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Using the Help Search
Using the Help Search
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wInsight Database Page of the wInsight Wizard

Use the wInsight Database page of the wInsight Wizard to define the link to wInsight so that data can be transferred directly to the wInsight database.

This page displays only if you have wInsight Administrator installed.

Contents

Field Description
wInsight version Use this field to select the version of wInsight that you are using.
Note: wInsight version refers to 6.5.1 and any major or minor version after it.
Create UN/CEFACT XML file Select this checkbox to create a standard wInsight XML file (xsdcostschedule.xml) and run the DLL to create a second XML file.
Note: Take note of the following when generating UNCEFACT/XML file:
  • Populate all fields on the Contract Information tab of the Project Properties dialog box with values.
  • To assure proper data is submitted, the currency unit in the Caption field on the General tab of the Project Properties dialog box should conform to the UN/CEFACT standard terminology (which is Dollars.)
Include Format 7 Selecting this checkbox allows the wInsight Wizard to export the IPMR CPR Format 7 PastPeriods XML, which includes time-phased budget, earned, and actual data until a period prior to the status date. Selecting this checkbox creates the xsdtimephasedcostdata.xml file.

If the Create UN/CEFACT XML file checkbox is also selected, both xsdtimephasedcostdata.xml and xsdcostschedule.xml files are created.

Transfer data directly to the wInsight database Select this checkbox to export data directly to the wInsight database. When you select this checkbox, Cobra creates the configuration file, then immediately imports the data in wInsight. If you do not select this checkbox, the XML file is created but not imported.
Recalculate after transferring data to wInsight Select this checkbox to perform a recalculation in wInsight after transferring the data to wInsight.

This checkbox is enabled only if Transfer data directly to the wInsight database is selected.

Connection name Click to select the connection file to use in connecting to wInsight.

This checkbox is enabled only if Transfer data directly to the wInsight database is selected.

Test Click this button to validate the properties that are defined for the currently selected connection file.
New Click this button to create a new wInsight database connection.
Edit Click this button to edit the wInsight database connection.