Filter Page of the Integration Wizard-Scheduling Tools

Use this page to limit the data to be imported.

Contents

Field	Description
Criteria	Select one of the following options: Total Project: This is the default selection. Select this option to import the entire project. If you select this option, Cobra runs the Update Totals process against the control accounts to which the resources were loaded and the work packages that belong to the same control account. Control Account: Select this option to import only the selected control accounts. Cobra also runs the Update Totals process against the selected control accounts. If you are loading budget resource assignments, only the budget totals, including the project-level budget totals, are updated. Work Package: Select this option to import only the selected work packages. If you are loading budget resource assignments, only the budget totals, including the project-level budget totals, are updated. If you are loading forecast resource assignments, only the EAC totals, including the project-level EAC totals, are updated. Note: If you select Control Account or Work Package, the Selection field is enabled.
Selection	Click to select a schedule field mapped as a control account or work package field on the Schedule Mapping page. You can also select one of the following options: <All>: Select this option to retrieve all accounts. <Multiple Selections>: This option displays when you select multiple values from the lookup.
Delete only items that satisfy the selection criteria	Select this option to delete only the items from Cobra that meet the criteria selected. In other words, if you select criteria for a control account and a specific control account in the Schedule Fields Lookup dialog box, when you select this option, only work packages and resource assignments in the selected control account will be deleted if they are not in the schedule. This is useful when you have deleted activities from the schedule and want the work packages and/or assignments deleted from your Cobra project. This option displays only when you import data into an existing project.
Load only schedule activities that do not exist in Cobra	Select this option to import only new data and to ignore any existing data so that previously imported data remains the same. You cannot select both the Load only schedule activities that do not exist in Cobra and Load only data for Control Accounts that already exist in Cobra options at the same time.
Load only data for Control Accounts that already exist in Cobra	Select this option to import only data previously imported and to ignore any new schedule information. You cannot select both the Load only schedule activities that do not exist in Cobra and Load only data for Control Accounts that already exist in Cobra options at the same time.
Filter activities loaded from the schedule (for Open Plan and Primavera only)	Select this option to filter data from the schedule and import only a specific portion of the schedule based on a code on the activities. Selecting this option enables the Schedule code field and Code value fields.
Schedule code field	Click to select a code file.
Code value	Click to select a value assigned to the activities from the selected schedule code field. If you select multiple values, <Multiple selections> is displayed in the field.