Generate controlled cost lines

Before Helsinki Patch 9 and in Istanbul, the cost lines generated in itfm_allocation_aggregates were a multi-model data enabling you to view cost split in any segment combination, which did not assist in performance or save the database space. To overcome this, Generate Controlled Cost Lines functionality is introduced for you to control the required allocation lines per your business needs.

Before you begin

Role required: cost_transparency_admin

Procedure

  1. Navigate to Cost Transparency > Cost Models > All
  2. Enable the Generate Controlled Cost Lines check box for the engine to generate cost lines of the amount aggregated at the account level in the itfm_allocation_aggregate table.
  3. If you require the sub-bucket information of the generated lines, then select the Include Sub-Bucket Info check box.

    The generated controlled cost lines are sufficient to plot single dimension charts along with the buckets.

  4. Define breakdown relationship explicitly to view reports on the relationship between two segments.

    Then, the engine generates the additional breakdown allocation lines in the itfm_allocation_breakdown table, which help to plot two-dimension chart between segments. For example, IT Shared Service contribution to Business Unit.

  5. Select a segment in Choose Segments for GL Expense Lines to generate GL expense lines for the segment in itfm_allocation table.