During a recent engagement I was challenged to come up with a way to map specific resource assignments to a specific budget cost class in Deltek Cobra. The reason for this was that on this particular project the same resource could be subject to multiple rates at the same time. In order to accommodate this we have to set up multiple budget classes in Cobra and multiple rate sets. Also we needed to create a custom field at the resource assignment level in Primavera P6 to map into Cobra budget classes during the integration of the baselined IMS.
First and foremost, Deltek Cobra needs to be set up properly in order to pull the information in from the IMS correctly:
- For each set of rates a separate Rate file needs to be set up in Deltek Cobra
- Set up the multiple Budget classes (naming convention is entirely up to you)
In the above example, I used the standard Budget class for the initial rate and then created a “Budget2” class. As you can see in the Rate File section, I attached a different rate file in addition to the initial one that was originally set up: i.e SRA_RATE_2016, which will override the Project Rate File of SRA_RATE.
The next step is to set up Primavera P6 to assign the cost class at the resource assignment level.
1. The first thing to do is set up a User Defined Field at the “Activity Resource Assignments” level, in the below example I created a UDF called “Cobra Budget Class”:
3. There is one glaring issue with this approach, and as of yet I haven’t sorted through one that works with the integration in Deltek Cobra. The UDFs are text fields, meaning this is subject to typos and no limitations on what users put in here. So this will have to be monitored to ensure the data is mapped correctly.
4. Lastly, from my testing, if this field is left blank it will be pulled into the default field defined during the integration wizard.
Lastly, during the integration wizard you will need to map the newly created resource assignment UDF in the resource assignment step of the Integration wizard:
Once all the above steps are done and integration is complete you will get a final result that looks this:
This is a neat solution for anyone who is in a situation where the same named resource may have multiple rates depending on the resource assignment. It would be even better if there was a Resource Assignment level code in Primavera P6 so that we could select a budget class value from a list of legitimate options, rather than having to manually type or copy/paste the values. But apart from that, this solution will get you where you need to go without having to create a new resource in Deltek Cobra for every possible combination of resource and rate assignment.