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Table of Contents
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  • Cobra 8.4 Help System
    • Cobra Videos
    • Searching Online Help
    • Getting Started
      • Launching Cobra
        • Running Cobra with Command Line Parameters
        • Cobra Login Dialog Box
          • Display the Cobra Login Dialog Box
        • Change Password Dialog Box
          • Display the Change Password Dialog Box
        • Log Onto Cobra
        • Log Onto Cobra Using a Different User ID
        • Set Cobra to Always Run as an Administrator
        • Change Your Password
      • Explore Cobra
        • Cobra Explorer
          • Cobra Button
            • New File Dialog Box
              • Display the New File Dialog Box
              • Considerations When Creating Names in Cobra
            • Open File Dialog Box
              • Display the Open File Dialog Box
            • Save As Dialog Box (Projects)
              • Display the Save As Dialog Box (Projects)
            • Save As Dialog Box (Ancillary Files)
              • Display the Save As Dialog Box (Ancillary Files)
            • Manage
              • Backup Dialog Box
                • Display the Backup Dialog Box
              • Restore Dialog Box
                • Display the Restore Dialog Box
              • Change Ownership and Access Rights Dialog Box
                • Display the Change Ownership and Access Rights Dialog Box
                • Change Owner Dialog Box
                  • Display the Change Owner Dialog Box
                • Change Access Rights Dialog Box
                  • Display the Change Access Rights Dialog Box
            • Cobra Login Dialog Box
              • Display the Cobra Login Dialog Box
            • Change Password Dialog Box
              • Display the Change Password Dialog Box
            • Help
              • About Deltek Cobra Dialog Box
                • Display the About Deltek Cobra Dialog Box
            • Preferences
              • User Preferences
                • User Preferences Dialog Box
                  • Display the User Preferences Dialog Box
                  • Set the Date Format
              • Application Preferences
                • Configure the Application Settings
                • Application Preferences Dialog Box
                  • General Tab of the Application Preferences Dialog Box
                  • Project Codes Tab of the Application Preferences Dialog Box
                  • Notes Tab of the Application Preferences Dialog Box
                    • New Note Category Dialog Box
                    • Edit Note Category Dialog Box
                  • Spread Curves Tab of the Application Preferences Dialog Box
                    • Add Spread Curve Dialog Box
                  • Data Access Tab of the Application Preferences Dialog Box
                    • Process Lock
                  • Custom Hooks Tab of the Application Preferences Dialog Box
                  • Integration Tab of the Application Preferences Dialog Box
                  • Reports Tab of the Application Preferences Dialog Box
                  • Other Tab of the Application Preferences Dialog Box
            • Keyboard Shortcuts
          • Quick Access Toolbar
          • Processes Tab
            • Keyboard Shortcuts
          • Integration Tab
            • Keyboard Shortcuts
          • Reporting Tab
            • Keyboard Shortcuts
          • Tools Tab
            • Keyboard Shortcuts
          • Custom Menu Tab
            • Custom Menu Items
          • Cobra Views
            • Display the Cobra Explorer Panes
            • Projects
              • Projects Pane
                • Projects Pane Column Definitions
                • Shortcut Menu
                • Color Band
            • Calendars
              • Calendars Pane
                • Calendars Pane Column Definitions
                • Shortcut Menu
            • Codes
              • Codes Pane
                • Codes Pane Column Definitions
                • Shortcut Menu
            • Rates
              • Rates Pane
                • Rates Pane Column Definitions
                • Shortcut Menu
            • Resources
              • Resources Pane
                • Resources Pane Column Definitions
                • Shortcut Menu
            • Reports
              • All Reports Pane
              • Personal Reports Pane
                • Reports Pane Column Definitions
                • Shortcut Menu
              • Batch Reports Pane
                • Batch Reports Pane Column Definitions
                • Shortcut Menu
          • Keyboard Shortcuts
      • File Management
        • File Backup
          • Back Up Your Data
          • Backup Dialog Box
            • Display the Backup Dialog Box
        • File Restore
          • Restore Data from a Backup File
          • Restore Dialog Box
            • Display the Restore Dialog Box
          • Select Files to Restore Dialog Box
            • Display the Select Files to Restore Dialog Box
        • Restoring Reports and Configurations
        • Custom Project Tables
          • Identify a Custom Table
      • Process Cycle
        • Cobra Components
        • Organize Project Information
        • Set Up Projects and Project Baselines
        • Progressing
        • Reporting
        • Special-Purpose Operations
        • Take your Implementation a Step Further
      • Earned Value Management
        • DOD's Characteristics of a Successful EVMS
        • ANSI Standard for Earned Value Management Systems
    • Projects
      • Control Accounts and Work Packages
      • Classes and Cost Sets
      • Progress Techniques
      • Resource Assignments
      • Milestones/Steps
      • Notes
      • Project View
        • Display the Project View
        • Copy and Paste in the Project View
        • Edit Tab of the Project View
        • Spreadsheet Pane of the Project View
          • Shortcut Menu
          • Spreadsheet Pane Column Definitions
          • Filters
            • Standard Filter Dialog Box
              • Display the Standard Filter Dialog Box
            • Advanced Filter Dialog Box
              • Display the Advanced Filter Dialog Box
            • Procedures
              • Apply a Filter to a Column in the Spreadsheet Pane
              • Filter by Classes or Cost Sets
              • Clear the Filter
          • Using the Find Function
          • Save and Share View
            • Select Dialog Box
              • Display the Select Dialog Box
            • Save Current View As Dialog Box
              • Display the Save Current View As Dialog Box
            • Manage Views Dialog Box
              • Display the Manage View Dialog Box
            • Procedures
              • Create a View
              • Modify an Existing View
              • Manage Views
          • Dialog Boxes (Spreadsheet Pane of the Project View)
            • Add Control Account Dialog Box
              • Display the Add Control Account Dialog Box
            • Add Work Package Dialog Box
              • Display the Add Work Package Dialog Box
            • Add Resource Assignment Dialog Box
              • Display the Add Resource Assignment Dialog Box
            • Copy Control Account Dialog Box
              • Display the Copy Control Account Dialog Box
            • Copy Work Package Dialog Box
              • Display the Copy Work Package Dialog Box
            • Move Control Account Dialog Box
              • Display the Move Control Account Dialog Box
            • Move Work Package Dialog Box
              • Display the Move Work Package Dialog Box
            • Rename Control Account Dialog Box
              • Display the Rename Control Account Dialog Box
            • Rename Work Package Dialog Box
              • Display the Rename Work Package Dialog Box
            • Update EAC Dialog Box
              • Display the Update EAC Dialog Box
          • Procedures
            • Adding a New Control Account
              • Add a New Control Account using the Dialog Box
              • Add a New Control Account Manually
            • Adding a New Work Package
              • Add a New Work Package using the Dialog Box
              • Add a New Work Package Manually
            • Rename a Control Account
            • Rename a Work Package
            • Move a Control Account
            • Move a Work Package
            • Copy a Control Account
            • Copy a Work Package
            • Add a Resource Assignment
            • Save the Contents of the Spreadsheet Pane as an Excel File
            • Update EAC
        • Time-phase Pane of the Project View
          • Time-phase Pane Field Descriptions
          • Data Entry in the Time-phase Pane
        • Tabbed Pane of the Project View
          • General Tab of the Project View
            • How Cobra Uses the Early and Late Dates
            • Secure Baseline Dates
            • Budget Pending Dates
            • Resource Assignment Percent Complete Dialog Box
              • Display the Resource Assignment Percent Complete Dialog Box
          • Milestones/Steps Tab of the Project View
            • Reconcile Milestone Weight Variance Dialog Box
              • Display the Reconcile Milestone Weight Variance Dialog Box
            • Procedures
              • Add Milestones or Steps
              • Modify Milestones or Steps
              • Delete Milestones or Steps
              • Reconcile Milestone Weights
          • Codes Tab of the Project View
          • Notes Tab of the Project View
        • Time-phase Detail Pane of the Project View
          • Forecast Details Pane
          • Using Spread
          • Spread Dialog Box
            • Display the Spread Dialog Box
          • Spread Curve Dialog Box
            • Display the Spread Curve Dialog Box
