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Contents of the Manage Cobra Charge Templates Screen

Use the fields and options to configure the Manage Cobra Charge Templates screen.

Identification

Use the fields in this group box to enter the template ID and the template name. Costpoint uses templates to form a relationship between the charge elements of the Cobra project and the charge elements of the Costpoint project.

These templates are used on the Manage Cobra Extraction Parameters screen, in which you can assign specific Costpoint projects or Cobra projects to use specific charge templates, resource templates, and cost templates during the extraction process. This allows you to customize the relationship between the Cobra project structure and the Costpoint project structure. You can set up as many templates as needed on this screen.

Field Description
Template ID

Use this field to enter an identification code for this template.

Template Name

Use this field to enter a descriptive name for this template ID.

Mapping Mode

Use the fields in this group box to select a mapping mode. You can select a Cobra project for the mapping or select a manual method. If no database connection is available, only the manual method is available. If a database connection is available, you can use the options in this group box  to select a Cobra project structure for use in mapping.

Field Description
Sample Cobra Project

Select this option to use a Cobra project structure to create the template. You must establish a connection to the Cobra database to use this option. The Cobra database connection is established on the Configure Cobra Interface Settings screen.

After you select this option, enter, or click binoculars.gif to select, a Cobra project. The Cobra project structure automatically defaults into the Cobra Project Info column of the Define Mapping table window. Only the charge elements that have been assigned to this sample cobra project are available and valid in the Cobra Key Fields column.

AutoLoad

Click this button to automatically load all Cobra elements associated with the selected sample Cobra project in the Define Mapping table window.

Manual Mode

Select this option if you do not have a connection to the Cobra database or you want to input Cobra labels and key fields manually. No validation occurs with this method until the extraction process is executed.

Define Mapping

Use this table window to define how the key fields in Cobra map to the Costpoint fields. If you selected the Sample Cobra Project option in the Mapping Mode group box, only the Cobra key fields for that project are available in this table window.

Field Description
Cobra Project Info

If you selected the Sample Cobra Project option in the Mapping Mode group box, the data for this field automatically displays.

If you selected the Manual Mode option in the Mapping Mode group box, use this drop-down list box to select a Cobra project info.

The following table lists the valid values for this field.

Cobra Project Element Description
CA1 Cost Account 1
CA2 Cost Account 2
CA3 Cost Account 3
WP Work Package
Code 1 Cobra Code 1
Code 2 Cobra Code 2
Code 3 Cobra Code 3
Code 4 Cobra Code 4
Code 5 Cobra Code 5
Code 6 Cobra Code 6
Code 7 Cobra Code 7
Code 8 Cobra Code 8
Code 9 Cobra Code 9

The type of charge element used for each of the project elements above is further defined in the Cobra Key Fields column.

Cobra Key Fields

If you selected the Sample Cobra Project option in the Mapping Mode group box, all the key fields related to the specified Cobra project automatically display in this column. Only those elements associated with this Cobra project are valid.

If you selected the Manual Mode option in the Mapping Mode group box, use this field to enter the relevant key fields for the specified Cobra project. These values do not undergo validation.

Costpoint Mapping

Use this drop-down list box to select the Costpoint element to which you want to map the Cobra element on this row of the table.

The following table lists the valid Costpoint mapping elements.

Costpoint Mapping Element Description
Project ID This element is the transaction project ID that is charged on any transaction screen. The project ID is maintained on the Manage Project User Flow screen.
Project ID (Less Lvl 1) This element is the transaction project ID less the level one segment. For example, if the transaction projects are 1004.01.001 and 1004.01.002, the project ID (Less Level 1) would be 01.001 and 01.002 respectively. Once the level one element is removed, it is similar to a WBS structure.
Project Abbreviation This element is the project abbreviation that is assigned to the project ID. The project abbreviation is a system-wide unique six-character field that can facilitate data entry.
Project Cobra UDEF This element is the value in the Cobra Mapping Value field on the Manage Project User Flow screen. You can use this field in Costpoint to create an element that can be more easily identified with the Cobra elements. You must identify Costpoint projects as Cobra projects by selecting the Cobra Project check box on the Manage Project User Flow screen and enter a value in the Cobra Mapping Value field to use this method.
Org ID This element is the transaction organization ID or the organization ID that is charged on any transaction screen. The organization ID is assigned on the Manage Organization Elements screen.
Org Abbreviation This element is the organization abbreviation associated with the organization ID on the Manage Organization Elements screen. The organization abbreviation is a system-wide element that can be used to facilitate data entry.
Org Cobra UDEF This element is the value in the Cobra Mapping Value field on the Manage Organization Elements screen. You can use this field in Costpoint to create an element that can be more easily identified with the Cobra elements. You must enter a value in the Cobra Mapping Value field and select the Cobra Project check box on the Manage Project User Flow screen.
Project ID / Orgn ID Combo This element is a combination of the project ID and organization ID at the transaction level. For example, if the Costpoint project ID is 1004.01.002 and the organization ID is 1.01.005, the combination used for the element link is 1004.01.002/1.01.005. The project ID is set up on the Manage Project User Flow screen, and the organization ID is set up on the Manage Organization Elements screen.
Project ID (Less Lvl 1) / Org ID Combo This element is a combination of the project ID (Less Level 1) and the organization ID. For example, if the Costpoint project ID is 1004.01.002 and the organization ID is 1.01.005, the combination used for the element link is 01.002/01.005. The project ID is set up on the Manage Project User Flow screen, and the organization ID is set up on the Manage Organization Elements screen.
Advanced This element is an SQL statement controlled by the screen application.

Subtasks

Subtask Description
Advanced Mapping Definition Click this link to open the Advanced Mapping Definition subtask and specify more options for defining key fields that map from Cobra to Costpoint.