Cobra Help

Ancillary Reports

Ancillary reports display data about the ancillary files connected to the project and the access controls on these files.

You can generate these Ancillary reports:

FieldDescription
Calendar

Use this report to view a list of the periods, sets, and flags in the calendar file. Use this report to verify the calendar sets, periods, and flags. This report uses vertical grouping.

Rates

Use this report to view a list of rate names, rate dates, and values for the selected rate file. Use this report to verify the rates used in the calculations. You must run the report for all rate sets assigned to classes on a project to properly verify all the rates used. Horizontal grouping is enabled on this report.

Codes

Use this report to view a list of codes, thresholds, and codes assigned to the codes for the selected code file. Use this report to verify that the code’s thresholds and codes are correctly entered. Codes on the codes are in the vertical grouping. If you do not have codes assigned to the codes, no extra data is displayed when you expand.

Resource Calculations

Use this report to view a list of resources and the calculations defined for each resource. Use this report to verify the resource calculations, rate sets, and source results. To see the calculations, expand the vertical grouping.

Resource Codes

Use this report to view a list of resources, thresholds, and codes assigned to a resource. Use this report to verify the resource thresholds and codes. To display the thresholds, expand the horizontal grouping.

Classes

Use this report to view a list of the classes assigned to the project. Use this report to verify the various settings for each class such the class type, level, forecast method, calendar, rate file, and included classes (the other related classes).

Cost Sets and Classes

Use this report to view a list of cost sets on the project, as well as the included classes on each cost set. Since you choose the cost sets at report time, this report helps you verify the classes included in each cost set on the report.

Report List

Use the report list report to view all reports in the database, including their attributes such as name, description, and access controls.

Access

Use this report to view the access control for the selected project and the ancillary data assigned to the project. This report is useful for identifying all validating code files, calendars, and resource files along with the access control to these files. This report has grouping by file type.

The table below lists all access controls displayed in the report for different types of files.

FileAccess Controls
Project File(None)
Rate FileRate File on project
Rate files on classes
Calendar FileCalendar File on project
Roll Wave Calendar on project
Calendar files on classes
Resource File on project(None)
Code FileCode Files on control account (CA1, CA2, CA3)
Code File on work package
CAM code file
Codes on control account (C1–C9)
Codes on work package (C1–C9)
Codes on code files associated to project (D1–D9)
Codes on resource file (D1–D9)
Codes on rate file
Codes attached to project

How to...

Generate a Report

Run Batch Reports

Display the Report Wizard


Learn more about...

Report Wizard

Customization of Reports


Parent Topic:

Report Categories