          • Procedures
            • Adjust Budget Spreads Manually
            • Spread Updated Budgets for Resources
            • Spread Budgets Using Pre-defined Spread Methods
            • Reconcile Budgets and Forecasts
      • Project Properties Dialog Box
        • General Tab of the Project Properties Dialog Box
          • Procedures
            • Synchronize Status Dates
            • Modify the Project Description
            • Enter Project Dates
            • Set Reporting Options
            • Select EVMS Acceptance for a Project
        • Contract Information Tab of the Project Properties Dialog Box
          • Procedures
            • Enter Contract Information
        • Budget Tab of the Project Properties Dialog Box
          • Procedures
            • Enter Budget Information
        • Fields Tab of the Project Properties Dialog Box
          • Procedures
            • Assign Control Account and Work Package Structures to a Project
        • Files Tab of the Project Properties Dialog Box
          • Rolling Wave Dialog Box of the Project Properties Dialog Box
          • Procedures
            • Assign Ancillary Files to a Project
            • Select the Level at Which to Capture Actual Costs
            • Run the Rolling Wave Process Without Advancing the Calendar
        • Classes Tab of the Project Properties Dialog Box
          • Class Overview
          • Custom Cost Classes
          • General Tab of the Classes Tab
            • Procedures
              • Assign a Rate File to a Forecast Actual or Budget Class
              • Assign a Calendar Set to a Forecast or Budget Class
              • Assign a Budget Source to a Budget Class
              • Assign a Forecast Method to a Forecast Class
          • Included Earned Classes Tab of the Classes Tab
            • Procedures
              • Associate an Earned Value Class with a Forecast Class
          • Included Budget Classes Tab of the Classes Tab
            • Procedures
              • Associate a Budget Class with a Forecast Actual or Earned Class
          • Included Actual Classes Tab of the Classes Tab
            • Procedures
              • Associate an Actual Class with a Forecast Class
          • New Class Wizard
            • General Information Page of the New Class Wizard
            • Class Settings Page for Actuals Class of the New Class Wizard
            • Class Settings Page for Budget Class of the New Class Wizard
            • Class Settings Page for Earned Class of the New Class Wizard
            • Class Settings Page for Forecast Class of the New Class Wizard
            • Forecast Class Page of the New Class Wizard
            • Include in Budget Cost Set Page of the New Class Wizard
            • Include in Earned Cost Set Page of the New Class Wizard
            • Include in Actuals Cost Set Page of the New Class Wizard
            • Include in EAC Cost Set Page of the New Class Wizard
            • Confirmation Page of the New Class Wizard
            • Procedures
              • Display the New Class Wizard
              • Create a New Class
          • Copy Classes Dialog Box
            • Display the Copy Classes Dialog Box
        • Cost Sets Tab of the Project Properties Dialog Box
          • Copy Cost Sets Dialog Box
            • Display the Copy Cost Sets Dialog Box
          • Procedures
            • Create a New Cost Set
            • Add a Class to a Cost Set
            • Copy Existing Cost Sets to a Project
            • Delete a Cost Set
        • Code Assignments Tab of the Project Properties Dialog Box
          • Copy Project Codes Dialog Box
            • Display the Copy Project Codes Dialog Box
          • Procedures
            • Assign Codes to a Project
            • Copy Codes to Another Project
        • Sub-Projects Tab of the Project Properties Dialog Box
          • Save As Dialog Box (Merging Projects)
            • Display the Save As Dialog Box (Merging Projects)
          • Sub-Projects Validation Dialog Box
            • Sub-Projects Validation Dialog Box
          • Procedures
            • Assign Sub-Projects to a Master Project
            • Merge Sub-Projects into a New Project
            • Validate Sub-Projects
            • Remove Sub-Projects from a Master Project
        • Preferences Tab of the Project Properties Dialog Box
          • Using the Selected and Secure Checkboxes
          • Actual Costs Preferences
          • Advance Calendar Preferences
          • Analyze Preferences
          • ANSI EIA X12 Preferences
          • Integration Wizard Preferences
            • Behavior of the Options
          • Project Preferences
          • Earned Preferences
          • Forecast Preferences
          • Recalc Preferences
          • Reclass Preferences
          • Replan Preferences
          • Copy Preferences Dialog Box
            • Display the Copy Preferences Dialog Box
          • Procedures
            • Copy Project Preferences
        • Access Control Tab of the Project Properties Dialog Box
        • Open Status Tab of the Project Properties Dialog Box
        • Procedures
          • Display the Project Properties Dialog Box from an Open Project
          • Display the Project Properties Dialog Box without Opening the Project
          • Display the Project Properties Dialog Box Tabs from an Open Project File
          • Display the Project Properties Dialog Box Tabs without Opening a Project File
      • New Project Wizard
        • General Information Page of the New Project Wizard
        • Fields Page of the New Project Wizard
        • Ancillary Files Page of the New Project Wizard
        • Settings Page of the New Project Wizard
        • Project Dates Page of the New Project Wizard
        • Project Code Assignments Page of the New Project Wizard
        • Sub-Projects Page of the New Project Wizard
        • Access Control Page of the New Project Wizard
        • Confirmation Page of the New Project Wizard
        • Procedures
          • Display the New Project Wizard
          • Create a New Project
      • Project Security
        • Procedures
          • Give a User Access to a Project
          • Give a Group Access to a Project
      • Multiproject Operations (Master and Subprojects)
        • Multiproject Guidelines
        • Merging a Master Project's Subprojects to Create a New Project
        • Procedures
          • Create a Master Project
          • Assign Sub-Projects to a Master Project
          • Remove Sub-Projects from a Master Project
          • Merge Sub-Projects into a New Project
          • Validate Sub-Projects
      • Standard Dialog Boxes and Procedures
        • New File Dialog Box
          • Display the New File Dialog Box
          • Considerations When Creating Names in Cobra
        • Open File Dialog Box
          • Display the Open File Dialog Box
        • Lookup Dialog Box
          • Display the Lookup Dialog Box
        • Save As Dialog Box (Projects)
          • Display the Save As Dialog Box (Projects)
        • Save As Dialog Box (Ancillary Files)
          • Display the Save As Dialog Box (Ancillary Files)
        • Find Dialog Box
          • Display the Find Dialog Box
        • Insert Column Dialog Box
          • Display the Insert Column Dialog Box
        • Edit Column Dialog Box
          • Display the Edit Column Dialog Box
        • Column Width Dialog Box
          • Display the Column Width Dialog Box
        • Rename Dialog Box
          • Display the Rename Dialog Box
        • Purge Dialog Box
          • Display the Purge Dialog Box
      • Basic Procedures
        • Save a Project as a Different Project
        • Save an Ancillary File as a Different File
        • Copy the Projects Pane or the Spreadsheet Pane to Excel
        • Find Text
        • Find Numeric Data
        • Manage Columns
        • Insert a Column in a View
        • Edit a Column in a View
        • Remove a Column from a View
        • Adjust Column Width
        • Size a Column for Best Fit
        • Purge a Project
        • Rename a Project
        • Rename an Ancillary File
        • Freeze Columns in a View
    • Calendars
      • Calendar Periods
      • Calendar Sets
      • Configure Calendar Set 19 for IPMR Reports, wInsight Integration, and Cost Data Export/DCDE Format
      • Calendar View
        • Edit Tab of the Calendar View
        • Shortcut Menu
        • Procedures
          • Display the Calendar View using the Calendars Group Bar
          • Display the Calendar View using the Cobra Button
        • Calendar Periods Tab of the Calendar View
          • Generate Periods Dialog Box
            • Display the Generate Periods Dialog Box
          • Calculate Hours Dialog Box
            • Display the Calculate Hours Dialog Box
          • Procedures
            • Generate Calendar Periods
            • Add Calendar Periods
            • Delete Calendar Periods
            • Add Holidays to a Calendar
            • Delete an Existing Holiday from the Calendar
            • Calculate Hours for a Calendar
        • Calendar Sets Tab of the Calendar View
          • Add Calendar Set Dialog Box
            • Display the Add Calendar Set Dialog Box
          • Edit Calendar Set Dialog Box
            • Display the Edit Calendar Set Dialog Box
          • Flag Periods Dialog Box
            • Display the Flag Periods Dialog Box
          • Procedures
            • Add Calendar Sets
            • Set the TODATE Period
            • Extend the Calendar Periods
            • Flag Periods
            • Edit Calendar Sets
            • Delete Calendar Sets
      • New Calendar File Wizard
        • General Information Page of the New Calendar File Wizard
        • Periods Page of the New Calendar File Wizard
        • Productive Hours Page of the New Calendar File Wizard
