Apportionment Calculations
When you run apportionment mapping, Cobra calculates apportionment based on the set up choices you have made.
You need to have update rights to the project before you can run this process. If the apportionment mapping is against a subproject and the mapping includes references to other subprojects to which you do not have update rights, the apportionment calculation process will not run.
The apportionment process calculates time spread values for the apportioned budget elements by summing the source values by period (within the specified date range and only for the selected classes) and multiplying those values by the rate for the associated periods.
Aug-03 | Sep-03 | Oct-03 | Nov-03 | Dec-03 | Jan-04 | |
|---|---|---|---|---|---|---|
Source | ||||||
CA/WP/BE1 | 100 | 150 | 125 | 75 | 125 | 250 |
CA/WP/BE2 | 80 | 75 | 75 | 75 | 60 | 60 |
CA/WP/BE3 | 60 | 60 | 60 | 75 | 75 | 85 |
Total | 240 | 285 | 260 | 225 | 260 | 395 |
Apportioned Rate | 0.15 | 0.15 | 0.15 | 0.15 | 0.15 | 0.2 |
Apportioned | 36 | 42.75 | 39 | 33.75 | 39 | 79 |
If the source resource value is <Same as Source>, Cobra will process all control accounts and add the apportioned resource to each work package using the calculation mentioned above.
If the source resource value is <Same as Source> / Work Package>, Cobra will process all control accounts and sum the apportioned resource for each work package using the calculation mentioned above and add the total calculated resource assignment value to each control account in the work package selected in the apportionment mapping. If the selected work package does not exist in the source control account, no apportionment will be calculated for the control account.
Related Topics:
Concurrent Apportionment Calculations
Cobra leverages the PM Compass Process Server to support concurrency in running apportionment calculations on batches of control accounts.
Apportionment Calculation Wizard
To run apportionment calculations and create a budget for the apportioned resource, you must complete the information required on each page of the Apportionment Calculation Wizard.
How to...
Create the Apportionment Definition
Perform Apportionment Calculations
Learn more about...
Apportionment Definition Tab of the Resource View
Apportionment Mapping Dialog Box
Add Apportionment Source Dialog Box
Add Apportionment Target Dialog Box