Planning in PH DepartmentPlanning in PH Department

Planning CycleWorkunits

…

Planning Cycle – CERN OverallPlanning Cycle – CERN Overall September n-1

European Strategy Session of Council general discussion of strategic directions

December n-1 Restricted Council

strategic directions to be implemented within MTP oral presentation of Management to Council

May n Scientific Policy Committee

discussion of Draft MTP n+1 – n+5 June n

Finance Committee and Council approval of MTP n+1 – n+5 approval of Budget n+1 in n prices

December n Finance Committee and Council

approval of CVI Budget n+1 in n+1 prices for information

Planning Cycle – CERN OverallPlanning Cycle – CERN Overall September 2008

European Strategy Session of Council general discussion of strategic directions

December 2008 Restricted Council

strategic directions to be implemented within MTP oral presentation of Management to Council

May 2009 Scientific Policy Committee

discussion of Draft MTP 2010 – 2014 June 2009

Finance Committee and Council approval of MTP 2010 – 2014 approval of Budget 2010 in 2009 prices

December 2009 Finance Committee and Council

approval of CVI Budget 2010 in 2010 prices for information

Planning Cycle – Derivatives for PHPlanning Cycle – Derivatives for PHOctober/November October/November n-1n-1 Budget Discussions

based on DB n, resp. MTP n – n+4

APT “Planned” in Resource Sub-Category for year n year n-1 prices

APT “Draft 1” in Resource Sub-Category for year n+1

December December n-1 n-1 / January / January nnconsolidation on departmental level

APT “Planned” for year n year n-1 prices

last budget adjustments by department

APT “Planned” → “Active” year n in n prices

February/March February/March nn discussions of following years

APT “Draft 1” year n prices for years n+1, n+2

Resource Sub-Categories for years n+3 – n+5

only Resource Categories

mid April mid April nn APT input ready in “Planned”

year n prices for years n+1, n+2

Resource Sub-Categories for years n+3 – n+5

only Resource Categories

Planning Cycle – Derivatives for PHPlanning Cycle – Derivatives for PHOctober/November October/November 20082008 Budget Discussions

based on DB 2009, resp. MTP 2009 – 2013

APT “Planned” in Resource Sub-Category for year 2009 year 2008 prices

APT “Draft 1” in Resource Sub-Category for year 2010

December December 20082008 / January / January 20092009 consolidation on departmental level

APT “Planned” for year 2009 year 2008 prices

last budget adjustments by department APT “Planned” → “Active”

year 2009 in 2009 prices

February/March February/March 20092009 discussions of following years

APT “Draft 1” year 2009 prices for years 2010, 2011

Resource Sub-Categories for years 2012 - 2014

only Resource Categories

mid April mid April 20092009 APT input ready in “Planned”

year 2009 prices for years 2010, 2011

Resource Sub-Categories for years 2012 - 2014

only Resource Categories

Workunit Status – Classification of DataWorkunit Status – Classification of DataAPT WU Status Usage Who?

Active(AC)

confirmed WU for the current year DPO/DDPO move from Planned

Planned(PL)

checked by the department DPO/DDPO copy from Draft 1 after checks and discussions

Draft 1(D1)

Planning Space WU Holders (GL, SL, PL, …)

Draft(DR)

Internal Targets DPO/DDPO

Draft 2(D2)

Old Bottom-Up Data already copied

Completed(CO)

Ex-Active DPO/DDPO move from Active

Workunits – Types in PHWorkunits – Types in PH

several types of workunits have been defined GGroup

resources on the group level, not assigned to others AActivity

activities with or without physical deliverable PProject

project in the CERN sense RResources

workunit to group central resources WWorkPPackage

a formal workpackage exists for this activity EU-PEU-Project

Workunit ResponsiblesWorkunit Responsibles

The responsible of a workunit should be closely linked to this activity and have also responsibility regarding expenditure.

G, P, A: leader, in case of experiments RC WP: workpackage supervisor R: DPO EU-P: DDPO

Distribution according to handout Ø 2 WU / holder (1: 40, 2: 16, 3/4: 10, 5+: 4) not cast in stone, please consider/check before next meeting

PH Standard WU – A Deja-VuPH Standard WU – A Deja-Vuwu v1.0 Generated: 22-Jul-2008 21:50

cmd wu WU IDStatus Description WBS Holders EMail Start Date Finish Date Comments

cmd Pxx # Skill [Missing] Email or Profile Org Code [Recharging]Duration Unit (M.WK, %)Start Date Finish Date Comments

cmd PSx # JobType Skill [Missing] Email or Profile Org Code [Recharging]Duration Unit (M.WK, %)Start Date Finish Date Comments

cmd Mxx # Expenditure Description Org Code [Recharging]Amount CurrencyStart Date Finish Date Comments

cmd de #Weight Deliverable description Actual Qty Total Qty Unit Start Date Finish Date Comments

Specify command N, M, D; Commands: N (New), M (Modify), D (Delete)

n wu D1 Your Unit Your sub-PPA Your eMail 1-Jan-08 31-Dec-08n MIS.S Industrial Support - FSU Budget Code Amount CHFn MIS.L Industrial Support - Temporary Labor Budget Code Amount CHF

n MIS.C Small Works Budget Code Amount CHFn MIS.X Small Works Budget Code Amount CHF

n MIS.E Maintenance Budget Code Amount CHFn MTP Experts and Consultants Budget Code Amount CHFn MTP Unpaid Associates (incl. Subsistence) Budget Code Amount CHFn MSP Insurance and Communications Budget Code Amount CHFn MOM Administrative Costs Budget Code Amount CHFn MOM Training and Education Budget Code Amount CHFn MOM Travel Budget Code Amount CHFn MSP Miscellaneous Budget Code Amount CHFn MOM Miscellaneous Budget Code Amount CHF

n MSP Investments - Computing Equipment Budget Code Amount CHFn MSP Investments - Others Budget Code Amount CHFn MSP Consumables (lifetime < 1 year) Budget Code Amount CHFn MTP Contribution to Common Fund Budget Code Amount CHF

Workunits in “Draft” – Internal TargetsWorkunits in “Draft” – Internal Targets

materials budget baseline planning will step-by-step be incorporated into MTP

personnel budget (Allain Gonidec) repository of all personnel on the payroll

from contractual data preview on LD-IC (slots) budget situation for future

PSI/PFE

maintained by DPO/DDPO

Timing of the ExerciseTiming of the Exercise

July 30th, 2008 next general meeting

discussion of procedure, ...

end August 2008 individual discussions GL/TL and DDPO

October/November first round of budget discussions

Your Questions …Your Questions …