Cobra 8.3 Help System

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Project Codes Tab of the Application Preferences Dialog Box

Use this tab to manage the codes that can be attached at the project level.

Warning: When you make changes on this tab of the Application Preferences dialog box, you must exit Cobra for changes to take effect. You must also stop and restart all Cobra Web Service instances, including those that are deployed in PM Compass.

These project codes are used for filtering and sorting purposes during project reporting. Any project codes created are used system-wide and are available for all projects.

Note: Codes from the project level code file are assigned to the projects though the Code Assignments tab of the Project Properties dialog box.

Contents

Field Description
Prompt

Enter a meaningful name for the codes. The prompt is used to identify the code and is displayed during data entry, in the criteria section, and in reports.

Code Field Type

Select one of the following options from the drop-down list:

  • <none>: Select this option if you do not want to assign code files to the selected code file.
  • Code (optional): Select this option to choose a valid code assignment from the code file specified in the Code File column or to leave the code assignments blank. Codes assignments may be left blank. However, when assigning codes, Cobra will validate that the assigned codes exist in the code file.
  • Code (required): Select this option to require that a valid code assignment be selected from the code file specified in the Code File column. When assigning codes, Cobra will validate if the assigned codes exist in the code file. This option only allows you to assign valid codes from a code file and does not allow blank code assignments. Cobra does not validate existing assignments until individual records are selected. Previously blank or invalid assignments will not be updated automatically.
  • Text: Select this option to enter a text field that supports data entry of any form.
  • User Field: Select this option to choose a user for the code field from the list of users defined in the EPM Security Administrator.
Code File

Click to select a code file from a list of valid codes for that code field.