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Date Range Page of the Reclass Wizard

Use this page to specify the range of periods or dates that you want to reclass.

Contents

Field Description
Reclass all periods in the project Select this option to reclass all data.
Reclass all periods after the status date of the project Select this option to reclass data only for those periods that fall after the current status date of the project. If you select this option, planned work packages with scheduled finish dates prior to the status date are not affected by the Reclass process.
Reclass by a specific date range Use this field to enter a date range that Cobra will include in the Reclass process.
Use the From and To fields to enter or select the start and end dates of the date range.
  • From: The selected label determines the start date used during the process. The date used is determined by the previous calendar label plus one day, or more specifically, the beginning of the selected period.
  • To: The date in the fiscal calendar that corresponds to the selected label is used as the end date.

Cobra displays an error if the date in the To field is earlier than the date in the From field. If both dates in the From and To fields are the first period in the calendar, both the start and end dates are the first dates in the calendar.

Note: The Date Lookup dialog box displays the calendar period labels for calendar set 00.

For a better understanding of the many ways date ranges are used, refer to the sample project data and table below.

Sample Project Data

  • The calendar is one year long, starting 2022-DEC-31 and ending 2023-DEC-31.
  • The first date in calendar set 00 is 2022-DEC-31.
  • The last date in calendar set 00 is 2023-DEC-31.
  • Fiscal periods all end on the last day of the month.
  • Labels are MMMYYYY (for example, MAR2023).
Scenario Expected Behavior
When you select the first period end date in the fiscal calendar in the From field (or To field) Assuming you select DEC2022, as this is the very first day of the project, there is no previous period in the calendar. Therefore, Cobra will use 2022-DEC-31.
When you select the same period label for both the From and To fields

Cobra will use the date from the previous calendar period, add one day, and use that as the From field date. The To field date will match the calendar date of the selected label.

For example:
  • From Field Date = MAR2023: Cobra will use the previous calendar period, which is 2023-FEB-28, and add one day, so it will use 2023-MAR-01.
  • To Field Date = MAR2023: Cobra will use the date from the MAR2023 calendar period, which is 2023-MAR-31.
When you select different labels in the From and To fields

Cobra will use the date from the previous calendar period, add one day, and use that as the From field date. The To field date will match the calendar date of the selected label.

For example:
  • From Field Date = FEB2023: Cobra will use the previous calendar period, which is 2023-JAN-31, and add one day, so it will use 2023-FEB-01.
  • To Field Date = JUN2023: Cobra will use the date from the JUN2023 calendar period, which is 2023-JUN-30.
When you select a label in the To field that is prior to the selected label in the From field Cobra will display a validation message, as this scenario is not allowed.
Copy baseline dates to forecast dates Select this option to overwrite the forecast dates with the baseline dates. This option is enabled only if all the following criteria are met:
  • The source class is a budget class, and the target class is a forecast class.
  • The Reclass all periods in the project option is selected.
  • The criterion selected in the Criteria field on the Criteria page is not Resource Assignment.

By default, this option is cleared.

Copy pending dates to baseline dates Select this option to overwrite the baseline dates with the pending dates. This option is enabled only if all the following criteria are met:
  • The source class is a pending class, and the target class is a budget class.
  • The Replace existing option on the Target Class page is selected.
  • The criterion selected in the Criteria field on the Criteria page is not Resource or Resource Assignment.
  • The Reclass by a specific date range option is not selected.

By default, this option is cleared.

Note: Cobra follows certain guidelines when reclassifying from a source class using pending dates to a target class using baseline dates. For more information, see Reclass Guidelines.