January 13, 2011
Version Date Changes
1.8 November 19, 2009 Final version prior to
issuing contract
1.9 December 8, 2009 Added documentation
control to WBS dictionary under 1.1
1.10 July 9, 2010 Modified mechanical
elements to address parts common to multiple sub-systems and fabrication management
1.11 July 14, 2010 Added 9.7 for misc.
software and all hardware
2.0 August 5, 2010 Added elements for
COSMOS and outlined revised account structure
2.1 August 25, 2010 Explicitly included CTIO
computer hardware in 9.8
2.2 December 17, 2010 Both CCD types included
explicitly under WBS 8. Wording also acknowledges use of existing dewars for KPNO and fabrication of dewars for CTIO
2.3 January 13, 2011 Clarified distribution of
tasks under WBS 9 to conform to estimates and ICD 3.1
1. Purpose
The purposes of the C/KOSMOS Work Breakdown Structure (henceforth, KOSMOS WBS) are to:
• Permit allocating and tracking a project-wide budget across project phases and participating institutions that will allow all interested parties visibility into project budget performance at any phase or level of the project. This includes separate reporting on COSMOS and KOSMOS as needed.
• Permit management control of the project during all phases of the project.
• After the project is complete, permit one to understand what individual major sub-systems and deliverables actually cost.
2. WBS Requirements
The key requirements of the KOSMOS WBS are as follows:
• Separate design study phase and fabrication phase.
• Combine design study and fabrication phases into a single integrated project to understand total project cost without interference (no re-use of WBS numbers across phases).
• Separate OSU and NOAO work packages, to understand budgets and actual costs of each work package, and sub-work packages assigned to each institution. • Separate tasks on COSMOS and KOSMOS where these are easily separable, and
identify tasks where work is being done on both instruments simultaneously. For the purposes of this separation, all design work is considered as being associated with KOSMOS
• Combine OSU and NOAO work packages into an integrated project to understand total project cost without interference (no re-use of WBS numbers across
institutions).
• Take the WBS down to a level that provides adequate transparency into the project, but not overwhelming detail so that bookkeeping becomes the primary activity on the project, and uses more than the available digits in the allocated charge numbers.
• To the extent possible, the WBS should be human-readable and recognizable. • Break down all of the work required to complete the project.
• Include all physical deliverables and their subsystems (but not necessarily as separate WBS elements).
• For each deliverable, include development, design, prototyping, fabrication, assembly, integration and acceptance testing leading to a deliverable product (but not necessarily as separate WBS elements).
• Include administration, system engineering, purchasing and reporting not directly tied to deliverable products.
• Organize work in a way to support delivery of "products", not by activities or engineering disciplines.
3. KOSMOS WBS
The KOSMOS Work Breakdown Structure (WBS) is as follows:
1. Project Management
1.1. KOSMOS Planning and Reporting 1.2. KOSMOS Internal Meetings 1.3. Reviews
1.3.1. Design Study Review 1.4. COSMOS Planning and Reporting 1.5. COSMOS Internal Meetings 2. Science Team Activities
2.1. Science Requirements Document (SRD) 2.2. Operations Concept Document (OCD)
2.3. KOSMOS Commissioning and Science Verification 2.4. COSMOS Commissioning and Science Verification 3. Systems Engineering
3.1. Functional and Performance Requirements Document (FPRD) 3.2. Interface Control Documents (ICDs)
3.3. KOSMOS Acceptance Test Plan (ATP) 3.4. Performance Modeling
3.5. CTIO Design Issues 3.6. Safety
3.7. COSMOS Acceptance Test Plan (ATP) 4. Optics
4.1. Optics System Design 4.2. Optics Procurement 4.2.1. Collimator 4.2.2. Camera 4.2.3. Dispersers 4.2.4. Filters 5. Spectrograph Mechanical 5.1. Spectrograph Structure/Enclosure 5.1.1. Design and Detailing