        • Period Labels Page of the New Calendar File Wizard
        • Access Control Page of the New Calendar File Wizard
        • Confirmation Page of the New Calendar File Wizard
        • Procedures New Calendar Wizard
          • Create a New Calendar
          • Display the New Calendar File Wizard
      • Calendar File Properties Dialog Box
        • Procedures Calendar File Properties Dialog Box
          • Display the Calendar File Properties Dialog Box Tabs without Opening a Calendar File
          • Display the Calendar File Properties Dialog Box Tabs from an Open Calendar File
        • General Tab of the Calendar File Properties Dialog Box
        • Access Control Tab of the Calendar File Properties Dialog Box
      • Calendar File Security
        • Procedures
          • Enable a User to Access a Calendar File
          • Enable a Group to Access a Calendar File
      • Assigning a Calendar to a Project
      • Rolling Wave Process or Weekly Earned Value
      • When Calendar Dates Change
    • Codes
      • Code Usage in Cobra
      • Code Files
      • Types of Code Files
      • Code File Structures
      • Use a Code File in Multiple Projects
      • Validate Code Assignments — Solve Roll-Up Issues
      • Codes and the Integration Wizard
      • Codes and the Report Wizard
      • Variance Thresholds
      • Code View
        • Edit Tab of the Code View
        • Shortcut Menu
        • Procedures
          • Display the Code View using the Codes Group Bar
          • Display the Code View using the Cobra Button
        • Codes Grid of the Code View
          • Copy Children Dialog Box
            • Display the Copy Children Dialog Box
          • Copy Down Codes Dialog Box
            • Display the Copy Down Codes Dialog Box
          • Reorder Resources/Codes Dialog Box
            • Display the Reorder Resources/Codes Dialog Box
          • Procedures
            • Add a Code to a Code File
            • Add a Child Code to a Code
            • Delete a Code
            • Copy Child Codes to a Code
            • Copy Down Code Assignments to Child Codes
            • Copy Down Threshold Values to Child Codes
            • Reorder Codes
        • Details Tab of the Code View
        • Notes Tab of the Code View
        • Thresholds Tab of the Code View
        • Procedures
          • Add a Note to a Code
          • Set Threshold Values for a Code
      • New Code File Wizard
        • General Information Page of the New Code File Wizard
        • Code File Structure Page of the New Code File Wizard
        • Thresholds Page of the New Code File Wizard
        • Code Fields Page of the New Code File Wizard
        • Access Control Page of the New Code File Wizard
        • Confirmation Page of the New Code File Wizard
        • Procedures
          • Display the New Code File Wizard
          • Create a New Code File
      • Code File Properties Dialog Box
        • General Tab of the Code File Properties Dialog Box
        • Structure Tab of the Code File Properties Dialog Box
        • Code Fields Tab of the Code File Properties Dialog Box
        • Thresholds Tab of the Code File Properties Dialog Box
        • Access Control Tab of the Code File Properties Dialog Box
        • Procedures
          • Display the Code File Properties Dialog Box Tabs without Opening a Code File
          • Display the Code File Properties Dialog Box Tabs from an Open Code File
      • Code File Security
        • Enable a User to Access a Code File
        • Enable a Group to Access a Code File
    • Rates
      • Rate Files
        • Example Rate File
      • Rate Sets
      • Rate View
        • Rate Sets Grid
          • Add Rate Set Wizard
            • General Information Page of the Add Rate Set Wizard
            • Rate Set Options Page of the Add Rate Set Wizard
            • Fixed Value Change Per Time Period Page of the Add Rate Set Wizard
            • Fixed Percentage Change Per Time Period Page of the Add Rate Set Wizard
            • Full Time Equivalent from Calendar Hours Page of the Add Rate Set Wizard
            • Copy Another Rate Set Page of the Add Rate Set Wizard
            • Copy Another Rate Set and Apply a Fixed Value Adjustment Page of the Add Rate Set Wizard
            • Copy Another Set Apply % Adjustment Page of the Add Rate Set Wizard
            • Confirmation Page of the Add Rate Set Wizard
            • Procedures
              • Display the Add Rate Set Wizard
              • Add a Rate Set to a Rate File
        • Rates Grid
          • Procedures
            • Add a Rate to an Existing Rate Set
            • Delete a Rate From a Rate Set
            • Generate Rates for an Existing Rate Set
        • Details Tab of the Rate View
          • Display the Details Tab of the Rate View
        • Edit Tab of the Rate View
        • Shortcut Menu
        • Procedures
          • Display the Rate View using the Cobra Button
          • Display the Rate View using the Rates Group Bar
          • Delete a Rate Set
          • Rename a Rate Set
      • New Rate File Wizard
        • General Information Page of the New Rate File Wizard
        • Code Fields Page of the New Rate File Wizard
        • Access Control Page of the New Rate File Wizard
        • Confirmation Page of the New Rate File Wizard
        • Procedures
          • Display the New Rate File Wizard
          • Create a New Rate File
      • Rate File Properties Dialog Box
        • General Tab of the Rate File Properties Dialog Box
        • Code Fields Tab of the Rate File Properties Dialog Box
        • Access Control Tab of the Rate File Properties Dialog Box
        • Procedures
          • Display the Rate File Properties Dialog Box Tabs from an Open Rate File
          • Display the Rate File Properties Dialog Box Tabs without Opening a Rate File
      • Rate File Security
        • Procedures
          • Enable a User to Access a Rate File
          • Enable a Group to Access a Rate File
    • Resources
      • Resource Components
      • Define Costs for Resources
      • Examples of Resources
      • Resource File Structure
      • Element of Cost
      • Plan Resource Information
      • Additional Information in Resources
      • Results or Field Names
      • Resources and Code Files
      • Loading Resource Files from Open Plan
      • Resource-Loaded Schedule
      • Variance Thresholds
      • Code the Resources for IPMR Format 2 Reports
      • Resource View
        • Procedures
          • Display the Resource View using the Cobra Button
          • Display the Resource View using the Resources Group Bar
        • Edit Tab of the Resource View
        • Shortcut Menu
        • Resources Grid of the Resource View
          • Copy Children Dialog Box
            • Display the Copy Children Dialog Box
          • Copy Down Codes Dialog Box
            • Display the Copy Down Codes Dialog Box
          • Reorder Resources/Codes Dialog Box
            • Display the Reorder Resources/Codes Dialog Box
          • Procedures
            • Add a Resource to a Resource File
            • Add a Child Resource to a Resource
            • Delete a Resource from a Resource File
            • Copy Child Resources to a Resource
            • Copy Down Code Assignments to Child Resources
            • Copy Down Threshold Values to Child Resources
            • Reorder Resources
            • Assign Element of Cost to a Resource
            • Copy Element of Cost Value to Child Resources
        • Details Tab of the Resource View
        • Notes Tab of the Resource View
        • Thresholds Tab of the Resource View
        • Calculations Tab of the Resource View
          • Add Resource Results Dialog Box
            • Display the Add Resource Results Dialog Box
          • Order Resource Results Dialog Box
            • Display the Add Resource Results Dialog Box
          • Copy Resource Calculations Dialog Box
            • Display the Copy Resource Calculations Dialog Box
          • Procedures
            • Add Results to a Resource
            • Add Calculations to a Resource
            • Copy Calculations from Another Resource
            • Delete a Result from a Resource
            • Assign a Rate Set to a Result
        • Apportionment Definition Tab of the Resource View
          • Define Resource Apportionment
      • New Resource File Wizard
        • General Information Page of the New Resource File Wizard
        • Resource File Structure Page of the New Resource File Wizard
        • Thresholds Page of the New Resource File Wizard
        • Code Fields Page of the New Resource File Wizard
        • Default Rates Page of the New Resource File Wizard
        • Resource Results Page of the New Resource File Wizard
        • Access Control Page of the New Resource File Wizard
        • Confirmation Page of the New Resource File Wizard
      • Procedures
        • Create a New Resource File
        • Display the New Resource File Wizard
      • Resource File Properties Dialog Box
        • Procedures
          • Display the Resource File Properties Dialog Box Tabs from an Open Resource File
          • Display the Resource File Properties Dialog Box Tabs without Opening a Resource File
        • General Tab of the Resource File Properties Dialog Box
        • Structure Tab of the Resource File Properties Dialog Box
        • Code Fields Tab of the Resource File Properties Dialog Box
        • Thresholds Tab of the Resource File Properties Dialog Box
        • Results Tab of the Resource File Properties Dialog Box
        • Access Control Tab of the Resource File Properties Dialog Box
      • Resource File Security
        • Procedures
          • Enable a User to Access a Resource File
          • Enable a Group to Access a Resource File
    • Reports
