Cobra Help System

Replace Resources Process

Use the Replace Resources API process to automatically replace resources.

Process Settings

Below are the settings you must define for the Replace Resources API process.

Setting Description Sample Value
ProcessID This setting informs Cobra to run the Replace Resources process. ReplaceResources
Project This setting refers to the project where you want to replace resources.

The project name is case-sensitive. This setting is required.

Demo Advanced
FileName This setting refers to the full path and filename of the comma-separated value (.csv) or Excel (.xls) file containing the resource pairings to use in the replace process.

This setting is optional, and if it is not defined, you must specify the OriginalResources and ReplacementResources settings.

C:\ProjectFiles\Deltek\Cobra\Data\ResourceList.xls
OriginalResources This setting refers to the old resources to be replaced.

You must specify this setting if the FileName setting is not defined.

This setting is optional and ignored if the FileName setting is specified.

AERO1 (any resource in the resource file attached to the project)
ReplacementResources This setting refers to the new resource that will replace the old resource.

You must specify this setting if the FileName setting is not defined.

This setting is optional and ignored if the FileName setting is specified.

AERO (any resource in the resource file attached to the project)
Criteria Use this setting to specify the selection criterion you want to use for the process. The selection criteria change based on the project. Some selection criteria include the following:
  • Total Project
  • Control Account
  • Work Package
  • Control Account Key Fields
  • Work Package Field
  • Control Account Codes 1 to 20
  • Work Package Codes 1 to 20
  • CAM
  • Work Package Manager
  • Progress Technique

The options are case- sensitive.

This setting is optional and the default value is Total Project.

Control Account
IncludeChildren
Use this setting to determine whether the process should run against the parent code and its children.
  • If the value is set to 1, the process runs against the parent code and its children.
  • If the value is set to 0, the process runs only against the parent code.

This setting is optional and the default value is 0.

0
Selection

Use this setting to select the portion of the project for which to replace resources. The available options depend on the selections you specified in the Criteria setting.

This setting is optional and has no default value.

1.1.1.1 / 1410
IncludeCompleteCAWP

Use this setting to determine whether the resources in completed control accounts and work packages should also be replaced.

  • If the value is set to 1, the process includes completed control accounts and work packages.
  • If the value is set to 0, only planned control accounts and work packages are affected.

This setting is optional and the default value is 0.

0
IncludeInProgressCAWP

Use this setting to determine whether the resources in in-progress control accounts and work packages should also be replaced.

  • If the value is set to 1, the process includes in-progress control accounts and work packages.
  • If the value is set to 0, only planned control accounts and work packages are affected.

This setting is optional and the default value is 0.

0
Scope

Use this setting to specify the range over which you want to run the Replace Resources process.

  • If the value is set to All, all of the periods of the entire project are replaced.
  • If the value is set to DateRange, the Replace Resources process is run for a specific date range.
This setting is optional and the default value is All. 		DateRange
StartDateLabel

Use this setting if Scope=DateRange. This setting refers to a valid calendar label and is the starting date for the DateRange setting.

This setting is optional and the default value is the starting date for the DateRange setting.

01/31/2024
EndDateLabel

Use this setting if Scope=DateRange. This setting refers to a valid calendar label and is the ending date for the DateRange setting.

This setting is optional and the default value is the ending date for the DateRange setting.

01/31/2027
ClassList Use this setting to specify the cost classes that can be used for the process.

If the value is set to <All>, resources across all classes will be replaced.

This setting is required.

Actual,Earned
RunRecalculate

Use this setting to specify whether to run the Recalculate process after completing the Replace Resources process.

  • If the value is set to 1, the Recalculate process is run after completing the Replace Resources process.
  • If the value is set to 0, the Recalculate process is not run after completing the Replace Resources process.

This setting is optional and the default value is 0.

0
IncludeForecastClassesOnRecalculate

If the specified class is a Forecast class with the Scale Retain EAC option set to Hours, Currency, or Hours and Currency, setting the value to 1 will include the Forecast class values when you run the Recalculate process after completing the Replace Resources process.

This setting is optional and the default value is 0.

0

Sample Scripts

Below are sample script files for the Replace Resources API process.

FileName Setting Specified 

[Process019]
ProcessID=ReplaceResources
Project=Demo Advanced
FileName=C:\Project Files\Deltek\Cobra\Data\ResourceList.XLS
Criteria=Control Account
Selection=1.1.1.1 / 1410
IncludeChildren=0
IncludeCompleteCAWP=0
IncludeInProgressCAWP=0
Scope=DateRange
StartDateLabel=01/31/2024 
EndDateLabel=01/31/2027
ClassList=Actual,Earned 
RunRecalculate=0
IncludeForecastClassesOnRecalculate=0

OriginalResources and ReplacementResources Settings Specified 

[Process019]
ProcessID=ReplaceResources
Project=Demo Advanced
OriginalResources=AERO1
ReplacementResources=AERO
Criteria=Control Account
Selection=1.1.1.1 / 1410
IncludeChildren=0
IncludeCompleteCAWP=0
IncludeInProgressCAWP=0
Scope=DateRange
StartDateLabel=01/31/2024 
EndDateLabel=01/31/2027
ClassList=Actual,Earned 
RunRecalculate=0
IncludeForecastClassesOnRecalculate=0
Note: This API script runs the Replace Resources process on the DEMOADV project using the resource pairings in the indicated Excel file. If you include both a file and an OriginalResources/ReplacementResources pairing, Cobra uses the file.