1. Planning in PH Department Structure Workunits Planning Cycle Your Questions …

2. WBS Structure News – including future News  RDA-OPE now split  RDA-RIA  RDA-RPA  RDA-RPB  RDA-RPC  RDA-RPT  Experiment Upgrade Structure requested

3. Workunit Status – Classification of Data APT WU StatusUsageWho? Active (AC) confirmed WU for the current yearDPO/DDPO move from Planned Planned (PL) checked by the departmentDPO/DDPO copy after checks and discussions Draft 1 (D1) Planning SpaceWU Holders (GL, SL, PL, …) Draft (DR) Internal Planning UseDPO/DDPO Draft 2 (D2) Old Bottom-Up Dataalready copied Completed (CO) Ex-ActiveDPO/DDPO move from Active

4. Workunits – Types in PH  several types of workunits have been defined G Group  resources on the group level, not assigned to others A Activity  activities with or without physical deliverable P Project  project in the CERN sense R Resources  workunit to group central resources WP WorkPackage  a formal workpackage exists for this activity EU-P EU-Project

5. Workunit 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

6. New List only slightly modified Handout + Web (InDiCo)

7. Planning Cycle – Derivatives for PH October/November 2008  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 2008 / January 2009  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 2009  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 2009 APT input ready in “Planned”  year 2009 prices  for years 2010, 2011 Resource Sub-Categories  for years 2012 - 2014 only Resource Categories

8. Planning through Status Flag D1 planned by WU HolderDR outcome of budget discussionPL EMT approvedAC and indexed budget discussion EMT discussion and approval CVI application

9. Timing of the Exercise JJuly 30 th, 2008 next general meeting ddiscussion of procedure,... AAugust 6 th, 2008 confirmation of work units or proposal of changes AAugust 8 th, 2008 WU in D1 prefilled with data from budget codes eend August / beginning September 2008 individual discussions GL/TL and DDPO OOctober/November first round of budget discussions

10. Your Questions …  EU projects SLHC-PP: Lucie Linssen EST and small projects: Sascha Schmeling  Data input / responsibility WU holder, ie. for personnel from other groups not their GL GL has to check personnel commitments regularly  Data retrieval … WBS – WBS(res) – Org (…)  examples …

11. Your New Questions