Use segments to define the transaction table used in cost model hierarchy.

You can modify the default segments offered by the application. Additionally, you can create new segments based on your requirement. If segments are enabled for cost allocation or budgeting, they will be available during building hierarchy of cost/budget model.

Note: For Helsinki/Geneva customers, this is replacement of IT datamart dimension.
Table 1. Default segments
Segment name Transaction table
Business Unit Business Unit [business_unit]
Department Department [cmn_department]
Business Service Business Service [cmdb_ci_service]
Portfolio Portfolio [pm_portfolio]
Project Project [pm_project]
Server Server [cmdb_ci_server]
Cost Center Cost Center [cmn_cost_center]
Location Location [cmn_location]
Vendor Company [core_company]

Note: Only companies with the Vendor check box selected are included.

IT Shared Service IT Shared Service [itfm_shared_service]
Note: You cannot delete a segment that is already in use for budgeting or is allocated to a cost model.

Grouping segments by an attribute

You can categorize the segment accounts using the group by attribute if there are thousands of segment accounts. Performing financial modeling on the grouped segments helps in better performance. The accounts roll up to the grouped segments, just as they roll up to a non-grouped segment, and the allocation lines are generated in the itfm_allocation_breakdown table.