Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Enter, or click to select, a charge template for this parameter. You can accept the default charge template that was entered on the Configure Cobra Interface Settings screen or select a new one.

Charge templates are set up on the Manage Cobra Charge Templates screen. Charge templates dictate the relationship between charging elements in Costpoint and those in Cobra. The extraction process uses the structure identified in the charge templates to create the CSV files.

Enter, or click to select, a budget element template for this parameter. You can accept the default budget element template that was entered on the Configure Cobra Interface Settings screen or select a new one.

Budget element templates are set up on the Manage Cobra Resource Templates screen. Budget element templates instruct the system how to link labor and non-labor cost in the Costpoint and Cobra databases. The extraction process uses this information to create the CSV files.

Enter, or click to select, a cost template for this parameter. You can accept the default cost template that was entered on the Configure Cobra Interface Settings screen or select a new one.

Cost templates are set up on the Manage Cobra Cost Templates screen. Cost templates instruct the system how to link indirect pools and COM in the Costpoint and Cobra databases. The extraction process uses this information to create the CSV files.

Select this option and enter, or click to select, a value in the field to the right if you want to use a Cobra master project.

A Cobra master project allows you to identify multiple projects in the Multi-Project dialog box to act as a single project. When loading actual costs into a master project, you can either uniquely identify all cost accounts within the master project, or use a combination of the project name and the control account (or alternate code identified in the charging template).

By selecting a Cobra master project as the project selection criteria, Costpoint uses the Cobra projects linked to the Cobra master project to identify the Costpoint projects that will be included in the extraction. The Costpoint projects are identified using the Project Mapping table logic as defined by the Cobra Mapping Tables option on the Configure Cobra Interface Settings screen.

Select this option and add project information in the Selection group box if you want to specify a range of Costpoint projects that will use this parameter. Costpoint will apply the settings on this screen to the range of projects entered in the Selection group box.

From the drop-down list, select the value you want to use for selection. The available options are:

• Project
• Project Classification
• Project Type
• Cobra Project

From the drop-down list, select the desired range of projects, project classifications, project types, or Cobra projects you want to use. The following options are available:

• All: Select this option to include all available records. The Start and End fields are disabled for this option.
• One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
• From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
• To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.

Select this check box to include multiple project ranges. You must then specify the ranges you want to include in this report using the Project Non-Contiguous Range subtask. When you select this check box, Costpoint automatically sets the Range Option drop-down list box to All.

Enter, or click  to select, the starting project, project classifications, project type, or Cobra project, as applicable.

Enter, or click  to select, the ending project, project classifications, project type, or Cobra project, as applicable.

Select this check box to include inactive projects in the extraction process. If you do not select this check box, the actual costs associated with any inactive tasks are included in the extraction process.

From the drop-down list, select the values you want to include in the CSV file for this extraction parameter. You can choose one of the following options:

• Hours Only: Select this option if you want to include hours only in this extraction parameter. This option assumes that costs and burden will be calculated using stored rates in Cobra. This option is primarily used for interim reporting. Budgeted hourly rates by labor resource are stored in Cobra and can be used to calculate approximate actual costs using the hours transferred with this method.
• Hours and Labor Dollars: Select this option if you want to include hours and the related labor dollars in this extraction parameter. This option assumes that burden will be calculated using stored rates in Cobra. This option is primarily used for interim reporting or when other direct costs are not required.
• Hours and Direct Dollars: Select this option if you want to include hours and direct costs in this extraction parameter. This option assumes that burden will be calculated using stored rates in Cobra.
• Hours and Total Dollars: Select this option if you want to include hours, total direct dollars, and burden in this extraction parameter. The burden that is transferred is from the CB_BURD_SUM table in Costpoint. This table is created by the Compute Cobra Burden Costs process which must be executed before you can run the extraction process. This method is generally used at the end of a period for the final earned value calculations.

From the drop-down list, select the types of rates that you want to use for this extraction parameter. The options are Target and Actual. These rates are to be used only for current year costs. The rate used for prior year costs depends on the rates on the Manage Prior Year Cobra Costs screen. This field is only available if you have selected the Hours or Total Dollars option in the Values drop-down list box. Indirect costs for all other options in the Values field are computed using the rates in Cobra.

From the drop-down list, select the timeframe from which the actual costs must be summarized. The options are Subperiod, Period, and Inception To Date. If you select the Inception To Date option, you can enter a beginning fiscal year, period, and subperiod for the range of projects or just let Costpoint select all periods.

Select this check box to identify the beginning fiscal year, period, and subperiod for this extraction parameter. This field is only available if you have selected the Inception To Date timeframe in the Time drop-down list box. The Fiscal Year, Period, and Subperiod fields are only available if this check box is selected. The extraction process automatically includes all inception-to-date costs if this check box is cleared. This option may be used on projects where re-baselining was required and only costs since the re-baseline event should be transferred.

Enter, or click to select, the fiscal year that identifies the beginning of the range of periods that must be used for the inception-to-date actual costs. The ending fiscal year is the fiscal year displayed in the Current group box of the Configure Cobra Interface Settings screen.

Enter, or click to select, the period that identifies the beginning of the range of periods that should be used for the inception-to-date actual costs. The ending period is the period displayed in the Current group box of the Configure Cobra Interface Settings screen.

Enter, or click to select, the subperiod that identifies the beginning of the range of periods that should be used for the inception-to-date actual costs. The ending subperiod is the subperiod displayed in the Current group box of the Configure Cobra Interface Settings screen.

Select this check box to roll the Cobra calendar forward to the next period before the CSV file is loaded.

Enter, or click to select, additional results you want to include in the extraction. This could be something like full-time equivalents (FTEs) that do not exist in Costpoint. is only available if you have established a connection on the Configure Cobra Interface Settings screen.

Select this check box to create a .CSV file and do not want to load it automatically into Cobra.

Select this check box to generate and validate the file without importing it. When this check box is selected, the Generate File Only check box is disabled.

Select this check box to load the CSV file for valid records, even if there are errors present in the data. If you select this check box, you will be able to correct and reprocess records included in the error file and the valid records will be subsequently uploaded to Cobra.

This check box is only available when the Post Valid Transactions check box is selected.

Select this check box if you want the invocation of the Cobra Web service to be asynchronous. In this case, the Compute Cobra Burden Cost process will not wait for the Cobra Web service to finish the transaction. When the request is sent, the Compute Cobra Burden Cost process continues to run and not wait for responses from Cobra Web services.

If this check box is not selected and the Post Valid Transactions check box is selected, the invocation of the Cobra Web service will be synchronous. This means the Compute Cobra Burden Cost process waits for the Cobra Web Services to be done with transactions. The Cobra Burden Cost process receives responses from the Web service before continuing to run.

When running in master project mode, you can select this check box to include the Cobra name in the CSV file produced by the AI engine.

Select this option if you do not want to replace the classes identified in the resource template. This is the default setting.

Select this option if you want to replace one of the classes. Use the field to the right to enter, or click to select, the cost class you want to replace.

If you selected the Replace Resource Class option, use this field to enter, or click to select, the cost class that you want to use in place of the cost class you specified in the field to the right of the Replace Resource Class option.

Select this option if you want to replace all the cost classes in the resource template entered in the Resource Template field. Enter the cost class that you want to use for this extraction in the field to the right.