Add Apportionment Source Dialog Box

Use this dialog box to define where the budget for the apportionment calculations is located.

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.
Control Account Use this field to select the control account where the budget and forecast values for the apportioned resource are located.
  • Select All — Select this option to select all control accounts in the project as the source of the budget and forecast values.
  • Selection — Select this option and click to display the Control Account lookup dialog box, where you can select the control account where the budget and forecast values are located. You can also enter the control account name manually in the field provided.

You can select multiple control accounts in the Control Account Lookup dialog box for this field.

Location

To display the Add Apportionment Source 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 Source pane, click Add. You can also right-click the Apportionment Source pane and select Add on the shortcut menu.