Use the Apportionment Mapping process to link source control accounts with target control accounts.
To perform apportionment mapping:
-
Launch the Apportionment Mapping dialog box by completing one of the following actions:
- In the
Process group on the Processes tab, click
.
- In the Cobra Explorer, select the
Projects group bar, right-click the Projects pane, and click
on the shortcut menu.
-
In the
Apportionment dialog box, click the
Project field.
-
In the Project Lookup dialog box, select a project, and click
Select.
-
Click
OK to display the
Apportionment Mapping dialog box.
Cobra runs validations before displaying the Apportionment Mapping dialog box to ensure that the control account, work package, and resource defined in the mapping rules still exist in the project.
-
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.
-
Use the fields and options in the
Add Apportionment Target dialog box to specify where the apportioned data will be created.
-
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.
A target resource must not be set up more than once in the same control account-work package combination.
-
Use the fields and options in the
Add Apportionment Source dialog box to specify where the budget for the apportionment calculations is located.
-
Click
Close.