Allocation Mapping Set-up

The following steps should be taken to get the framework set up for mapping expenses to Projects/Activities and Strategic Plan Items.  These steps are numbered for reference only.  They do not need to be done sequentially, however Steps 4 and 5 must be done for expenses to come through on mapping reports. See Allocation Mapping - Map Expenses to Projects_Activities.

Step 1 - Set up new Projects or Activities.  These are items a lab or division may use to map expenses to based on a % of employee-account expenses or non salary expenses.  Some organizations may have many of these and some may only have a few or even just one depending on their analysis process when developing plans.

 

Step 2 - Set up new Strategic Plan Items.  These may be Imperatives or Frontiers identified in the NCAR Strategic Plan or in the Lab Strategic Plan.

 

Step 3 - Set up new Priorities.  These are normalized categories for grouping Projects or Activities.  For example, division Management Activities and Manager Funds might be items defined in Step 1 and they would be associated with  EOL Lab Administration as  Priority.  If an organization does not engage in this type of analysis and grouping, they do not need to complete this step and may just use the Not Applicable priority when it comes to mapping expenses.

 

Step 4 - Map Projects or Activities to Priorities and Ranking.  This set-up step involves associating Projects or Activities defined in Step 1 to Priorities defined n Step 2 and giving them a Ranking.  If an organization does not engage in a ranking exercise they may choose any number to rank their Projects or Activities to.  The associations created in this mapping percent are all a one-to-one association used for grouping and filtering in ad hoc analysis exercises. This step is necessary in order for expenses to come through on reports once those are mapped.  See Allocation Mapping - Map Expenses to Projects_Activities.

 

Step 5 - Map Projects or Activities to Strategic Plan items.  This set-up step involves mapping a percentage of a Project or Activity to a Strategic Plan item.  This step is necessary in order for expenses to come through on reports once those are mapped. See Allocation Mapping - Map Expenses to Projects_Activities.