Criteria Selection Page of the Update Codes Wizard

Use this page to select the criteria for running the Update Codes process.

Contents

Field	Description
Criteria	Use this field to select the criteria by which to filter the data. You can select any of the following options: Total Project Control Account Work Package Control Account Key Fields Work Package Field Resource Resource Assignments Control Account Codes 1 to 20 Work Package Codes 1 to 20 CAM Work Package Manager Take note of the following when you select Control Account Key Fields in the Criteria field: Cobra displays the key fields being used and the corresponding label for each key field. You can select a value for each key field. Values not populated will be considered a wild card instead of a blank selection. Cobra populates a value for at least one key field. If all key fields are not populated, Cobra displays a message informing the user to select at least one key field.
Selection	This field is available only if you select a criterion other than Total Project in the Criteria field. Click to display the dialog box that lists all valid options based on the selected criterion. For example, if you select Control Account in the Criteria field, the Control Account Lookup dialog box displays, showing all control accounts used in the selected project.
Include all children	This option is available if you select a code with children in the Selection field. Selecting this option instructs Cobra to run the process against the parent code and its children. For example, if you selected WBS code 1 in the Selection field and this has child codes 1.1 and 1.2, then Cobra will run the process against codes 1, 1.1, and 1.2. This option is enabled only for code criteria that are hierarchical in nature, such as WBS and OBS.

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Criteria Selection Page of the Update Codes Wizard

Use this page to select the criteria for running the Update Codes process.

Contents

Field	Description
Criteria	Use this field to select the criteria by which to filter the data. You can select any of the following options: Total Project Control Account Work Package Control Account Key Fields Work Package Field Resource Resource Assignments Control Account Codes 1 to 20 Work Package Codes 1 to 20 CAM Work Package Manager Take note of the following when you select Control Account Key Fields in the Criteria field: Cobra displays the key fields being used and the corresponding label for each key field. You can select a value for each key field. Values not populated will be considered a wild card instead of a blank selection. Cobra populates a value for at least one key field. If all key fields are not populated, Cobra displays a message informing the user to select at least one key field.
Selection	This field is available only if you select a criterion other than Total Project in the Criteria field. Click to display the dialog box that lists all valid options based on the selected criterion. For example, if you select Control Account in the Criteria field, the Control Account Lookup dialog box displays, showing all control accounts used in the selected project.
Include all children	This option is available if you select a code with children in the Selection field. Selecting this option instructs Cobra to run the process against the parent code and its children. For example, if you selected WBS code 1 in the Selection field and this has child codes 1.1 and 1.2, then Cobra will run the process against codes 1, 1.1, and 1.2. This option is enabled only for code criteria that are hierarchical in nature, such as WBS and OBS.