Cobra Help

Data Import Using Files

With the Integration Wizard, you can import project data into Cobra using import files.

  • You can import a Cobra project from a file saved in Microsoft Excel ® or text format. This file includes activity information, baseline resources, forecast resources, status, coding, code assignments, and notes.
  • You can import budget, forecast, and status data either individually or during the same import process.
  • You must import notes by themselves; they cannot be combined with other actions on the Action Selection page of the Integration Wizard.
  • Before importing from files, you must create a Cobra project with the necessary ancillary files assigned.
  • Using the import file, you can:

Attention: To learn about the error and warning messages related to the Import File Integration process, see Import File Integration Error and Warning Messages.

Import File for Loading Activity and Resource Assignment Data

An import file can be an activity file, a resource assignment file, or a combination of both in an Excel or CSV spreadsheet.

Import File with Data from Multiple Projects

When loading data into Cobra using Integration > File, you can import data for multiple projects from a single file, without loading against a master project.

Import File Example

An import file can be an activity file, resource assignment file, or a combination of both.


Parent Topic:

Data Import Using Scheduling Tools and Files