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Tools

This item controls the entire Tools tab in Cobra.

This item contains the following items:

Align Time-Phased Dates

This item controls access to the Align Time-phased Dates Wizard, which allows you to adjust period dates in the time-phased table in Cobra to make sure they match the dates in the modified fiscal calendar.

Zero-out Data

This item controls access to the Zero-out Data Wizard, which allows you to set budget and actual time-phased resource values to zero.

Update Codes

This item controls access to the Update Codes Wizard, which allows you to update any of the code fields on a Cobra project with a specified value based on the criteria selected.

Replace Resources

This item controls access to the Replace Resources Wizard, which allows you to replace one resource with another, provided that the new resource is included in the resource file.

Calculated Fields

This item controls access to the Calculated Fields dialog box, which allows you to create calculate fields and perform arithmetic operations.

Update Totals

This item controls access to the Update Totals Wizard, which allows you to sum all detail time-phased resource values by class and result to display the correct summary information for cost sets on roll-up screens

SQL Command Utility

This item controls access to the SQL Command utility.

Run Update Scripts

Enabling this item allows you to update statements in the SQL Command utility.

Run Delete Scripts

Enabling this item allows you to delete statements in the SQL Command utility.

Validity Check

This item controls access to the Validity Check Wizard that allows you to validate a wide range of project information.

  • Delete — Enabling this item displays the following options in the Validity Check Wizard:

    • Business Validations

      • Parent Option: Control Accounts and Work Packages that have no resource assignments

        • Child Option: Delete Control Accounts/Work Packages with no costs
      • Parent Option: Work Package dates correctly span resource assignment dates

        • Child Option: Delete zero-value time-phase
    • Data Anomaly Validations

      • Parent Option: Time-phase data with no resource assignment

        • Child Option: Modify data
      • Parent Option: Resource assignments, time-phasing, and milestones with invalid Control Account/Work Package

        • Child Option: Delete orphaned resource assignments, time-phasing, and milestones
  • Modify

    • Business Validations

      • Parent Option: Forecast dates before status date

        • Child Option: Slip the Control Account/Work Package dates if the forecast dates are earlier than the status date
      • Parent Option: Control Account dates exactly span Work Package dates

        • Child Option: Adjust Control Account dates to exactly span Work Package dates
      • Parent Option: Work Package dates correctly span resource assignment dates

        • Child Option: Adjust Work Package dates to span resource assignment dates
    • Resource and Code Assignment Validations

      • Parent Option: Fix undefined results

        • Child Option: Modify data
      • Parent Option: Time-phase no data with no resource assignment

        • Child Option: Modify data
      • Parent Option: Time-phase sums to resource assignment

        • Child Option: Update resource assignment

Process Logs

Enabling this item allows you to filter and view process log information, which includes errors and warnings generated during the process.

Run Batch Processes

Enabling this item allows you to run API processes in Cobra.


Parent Topic:

Permissions Cobra Tab