5.1.2. Fabrication and Initial Assembly 5.2. Slit/Mask Wheel
5.2.1. Design and Detailing
5.2.2. Fabrication and Initial Assembly 5.3. Disperser Wheel
5.3.1. Design and Detailing
5.3.2. Fabrication and Initial Assembly 5.4. Filter Wheel Assembly
5.4.1. Design and Detailing
5.4.2. Fabrication and Initial Assembly 5.5. Collimator Focus
5.5.1. Design and Detailing
5.5.2. Fabrication and Initial Assembly 5.6. Camera Focus
5.6.1. Design and Detailing
5.6.2. Fabrication and Initial Assembly 5.7. Instrument Handling
5.7.1. Design and Detailing
5.7.2. Fabrication and Initial Assembly 5.8. Common Parts
5.8.1. Design and Detailing
5.8.2. Fabrication and Initial Assembly 5.9. Fabrication Management
6. Spectrograph Controls & Telemetry 6.1. Electronics 6.2. Software 6.3. Mechanical 7. Facility Modifications 7.1. Mayall Rotator/Guider 7.2. Mayall Calibration 7.3. Mayall Facility Handling 7.4. Blanco Rotator/Guider 7.5. Blanco Calibration 7.6. Blanco Facility Handling 8. Detector Systems
8.1. CCD Procurement 8.2. Controller Electronics 8.3. Controller Software 8.4. KOSMOS Mechanical
8.4.1. Dewar & Detector Mount 8.4.2. Controller Mechanical 8.5. KOSMOS Integration and Test 8.6. COSMOS Mechanical
8.6.1. Dewar & Detector Mount 8.6.2. Controller Mechanical 8.7. COSMOS Integration and Test 9. Top-Level Software 9.1. User Interface 9.2. Instrument Sequencer 9.3. Data Management 9.4. Detector Interface 9.5. Spectrograph Interface 9.6. Telescope Interface
9.7. Misc. Software & Hardware
9.8. CTIO Hardware & Software Modifications 10. Integration and Test
10.2. KOSMOS On-Site Integration and Test 10.3. COSMOS Lab Integration and Test 10.4. COSMOS On-Site Integration and Test 11. Shipping
11.1. KOSMOS Shipping 11.2. COSMOS Shipping 12. Documentation and Training
12.1. User and Operations Manual 12.2. Service and Maintenance Manual 12.3. KPNO Training
12.4. CTIO Training 13. Slit Mask Fabrication
13.1. Mask Design Software
13.2. Mask and Mask Fixture Mechanical Design and Fabrication 13.3. CTIO mask fabrication modifications
The (draft) WBS Dictionary is given as Appendix A.
WBS numbers to be used for a schedule Gantt Chart would be formed by pre-pending either the letter ‘D’ for the Design phase or the letter ‘C’ for the Construction phase, followed by either the letter ‘O’ for The Ohio State University or the letter ‘N’ for NOAO, followed by two or three digits representing the WBS number from the list above.
For example, to represent Operations Concept Document (2.2) work done at NOAO performed during the Design Study phase at NOAO, the WBS would be D.N.2.2. Optics design work done at OSU would be D.O.4.1. Procurement of filters would be C.O.4.2.4, assuming OSU does the procurement. The correspondence between WBS numbers and NOAO account numbers is given in Appendix B.
WBS elements fall into 3 categories: work associated primarily or entirely with KOSMOS, work associated primarily or entirely with COSMOS, and work associated roughly equally with both. Examples of the first would be integration and test or software development; examples of the third would be mechanical fabrication tasks or CCD procurement. Elements are identified in the final column of the Dictionary as K, C, or B accordingly.
Appendix A – Draft WBS Dictionary
WBS Element Definition C/K
1. Project Management All activities related to management of the project, including planning, reporting, formal reviews.
1.1. KOSMOS Planning and Reporting
Preparation and updating of project schedules, budgets and related information. Efforts by engineers and scientists to prepare cost and schedule estimates. Progress reporting to funding agency and institutional management. Coordination meetings including travel. Documentation maintenance, including both internal and public websites. Does not include formal reviews. This element and 1.2 are active until KOSMOS passes final acceptance (on-telescope)
K
1.2. KOSMOS Internal Meetings
Internal coordination meetings with project staff. Does not include meeting related to specific tasks or issues, which should be covered under the specific WBS element. Coordination meetings involving both institutions are covered under 1.1.
