Cobra Help

Project View

Use the Project view to modify project data.

The Project view has four panes.

Pane

Description

Spreadsheet

The Spreadsheet pane displays information about the control accounts, work packages, and resource assignments associated with the project. You can edit the grid to add columns and sort them.

Time-phased

The Time-phase pane displays the resource assignments and the costs associated with it.

Tabbed

The Tabbed pane displays detailed information for a selected control account or work package and allows you to edit the information.

This pane has the following tabs:

  • General Tab: Use this tab to view or modify general information for a control account or work package.
  • Milestones/Steps Tab: Use this tab to create and status milestones and steps for work packages that use the Milestones or Steps progress technique.
  • Codes Tab: Use this tab to view the Control Account Manager, the Work Package Manager, and the codes associated with the selected control account, work package, or resource assignment in the Spreadsheet pane.
  • Notes Tab: Use this tab to add a note to the selected control account or work package.

Time-phase Detail

The Time-phase Detail pane displays the time-phased details associated with the selected resource assignment.

Video

Title Description
Creating Filters and Saving Project Views Learn how to filter the data in the Project view to better analyze the data and save the view.
Using Export/Import Assignments to Import Project Data Learn how to edit project data in Excel and then import the data for quick and easy project data entry.
How to Resolve Common Errors When Using Assignment Import Learn how to correct common errors when using Assignment Import.
Adding Data in the Project View Learn how to add control accounts, work packages, and resource assignments in the Project view.

Display the Project View

Display the Project view to modify project data.

Copy and Paste in the Project View

You can quickly update values by copying multiple cells from an Excel spreadsheet and paste the values in columns for a single row in the Project view panes.

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.

Spreadsheet Pane of the Project View

The Spreadsheet pane displays properties about the control accounts, work packages, and resource assignments associated with the project.

Time-phase Pane of the Project View

The Time-phase pane displays the time-phased costs associated with the selected resource in the Spreadsheet pane.

Tabbed Pane of the Project View

The Tabbed pane displays detailed information for a selected control account or work package and allows you to edit the information.

Time-phase Detail Pane of the Project View

The Time-phase Detail pane displays full calculations details of the selected resource assignment in the Spreadsheet pane.

Errors Dialog Box

Use the Errors dialog box to display a list of validation errors encountered during a save operation in a Cobra view.


How to...

Export and Import Time-Phased Resource Assignments


Parent Topic:

Projects