to select
a Cobra program structure for use in mapping.Use this screen to map Costpoint charge elements to Cobra charge elements. This screen effectively defines the relationship between the structure of Costpoint Projects and the structure of Cobra Programs. For example, the project ID in Costpoint might be called the program ID in Cobra. After you enter these relationships in the table window in this screen, they will be used by the extraction process to determine how actual costs from Costpoint will be grouped for use by Cobra. You can create as many Cobra Charge Templates as necessary. The template ID for a charge template is used in the Cobra Extraction Parameters screen along with other settings and templates in that screen to create a more extensive template used in the extraction process.
You must set up at least one template ID in this screen before you can complete the Cobra Interface Settings screen, in which you can designate a default template. This default will be used in the Cobra Extraction Parameters screen but can be changed in that screen as necessary.
Use the fields in this group box to enter the template ID and the template name. The system uses templates to form a relationship between the charge elements of the Cobra program and the charge elements of the Costpoint project.
These templates will be used in the Cobra Extraction Parameters screen, in which you can assign specific Costpoint projects or Cobra programs to use specific charge templates, budget element templates, and cost templates during the extraction process. This will allow you to customize the relationship between the Cobra program structure and the Costpoint project structure. You can set up as many templates as needed in this screen.
Enter up to 15 alphanumeric characters for a template ID. You can create as many template IDs as necessary.
Enter up to 25 alphanumeric characters for a template name. The template name displays in the drop-down list in the Cobra Extraction Parameters screen. You should select a name that adequately describes the type of charge element, and will make the selection from the drop-down list easy.
Use the fields in this group box to select a mapping mode. You
can select a Cobra program for the mapping or select a manual method. If
no database connection is available, only the manual method will be available. If
a database connection is available, you can use to select
a Cobra program structure for use in mapping.
Select this method if you want to use a Cobra Program structure to create the template.
You must have a connection to the Cobra database established if you want to use this method. The Cobra database connection is established in the Cobra Interface Settings screen.
After you select this method, Cobra programs will be available in and the Cobra program structure will automatically default
into the Cobra Program
Info column of the table window. Only the charge elements that
have been assigned to this sample cobra program will be available and
valid in the Cobra Key
Fields column.
Select this method if you do not have a database connection or you want to input Cobra labels and key fields manually. No validation will occur with this method until the extraction process is executed.
Use the table window in this group box to define how the key fields in Cobra map to the Costpoint fields. If you have entered in the Sample Cobra Program field in the Mapping Mode group box, only the Cobra key fields for that program will be available in this table window.
Use this field to enter Cobra program info only if you selected the Manual Mode option in the Mapping Mode group box for establishing the charge templates. The data for this field will automatically display if you entered a value in the Sample Cobra Program field. The definitions of those elements display in the Cobra Key Fields column. Valid values for this field are as follows:
CA1 – Cost Account 1.
CA2 – Cost Account 2.
CA3 – Cost Account 3.
WP – Work Package.
Code 1 – Cobra Code 1.
Code 2 – Cobra Code 2.
Code 3 – Cobra Code 3.
Code 4 – Cobra Code 4.
Code 5 – Cobra Code 5.
Code 6 – Cobra Code 6.
Code 7 – Cobra Code 7.
Code 8 – Cobra Code 8.
Code 9 – Cobra Code 9.
The type of charge element used for each of the program elements above is further defined in the Cobra Key Fields column.
Use this field to enter the Cobra key fields. If you selected the Sample Cobra Program option in the Mapping Mode group box, all the key fields related to the entered Cobra program automatically display in this field. Only those elements associated with the Cobra program entered in the Sample Cobra Program field will be valid. If you have not entered in that field, you must enter the relevant key fields and there will be no validation of these values.
Use this field to enter the Costpoint element to which you want to map the Cobra element on this row of the table. The valid Costpoint elements are as follows:
Project ID – This element is the transaction project ID or the project ID that is charged in any transaction screen. The project ID is assigned in the Maintain Project Master screen in Costpoint Project Setup.
