Add segments to the IT chart of accounts on the workbench

You can add segments based on existing dimensions in the data mart. You can modify and delete segments only if no allocation lines, methods, weighted metrics, or segment hierarchy relationships refer to that segment.

Before you begin

Role required: financial_analyst or financial_mgmt_admin

Procedure

  1. Go to the Chart of Accounts stage on the workbench.
  2. Click Add New Segment.
  3. Select the segments from the IT chart of accounts.
  4. Click Create.