One the new capabilities Deltek Cobra 8 offers its users, is the easier interface and updating capabilities in the Project Details screen. Here we will walk you through cutting and pasting the time phased forecast details to excel and back into Deltek Cobra 8 for updating budget and forecast.
Under the projects Navigation pane you will select which project you want to work with:
Once in the project, expand the Control Account and Work Package you want to work in. Note that the Project Details expands down to the resource assignment level in a split screen view. To the right you can see the time phasing.
This screen defaults to all cost classes and total dollars associated with these dollars. The Work Package and Control Account summarization is all classes shown totaled (in essence, actuals, forecast, budget, etc. are all totaled in the default view).
Next you’ll want to filter on which results you want to update. This can be done by selecting the drop down menu for results on the data ribbon menu (before shown above, after shown below). Select hours for labor.
Notice the red line in the time phased section of the view. This represents the current status date. To copy the detailed information select the row/s you want update in the time phased portion of the view. Right click and select Copy or select Copy from the clipboard ribbon menu (Also show above).
Open an Excel workbook and Paste (shown below).
You can also by pass all this and just type right into view itself (See arrows below in graphic). This is a convenient and quick way to make updates to forecast or budget for small data sets. For larger updates, I recommend still using the assignment import/export functionality, which is available on the “integration tab” and import/export ribbon menus (shown below).