Project ID (Less Level 1) – This element is the transaction project ID less the level one segment. For example, if the transaction projects are 1004.01.001 and 1004.01.002, the project ID (Less Level 1) would be 01.001 and 01.002 respectively. Once the level one element is removed, it is similar to a WBS structure.
Project Abbreviation – This element is the project abbreviation that is assigned to the project ID in the Maintain Project Master screen. The project abbreviation is a system-wide unique six-character field that can facilitate data entry.
Project Cobra UDEF – This element is the Cobra Mapping Value field value in the Maintain Project Master screen. You can use this field in Costpoint to create an element that can be more easily identified with the Cobra elements. You must identify Costpoint projects as Cobra Programs by selecting the Cobra Program check box in the Maintain Project Master screen and enter a value in the Cobra Mapping Value field to use this method.
Org Abbrev - This element is the org abbreviation that is associated with the org ID in the Maintain Org Elements screen. The org abbreviation is a system-wide field that can be used to facilitate data entry.
Org ID – This element is the transaction org ID or the org ID that is charged in any transaction screen. The org ID is assigned in the Maintain Org Elements screen in Costpoint General Ledger.
Org Cobra UDEF - This element is the Cobra Mapping Value field in the Maintain Org Elements screen. You can use this field in Costpoint to create an element that can be more easily identified with the Cobra elements. You must enter a value in the Cobra Mapping Value field and select the Cobra Program check box in the Maintain Project Master screen to use this method.
Project ID/Org ID Combo – This element is a combination of the project ID and organization ID at the transaction level. For example, if the Costpoint project ID is 1004.01.002 and the organization ID is 1.01.005, the combination utilized for the element link would be 1004.01.002/1.01.005. The project ID is set up in the Maintain Project Master screen and the organization ID is set up in the Maintain Org Elements screen.
Project ID (Less Level 1)/Org ID combo – This element is a combination of the project ID (Less Level 1) and organization ID. For example, if the Costpoint project ID is 1004.01.002 and the organization ID is 1.01.005, the combination utilized for the element link would be 01.002/01.005. The project ID is set up in the Maintain Project Master screen and the organization ID is set up in the Maintain Org Elements screen.
Advanced – This element is a SQL statement controlled by the screen application.
Use this button to create more options for defining the key fields that map from Cobra to Costpoint. This screen changes to match the Cobra Key Fields criterion you selected in the Defined Mapping table in the Maintain Cobra Charge Templates dialog box. For example, if WBS is specified in Cobra Key Fields, then Advanced Definition for WBS will appear on the selection button.
This screen contains the following fields:
Prefix/Literal – This field is added to the fields concatenated below. If no fields are expressed, then this effectively becomes the charge that will be assigned to all records that fit the rule.
Order – This field determines the order in which the row's information will be placed into the result.
Field – You can either type or lookup/select a field from the field list above. After this field is selected the Table and Description fields are populated.
Description – This field displays the name of the field as it would be displayed in the label presenting the field to you in Costpoint. This column is read only.
Table – This field displays the table related to the selected field. This column is read only.
Starting Character Position – This field allows you to designate the starting point for use when selecting a potential subset of the selected field's data.
Ending Character Position – This field allows the user to designate the ending point for use when selecting a potential subset of the selected field's data.
Characters Added to the End – This field allows you to enter as many as four characters that will be added to the end of the field. The primary use for this field is to be a one character delimiter between field data values.
Use Part of the Above Result – This option allows you to choose a substring from the result of the advanced mapping definitions. By default this check box is clear.
Starting From Position – This field allows you to designate a starting point for a substring of the result.
Ending Position – This field allows you to designate an ending point for the substring within the result.
Length of Final Result – This field shows the possible total length of the result. If you are not using the Use Part of the Above Result check box, you can change this field. The data values will be truncated at this length.
Results Test – Displays sample data that satisfy the criteria specified in the Advanced Mapping Definition table.
Test – Click this button to execute the criteria specified in the Advanced Mapping Definition table.
Stop Test – Click this button to stop execution of the criteria specified in the Advanced Mapping Definition table.
Changes to this screen update the TEMPL_HDR (Template Header) and the CB_CHG_TEMPL (Cobra Charge Template) tables.