Add Apportionment Target Dialog Box

Use this dialog box to define where the apportionment data will be created.

Note: This help topic also applies to the Edit Apportionment Target dialog box.

Contents

Field Description
Project This field displays the project for which apportionment mapping is being set up. You cannot modify the entry in this field.
Resource Use this field to select the apportionment resource that will be created for the project and control account or work package when Cobra runs apportionment calculations. Click to display the Resource Lookup dialog box where you can select a resource.
You can only select one resource. You can only select a resource that is defined as an apportioned resource in the Add Apportionment Target dialog box file.
Control Account Use this field to select the control account where the apportioned resource will be created when Cobra runs apportionment calculations:
  • Same as Source — Select this option to create the apportioned resource in the same control account/work package where the source resource is located.  
  • Selection — Select this option and click to display the Control Account lookup dialog box, where you can select the control account where the apportioned resource will be created. You can also enter the control account name manually in the field provided. Specifying a control account in this field enables the Work Package field.
Work Package Use this field to select the work package where the apportioned resource will be created when Cobra runs the apportionment calculations. Click to display the Work Package Lookup dialog box where you can select a work package.
Rate Set Use this field to select the rate set that Cobra uses in performing apportionment calculations. Rate sets are defined in the rate file assigned to the project.

Location

To display the Add Apportionment Target dialog box, complete the following steps:

  1. Launch the Apportionment Mapping utility by completing one of the following actions:
    • In the Process group on the Processes tab, click Apportionment > Mapping.
    • In the Cobra Explorer, select the Projects group bar, right-click the Projects pane, and click Apportionment > Mapping.
  2. On the Apportionment dialog box, click in the Project field. The Project Lookup dialog box displays.
  3. On the Project Lookup dialog box, select a project, and click Select.
  4. Click OK. The Apportionment Mapping dialog box displays.
  5. At the bottom of the Apportionment Target pane, click Add. You can also right-click the Apportionment Target pane and select Add on the shortcut menu.