Calculations Tab of the Resource View
Use this tab to add results and calculations to a resource or child resource.
This tab consists of two panes: the left pane (Calculation pane) displays the results available for the resource, and the right pane (Source Results pane) displays the source results used in the calculations. Selecting a result in the left pane displays the calculation formula for that resource at the bottom of the Resource view. A result is limited to 10 sources for calculations. If you select more than 10 sources in the Source Results pane on the Calculations tab, Cobra displays a warning.
Use the Calculations tab to:
- 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
Contents
| Field | Description |
|---|---|
| Field Name | This field displays the name of the result. |
| Result | This field defaults to the entry in the Name field. You can modify the entry in this field. |
| Units | Use this field to specify how the result is measured. For example, a unit of measurement might be dollars, or it might be tons. |
| Rate Set | This field specifies the rate set to be used as a multiplier in the calculation. |
| Currency | Select this option to instruct Cobra to total the dollars on the reports. This prevents several types of units, such as hours and dollars, from being added together. Note: Any result coded as a currency field must be used as a currency field for all resources within the resource file.
|
| Result Code | The result code is used in reporting to identify specific results in a generic manner. |
| Source Results | This list displays all the results that you can include in the calculation. To create a calculation, select one or more results from the Source Results pane. The results you selected are added together and multiplied by the rate that you selected in the Rate Set field. |
Note:
- Right-clicking the Calculations pane displays the Calculations tab shortcut menu, where you can perform tasks such as copying resource calculations, adding results, and more.
- Cobra displays the Errors dialog box if validation errors are encountered on this tab during a save operation.