CBS code options for Primavera XML and Microsoft Project XML

Unifier can recognize the CBS codes imported through XML files and match these codes to equivalent codes in a project or shell cost sheet.

To enter the CBS code options

  1. On the Data Mapping Options tab, select the CBS Codes checkbox.
  2. Enter the Number of Levels (from a minimum of 1 to a maximum of 9). This specifies the number of segments that should be included to build CBS codes based on data from the Primavera XML file. The number of segments considered starts from the top of the imported XML file. If you specify a number of segments and the data in the XML file has fewer segments than that number, then all segments are processed.

    Note: You must enter a number of levels if you select the CBS Codes checkbox. However, for Microsoft Project XML files this value is ignored. The CBS Codes are resolved automatically by using the CBS code element in the MS Project XML schema when the MS Project XML file is imported.

  3. Optionally, (for Primavera XML only) enter the Suffix Mask you want to use for the CBS code mapping. The mask you enter is added to the CBS code elements that Integration derives from the XML file. The CBS code derived from the XML file with the mask is validated against the CBS codes (leaf level) created for the project or shell Cost Sheet.

    While deriving the CBS codes from the XML file, Integration separates segments retrieved from the XML file with the pre-defined Cost Code Separator (previously defined under Data Definitions in uDesigner). When specifying the Suffix Mask, be sure to use the same Cost Code Separator if the mask contains more than one segment. You do not need to start the Suffix Mask with the Cost Code Separator. Unifier will add this separator to combine the CBS codes derived from the XML file and the Suffix Mask you enter.

    You can use a constant suffix, or use the value of a data element as a suffix:

    • To use a constant in the Suffix Mask, click the Constant radio button, and enter the suffix you want to have appended to the CBS code.
    • To use a data element values in the Suffix Mask, click the Data Element radio button and select a data element.
  4. Click OK.

Related Topics

Primavera XML and Microsoft Project XML CBS Code interpretation


Last Published Monday, August 28, 2023