Filter Page of the Integration Wizard-Files

Use this page to define 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 items from Cobra that meet the criteria selected. If Cobra is made up of multiple single projects loaded through the Integration Wizard, and a single project is being loaded, Cobra will only consider deleting items that are not in the schedule if the code field contains the name of the project being loaded. You can either enter the project name specifically in the Equals field, or you can enter the project name generically by using the reserved value <ProjectName>. Note: This option considers the deletion filter on the Change Control page and only deletes items within the criterion that matches the filter. This option displays only when importing activity 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.
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 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 checkboxes at the same time.