Edit Tab of the Project View

The Edit tab of the Project view contains commands available when editing data in the Project view. When you open a project, the Edit tab is automatically selected.

View Group

Command/Option	Description
Select	Click this command to create, modify, and select views. This command contains the following items: Current View: Click this command to display the currently selected view. Project Views: Click this command to display the first 10 views in alphanumeric order that you have access to. The first view in the list is <Default>. If you have 11 or more views (including the <Default> view), More Views... becomes enabled. Click it to display the Select dialog box, which allows you to select from a list of additional views. Other Save View: Click this command to display the Save Current View As dialog box, which allows you to save modifications that you made to a view either by creating a new view or updating an existing one. Manage Views: Click this command to display the Manage Views dialog box, which allows you to select an existing view and change its description and access control.

Command/Option

Description

Select

Click this command to create, modify, and select views.

This command contains the following items:

Current View: Click this command to display the currently selected view.
Project Views: Click this command to display the first 10 views in alphanumeric order that you have access to. The first view in the list is <Default>. If you have 11 or more views (including the <Default> view), More Views... becomes enabled. Click it to display the Select dialog box, which allows you to select from a list of additional views.
Other
- Save View: Click this command to display the Save Current View As dialog box, which allows you to save modifications that you made to a view either by creating a new view or updating an existing one.

Manage Views: Click this command to display the Manage Views dialog box, which allows you to select an existing view and change its description and access control.

Clipboard Group

Command/Option	Description
Copy	Copy: Click this command to copy the content of the selected cell. Note: You can also press CTRL+C to use this command. Copy View to Excel: Click this command to copy the content of the Spreadsheet pane in Microsoft Excel format. Only expanded data will be copied.
Paste	Click this command to paste copied information. Note: You can also press CTRL+V to use this command.
Find	Click this command to display the Find dialog box. Note: You can also press CTRL+F to use this command.
Refresh	Click this command to refresh the project. The project is refreshed according to the data stored in the database. Note: You can also press F5 to use this command.
Undo	Click this command to revert the changes you made to the project. Note: You can also press CTRL+Z to use this command.

Data Group

Command/Option	Description
Expand	Click this command to expand the selected master projects in the Projects pane or the selected control account or work package in the Spreadsheet pane of the Project view.
Expand All	Click this command to expand all of the master projects in the Projects pane or all of the control accounts or work packages, together with their resource assignments in the Spreadsheet pane of the Project view. Note: Selecting Expand All will first expand the control accounts that are visible on the screen. Cobra will expand the work packages only after expanding all of the control accounts that are visible on the screen. You may have to click Expand All again to expand additional records.
Collapse	Click this command to collapse the selected master project in the Projects pane or the selected control account or work package in the Spreadsheet pane of the Project view.
Collapse All	Click this command to collapse all of the master projects in the Projects pane or all of the control account or work package in the Spreadsheet pane of the Project view.
Show Project Totals	Select this option to display or hide the Total row values in the Spreadsheet pane of the Project view. To display the Total row values in the Time-phase pane, select both the Show Project Totals option and the Show Summary Time-phase option.
Show Summary Time-phase	Select this option to display or hide the time-phase summary of the selected resource assignment in the Spreadsheet pane of the Project view.
Result	Click this field to toggle the result displayed in the Time-phase pane of the Project view. You can select one of the following options: Total Currency HOURS DIRECT OVERHEAD GANDA This defaults to Total Currency when you open a project. If you select a different value and close the Project view, Cobra remembers the selection and uses it the next time you open the project. The results displayed in the field depend on the resource results assigned to the project.
Clear All Filters	Click this command to remove all filters applied to the Spreadsheet pane of the Project view. Note: This command is enabled only if you are in the Project view and the Spreadsheet pane is filtered.

Tasks Group

Command/Option	Description
Add Control Account	Click this command to display the Add Control Account dialog box, which you use to create a new control account. Note: You can also press CTRL+A to display this dialog box.
Add Work Package	Click this command to display the Add Work Package dialog box, which you use to create a new work package. Note: You can also press CTRL+W to display this dialog box.
Delete	Click this command to delete the selected project in the Projects pane or the control account or work package in the Project view. Note: You can also press CTRL+DEL to use this command. When you delete a project, Cobra does not delete the process logs associated with it.
Rename	Click this command to rename the selected project in the Projects pane or the selected control account or work package in the Project view. Note: You can also press ALT+E+N or F10+E+N to use this command. When you rename a project, Cobra does not rename the process logs associated with it.
Purge	Click this command to display the Purge dialog box, which you use to delete the project file and all of the ancillary files that are associated with it.
Move	Click this command to create a new control account or work package using a copy of the selected control account or work package. Cobra deletes the selected control account or work package after the move is completed. Note: You can also press ALT+E+M or F10+E+M to use this command.
Copy To	Click this command to display the Copy Control Account dialog box to copy the content of the selected cell in the Spreadsheet pane of the Project view. Note: You can also press ALT+E+T or F10+E+T to display this dialog box.
Update EAC	Click this command to display the Update EAC dialog box, which you use to manually update the forecast values for a control account or work package. This command is available only if you selected Hours, Currency, or Hours and Currency in the Scale retain EAC option on the Forecast Preferences tab of the Project Properties dialog box.