      • Report Properties Dialog Box
        • General Tab of the Report Properties Dialog Box
        • Information Tab of the Report Properties Dialog Box
        • Report Definition Tab of the Report Properties Dialog Box
        • Access Control Tab of the Report Properties Dialog Box
        • Procedures
          • Display the Report Properties Dialog Box
      • Report Parameters
        • Report Content Parameters
        • Report Criterion Parameters
        • Report Options
        • Report Wizard Parameters
        • Reduce Memory Consumption for Very Large Reports
      • Report Wizard
        • Report Page of the Report Wizard
        • Projects Selection Page of the Report Wizard
        • Filter and Sort Page of the Report Wizard
          • Manage Filters Dialog Box of the Report Wizard
            • New Filter Dialog Box of the Report Wizard
            • New Filter Expression Dialog Box of the Report Wizard
            • Edit Filter Expression Dialog Box of the Report Wizard
            • Copy Filter Dialog Box of the Report Wizard
          • Manage Sorts Dialog Box of the Report Wizard
            • New Sort Dialog Box of the Report Wizard
            • New Sort Expression Dialog Box of the Report Wizard
            • Edit Sort Expression Dialog Box of the Report Wizard
            • Copy Sort Dialog Box of the Report Wizard
        • Sub-Totals Page of the Report Wizard
        • Results Page of the Report Wizard
        • Calculated Results
          • Open Dialog Box of the Calculated Results Wizard
          • Calculated Results Dialog Box
          • Add Calculated Result Dialog Box of the Calculated Results Wizard
          • Copy Calculated Result Dialog Box of the Calculated Results Wizard
          • Procedures
            • Create a Calculated Result
            • Display the Calculated Results Wizard
        • Calendar Page of the Report Wizard
        • IPMR Format 2 Summary Page of the Report Wizard
        • Cost Sets Page of the Report Wizard
        • Style Page of the Report Wizard
        • Save and Run Page of the Report Wizard
        • Access Control Page of the Report Wizard
        • Confirmation Page of the Report Wizard
        • Process Running Page of the Report Wizard
        • Process Complete Page of the Report Wizard
        • Procedures
          • Display the Report Wizard
          • Generate a Report
      • Report Categories
        • Ancillary Reports
        • Audit Reports
        • Graphic Reports
        • Column Reports
        • Export Reports
        • Format Reports
        • Planning Reports
        • Time-phased Reports
      • Report Types
      • Customization of Reports
        • Report Templates
        • Report Template Location
        • Report Template Format
        • Report Template Tags
          • Section Tags
          • Formula Tags
          • Other Tags
          • Property Tags
            • Apportionment Mapping Tags
            • Baseline Tags
            • Calendar File Information Tags
            • Calendar Holiday Tags
            • Calendar Period Tags
            • Change Management Tags
            • Class Information Tags
            • Code File Information Tags
            • Code Tags
            • Control Account and Work Package Note Tags
            • Control Account Tags
            • Cost Set Information Tags
            • Explanation of Variance Narrative Tags
            • Milestone Tags
            • Note Information Tags
            • Project Information Tags
            • Rate File Information Tags
            • Rate Set Tags
            • Rate Tags
            • Report Filter Information Tags
            • Report Information Tags
            • Resource Assignment Tags
            • Resource Calculation Tags
            • Resource File Information Tags
            • Resource Tags
            • Work Package Tags
    • Batch Reports
      • Batch Reports Dialog Box
      • Add Batch Report Dialog Box
        • General Tab of the Add Batch Report Dialog Box
        • Included Reports Tab of the Add Batch Report Dialog Box
        • Access Control Tab of the Add Batch Report Dialog Box
      • Edit Batch Report Dialog Box
        • General Tab of the Edit Batch Report Dialog Box
        • Included Reports Tab of the Edit Batch Report Dialog Box
        • Access Control Tab of the Edit Batch Report Dialog Box
      • Copy Batch Report Dialog Box
      • Procedures
        • Run Batch Reports
        • Display the Add Batch Report Dialog Box
        • Display the Edit Batch Report Dialog Box
        • Display the Copy Batch Report Dialog Box
    • Project Processes
      • Status
        • Advance Calendar
          • Advance Calendar Wizard
            • Project Selection Page of the Advance Calendar Wizard
            • Synchronize Status Date Page of the Advance Calendar Wizard
            • Advance to Period Page of the Advance Calendar Wizard
            • Options Page of the Advance Calendar Wizard
            • Confirmation Page of the Advance Calendar Wizard
            • Process Running Page of the Advance Calendar Wizard
            • Process Complete Page of the Advance Calendar Wizard
          • Procedures
            • Advance the Calendar
        • Rolling Wave
          • Calendar Definition
          • Effect of Running the Process
          • Rolling Wave Wizard
            • Project Selection Page of the Rolling Wave Wizard
            • Options Page of the Rolling Wave Wizard
            • Confirmation Page of the Rolling Wave Wizard
            • Process Running Page of the Rolling Wave Wizard
            • Process Complete Page of the Rolling Wave Wizard
          • Procedures
            • Create a Rolling Wave Calendar
            • Assign a Rolling Wave Calendar to the Project
            • Run the Rolling Wave Process
            • Run the Rolling Wave Process Without Advancing the Calendar
        • Calculate Progress
          • Guidelines for Accurate Earned Value Management
          • Progress Techniques
            • Calculate Progress using the Calculated Apportionment Progress Technique
          • Earned Value Methods
          • How Cobra Calculates Progress to Determine Earned Value
          • Sample Earned Value Calculation
          • Possible Sources of Errors
          • Concurrent Progress Calculations
            • Run Concurrent Progress Calculations
              • Troubleshooting Concurrency Issues
                • Use the Process Queue Manager form in PM Compass to Check Job Status
                • The server was unable to process the request due to an internal error
                • There was no endpoint listening at http://<machine>:<port>/CobraWebService/service that could accept the message
                • The encryption type requested is not supported by the KDC
          • Calculate Progress Wizard
            • Project Selection Page of the Calculate Progress Wizard
            • Options Page of the Calculate Progress Wizard
            • Run Page of the Calculate Progress Wizard
            • Confirmation Page of the Calculate Progress Wizard
            • Process Running Page of the Calculate Progress Wizard
            • Process Complete Page of the Calculate Progress Wizard
          • Procedures
            • Assign a Progress Technique to a Work Package
            • Add a Second Earned Value Class to Your Project
            • Select the Level at Which to Capture Actual Costs
            • Select the Earned Value Method
            • Calculate Progress
        • Forecasts
          • Manual Forecasts
          • Statistical Forecasts
          • Retain EAC
          • Coded Ranges Method
          • Forecast Calculations
            • Examples of Forecast Calculations
            • Examples of Manual Forecast Calculations
            • Examples of Statistical Forecast Calculations
          • How Cobra Spreads ETC
            • Calculate Forecast Spread by Existing EAC
            • Calculate Forecast Spread by Budget
          • How Cobra Calculates Forecast Scale EAC
          • Frozen Forecasts
          • Concurrent Forecast Calculations
            • Run Concurrent Forecast Calculations
              • Troubleshooting Concurrency Issues
                • Use the Process Queue Manager form in PM Compass to Check Job Status
                • The server was unable to process the request due to an internal error
                • There was no endpoint listening at http://<machine>:<port>/CobraWebService/service that could accept the message
                • The encryption type requested is not supported by the KDC
          • Calculate Forecast Wizard
            • Project Selection Page of the Calculate Forecast Wizard
            • Options Page of the Calculate Forecast Wizard
            • Forecast Class Selection Page of the Calculate Forecast Wizard
            • Manual Performance Factors Page of the Calculate Forecast Wizard
            • Run Page of the Calculate Forecast Wizard
            • Confirmation Page of the Calculate Forecast Wizard
            • Process Running Page of the Calculate Forecast Wizard
            • Process Complete Page of the Calculate Forecast Wizard
          • Procedures
            • Create a Forecast
            • Set Up a Retain EAC Forecast with the Scale EAC Option
            • Copy Budget to a Manual Forecast Using the Reclass Wizard
            • Export Time-Phased Resource Assignments to Excel
            • Import Time-Phased Resource Assignments from Excel
            • Calculate Forecast
      • Process
        • Freeze Forecast
          • Freeze Forecast Wizard
            • Project Selection Page of the Freeze Forecast Wizard
            • Criteria Selection Page of the Freeze Forecast Wizard
            • Cost Sets Page of the Freeze Forecast Wizard
            • Confirmation Page of the Freeze Forecast Wizard
