Perform Apportionment Mapping

Use the Apportionment Mapping process to link source control accounts with target control accounts.

To perform apportionment mapping, 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 on the shortcut menu.

  2. On the Apportionment dialog box, click in the Project field.
  3. On the Project Lookup dialog box, select a project and click Select.
  4. Click OK. The Apportionment Mapping dialog box displays.
    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.
  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.
  6. Use the fields and options in the Add Apportionment Target dialog box to specify where the apportioned data will be created.
  7. 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.
    Note: A target resource must not be set up more than once in the same control account-work package combination.
  8. Use the fields and options on the Add Apportionment Source dialog box to specify where the budget for the apportionment calculations is located.
  9. Click Close.