File Selection Page of the Integration Wizard
Use this page to select your project and define the file or database connection that contains the actual cost records for importing data.
Note: When creating the actual cost import file for the Actual Cost Integration process in Cobra, it must be in a CSV (comma-separated values) file format.
Contents
Field | Description |
---|---|
Project | Use this field to define the project where the actual costs will be imported. Click
to select a project or master project.
Note: Only projects where you have right access are displayed.
|
Actual cost file | Select this option if you are importing actual cost records from a file. Click to locate the file. |
Connection name | Select this option if you are importing actual costs records from a database. Click
New to create a new connection using the New Connection dialog box, or
Edit to modify an existing connection using the Edit Connection dialog box.
Note:
|
Actual cost file contains records at the following level | Use this field to define the level of costs contained in the actual cost file.
Select one of the following options:
Note: This field is enabled only when the project has actual costs defined at both levels; otherwise, the project level is selected, and the field is disabled.
|
Auto-create missing Control Account or Work Package | Select this option to automatically create non-existing control accounts and work packages during the Actual Cost Integration process.
Attention: For more information on the option, see
Actual Costs Preferences. For more information on the automatic creation of non-existing control accounts and work packages, see
Automatic Creation of Control Accounts and Work Packages.
|
Use Cost date to define Control Account or Work Package dates | Select this option to utilize the Cost date specified in the actual cost file to define the start dates of automatically created control accounts and work packages during the Actual Cost Integration process. When this option is selected, you must define the Cost date field on the Field Mapper page. |
Parent Topic: Integration Wizard-Actual Costs
How to...