K
1.3. Reviews Formal reviews, including both internal and external reviews. This element
comprises preparation for such reviews as well as travel. The WBS structure allows for more than one formal review, although only one review has been identified at this point.
K
1.3.1. Final Design Review The final review will mark the end of the design study phase. 1.4. COSMOS Planning and
Reporting
Preparation and updating of project schedules, budgets and related information. Efforts by engineers and scientists to prepare cost and schedule estimates. Progress reporting to funding agency and institutional management. Coordination meetings including travel. Documentation maintenance, including both internal and public websites. Does not include formal reviews. This element and 1.5 start when KOSMOS passes final acceptance and run through the end of the project.
C
1.5. COSMOS Internal Meetings
Internal coordination meetings with project staff. Does not include meeting related to specific tasks or issues, which should be covered under the specific WBS element. Coordination meetings involving both institutions are covered under 1.4.
WBS Element Definition C/K 2. Science Team Activities All activities by scientists that would not be considered system engineering or
project management. These activities are not charged to ReSTAR funds. 2.1. Scientific Requirements
Definition (SRD)
Development and updates of the SRD. This WBS element also covers periodic briefing of NOAO and OSU scientific staff, as needed.
K
2.2. Operations Concept Document (OCD)
Development and revision of the OCD K
2.3. KOSMOS
Commissioning and Science Verification
Planning and execution of KOSMOS commissioning and science verification activities. This WBS element does not include personal research intended to result in scientific publications carried out as part of the commissioning and science verification activities.
K
2.4. COSMOS
Commissioning and Science Verification
Planning and execution of COSMOS commissioning and science verification activities. This WBS element does not include personal research intended to result in scientific publications carried out as part of the commissioning and science verification activities.
C
3. Systems Engineering All scientific and technical activities related to system engineering. The technical arm of project management.
3.1. Functional Performance Requirements Document (FPRD)
Development and revision of the FPRD K
3.2. KOSMOS Interface Control Documents (ICDs)
Identification, development and revision of top-level interface control documents, primarily those between sub-systems at level 1 of the WBS.
K
3.3. KOSMOS Acceptance Test Plan (ATP)
Development and revision of the ATP. This does not include execution of acceptance testing, which is included in Integration and Test (10)
K
3.4. Performance Modeling Modeling of system-level performance, potentially including throughput, guiding, and observing efficiency. Modeling efforts that fall within a single level 1 WBS element (for example, ray-tracing (falls under 4.1) or finite-element analysis of the spectrograph structure (falls under 5.1)) are not included. As an example,
calculations of image degradation due to flexure would be included.
WBS Element Definition C/K 3.5. CTIO Design Issues This task includes documentation of differences between the Blanco and Mayall
telescope, and any efforts required to ensure that the KOSMOS design can be adapted to the Blanco. CTIO-specific ICDs are included. These efforts may comprise a design capable of working at both telescopes without modification. Execution of design modifications is not included in this element as it is outside the scope of the KOSMOS project.
C
3.6. Safety Development of safety plans and associated review or reviews B 3.7. COSMOS Acceptance
Test Plan (ATP)
Development and revision of the ATP. This does not include execution of acceptance testing, which is included in Integration and Test (10)
C
4. Optics Design and procurement of optics
4.1. Optics System Design Design of the optics, including recommendations for procurement procedures and identification of critical components for early procurement
K
4.2. Optics Procurement Procurement of optics, including acceptance testing. Travel to vendors is included if it is needed. Opto-mechanical assemblies procured as a unit are included. Installation of optics into mechanical assemblies and overall optical alignment are not included; these activities are included in Lab Integration and Test (10.1).
B
4.2.1. Collimator Procurement and acceptance of collimator optics or opto-mechanical assembly 4.2.2. Camera Procurement and acceptance of camera optics or opto-mechanical assembly 4.2.3. Dispersers Procurement and acceptance of dispersers
4.2.4. Filters Procurement and acceptance of filters 5. Spectrograph
Mechanical
Design and fabrication of the spectrograph mechanical subsystems, including interfaces to instrument electronics, the detector system and to the telescope. Activities not related to specific mechanisms or sub-systems would be charged to the top-level element, except as noted below under 5.8 and 5.9.
