Cobra Help

Add a New Control Account Manually

You can manually add a new control account in the Spreadsheet pane of the Project view.

To manually add a new control account:

  1. Display the Project view of the project you are updating.

  2. In the Spreadsheet pane, click the blank row at the bottom and take one of the following actions:

    • Type the value for the required fields in the appropriate columns.
    • Click in each column to display the Lookup dialog box and select a code for the field.
      Note: The Lookup dialog box only displays if you have a code file assigned to the control account fields.

      The following fields are required for a new control account:
    FieldDescription

    Control Account Fields

    These fields must be in the validating code file.

    Baseline Start

    If not specified, this field defaults to Project Baseline Start.

    Baseline Finish

    If not specified, this field defaults to Project Baseline Finish.

    CAM

    As required

    Codes

    As required
  3. To save your changes, take one of the following actions:

    • Click on the Quick Access toolbar.
    • Click another row in the Spreadsheet pane. Cobra performs a validation and saves your changes.

    If a required field is not specified, Cobra displays in the column.

    After saving your changes, the control account and work package fields become disabled. Use the Rename or Move function to make additional changes.


How to...

Display the Project View

Rename a Control Account

Rename a Work Package

Move a Control Account

Move a Work Package

Copy a Control Account

Copy a Work Package


Learn more about...

Spreadsheet Pane of the Project View

General Tab of the Project View


Parent Topic:

Adding a New Control Account