Assignments Group

Command/Option	Description
Assign Resource	Click this command to display the Add Resource Assignment dialog box, which you use to add resource assignment to a control account or work package. Note: You can also press CTRL+R to display this dialog box.
Spread	Spread: Click this command to display the Spread Curve dialog box, where you can select the spread method to use when time-phasing your resource. The spread methods available depend on the spread methods defined on the Spread Curves tab of the Application Preferences dialog box. Reconcile: For budget purposes, use this command when the time-phased total (value in the Total Currency row for the TOTAL column) of a budgeted resource no longer matches the budget at complete (BAC) for that resource. Click the period where you want the reconciliation to occur and click Reconcile. Cobra puts the reconciled difference in the selected period. For forecast purposes, use this command when the time-phased total (value in the Total Currency row for the TOTAL column) of the forecast no longer matches the estimate to complete (ETC) for that resource. Click the period where you want the reconciliation to occur and click Reconcile. Cobra puts the reconciled difference in the selected period. Fix Spread: Click this command to adjust the time-phased spread if the time-phased spread is outside the baseline dates of the control account or work package. Time-phased values outside the baseline dates are highlighted in red in the Time-phase pane. This command is enabled only if you have update access to the class.
Show Assignments	Select this option to display or hide the resource assignments rows in the Time-phase pane for the selected control account and work packages in the Spreadsheet pane of the Project view.

Command/Option

Description

Assign Resource

Click this command to display the Add Resource Assignment dialog box, which you use to add resource assignment to a control account or work package.

Note: You can also press CTRL+R to display this dialog box.

Spread

Spread: Click this command to display the Spread Curve dialog box, where you can select the spread method to use when time-phasing your resource. The spread methods available depend on the spread methods defined on the Spread Curves tab of the Application Preferences dialog box.
Reconcile: For budget purposes, use this command when the time-phased total (value in the Total Currency row for the TOTAL column) of a budgeted resource no longer matches the budget at complete (BAC) for that resource. Click the period where you want the reconciliation to occur and click Reconcile. Cobra puts the reconciled difference in the selected period.

For forecast purposes, use this command when the time-phased total (value in the Total Currency row for the TOTAL column) of the forecast no longer matches the estimate to complete (ETC) for that resource.

Click the period where you want the reconciliation to occur and click Reconcile. Cobra puts the reconciled difference in the selected period.

Fix Spread: Click this command to adjust the time-phased spread if the time-phased spread is outside the baseline dates of the control account or work package. Time-phased values outside the baseline dates are highlighted in red in the Time-phase pane. This command is enabled only if you have update access to the class.

Show Assignments

Select this option to display or hide the resource assignments rows in the Time-phase pane for the selected control account and work packages in the Spreadsheet pane of the Project view.

Milestone/Step Group

Command/Option	Description
Milestone	Add Milestone: Click this command to add milestones to a work package. This command is enabled when the selected work package uses the Milestones progress technique. Note: For work packages that use a progress technique other than Milestones or Steps, this command is enabled only if the Allow entering milestones/steps regardless of Progress Technique option on the Preferences Project tab of the Project Properties dialog box is selected. You can also press CTRL+M to use this command. Reconcile Weights: Click this command to display the Reconcile Milestone Weight Variance dialog box.
Step	Click this command to add a step to a work package. This command is enabled only if the selected work package uses the Steps progress technique. Note: For work packages that use a progress technique other than Milestones or Steps, this command is enabled only if the Allow entering milestones/steps regardless of Progress Technique option on the Preferences Project tab of the Project Properties dialog box is selected.

Command/Option

Description

Milestone

Add Milestone: Click this command to add milestones to a work package. This command is enabled when the selected work package uses the Milestones progress technique.

Note: For work packages that use a progress technique other than Milestones or Steps, this command is enabled only if the Allow entering milestones/steps regardless of Progress Technique option on the Preferences Project tab of the Project Properties dialog box is selected.

You can also press CTRL+M to use this command.

Reconcile Weights: Click this command to display the Reconcile Milestone Weight Variance dialog box.

Step

Click this command to add a step to a work package. This command is enabled only if the selected work package uses the Steps progress technique.

Ancillary Data Group

Command/Option	Description
Calendar	Click this command to display the calendar assigned to the project.
Codes	Click this command to display the codes assigned to the project key fields and code fields.
Rates	Click this command to display the rates files assigned to the project.
Resource	Click this command to display the resource file assigned to the project.

Properties Group

Command/Option	Description
Properties	Click this command to display the Project Properties dialog box for the selected project. Note: You can also press ALT+E+P or F10+E+P to display this dialog box.

Command/Option

Description