5.1. Spectrograph Structure/Enclosure
Design and fabrication of the spectrograph enclosure and structure, including flexure analysis. Interfaces for mounting to the telescope and for mounting electronics enclosures, the detector system are included. Shutters are included. Provisions for cable routing and mounting of sensors are also included.
WBS lemE ent Definition C/K 5.1.1. Design and Detailing Design and detailing resulting in production of drawings and solid models suitable
for fabrication and costing of fabrication.
K
5.1.2. Fabrication and Initial Assembly
Fabrication of parts, initial assembly and re-work. Shipping costs to site of final integration, if required. Assembly as part of final integration is not included.
B
5.2. Slit/Mask Wheel Design and fabrication of the slit mask wheel. Software and fixturing for slit mask production is not included in this WBS element.
5.2.1. Design and Detailing Design and detailing resulting in production of drawings and solid models suitable for fabrication and costing of fabrication.
K
5.2.2. Fabrication and Initial Assembly
Fabrication of parts, initial assembly and re-work. Shipping costs to site of final integration, if required. Assembly as part of final integration is not included.
B
5.3. Disperser Wheel Design and fabrication of the disperser wheel.
5.3.1. Design and Detailing Design and detailing resulting in production of drawings and solid models suitable for fabrication and costing of fabrication.
K
5.3.2. Fabrication and Initial Assembly
Fabrication of parts, initial assembly and re-work. Shipping costs to site of final integration, if required. Assembly as part of final integration is not included.
B
5.4. Filter Wheel Assembly Design and fabrication of the filter wheel assembly.
5.4.1. Design and Detailing Design and detailing resulting in production of drawings and solid models suitable for fabrication and costing of fabrication.
K
5.4.2. Fabrication and Initial Assembly
Fabrication of parts, initial assembly and re-work. Shipping costs to site of final integration, if required. Assembly as part of final integration is not included.
B
5.5. Collimator Focus Design and fabrication of the collimator focus mechanism
5.5.1. Design and Detailing Design and detailing resulting in production of drawings and solid models suitable for fabrication and costing of fabrication.
K
5.5.2. Fabrication and Initial Assembly
Fabrication of parts, initial assembly and re-work. Shipping costs to site of final integration, if required. Assembly as part of final integration is not included.
B
5.6. Camera Focus Design and fabrication of the camera focus mechanism
5.6.1. Design and Detailing Design and detailing resulting in production of drawings and solid models suitable for fabrication and costing of fabrication.
WBS lemE ent Definition C/K 5.6.2. Fabrication and Initial
Assembly
Fabrication of parts, initial assembly and re-work. Shipping costs to site of final integration, if required. Assembly as part of final integration is not included.
B
5.7. Instrument Handling Design and fabrication of all items related to instrument handling, including instrument cart, handling fixtures, and any permanent shipping crate or fixtures. Items intended to one-time use are not included, and are instead under Shipping (11).
5.7.1. Design and Detailing Design and detailing resulting in production of drawings and solid models suitable for fabrication and costing of fabrication.
K
5.7.2. Fabrication and Initial Assembly
Fabrication of parts, initial assembly and re-work. Shipping costs to site of final integration, if required. Assembly as part of final integration is not included.
B
5.8. Common Parts Design and Fabrication of parts used in more than one sub-assembly. Design work is included only if it is performed separately from the design of the sub-assemblies. 5.8.1. Design and Detailing Design and detailing resulting in production of drawings and solid models suitable
for fabrication and costing of fabrication, subject to the note on design under 5.8
K
5.8.2. Fabrication and Initial Assembly
Fabrication of parts. Initial assembly and re-work and shipping costs to site of final integration, if required, are included under the WBS elements for the individual sub-assemblies of which these parts are components. Assembly as part of final integration is not included.
B
5.9. Fabrication Management Management of work-flow in shop, including inventory control. Labor for
purchasing materials and components. Designer labor required to manage drawings, including additional detailing as needed. Costs of small parts, raw materials,
consumable tooling and other items that may be used in fabricating items under more than one WBS element.
