Data Import from Open Plan
Use the Integration Wizard to import data from Open Plan into Cobra.
Demonstration data is provided in both the Cobra and Open Plan applications. You can use this data to help you learn about the Cobra/Open Plan linking function. The Open Plan installation includes a demonstration project named Ship that when restored can be linked to Cobra.
Video
| Title | Description |
|---|---|
| How to Link an Activity to a Work Package | Learn how to identify to which work package an activity is linked, which is the first step in integrating cost and schedule. |
| Exporting the Cobra Calendar | Learn how to export the Cobra calendar to ensure that Cobra and Open Plan time-phasing match. |
| Creating a Baseline for Integration | Learn how to create a baseline for Cobra’s integration. |
| Importing the Progress Technique from the Schedule | View this video to explore the many options for choosing the progress technique while importing from the schedule. |
Related Topics:
Preparing the Open Plan Schedule
Preparing the Open Plan schedule before exporting to Cobra involves a number of elements.
This topic describes the fields imported by Cobra from Open Plan.
Cobra uses the value in the Resource Assignment Level field from the schedule as the value for the base or first result when linking with a resource-loaded schedule.
Loading Resource Files from Open Plan
You can import a resource code file from Open Plan into Cobra. In Open Plan, you can use a punctuated significant breakdown structure for resource codes, while in Cobra, you can use a non-significant breakdown structure for resource assignments.
How Cobra Loads Milestones or Steps Based on Progress Technique and Option Settings
The table below outlines how Cobra determines whether to load steps or milestones based on the selected progress technique, the Allow entering milestones/steps regardless of Progress Technique option, and the presence of milestone codes or steps in the Open Plan table.