Cobra 8.3 Help System

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Business Validations Page of the Validity Check Wizard

Use this page to select options for validating control accounts, work packages, forecasts, and milestone dates in the project, and performing other data integrity checks on the control accounts or work packages.

Contents

Field Description
Control Accounts and Work Packages that have no resource assignments

Select this check box if you want to validate whether the control account or work package has resource assignments, and if there are costs for the assignments.

Delete Control Accounts/Work Packages with no costs

Select this check box to delete control accounts or work packages that contain resource assignments without costs entered against them. Control accounts or work packages with no costs include budgets, earned values, actual costs, and forecasts.

This option is enabled if the Control Accounts and Work Packages that have no resource assignments check box is selected.

Note: You must have write security permissions to the project to delete it.
Work Package with Milestones has correct Progress Technique

Select this check box to validate whether each work package with milestones has Milestones as the progress technique used.

Forecast dates before status date

Select this check box to identify invalid forecast dates in the control account or work package, and invalid dates selected for the forecast class.

The following are instances when forecast dates are considered invalid:

  • A planned control account or work package has a forecast start date that is before the current start date.
  • A planned control account or work package has a forecast finish date that is before the current status date.
  • A milestone that is in progress or planned has a forecast finish date that is before the current status date.
Slip the Control Account/Work Package dates if the forecast dates are earlier than the status date

Select this check box to change the invalid forecast start date to the date following the status date. The forecast finish date is also moved by the same number of days to maintain the original duration of the control account or work package.

Note: You must have write permissions to the project to slip the dates.
Control Account dates exactly span Work Package dates

Select this option if you want to validate that:

  • The forecast dates for the work package align with the forecast dates for the control account.
  • The baseline dates for the work package align with the baseline dates for the control account.
  • The milestone end dates are within the work package dates.
Adjust Control Account dates to exactly span Work Package dates

Select this option if you want to adjust the control account baseline and forecast dates to align to the work package dates, unless the control account date contains control account level resources beyond the work package dates.

Work Package dates correctly span resource assignment dates

Select this option if you want to validate any of the following:

  • Budget resources are within the work package baseline dates.
  • Forecast resources are between the status date and the forecast finish date.
  • Actual resources are later than the work package start date, if the option to allow actuals costs for unopened work package is not set.
  • Actual costs records do not exist for planned work package, if the option to allow actuals costs for unopened work package is not set.
  • All earned value resources are later than the work package actual start date.
  • Earned value records do not exist for planned work packages.
Adjust Work Package dates to span resource assignment dates

Select this option if you want to automatically adjust the budget, forecast, and actual work package dates to span respective resource assignment dates.

Project Audit Log matches Project Value

Select this check box to identify account records whose project logs do not match the project header and budget values.

Control Account/Work Package dates that are outside of the Project Calendar Select this check box to identify Control Account/Work Package start or finish dates (Baseline, Actual, Forecast, Early, Late, and Pending) that fall outside the project calendar dates.