B
6. Spectrograph Controls & Telemetry
Design and fabrication of electronics and associated software for control of the spectrograph mechanisms and any required telemetry. This element does not include motors or limit switches that are included within the elements for specific mechanisms.
6.1. Electronics Design, fabrication and/or procurement of control electronics, including sensors B 6.2. Software Design and coding of control software B
WBS Element Definition C/K 6.3. Mechanical Design and fabrication of electronics enclosures and installation of electronics
components in enclosures. This tasks does not include integration of electronics into the instrument, which is covered under Lab Integration and Test (10.1)
B
7. Facility Modifications Design and fabrication of modifications to the Mayall and Blanco telescopes and buildings required for efficient operation of the instrument.
7.1. Mayall Rotator/Guider Design and fabrication of modifications to the Mayall rotator/guider, including TV cameras, guide probes, and ADC. The scope of these will be determined during the design phase and this WBS element may be expanded if necessary.
K
7.2. Mayall Calibration Design and fabrication of modifications to the Mayall calibration systems, including both those on the rotator/guider and the "white spot".
K
7.3. Mayall Facility Handling
Design and fabrication of modifications to Mayall facility handling capabilities, including modifications to the Cassegrain cage and provisions for liquid nitrogen fill, if needed.
K
7.4. Blanco Rotator/Guider Design and fabrication of modifications to the Blanco rotator/guider, including TV cameras, guide probes, and ADC. The scope of these will be determined during the design phase and this WBS element may be expanded if necessary.
B
7.5. Blanco Calibration Design and fabrication of modifications to the Blanco calibration systems, including both those on the rotator/guider and the "white spot".
B
7.6. Blanco Facility Handling
Design and fabrication of modifications to Blanco facility handling capabilities, including modifications to the Cassegrain cage and provisions for liquid nitrogen fill, if needed.
B
8. Detector Systems Design, fabrication and procurement of the CCD detectors and their controllers and dewars. Integration and test of the detector systems is included, but integration of the detector systems into the instruments is not (it is included in Lab Integration and Test (10.1).
8.1. CCD Procurement Specification, procurement and acceptance of the e2v and LBNL CCDs B 8.2. Controller Electronics Fabrication of the controller electronics for all CCDs. It is assumed that no design
effort is needed.
WBS Element Definition C/K 8.3. Controller Software Implementation of the standard controller software according to the characteristics
of the CCD procured. It is assumed that no software development is required.
B
8.4. KOSMOS Mechanical Design and fabrication of KOSMOS mechanical hardware, including dewar modifications and electronics enclosures, for both KOSMOS CCDs
K
8.4.1. KOSMOS Dewar & Detector Mount
Design and fabrication of the KOSMOS detector mounts. Modification, refurbishment and acceptance of the dewars is included.
8.4.2. KOSMOS Controller Mechanical
Fabrication of KOSMOS CCD electronics enclosures and mounting hardware
8.5. KOSMOS Integration and Test
Integration of KOSMOS detector systems, including mechanical integration of dewar, detector, and controller, acceptance testing and shipping to final integration site.
K
8.6. COSMOS Mechanical Design and fabrication of COSMOS mechanical hardware, including the dewars and electronics enclosures, for both COSMOS CCDs.
C
8.6.1. COSMOS Dewar & Detector Mount
Design and fabrication of the COSMOS detector mounts and fabrication of the dewars.
8.6.2. COSMOS Controller Mechanical
Fabrication of COSMOS electronics enclosures and mounting hardware
8.7. COSMOS Integration and Test
Integration of COSMOS detector systems, including mechanical integration of dewar, detector, and controller, acceptance testing and shipping to final integration site.
C
9. Top-Level Software Software and interfaces not associated with specific sub-systems. Integration of the top-level software and associated computer hardware with the instrument and facility is covered under Integration and Test (10).
9.1. User Interface Design and coding of the user interface. This element includes software associated with tasks such as field acquisition and any provisions for defining sequences of observations. Specific elements included comprise NGUI and related IRAF scripts.
