Top-Down Planning

The Top-Down planning process allows you to change budgeted and forecast costs for selected groups of control accounts or work packages by factoring the hours to meet a total monetary amount.

By letting you analyze different funding scenarios, the Top-Down Planning process helps you plan, estimate, and price proposed work. For example, you can experiment by moving a portion of the budget assigned to one group of control accounts to another group, or by shifting funding among different fiscal years.

You can define which work items you want to adjust using one of the following methods:

  • Specify individual control accounts, work packages, or resources to be adjusted.
  • Define groups of control accounts, work packages, or resources by specifying a code in any code file attached to the appropriate key field.
  • Define groups of control accounts and work packages based on codes from a code file attached to the project.
  • Specify that you want to adjust all work items.

You can also define which calculated results and cost classes Cobra should use when calculating the total amount of budget costs that can be adjusted.

Use the Top Down Planning Wizard to perform top-down planning for a project.