Class Settings Page for Actuals Class of the New Class Wizard

Use this page to select the class level and other settings applicable to the actuals class.

Contents

Field Description
Level

Use the drop-down list to specify the level at which costs are entered for the class. There are two levels:

  • Control Account
  • Work Package

Cobra displays this field for all classes. You cannot modify this field once the class has been created.

It is good practice to enter costs for the forecast and actual class types at the same level at which actual costs are captured for the project.

Earned class types can only be defined at the work package level since earned value is taken at the work package level.

Rate File Use this field to assign an alternate rate file when calculating costs for the class. Actual and Budget classes use the rate file assigned to the project, but if a rate file is specified in this field, the class uses that file instead of the project rate file when calculating costs.

You can change the rate file by clicking and selecting another rate file on the Rate File lookup dialog box. The Rate File lookup dialog box displays only the rate files that the user has permission to access.

Cobra displays this field only for Forecast, Actual, and Budget classes. This is a required field for Forecast classes.

Prevent editing Time Phased Grid Select this check box to prevent users from making changes to the selected class in the Time-phase Detail pane of the Project view. You cannot change the setting for this field in the General tab of the Classes tab in Project view after the class has been created.
Cobra ignores this setting for global processes such as Recalc.
Include in Actuals Select this check box to include the values for the class in the project's actual totals. Selecting this option creates the Include in Totals page in the wizard, where you can include the class in totals and add the class to specific cost sets.