WBS Element Definition C/K 9.2. Instrument Sequencer Design and coding of software to coordinate commands or sequences of commands
to mechanisms, detector, telescope, and data storage. Efforts related to the
architecture and overall design of the top-level software should be charged to this WBS element. Specific elements included comprise NOCS updates.
K
9.3. Data Management Design and coding of software for storing data according to observatory requirements. Specific elements included comprise NOHS, DHS and keyword translation updates. Archiving updates are also included.
K
9.4. Detector Interface Design and coding of software to interface to the detector system. Specific elements included comprise NMSL (Monsoon) updates and implementation with a Torrent controller.
K
9.5. Spectrograph Interface Design and coding of software to interface to the spectrograph control electronics and software. Specific elements included comprise NOCS, all GWC work, and interfacing with the OSU IebUtils library.
K
9.6. Telescope Interface Design and coding of software to interface to the telescope control system. Specific tasks included comprise NTCS.
K
9.7. Misc. Software and Hardware
Design and coding of any software not included in elements 9.1-6. Specification and purchase of computer hardware needed to develop and operate the software with the instrument. Configuration of computer hardware. System-level software testing prior to shipment to OSU is also included. Shipping of computer hardware to OSU for integration and test is included, but integration and test of the hardware with the instrument is covered under Integration and Test (10).
K
9.8. CTIO Hardware & Software Modifications
Modification of the software as needed for operation on the Blanco telescope. Additional hardware required for COSMOS is included, including configuration of the hardware. System-level pre-ship software testing is also included. Development or test efforts that are primarily related to KOSMOS, but are carried out using the COSMOS hardware, should be charged to the appropriate KOSMOS-related element and not to 9.8 .
WBS Element Definition C/K 10. Integration and Test The element includes all tasks associated with integration and test of the
instrument, through final acceptance testing on the telescope. Cross-training required to carry out integration and test (for example, training of OSU staff regarding the detector controller) is not covered under this element, and is covered under Training (12.3).
10.1. KOSMOS Lab Integration and Test
Integration of KOSMOS sub-systems, testing, and re-work carried out in the laboratory. Pre-ship acceptance testing is included, but not development of the test plan. Integration of the LBNL CCD system is expected to occur on-site, under 10.2
K
10.2. KOSMOS On-Site Integration and Test
Integration of the KOSMOS instrument with the telescope, testing and rework. Final acceptance testing is included, but not development of the test plan. Commissioning and science verification are not included and should generally follow completion of the final acceptance testing.
K
10.3. COSMOS Lab Integration and Test
Integration of COSMOS sub-systems, testing, and re-work carried out in the laboratory. Pre-ship acceptance testing is included, but not development of the test plan. Integration of the LBNL CCD system is expected to occur on-site, under 10.4
C
10.4. COSMOS On-Site Integration and Test
Integration of the COSMOS instrument with the telescope, testing and rework. Final acceptance testing is included, but not development of the test plan. Commissioning and science verification are not included and should generally follow completion of the final acceptance testing.
C
11. Shipping Shipping of the instrument from the laboratory integration site to the telescope. Design and fabrication of single-use shipping crates and procurement of disposable packing materials is also included. Fixtures and crates intended for re-use are included under Instrument Handling (5.7)
11.1. KOSMOS Shipping KOSMOS shipping, as described in (11.) K 11.2. COSMOS Shipping COSMOS shipping, as described in (11.) Includes export licenses as required. C 12. Documentation and
Training
Development of manuals and similar high-level documentation. Training of observatory personnel in the operation and servicing of the instrument. Cross-training of project personnel.
E Definition C/K WBS lement
12.1. User and Operations Manual
Development of a manual for the scientific user of the instrument and for the observatory staff. May or may not be a single manual.
K
12.2. Service and
Maintenance Manual
Development of a manual for observatory staff describing maintenance and service of the instrument. The manual should cover minor repairs but will not cover repairs requiring intervention of the original development team.
K
12.3. KPNO Training Training of KPNO observatory staff and cross-training of project staff. Training may take place prior to and during integration and test or may occur during periods dedicated to training.
K
12.4. CTIO Training Training of CTIO observatory staff and cross-training of project staff. Training may take place prior to and during integration and test or may occur during periods dedicated to training. Some CTIO training may take place at KPNO.