            • Process Running Page of the Freeze Forecast Wizard
            • Process Complete Page of the Freeze Forecast Wizard
          • Procedures
            • Freeze a Forecast
        • Top-Down Planning
          • Top-Down Planning Wizard
            • Project Selection Page of the Top-Down Planning Wizard
            • Criteria Selection Page of the Top-Down Planning Wizard
            • Classes Page of the Top-Down Planning Wizard
            • Results Page of the Top-Down Planning Wizard
            • Calculation Page of the Top-Down Planning Wizard
            • Confirmation Page of the Top-Down Planning Wizard
            • Process Running Page of the Top-Down Planning Wizard
            • Process Complete Page of the Top-Down Planning Wizard
          • Procedures
            • Perform Top-Down Planning
        • Recalc
          • Recalculation Techniques
          • Recalc Wizard
            • Project Selection Page of the Recalc Wizard
            • Options Page of the Recalc Wizard
            • Criteria Selection Page of the Recalc Wizard
            • Classes Page of the Recalc Wizard
            • Results Page of the Recalc Wizard
            • Date Range Page of the Recalc Wizard
            • Confirmation Page of the Recalc Wizard
            • Process Running Page of the Recalc Wizard
            • Process Complete Page of the Recalc Wizard
          • Procedures
            • Recalculate Costs
        • Respread
          • Respread Wizard
            • Project Selection Page of the Respread Wizard
            • Options Page of the Respread Wizard
            • Criteria Selection Page of the Respread Wizard
            • Date Range Page of the Respread Wizard
            • Classes Page of the Respread Wizard
            • Confirmation Page of the Respread Wizard
            • Process Running Page of the Respread Wizard
            • Process Complete Page of the Respread Wizard
          • Procedures
            • Respread the Budget
        • Reclass
          • Reclass Guidelines
          • Reclass Wizard
            • Project Selection Page of the Reclass Wizard
            • Options Page of the Reclass Wizard
            • Criteria Page of the Reclass Wizard
            • Source Class Page of the Reclass Wizard
            • Target Class Page of the Reclass Wizard
            • Date Range Page of the Reclass Wizard
            • Confirmation Page of the Reclass Wizard
            • Process Running Page of the Reclass Wizard
            • Process Complete Page of the Reclass Wizard
          • Procedures
            • Reclass a Class
        • Replan
          • Replan Wizard
            • Project Selection Page of the Replan Wizard
            • Options Page of the Replan Wizard
            • Criteria Page of the Replan Wizard
            • Method Page of the Replan Wizard
            • Work Package Name Page of the Replan Wizard
            • Confirmation Page of the Replan Wizard
            • Process Running Page of the Replan Wizard
            • Process Complete Page of the Replan Wizard
          • Procedures
            • Perform Project Replan
        • Slip
          • Slip Wizard
            • Project Selection Page of the Slip Wizard
            • Criteria Page of the Slip Wizard
            • Slip By Page of the Slip Wizard
            • Confirmation Page of the Slip Wizard
            • Process Running Page of the Slip Wizard
            • Process Complete Page of the Slip Wizard
          • Procedures
            • Slip a Project
        • Apportionment
          • Apportionment Setup Steps
          • Create the Apportionment Definition
          • Apportionment Mapping
            • Apportionment Dialog Box
              • Display the Apportionment Dialog Box
            • Apportionment Mapping Dialog Box
              • Display the Apportionment Mapping Dialog Box
            • Add Apportionment Target Dialog Box
              • Display the Add Apportionment Target Dialog Box
            • Add Apportionment Source Dialog Box
              • Display the Add Apportionment Source Dialog Box
          • Apportionment Calculations
            • Concurrent Apportionment Calculations
              • Data Locking
              • Troubleshooting Concurrency Issues
                • Use the Process Queue Manager form in PM Compass to Check Job Status
                • The server was unable to process the request due to an internal error
                • There was no endpoint listening at http://<machine>:<port>/CobraWebService/service that could accept the message
                • The encryption type requested is not supported by the KDC
            • Apportionment Calculation Wizard
              • Project Selection Page of the Apportionment Calculation Wizard
              • Calculation Range Page of the Apportionment Calculation Wizard
              • Classes Page of the Apportionment Calculation Wizard
              • Run Page of the Apportionment Calculation Wizard
              • Confirmation Page of the Apportionment Calculation Wizard
              • Process Running Page of the Apportionment Calculation Wizard
              • Process Complete Page of the Apportionment Calculation Wizard
          • Procedures
            • Edit Apportionment Targets
            • Perform Apportionment Mapping
            • Perform Apportionment Calculations
            • Run Concurrent Apportionment Calculations
        • Analyze
          • Security Options for the Analyze Process
          • Analyze Options Dialog Box
            • Display the Analyze Options Dialog Box
          • Locate Custom Application Dialog Box
            • Display the Locate Custom Application Dialog Box
          • Analyze Project Dialog Box
            • Display the Analyze Project Dialog Box
          • Analyze Form
            • Analyze Edit Tab
              • Shortcut Menu
            • Results Pane of the Analyze Form
            • Graph Reports
            • Save Template Dialog Box
              • Display the Save Template Dialog Box
            • Narrative Text Pane of the Analyze Form
            • Get Narrative Dialog Box
              • Display the Get Narrative Dialog Box
          • Procedures
            • Perform Project Analysis
            • Create Graph Reports from the Analyze Form
            • Print Analyze Graph Reports
            • Save Graph Reports as Graphic Files
            • Save Graph Reports as XML Files
            • Copy Narrative Information
          • Customize Graphs
            • Procedures
              • Customize Graphs Using the Chart Designer
              • Select a Chart Type
              • Set Up Chart Details
              • Edit Chart Data
      • Project Audit Logging
        • Audit Logging
          • Log Change Comment Dialog Box
          • Round off Audit Log Transactions
        • Log Significant Changes for IPMR Format 3 Reports
        • Project Audit Wizard
          • Project Selection Page of the Project Audit Wizard
          • Log Operation Page of the Project Audit Wizard
          • Log Transaction Page of the Project Audit Wizard
          • Edit Comment and Change Number Page of the Project Audit Wizard
          • Prompt Level Page of the Project Audit Wizard
          • Set Project Baseline Page of the Project Audit Wizard
          • Log Comment Page of the Project Audit Wizard
          • Confirmation Page of the Project Audit Wizard
          • Process Running Page of the Project Audit Wizard
          • Process Complete Page of the Project Audit Wizard
          • Audit Log Comparison Page of the Project Audit Wizard
        • Procedures
          • Turn Project Audit On or Off
          • Reset the Baseline Using the Project Audit Wizard
          • Reconcile Project Logs Using the Project Audit Wizard
          • Update Transaction Changes
          • Edit the Project Audit Log
    • Integration
      • Integration Wizard
        • Data Import Using Scheduling Tools and Files
          • Sharing Cost and Schedule Information
          • Preparing Cobra for Schedule Integration
          • Data Import from Open Plan
            • Preparing the Open Plan Schedule
              • Check Open Plan Baseline Resource Records
            • Open Plan Fields Imported
            • Resource-Loaded Schedule
            • Loading Resource Files from Open Plan
            • Turn On the Opening % Feature When Integrating with Open Plan
          • Data Import from Microsoft Project
            • Options for Importing from Microsoft Project
            • Configure Cobra to Work with Microsoft Project Server
          • Data Import from Primavera
            • Preparing the Primavera Schedule
            • Primavera Fields Imported
          • Data Import Using Files
            • Import File for Loading Activity and Resource Assignment Data
              • Import File Loading Considerations
              • Sample Format for Loading Activity and Resource Assignment Data
              • Load an Import File with Activity and Resource Assignment Data
            • Import File with Data from Multiple Projects
              • Multi-Project Concurrent Integration
                • Load an Import File with Multiple Projects Concurrently
                • Integration Errors
                  • Troubleshooting Concurrency Issues
                    • Use the Process Queue Manager form in PM Compass to Check Job Status
                    • The server was unable to process the request due to an internal error
                    • There was no endpoint listening at http://<machine>:<port>/CobraWebService/service that could accept the message
                    • The encryption type requested is not supported by the KDC
                • View Job Status and Process Logs
                  • View Job Status and Process Logs in Cobra
