In Cobra, after you set up apportionment, you can use the Calculate Apportionment wizard to run apportionment calculations to create a budget for the apportioned resource. If you want to include apportionment calculations as part of the PM Compass workflow, you can add the Calculate Apportionment step action to the workflow.
To add the step action:
Navigate to Administration » Workflow Type Configuration.
On the Workflow Steps tab in the Step Actions grid, click Insert » Cost System Process.
If you have a resource-loaded schedule, you must add the step action to the Scheduler Approval step. If you do not have a resource-loaded schedule, you must add it after all data is modified, that is, after the CAM approval step in the workflow.
On the Cost System Process dialog box, select Calculate Apportionment from the drop-down list.
When PM Compass adds the step action, Execute Calculate Apportionment on Approved displays in the Description column.
When the step action runs, PM Compass creates a process log that is added to the Links tab. Refresh the Budget Details grid on the workflow form to see the results of the apportionment calculation. If the process fails, PM Compass sends an email to the user who approved or started the workflow to let them know that it failed.