Tables installed with Financial Management

Financial Management adds the following tables.

Table Description
Bucket [itfm_bucket] Buckets used in the allocation workbench to group similar expenses.
Bucket Allocation Account [itfm_bucket_allocation_account] A reference link between buckets, accounts, and cost models.
Bucket Allocation Rule [itfm_bucket_allocation_rule] Allocates expenses to buckets.
Budget [itfm_budget] Final budgets.
Budget Asset Depreciation [itfm_bi_asset] Budget items of type Asset Depreciation.
Budget Contract [itfm_bi_contract] Budget items of type Contract.
Budget Definitions [itfm_plan_definition] Parent table for budgeting that holds the metadata such as name, budget plan year span, forecast time span, ownership, and frequency of forecasting.
Budget External Labor [ itfm_bi_external_labor] Budget items of type External Labor.
Budget Forecast [itfm_budget_forecast] All budget forecasts.
Budget Forecast Items [itfm_bf_item] All items on the budget forecast.
Budget Hardware [itfm_bi_hardware] Budget items of type Hardware.
Budget Keys [itfm_plan_key] The key used to identify forecasts and plans.
Budget Labor [itfm_bi_labor] Budget labor records for budget plans.
Budget Notes [itfm_budget_note] Notes for budgets that you enter in the budget variance report.
Budget Override Categories [itfm_budget_override_categories] Categories that you use to classify budget overrides.
Budget Reference Rate Configuration [itfm_fx_config] Exchange rate / fiscal period relationships.
Budget Reference Rates [itfm_fx_rate] The exchange rates that budgets use.
Budget Segment Map [itfm_budget_segment_map] A relationship between segments that budgets use and a budget key.
Budget Software [itfm_bi_software] Budget items of type Software.
Budget Targets [itfm_budget_target] All budget target values.
Business Unit [business_unit] All business units.
Cleansing Condition [itfm_cleansing_condition] Conditions that the application automatically generates when you clean data in the workbench.
Cost Allocation [itfm_allocation] All allocation lines that are processed from allocations. This table holds a more detailed level of allocation lines as compared to the Cost Allocation Aggregate table.
Cost Allocation Group [itfm_cost_allocation_group] Groups that can be associated with allocations.
Cost Allocation Metric [itfm_cost_allocation_metric] Metrics that weighted and custom allocation methods use.
Cost Allocation Aggregate [itfm_allocation_aggregate] A more brief set of allocation line data than is saved in the Cost Allocation [itfm_allocation] table.
Cost Allocation Rollup [itfm_rollup] Rollups that the application creates when you use the workbench.
Cost Allocation Rollup Override [itfm_rollup_override] Values that you can use to override allocation rollups.
Cost Allocation Runs Log [itfm_ca_run_log] A log of all allocations that have been run.
Cost Allocation Segment Map [itfm_ca_segment_map] Segments specified in the hierarchy of segments.
Financial Data Source [itfm_data_source] The source of the financial data: the staged general ledger or the cost plan breakdown.
Financial Model [itfm_cost_model] Financial cost models.
FM Report [itfm_report] Finance reports.
General Ledger Accounts Accounts and associated account numbers.
General Ledger Cleansed Data [itfm_gl_data_cleansed] Expenses in the general ledger that is cleansed.
General Ledger Log [itfm_gl_log] Log records that are created when expenses are added to the general ledger for a fiscal period.
General Ledger Staged Data [itfm_gl_data_staged] Imported expenses that have not been cleansed or groomed.
Groomed General Ledger Data [itfm_gl_data_groomed] Expenses in the general ledger that have been groomed.
Grooming Condition [itfm_grooming_condition] Conditions that the application creates during the financial grooming process in the workbench.
IT Shared Service [itfm_shared_service] Services shared across the IT infrastructure.
IT Shared Service Type [itfm_shared_service_type] Categories that are associated with IT shared services.
ITFM Session [itfm_session] Saves session information for the workbench.
Main Report Configuration [itfm_ca_main_config] Configuration settings for the main Financial Management report.
Plan Actuals [itfm_plan_actuals] Actual items created based on budget definition from staged source expense lines.
Plan Actual Breakdowns [itfm_ai_breakdown] Actual amount breakdowns of the item for each fiscal period.
Plan Item Breakdown [itfm_pi_breakdown] Breakdowns of costs for a given plan item.
Plan Items [itfm_plan_item] Financial details such as account number, budgeted amount, forecast amount, actual amount, and attributes associated to asset, project, catalog, and contract.
Plans [itfm_plan] Associates a budget key and the fiscal yearly details of the plan.
Planner [itfm_planner] Owners of budget keys.
Plan Template Column [itfm_plan_template_column] Defines columns as template columns for budget definition.
Plan Versions [itfm_plan_versions] Plans that are created during promotion of each plan.
Segment Definition [itfm_ca_segment_map]
Segment Relationship [itfm_itcoa_hierarchy] Relationships between segments in the segment hierarchy as defined in the Data Definition stage of the workbench.
Weight Maps [itfm_weight_map] Weight relationships that the application uses to calculate weighted metrics.
The application also uses this table created by the Fiscal Calendar.
Table 1. Tables for the fiscal calendar
Table Description
Fiscal period [fiscal_period] Fiscal calendars and the periods used by fiscal calendars.