Schedule Mapping Page of the Integration Wizard-Primavera

Use this page to define how the schedule fields from Primavera are mapped to the Cobra project.

Note: This page displays if you are importing project data.

Project Keys

Use this tab to define how project fields map to the schedule.

If you are importing data into an existing project, the labels and Cobra validation files on this tab are based on the project properties for the selected project. Any control account or work package fields that are not defined in the project are hidden.

When creating a new project, the labels and validation files are based on the project template defined on the General tab of the Application Preferences dialog box. If a project template is not defined, the fields are based on the system defaults for new projects.

Column Description
Schedule Fields
Use these fields to define the field in the schedule that contains the value for each Cobra field. Click to select a value for each of the fields below:
  • WBS: This field is required.
  • OBS
  • WP_NO.: This field is required.
  • Milestone: If you are importing from Primavera 6.x , the key field can be imported from:
    • A Code field at the activity level
    • A custom data item at the activity or resource level
    • The Cost Account field at the resource level or the Activity ID
  • CAM: This field displays only when you select Code Assignments and User Fields on the Action Selection page.
  • WP Manager: This field displays only when you select Code Assignments and User Fields on the Action Selection page.

The values in these fields depend on the date field selected for Baseline and Forecast as well as the scheduling tool from which you are importing.

You cannot import using the CA3 field unless a template project that defines this field is defined or you are importing into an existing project with this field defined.

When importing data from any date field in Primavera, the following values are available in the Control Account 1-3, Work Package, and CAM fields.
  • WBS
  • Activity code: These are the activity codes associated with the project.
  • All standard user text fields
  • Control Account
Cobra File Used for Validation

When importing data, if the project has specified a code file, all codes in the schedule must be in the validating code file. The code files selected for validation are displayed in this column. The fields that are not being validated.

When creating a new project, use this column to define the Cobra file to be assigned to the key field in Cobra. If the template does not have the required fields defined, the fields are enabled. Click to select a file against which each key for new projects is validated.

Note: Cobra does not validate the Milestone field.

Control Account Codes

Use this tab to map imported data to codes in the Control Account field. This tab displays a grid with rows representing the code assignments associated with the selected project.

When you create a new project, the codes defined on the project template display in the grid. If code is not defined for the selected project or if you are creating a new project where template is not defined, an error message displays stating that there are no control account codes defined for the project.

Column Description
Prompt

When you import into an existing project, the prompts configured on the Control Account Codes tab on the Fields tab of the Project Properties dialog box are displayed in the grid.

Schedule Field

Use this column to map fields in the schedule that contain the code assignment. You can either click to select a schedule field, or enter the name of the schedule field. When you select an invalid schedule field, Cobra displays an error.

If codes are assigned to the project, make sure that Code Assignments and User Fields on the Action Selection page of the Integration Wizard is selected.

Work Package Codes

Use this tab to map imported data to codes in the Work Package field. This tab displays a grid with rows representing the code assignments associated with the selected project.

When you create a new project, the codes defined in the template project are displayed in the grid. If code is not defined for the selected project or if you are creating a new project where template is not defined, an error message displays stating that there are no work package codes defined for the project.

Column Description
Prompt

When you import into an existing project, the prompts configured on the Work Package Codes tab on the Fields tab of the Project Properties dialog box are displayed in the grid.

Schedule Field

Use this column to map fields in the schedule that contain the code assignment. You can either click to select a schedule field, or enter the name of the schedule field. When you select an invalid schedule field, Cobra displays an error.

If codes are assigned to the project, make sure that Code Assignments and User Fields on the Action Selection page of the Integration Wizard is selected.

Resource Assignment Codes

Use this tab to map imported data to the codes in the Resource Assignment field. This tab displays a grid with rows representing the code assignments associated with the selected project. Use this tab to import user character fields from a schedule into a resource assignment code in Cobra.

If a default template is defined on the General tab of the Application Preferences dialog box and you select the Create a new project checkbox, and specify a new project name in the Cobra Project field on the Project Selection page of the Integration Wizard, Cobra will validate all the required fields based on the default template project. Otherwise, Cobra will not perform any validations.

If you use an existing project on the Project Selection page of the Integration Wizard, that is, the Create a new project checkbox is not selected, Cobra will validate all the required code fields based on the configured project properties of the selected project.

Column Description
Prompt

When you import into an existing project, the prompts configured on the Resource Assignment Codes tab on the Fields tab of the Project Properties dialog box are displayed in the grid.

Schedule Field

Use this column to map fields in the schedule that contain the code assignment. You can either click to select a schedule field, or enter the name of the schedule field. When you select an invalid schedule field, Cobra displays an error.

If codes are assigned to the project, make sure that Code Assignments and User Fields and Resource Assignments on the Action Selection page of the Integration Wizard are selected.

User Fields

Use this tab to map schedule fields to the Cobra user fields.

Column Description
Cobra User Field

This column displays the list of the Cobra user fields.

Schedule Field

Use this column to select a schedule field to map against the Cobra user field. You can either click to select a schedule field or enter the name of the schedule field.

  • The User Character Fields [1-10] Lookup dialog box displays only text code fields defined in the schedule.
  • The User Number Fields [1-10] Lookup dialog box displays only numeric code fields defined in the schedule.
  • The User Date Fields [1-10] Lookup dialog box displays only date code fields defined in the schedule.

The User Field grid displays only if you select Code Assignments and User Fields on the Action Selection page of the Integration Wizard.

Note: You must first run the required script to display User Character Fields [6-10], User Number Fields [6-10], or User Date Fields [6-10]. Refer to Additional User Fields for instructions on how to configure Cobra to use these additional fields.
User Character Fields can be mapped to the following:
  • Codes defined at the Task level
  • User Defined fields with the type Text
  • Work Breakdown Structure
  • Task Code
User Date Fields can be mapped to the following:
  • User Defined fields with the type Start Date
  • User Defined fields with the type Finish Date
User Number Fields can be mapped to the following:
  • User defined fields with the type Number
  • User Defined fields with the type Cost