                  • View Job Status and Process Logs in PM Compass
            • Import File Example
          • File Level Security
          • Template Resource Files
          • Import Data From Scheduling Tools and Files
          • Integration Wizard-Scheduling Tools and Files
            • Integration Configuration Page of the Integration Wizard
            • Connection Selection Page of the Integration Wizard
              • New Connection Dialog Box of the Integration Wizard
                • New Connection Dialog Box of the Integration Wizard-MS Project
                • New Connection Dialog Box of the Integration Wizard-Primavera
              • Edit Connection Dialog Box of the Integration Wizard
                • Edit Connection Dialog Box of the Integration Wizard-MS Project
                • Edit Connection Dialog Box of the Integration Wizard-Primavera
            • Action Selection Page of the Integration Wizard
            • Project Selection Page of the Integration Wizard
              • Project Selection Page of the Integration Wizard-Files
              • Project Selection Page of the Integration Wizard-Scheduling Tools
            • Notes Page of the Integration Wizard
            • Codes Page of the Integration Wizard
              • Codes Page of the Integration Wizard-MS Project
              • Codes Page of the Integration Wizard-Primavera
              • Codes Page of the Integration Wizard-Open Plan
            • Resources and Rates Page of the Integration Wizard
            • Resources and Rates Page of the Integration Wizard (New Project)
            • Date Selection Page of the Integration Wizard
              • Date Selection Page of the Integration Wizard-MS Project
              • Date Selection Page of the Integration Wizard-Primavera
              • Date Selection Page of the Integration Wizard-Open Plan
            • Import File Field Mapper Page of the Integration Wizard
            • Results Page of the Integration Wizard
            • Schedule Mapping Page of the Integration Wizard
              • Schedule Mapping Page of the Integration Wizard-MS Project
              • Schedule Mapping Page of the Integration Wizard-Primavera
              • Schedule Mapping Page of the Integration Wizard-Open Plan
            • Progress Page of the Integration Wizard
              • Progress Page of the Integration Wizard-Files
              • Progress Page of the Integration Wizard-Scheduling Tools
            • Resource Assignments Page of the Integration Wizard
              • Resource Assignments Page of the Integration Wizard-Files
              • Resource Assignments Page of the Integration Wizard-MS Project
              • Resource Assignments Page of the Integration Wizard-Primavera
              • Resource Assignments Page of the Integration Wizard-Open Plan
            • Calendar Page of the Integration Wizard
            • Change Control Page of the Integration Wizard
              • Deletion Criteria Dialog Box of the Integration Wizard
            • Status File Field Mapper Page of the Integration Wizard
            • Status Page of the Integration Wizard
              • Status Page of the Integration Wizard-Files
              • Status Page of the Integration Wizard-Scheduling Tools
            • Filter Page of the Integration Wizard
              • Filter Page of the Integration Wizard-Files
              • Filter Page of the Integration Wizard-Scheduling Tools
            • Other Options Page of the Integration Wizard
            • Save and Load Page of the Integration Wizard
            • Access Control Page of the Integration Wizard
            • Confirmation Page of the Integration Wizard
            • Process Running Page of the Integration Wizard
            • Process Complete Page of the Integration Wizard
        • Data Import-Actual Costs
          • Control Account Versus Work Package Level
          • Cumulative versus Current Period Costs
          • Master Project Versus Individual Projects
          • Control Account Fields Versus Codes
          • First Result and Derived Costs
          • Cost Classes
          • Entering Actual Costs
            • Entering Actual Costs Using an Import File
              • Import File Preparation
              • Import File Validation
            • Entering Actual Costs Manually
          • Loading Actual Cost Records
            • Loading Actual Cost Records from a CSV File
            • Loading Actual Cost Records from a Database Table
            • Actual Cost Import File
              • Data Formats
              • The Field Mapper
          • Create an MS SQL Database Connection to Load Actual Costs
          • Import Actual Cost Data
          • Integration Wizard-Actual Costs
            • Integration Configuration Page of the Integration Wizard
            • File Selection Page of the Integration Wizard
            • Database Table Selection Page of the Integration Wizard
            • Field Mapper Page of the Integration Wizard
            • Class and Results Page of the Integration Wizard
            • Included Costs Page of the Integration Wizard
            • Options Page of the Integration Wizard
            • Save and Load Page of the Integration Wizard
            • Access Control Page of the Integration Wizard
            • Confirmation Page of the Integration Wizard
            • Process Running Page of the Integration Wizard
            • Process Complete Page of the Integration Wizard
        • Data Import-Ancillary Data
          • Import Ancillary Data
          • Integration Wizard-Ancillary Data
            • Integration Configuration Page of the Integration Wizard
            • File Selection Page of the Integration Wizard
            • Ancillary File Field Mapper Page of the Integration Wizard
            • Save and Load Page of the Integration Wizard
            • Access Control Page of the Integration Wizard
            • Confirmation Page of the Integration Wizard
            • Process Running Page of the Integration Wizard
            • Process Complete Page of the Integration Wizard
        • Data Import-Apportionment Definition and Mapping Data
          • Data Import-Apportionment Definition
            • File Format for Importing Apportionment Definition
          • Data Import-Apportionment Mapping
            • File Format for Importing Apportionment Mapping
          • Edit Exported Data in Excel
          • Import Apportionment Definition and Mapping Data
          • Integration Wizard-Apportionment Definition and Mapping Data
            • File Selection Page of the Integration Wizard
            • Confirmation Page of the Integration Wizard
            • Process Running Page of the Integration Wizard
            • Process Complete Page of the Integration Wizard
        • Data Import-Budget Data
          • Import Budget Data into Cobra
        • Data Import-Status Data
          • File Format for Importing Status Information
          • Import Status Data into Cobra
      • Assignment Import/Assignment Export
        • Rules for Importing Data
        • Export and Import Time-Phased Resource Assignments
        • Specify the Export Location for Resource Assignments
        • Specify the Import Location for Resource Assignments
        • Assignment Import/Assignment Export Wizard
          • Project Selection Page of the Assignment Import/Assignment Export Wizard
          • Resource Assignments Page of the Assignment Import/Assignment Export Wizard
          • Export Location Page of the Assignment Export Wizard
          • Import Location Page of the Assignment Import Wizard
          • Confirmation Page of the Assignment Import/Export Wizard
          • Process Running Page of the Assignment Import/Assignment Export Wizard
          • Process Complete Page of the Assignment Import/Assignment Export Wizard
          • Log Comment Page of the Assignment Import/Assignment Export Wizard
      • Configuration Security
        • Configuration Security Dialog Box
          • Display the Configuration Security Dialog Box
      • Data Export
        • Cost Data Export
          • Exported Cost Data File
          • Cost Data Wizard
            • Configuration Selection Page of the Cost Data Wizard
            • Project and Format Page of the Cost Data Wizard
            • Export Structures Page of the Cost Data Wizard
            • Codes and Structures Page of the Cost Data Wizard
            • Cost Sets Page of the Cost Data Wizard
            • Data Options Page of the Cost Data Wizard
            • Save and Run Page of the Cost Data Wizard
            • Access Control Page of the Cost Data Wizard
            • Confirmation Page of the Cost Data Wizard
            • Process Running Page of the Cost Data Wizard
            • Process Complete Page of the Cost Data Wizard
          • Procedures
            • Export Cost Data
        • Update Open Plan Resources
          • Update Open Plan Resources Wizard
            • General Information Page of the Update Open Plan Resources Wizard
            • Select Configuration Page of the Update Open Plan Resources Wizard
            • Criteria Page of the Update Open Plan Resources Wizard
            • Confirmation Page of the Update Open Plan Resources Wizard
            • Process Running Page of the Export Calendar to Open Plan Wizard
            • Process Complete Page of the Update Open Plan Resources Wizard
          • Procedures
            • Update Open Plan Resources
        • Calendar Export to Open Plan
          • Export Calendar to Open Plan Wizard
            • Calendar Selection Page of the Export Calendar to Open Plan Wizard
            • Confirmation Page of the Export Calendar to Open Plan Wizard
            • Process Running Page of the Export Calendar to Open Plan Wizard
