Cobra Help

Zero-Out Data

Cobra provides the ability to set budget, forecast, progress, or actual time-phased resource values to zero without deleting the class through the Zero-Out Data Wizard.

This enables you to easily delete a proposed change or forecast without having to delete the class. Similarly, since the wizard allows you to pick a time period, this is an easy way to delete the budget, forecast, progress, or actual costs loaded for the current period. The values in the time-phased records are changed to zero based on the selected criteria. The resource assignment totals are updated to reflect the new time-phased amount.

Use the Zero-Out Data Wizard to run the Zero-Out Data process. To access to the wizard, click Tools > Zero-Out Data in EPM Security Administrator or PPM Administrator.

Note: You can also run the Zero-Out Data process through the API.

Using the Zero-Out Data process, you can zero out values of in-progress or completed control accounts and work packages and delete resources with zero values when deleting all periods. After processing, you can also run the Update Totals process.

The options selected when running this process override the project-level options for loading budget, forecast, progress, or actual selected on the Project Preferences tab of the Project Properties dialog box.


Zero-Out Data Wizard

To set the time-phased resource values of a selected budget, forecast, progress, or actual class to zero, you must complete the information required on each page of the Zero-Out Data Wizard.

Procedures

Follow the procedures in this section to utilize the Zero-Out Data process.


How to...

Set Resource Values to Zero

Align Time-phased Resource Records


Learn more about...

Zero-Out Data Process

Project Preferences

Align Time-phased Dates

Update Totals Utility


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Tools