C
13. Slit Mask Fabrication Tasks in support of design and fabrication of multi-object slit masks
13.1. Mask Design Software Development or adaptation of mask design software to allow fabrication of masks from user-supplied coordinates. This task includes all software from the user interface down to the control files supplied to the mask-cutting machine. Verification of the fabrication process is also included.
K
13.2. Mask and Mask Fixture Mechanical Design and Fabrication
Design and fabrication of fixturing for mask fabrication. Procurement of mask blanks sufficient for all activities through commissioning and science verification. Mask fabrication will be charged to the specific activity for which the masks are being made.
K
13.3. CTIO Mask Fabrication Modifications
Modifications to KOSMOS software to allow fabrications of masks as CTIO, or modifications to CTIO software to allow fabrication of masks for COSMOS. Includes design and fabrication of fixtures and additional mask blanks required for all activities through commissioning and science verification. Mask fabrication will be charged to the specific activity for which the masks are being made.
Appendix B – NOAO Account Numbers
NOAO will have 2 sets of account numbers, corresponding to activities funded from the NSTC base budget and activities funded from the ReSTAR award. The former begin with N-MR11x and comprise everything under WBS 2; the latter begin with N-MR21x and comprise everything else. The letter “x” is replaced by 0 for KOSMOS activities, by 1 for COSMOS activities, and by 2 for combined activities. Accounts will be created and closed as needed according to the following scheme:
The first, third, and fourth digits of the WBS number define the last 3 digits of the charge number. For example, a scientist working on the Science Requirements Definition under WBS D.N.2.1 would be charging to N-MR110-D21. Charge accounts will not extend below the second level – so (for example) all Detector System Mechanical design phase activities would be charged to N-MR210-D84. WBS elements 10, 11, 12 etc., will correspond to A, B, C, etc.
We will produce a list of charge accounts and titles so people do not have to go through this exercise when filling out their time cards (see tentative list at end).
When the project cost is estimated from individual task sheets, which will be used to generate a schedule, we will often have multiple tasks for the lowest level of the WBS and certainly for the lowest level of the account structure. This is normal, and to be expected.
The WBS implies a total of almost 100 accounts, plus division into design and
construction phases, although not all of these will be active at any one time, and not all accounts will be needed at either institution. Furthermore, any one person is likely to charge only a fraction of the accounts as their contribution to the project.
Initial NOAO Design Phase Account Numbers:
Account WBS Title N-MR110-D21 D.N.2.1 KOSMOS SRD N-MR110-D22 D.N.2.2 KOSMOS OCD N-MR210-D11 D.N.1.1 KOSMOS PM Planning N-MR210-D12 D.N.1.2 KOSMOS PM Meetings N-MR210-D31 D.N.3.1 KOSMOS FPRD N-MR210-D32 D.N.3.2 KOSMOS ICDs N-MR210-D34 D.N.3.4 KOSMOS Performance N-MR210-D71 D.N.7.1 Mayall Rotator/Guider N-MR210-D72 D.N.7.2 Mayall Calibration N-MR210-D73 D.N.7.3 KOSMOS Fac Handling N-MR210-D81 D.N.8.1 KOSMOS CCD Procurement N-MR210-D91 D.N.9.1 KOSMOS User Interface N-MR210-D92 D.N.9.2 KOSMOS Inst Sequencer
N-MR210-D93 D.N.9.3 KOSMOS Data Management N-MR210-D94 D.N.9.4 KOSMOS Detector Interface
N-MR210-D95 D.N.9.5 KOSMOS Spectrograph Interface N-MR210-D96 D.N.9.6 KOSMOS Telescope Interface
This listing is provisional; in particular, some of the D9x accounts may not be needed.
Examples of construction phase accounts:
N-MR110-C23 C.N.2.3 KOSMOS Commissioning and Science Verification N-MR111-C24 C.N.2.4 COSMOS Commissioning and Science Verification N-MR212-C54 C.N.5.4.2 Filter Wheel Assembly Fabrication
N-MR210-C73 C.N.7.3 Mayall Facility Handling N-MR211-C76 C.N.7.6 Blanco Facility Handling