Reclass Process

Load the Change into Cost System as: A Replacement of Existing Time Phased data

If the Workflow Type Configuration option is set to Load the Change into Cost System as: A Replacement of Existing Time Phased data, the Cobra reclass deletes the exiting source data before adding the data in the change request. The change class replaces the existing budget or forecast. The change class will be changed to the class indicated in the option When Workflow is Complete, Move to Class. If that class indicates it is Included in Totals and is a budget class, the Cobra Project Audit Log will be updated with the change amount.

Load the Change into Cost System as: A New or Change amount

If the Workflow Type Configuration option is set to Load the Change into Cost System as: A New or Change amount, the Cobra reclass is an additive process. The change class is added to the existing budget.  

With this option, you can choose to:

Both of these Workflow Type Configuration options have a setting to select what happens when workflow is complete.

What do you want to do?

View the Class field options in Workflow Type Configuration

Learn about storing change request data