            • Process Complete Page of the Export Calendar to Open Plan Wizard
          • Procedures
            • Export a Calendar to Open Plan
        • Cobra to wInsight Data Export
          • Narrative Export Process
          • wInsight Wizard
            • Configuration Page of the wInsight Wizard
            • Project Page of the wInsight Wizard
            • Export Structures Page of the wInsight Wizard
            • Project Officer Codes Page of the wInsight Wizard
            • Link Structures Page of the wInsight Wizard
            • Control Account Codes Page of the wInsight Wizard
            • Work Package Codes Page of the wInsight Wizard
            • Cost Sets Page of the wInsight Wizard
            • Element of Cost Page of the wInsight Wizard
            • Performance Data Page of the wInsight Wizard
            • IPMR Format 2 Summary Page of the wInsight Wizard
            • Miscellaneous Page of the wInsight Wizard
            • wInsight Database Page of the wInsight Wizard
              • New Connection Dialog Box of the wInsight Wizard
              • Edit Connection Dialog Box of the wInsight Wizard
            • Save and Run Page of the wInsight Wizard
            • Access Control Page of the wInsight Wizard
            • Confirmation Page of the wInsight Wizard
            • Process Running Page of the wInsight Wizard
            • Process Complete Page of the wInsight Wizard
          • Procedures
            • Export Data from Cobra to wInsight
          • Sections of the XML File
            • Units Section of the XML File
            • Structures Section of the XML File
            • Columns Section of the XML File
            • Calendars Section of the XML File
            • CalendarDets Section of the XML File
            • Contractors Section of the XML File
            • Contracts Section of the XML File
            • ACL Section of the XML File
            • Periods Section of the XML File
            • Cprs Section of the XML File
            • Elements Section of the XML File
            • EarnedValues Section of the XML File
            • Manpowers Section of the XML File
            • FutureEtcs Section of the XML File
            • NarrElemPers Section of the XML File
            • ElemLinks Section of the XML File
          • wInsight DTD
        • Data Export in ANSI EIA X12 Format
          • ANSI EIA X12 Wizard
            • Project Selection Page of the ANSI EIA X12 Wizard
            • Export Structures Page of the ANSI EIA X12 Wizard
            • Project Officer Codes Page of the ANSI EIA X12 Wizard
            • Results Page of the ANSI EIA X12 Wizard
            • Options Page of the ANSI EIA X12 Wizard
            • Export Page of the ANSI EIA X12 Wizard
            • Confirmation Page of the ANSI EIA X12 Wizard
            • Process Running Page of the ANSI EIA X12 Wizard
            • Process Complete Page of the ANSI EIA X12 Wizard
          • Procedures
            • Export Data in ANSI EIA X12 Format
    • Tools
      • Align Time-phased Dates
        • Align Time-phased Dates Wizard
          • Project Selection Page of the Align Time-phased Dates Wizard
          • Original Calendar Page of the Align Time-phased Dates Wizard
          • Confirmation Page of the Align Time-phased Dates Wizard
          • Process Running Page of the Align Time-phased Dates Wizard
          • Process Complete Page of the Align Time-phased Dates Wizard
        • Procedures
          • Align Time phased Resource Records
      • Zero-Out Data
        • Zero-Out Data Wizard
          • Project Selection Page of the Zero-Out Data Wizard
          • Options Page of the Zero-Out Data Wizard
          • Criteria Selection Page of the Zero-Out Data Wizard
          • Classes Page of the Zero-Out Data Wizard
          • Date Range Page of the Zero-Out Data Wizard
          • Confirmation Page of the Zero-Out Data Wizard
          • Process Running Page of the Zero-Out Data Wizard
          • Process Complete Page of the Zero-Out Data Wizard
        • Procedures
          • Set Resource Values to Zero
      • Update Codes
        • Update Codes Wizard
          • Project Selection Page of the Update Codes Wizard
          • Criteria Selection Page of the Update Codes Wizard
          • Update Code Page of the Update Codes Wizard
          • Confirmation Page of the Update Codes Wizard
          • Process Running Page of the Update Codes Wizard
          • Process Complete Page of the Update Codes Wizard
        • Procedures
          • Update the Code Fields
      • Replace Resources
        • Replace Resources Wizard
          • Project Selection Page of the Replace Resources Wizard
          • Resource Selection Page of the Replace Resources Wizard
          • Confirmation Page of the Replace Resources Wizard
          • Process Running Page of the Replace Resources Wizard
          • Process Complete Page of the Replace Resources Wizard
        • Procedures
          • Replace or Merge Resources
      • Calculated Fields
        • Calculated Fields Dialog Box
        • New Calculated Field Dialog Box
        • Calculated Field Expression Dialog Box
        • Fields Dialog Box
        • Considerations When Creating Field Names
        • Procedures
          • Display the Calculated Fields Dialog Box
          • Display the New Calculated Field Dialog Box
          • Display the Calculated Field Expression Dialog Box
          • Display the Fields Dialog Box
          • Create Calculated Fields
      • Update Totals
        • Update Totals Wizard
          • Project Selection Page of the Update Totals Wizard
          • Confirmation Page of the Update Totals Wizard
          • Process Running Page of the Update Totals Wizard
          • Process Complete Page of the Update Totals Wizard
        • Procedures
          • Update Totals
      • SQL Command Utility
        • SQL Command Utility Dialog Box
        • SQL Command Utility Supported Parameters
        • SQL Language Extended Support
        • Procedures
          • Run the SQL Command Utility
      • Validity Check
        • Validity Check Wizard
          • Project Selection Page of the Validity Check Wizard
          • Validations Page of the Validity Check Wizard
          • Business Validations Page of the Validity Check Wizard
          • Resource and Code Assignment Validations Page of the Validity Check Wizard
          • Ancillary File Validations Page of the Validity Check Wizard
          • Data Anomaly Validations Page of the Validity Check Wizard
          • Project and Apportionment Validations Page of the Validity Check Wizard
          • Confirmation Page of the Validity Check Wizard
          • Process Running Page of the Validity Check Wizard
          • Process Complete Page of the Validity Check Wizard
        • Procedures
          • Perform a Validity Check
      • Process Logs
        • Process Logs Dialog Box
        • Process Log Viewer
        • Errors Dialog Box of the Process Log Viewer
        • Warnings Dialog Box of the Process Log Viewer
        • Procedures
          • Display the Process Logs Dialog Box
          • Display the Process Log Viewer
          • Display the Errors Dialog Box of the Process Log Viewer
          • Display the Warnings Dialog Box of the Process Log Viewer
      • Debug Logs
        • ProcessLog.xml Log File
        • ClientDebugLog.xml Log File
        • ServerDebugLog.xml Log File
          • Logging of Memory Usage Details
        • Procedures
          • Log SQL Statements in ClientDebugLog.xml
          • Log SQL Statements in ServerDebugLog.xml
          • Edit IdeaBlade.ibconfig File
          • Disable the Automatic Archiving of ClientDebugLog.xml Log File
          • Log Memory Usage Details
      • Custom Hooks
        • Custom Hook Parameters
        • Customization of Processes
        • Customization of Integration Process
        • Procedures
          • Set Up Custom Applications
      • API
        • Running Cobra with Command Line Parameters
        • API Log File
        • API Script
          • Settings Section of the API Script
          • Process Sections of the API Script
            • Advance Calendar Process
            • ANSI EIA X12 Process
            • Apportionment Process
            • Backup Project Process
            • Batch Report Process
            • Calculate Progress Process
            • Calculate Forecast Process
            • Copy Project Process
            • Cost Data Export Process
            • Create Project from Template Process
            • Delete Project Process
            • Get Cobra Spread Process
            • Initialize Forecast Process
            • Integrate Actual Costs Process
            • Integrate Ancillary Data Process
            • Integrate Apportionment Definition Process
            • Integrate Apportionment Mapping Process
            • Integrate Project Data Process
            • Recalculate Process
            • Reclass Process
            • Reconcile Log Process
            • Replace Resources Process
            • Replan Process
            • Respread Process
            • Restore Process
            • Rolling Wave Process
            • Set Project Baseline Process
            • SQL Command Process
            • Update Totals Process
            • Update Tphase Process
            • Validity Check Process
            • wInsight Export Process
        • Project Template Creation
          • Required Template Files
          • XML Configuration File
          • API Script to Create a New Project from a Project Template
          • Application Settings
          • Additional Project Files
          • XML Configuration File Sample
          • Hook Program Methods
          • XML Configuration Object Interface
          • ClassRateFiles Collection
          • MsgLogger Object Interface
