Import File Field Mapper Page of the Integration Wizard

Use this page to define the order of fields in the selected import file, which is used to define the general information for control accounts and work packages such as name (keys), description, dates, progress technique, and other information.

To define the field order:

1. If you want the import file to contain a header row, select the File contains a header row checkbox.
2. Define the data code in each column by selecting values from a drop-down list on the first row of each column.
   Values in the drop-down lists depend on the options selected on the Action Selection page. Use the <Ignore> option more than once to signify fields that the process should ignore during the import process.
   If you are importing data that contains quotes in the descriptions, you must use the XLS format of the file. You must also select the File contains a header row option.
   Select the Cobra field that corresponds to the type of data in the import file column.

   Value	Description
   <Ignore>	Select this value to represent fields that the process should ignore during the import process.
   Control Account field 1 prompt	This value corresponds to the prompt assigned to Control Account Field 1.
   Control Account field 2 prompt	This value corresponds to the prompt assigned to Control Account Field 2.
   Control Account field 3 prompt	This value corresponds to the prompt assigned to Control Account Field 3.
   Work Package prompt	This value corresponds to the prompt assigned to the work package. You can select a work package code without control account and work package keys.
   Work Package Manager	This value corresponds to the work package manager assigned to the project.
   Resource	This value is available only when you are importing data from a single file. This value corresponds to the resource assignment for the selected cost set or class type.
   From Date	This value is available only when you are importing data from a single file. If this value is not selected or contains empty dates, the resource uses the activity start date.
   To Date	This value is available only when you are importing data from a single file. If this value is not selected or contains empty dates, the resource uses the activity finish date.
   Curve	This value is available only when you are importing data from a single file. If this value is not selected, the values are spread using the linear curve and the Spread Weight Options in Project Properties.
   Class	This value corresponds to the class associated with the resource.
   <Individual Results>	This value separately lists each result defined for the selected project on the Resource File Properties dialog box.
   Cost_date	This value is the date of the import if you are using a current period file. If the Cost_date field is missing, the current status date is the assumed import date.
   Project	Select this value if: You selected a master project on the Project Selection page. You are loading an import file with data from multiple projects without loading against a master project. Attention: For more information, see Project Selection Page of the Integration Wizard-Files.
   Code.<prompt>	This value lists code prompts on the control account or work package depending on the level of actual costs defined. This value is available only when Code Assignments and User Fields is selected on the Action Selection Page of the Integration Wizard.
   Resource Assignment.<prompt>	This value is available only when Code Assignments and User Fields and Resource Assignments are selected on the Action Selection page and you are importing data from a single file (one file with activity and resource assignment data). A column corresponds to each configured prompt on the Resource Assignment Codes tab on the Fields tab of the Project Properties dialog box defined for the project. Selecting this column is optional. Note: To load a single file, make sure to select the Use one file with activity and resource assignment data option on the Project Selection Page of the Integration Wizard.
   User Character Fields [1-10]	This value is available only when you select Code Assignments and User Fields on the Action Selection page of the Integration Wizard. When you select this option, the value will be imported into the corresponding field in the Spreadsheet pane of the Project view. Cobra will overwrite codes in Cobra with the codes in the schedule, even if the codes are empty. If the control account or work package is in Cobra, but the control account or work package is not being loaded from the schedule, the user character field in Cobra will not be updated. Attention: For more information on user fields, see the User Fields tab on the Schedule Mapping page of the Integration Wizard. Note: You must first run the required script to display User Character Fields [6-10]. For instructions on how to configure Cobra to use these additional fields, see Additional User Fields.
   User Number Fields [1-10]	This value is available only when you select Code Assignments and User Fields on the Action Selection page of the Integration Wizard. When you select this option, the value will be imported into the corresponding field in the Spreadsheet pane of the Project view. Cobra will overwrite codes in Cobra with the codes in the schedule, even if the codes are empty. If the control account or work package is in Cobra, but the control account or work package is not being loaded from the schedule, the user number field in Cobra will not be updated. Attention: For more information on user fields, see the User Fields tab on the Schedule Mapping page of the Integration Wizard. Note: You must first run the required script to display User Number Fields [6-10]. For instructions on how to configure Cobra to use these additional fields, see Additional User Fields.
   User Date Fields [1-10]	This value is available only when you select Code Assignments and User Fields on the Action Selection page of the Integration Wizard. When you select this option, the value will be imported into the corresponding field in the Spreadsheet pane of the Project view. Cobra will overwrite codes in Cobra with the codes in the schedule, even if the codes are empty. If the control account or work package is in Cobra, but the control account or work package is not being loaded from the schedule, the user date field in Cobra will not be updated. Attention: For more information on user fields, see the User Fields tab on the Schedule Mapping page of the Integration Wizard. Note: You must first run the required script to display User Date Fields [6-10]. For instructions on how to configure Cobra to use these additional fields, see Additional User Fields.
   Units to do	This value corresponds to the number of units that remain to be completed, if you are using the Units Complete progress technique.
   Opening Percent	This value corresponds to the opening percentage to be marked as earned when the work package opens, if you are using the User Defined progress technique. When you select this option and the progress technique assigned to activities is set to User Defined, the opening % value will be loaded. If the progress technique assigned to activities is not User Defined, the opening % value will not be loaded as this option is specific to the User Defined progress technique. If you do not select this option, the opening % value will be blank, and no values will be loaded from the mapped schedule field.

   A sample import file is shown below:

   

   Note: If actual costs are at the control account level, you must select the control account keys or a control account code. If actual costs are at the work package level, you must select the control account keys and a work package.