Cobra Help

Add a New Work Package Manually

You can manually add new work packages in the Spreadsheet pane of the Project view.

To manually add a new work package:

  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.

      Note: You can only add a work package to the last control account in the Spreadsheet pane. Otherwise, you have to filter the Spreadsheet pane to a particular control account so that the last row displays the desired control account.
    • 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. You can copy multiple control account fields from another row, paste the information into a blank row, and add a work package ID.

      The following fields are required for a new work package:

    FieldDescription

    Control Account Fields

    These fields must be in the validating code file.

    Control Account Code Required

    If not specified, Cobra displays a warning message asking you to create the control account first before adding the work package.

    Work Package ID

    This field must be included in the validating code file.

    Baseline Start

    If not specified, this field defaults to Control Account Start.

    Baseline Finish

    If not specified, this field defaults to Control Account Finish.

    Progress Technique

    If this field is added in the Spreadsheet pane but not specified, this defaults to Level of Effort (LOE).

    The work package field for a new control account row is editable only before you save your changes. The Resource column is always disabled. Use the Add Resource Assignment dialog box to a new resource.

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

    • Click the 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.

    If the parent control account does not exist, it will be created automatically after all required control account fields are specified. If there are required codes on the control account, it must be created before the child work packages can be added.


How to...

Display the Project View

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 Work Package