Define sibling rollup relationship

You can define a relationship to roll up amounts to accounts in the sibling segments. As such you can roll up the expenses to any account up in the hierarchy, not restricting to the immediate parent or grandparent in the hierarchy.

Before you begin

Role required: cost_transparency_admin

Procedure

  1. Navigate to Cost Transparency > Cost Models > All
  2. Click the Sibling Rollup Relationship tab.
  3. Click New.
  4. Fill in the form fields.
    Table 1. Sibling Rollup Relationship form
    Field Description
    Relation Name Name that is generated for the sibling relationship that you define.
    From Segment The segment from which the relationship is created.
    To Segment The segment to which the relationship is established.
  5. Click Submit.