Date Range Page of the Recalc Wizard

Use this page to select the period or date range for which you want to run the Recalc process.

Date Range

Field

Description

Recalc all periods in your project

Select this option to recalculate costs for the entire project — from project start to project end. When you select this option, the recalculation process allows the change of historical data.

Recalc all periods after the current period

Select this option to recalculate costs for only those periods remaining after the status date. When you select this option, the recalculation process does not affect historical data.

Recalc costs in a specific date range

Select this option to recalculate costs for a specific date range.

Use the From and To fields to enter or select the start and end dates of the date range.

From: The selected label determines the start date used during the process. The date used is determined by the previous calendar label plus one day, or more specifically, the beginning of the selected period.
To: The date in the fiscal calendar that corresponds to the selected label is used as the end date.

Cobra displays an error if the date in the To field is earlier than the date in the From field. If both dates in the From and To fields are the first period in the calendar, both the start and end dates are the first dates in the calendar.

Note: The Date Lookup dialog box displays the calendar period labels for calendar set 00.

Sample Project Data

The calendar spans two years, starting 2022-DEC-31 and ending 2024-DEC-31.
The first date in calendar set 00 is 2022-DEC-31.
The last date in calendar set 00 is 2024-DEC-31.
Fiscal periods all end on the last day of the month.
Labels are MMMYYYY (for example, MAR2023).

Scenario	Expected Behavior
When you select the first period end date in the fiscal calendar in the From field (or To field)	Assuming you select DEC2022, as this is the very first day of the project, there is no previous period in the calendar. Therefore, Cobra will use 2022-DEC-31.
When you select the same period label for both the From and To fields	Cobra will use the date from the previous calendar period, add one day, and use that as the From field date. The To field date will match the calendar date of the selected label. For example: From Field Date = MAR2023: Cobra will use the previous calendar period, which is 2023-FEB-28, and add one day, so it will use 2023-MAR-01. To Field Date = MAR2024: Cobra will use the date from the MAR2024 calendar period, which is 2024-MAR-31.
When you select different labels in the From and To fields	Cobra will use the date from the previous calendar period, add one day, and use that as the From field date. The To field date will match the calendar date of the selected label. For example: From Field Date = FEB2023: Cobra will use the previous calendar period, which is 2023-JAN-31, and add one day, so it will use 2023-FEB-01. To Field Date = JUN2024: Cobra will use the date from the JUN2024 calendar period, which is 2024-JUN-30.
When you select a label in the To field that is prior to the selected label in the From field	Cobra will display a validation message, as this scenario is not allowed.

Click Next to display the Confirmation page or click Finish to start recalculating costs.

How to...

Recalculate Costs

Respread the Budget

Learn more about...

Recalc

Recalc Preferences

Recalculate Process

Parent Topic:

Recalc Wizard