        • Procedures
          • Run the API Script
          • Create Windows Shortcut for the API Script
    • Security
      • EPM Security Administrator Functions
        • Procedures
          • Run the EPM Security Administrator
          • Disable Logins
          • Display a Login Message
          • Terminate a Session
          • Send a Message to Users
          • Turn Windows Authentication On or Off
          • Set Maximum Time of Inactivity
          • Set a Maximum Number of Login Tries
      • Change Ownership and Access Rights
        • Change Ownership and Access Rights Dialog Box
          • Display the Change Ownership and Access Rights Dialog Box
        • Procedures
          • Change the Owner of an Object
          • Change the Access Rights of an Object
      • Access Control
      • Windows Authentication
        • Windows Domain and User Name Authentication Plus Role Authentication
        • Configure Windows Authentication in an N-Tier Deployment
        • Configuring Windows Authentication Using the Configuration Files
          • wsHttpBinding Configuration
            • Procedures
              • Edit the Ideablade.Ibconfig file in the Server Folder
              • Configure Windows Authentication in an N-Tier Deployment
              • Configure the Service Parameters (wsHttpBinding)
              • Edit the Ideablade.Ibconfig file in the Cobra Folder
              • Modify the Cobra.WinUI.Exe.Config File in the Cobra Folder
            • Procedures
              • Edit the Ideablade.Ibconfig file in the Workstation Folder
              • Modify the Cobra.WinUI.Exe.Config File in the Workstation Folder
              • Modify the Cobra.Api.Exe.Config File in the Workstation Folder
          • netTcpBinding Configuration
            • netTcpBinding Message Level Authentication
              • Procedures
                • Edit the Ideablade.Ibconfig file in the Server Folder (netTcpBinding)
                • Configure Windows Authentication in an N-Tier Deployment
                • Configure the Service Parameters (netTcpBinding Message Level)
              • Procedures
                • Edit the Ideablade.Ibconfig file in the Workstation Folder (netTcpBinding)
                • Modify the Cobra.WinUI.Exe.Config File in the Workstation Folder (netTcpBinding Message Level)
                • Modify the Cobra.Api.Exe.Config File in the Workstation Folder (netTcpBinding Message Level)
            • netTcpBinding Transport Level Authentication
              • Procedures
                • Edit the Ideablade.Ibconfig file in the Server Folder (netTcpBinding)
                • Configure Windows Authentication in an N-Tier Deployment
                • Configure the Service Parameters (netTcpBinding Transport Level)
              • Procedures
                • Edit the Ideablade.Ibconfig file in the Workstation Folder (netTcpBinding)
                • Modify the Cobra.WinUI.Exe.Config File in the Workstation Folder (netTcpBinding Transport Level)
                • Modify the Cobra.Api.Exe.Config File in the Workstation Folder (netTcpBinding Transport Level)
          • Procedures
            • Deploy Configuration Files for Windows Authentication with an Upgrade Installation
            • Deploy Configuration Files for Windows Authentication with a New Installation
    • Cobra Database
      • Data Tool
      • ODBC DSN
    • Cobra Developer Resources
      • Cobra Web Service
        • Supported Processes, Operations, and Data
        • Deploying the Cobra Web Service
          • Deploy the Cobra Web Service Host
          • Configure the Cobra Web Service When Using Windows Authentication
            • Provide Access to the [NT AuthoritySystem] User to the Database
            • Create a Service Account for the Cobra Web Service
            • Grant the Service Account Access to the Database
          • Deploy the Cobra Web Service ClientAPI
          • Remove the Cobra Web Service Host from Windows Services
        • Using the Cobra Web Service ClientAPI in Your Application
          • Add the ClientAPI Files as Reference in Visual Studio Projects
          • Explaining the Cobra Web Service ClientAPI
            • Connecting to the Cobra Web Service Host
            • Creating Service Operations Classes
            • Running the Process or Operation
            • Retrieving Data
            • Logging Out of the Cobra Web Service Host
        • Cobra Web Service ClientAPI Example
          • Create a Sample Actual Cost Integration File
          • Run the SampleClientAPI Files
          • Explaining the SampleClientAPI Code
        • Cobra Web Service Log
          • Enable the WCF Trace Log
        • Other Distribution Files
        • Deltek Products That Utilize the Cobra Web Service
        • Troubleshooting Cobra Web Service Issues
          • The encryption type requested is not supported by the KDC
      • Cobra Web Service Management Tool
        • Cobra Web Service Management Tool Interface
          • Left Pane of the Cobra Web Service Management Tool
          • Right Pane of the Cobra Web Service Management Tool
            • Cobra Web Service Instance Settings
            • Cobra Web Service Gateway Settings
        • Procedures
          • Configure a New Instance
          • Configure the Gateway
          • Uninstall an Instance or the Gateway
          • Stop an Instance or the Gateway
          • Restart an Instance or the Gateway
          • Enable the WCF Trace Log
      • Configuring the Cobra Web Service to Use Secure Socket Layers
        • Obtain the Authentication Certificate Information on the Cobra Web Service Machines
        • Bind the Windows Server Certificate to the Cobra Web Service HTTPS Ports
        • Configure the Cobra Web Service Instances and/or Gateway using Cobra Web Service Management Tool
    • Cobra Features for PM Compass Users
      • Concurrency in Cobra
      • BCR Analysis Report
    • Advanced Topics
      • Multiple Sessions in Cobra
      • Running Cobra with Command Line Parameters
        • Pass Command Line Parameters using the New Application Shortcut
      • Additional User Fields
        • Configure Cobra to Support Additional User Fields
      • Application Processes
      • Troubleshoot Issues with Saving to the IdeaBlade.ibconfig File in Cobra
        • Clear the Read-only Flag in the IdeaBlade.ibconfig File
        • Run Cobra Using a Different IdeaBlade.ibconfig File
      • Troubleshoot Oracle Error ORA-600 [kkqcscpcky:ficand] While Running Query with Parameter "_replace_virtual_columns=false"
        • Update the "_replace_virtual_columns" Setting
    • Data Dictionary
Index
Glossary
  • ACO
  • Active Element
  • Activity
  • Actuals
  • ACWP
  • Alias
  • American National Standards Institute/Electronic Industries Association Standard 748
  • Apportioned Effort
  • ASC
  • Authorized Un-priced Work
  • Authorized Work
  • BAC
  • Base
  • Baseline
  • Baseline Dates
  • BCWP
  • BCWS
  • Bill of Material
  • BOP
  • Breakdown Structure
  • Budget
  • Budget Element (BE)
  • Budget Unit
  • Burden
  • C/SSR
  • CA
  • CACO
  • Calculated Field
  • Calculated Filter
  • Calendar
  • CAM
  • CBB
  • CBS
  • CFSR
  • Chart Item
  • Chart Window
  • Classes
  • Closed
  • Code Files
  • Codes
  • Column Header
  • Column Sizer
  • COM
  • Commitment
  • Compound Filter
  • Constraint
  • Contract Budget Base
  • Contract Data Requirements List
  • Contract Line Item Number
  • Contract Target Cost
  • Contract Target Price
  • Control Account
  • Control Concepts
  • Cost/Schedule Control System Criteria
  • Cost/Schedule Planning and Control Specifications
  • Cost Account
  • Cost Control System
  • Cost Reporting Set
  • Cost Set
  • Cost Variance
  • CPI
  • CPR
  • Critical Path
  • Critical Path Analysis
  • CSV Exception
  • CV
  • CV%
  • CWBS
  • DAB
  • Data Set
  • Data Source
  • DCAA
  • DCMA
  • Direct Cost
  • DoD
  • DTD
  • EAC (Estimate at Completion)
  • Early Dates
  • Earned Value
  • EDI
  • Element Filter
  • Elements
  • Element Separator
  • EOC
  • EOP
  • EQP
  • ESAR
  • Estimate Dates
  • ETC (Estimate to Complete)
  • EV
  • EVM
  • EVMIG
  • EVMS
  • EVT
  • Field Name
  • Filter
  • Filter Group
  • Filter Item
  • Focus Rectangle (wInsight)
  • Forecast
  • Forecast Dates
  • Front Loading
  • FY
  • G&A
  • GANDA
  • Gantt Chart
  • HTML
  • IBR
  • Indirect Costs
  • In Progress
  • Interactive Filter
  • Internal Replanning
  • IPD
  • IPT
  • Jet (Database)
  • JIG
  • Labor Rate Variance
  • LAN
  • Late Dates
  • Latest Revised Estimate At Completion (LRE)
  • Level of Effort (LOE)
  • Management Chart
  • Management Reserve (MR)
  • Menu Bar
  • Milestone
  • MR
  • MS
  • NASA
  • Negotiated Contract Cost
  • Network Schedule
  • OBS (Organizational Breakdown Structure)
  • ODBC
  • OLE
  • OMB
  • OPD
  • Open
  • OPP
  • OSD
  • OTB (Over Target Baseline)
  • P3
  • PCO
  • Pending Dates
  • Performance Measurement Baseline (PMB)
  • Performing Organization
  • PF
  • Planned
  • Planned Value
  • PMJEG
  • PMR
  • PMT
  • PP
  • Price Variance
  • Prime (dollars)
  • Project
  • RAM
  • Range Filter
  • RBS (Resource Breakdown Structure)
  • Re-planning
  • Reprogramming
  • Resource
  • Result
  • Result Code
  • RFP
  • Rollup
  • Row Header
  • RTF
  • Rubber Baselining
  • SAR
  • Schedule
  • Scheduled Dates
  • Schedule Performance Index
  • Schedule Variance
  • Segment Separator
  • SMS
  • SPI
  • Standard EAC Formula
  • SV
  • SV%
  • TAB
  • TC
  • TCPI-BAC
  • TCPI-EAC
  • Toggle Field
  • Toolbar
  • Tool Tip
  • Transfer File
  • UB
  • UserVACTr
  • VAC
  • VAC%
  • VACTr
  • VAN
  • VAR
  • WBS (Work Breakdown Structure)
  • Wildcard Filter
  • Window Pane Sizer
  • Workspace
  • WP (Work Package)
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