date even though they are not copied to the target class.
  • If you select the Reclass by a specific date range option on the Date Range page, you cannot select a date range that includes future periods.
  • You cannot select the Reclass all periods after the status date of the project option on the Date Range page.
  • If the default progress class is updated during the Reclass process, subsequent calculations may add an adjusting entry.

You can reclass a budget class that uses calendar set 00 to a forecast class that uses a different calendar set even if the budget is at the work package level and the forecast is at the control account level. You cannot reclass a class that uses a calendar set other than 00 into a class that uses calendar set 00.

Class Type This field displays the type of the selected target class.
Class Description This field provides a brief description of the selected target class.
Add to existing This option adds the value in the source class to the value in the target class. This option is helpful when reclassing an approved scope change into the budget class.

If you select this option and there are spread curves assigned to the resource assignments, Cobra changes the curves to Manual.

Replace existing This option replaces the value in the target class with the value in the source class for all selected costs. This option is useful when replacing the customer's forecast with a CAM's forecast. The final result does not double the original value. It replaces any class in that work package or control account with the new class.

If you select this option and there are spread curves assigned to the resource assignments, Cobra uses the existing spread curve assigned to the source class.

If you delete a spread curve, and then run reclass, Cobra retains that spread curve assigned the source class and changes it to Manual for the target class regardless of the option you select on this page.

Note: If a resource assignment is created in the target class during reclass, Cobra uses the spread curve assigned to the source class.