Zero-Out Data

Cobra provides the ability to set budget, forecast, progress, or actual time-phased resource values to zero without deleting the class through the Zero-Out Data Wizard.

This allows you to easily delete a proposed change or forecast without having to delete the class. Similarly, since the wizard allows you to pick a time period, this is an easy way to delete the budget, forecast, progress, or actual costs loaded for the current period. The values in the time-phased records are changed to zero based on the selected criteria. The resource assignment totals are updated to reflect the new time-phased amount.

To secure access to the wizard, click Tools > Zero-Out Data in the EPM Security Administrator tool.

Using the Zero-Out Data process, you can zero out values of in-progress or completed control accounts and work packages, and delete resources with zero values when deleting all periods. After processing, you can also run the Update Totals process.

The options selected when running this process override the project level options for loading budget, forecast, progress, or actual selected on the Project Preferences tab of the Project Properties dialog box.

You can run this process on any of the following portions of a project:

  • Total project
  • Control account
  • Work package (with Selection)
  • Control Account key fields
  • Work Package key field