Create breakdown relationship

Define a breakdown relationship between required segments to view cost lines generated between the segments.

Before you begin

Role required: cost_transparency_admin

Procedure

  1. Navigate to Financial Modeling > Cost Models > All.
  2. Click New.
  3. Select a Cost Model from the choice list.
  4. Select a segment name from the choice list in the X Segment field. You can also create a new segment using the Segment Definitions form.
  5. Select a segment name from the choice list in the Y Segment field. Again, you can create a new segment using the Segment Definitions form.
  6. Click Submit.

    Leftover calculation for breakdowns: The cost lines generated for the amounts coming to the segment indirectly from other segments, which are not part of a breakdown relationship with the segment, or by direct bucket allocations to the segment are the leftovers.

    If you want to calculate the leftovers for a breakdown, then set the system property com.glide.financial_management.generate_breakdown_leftovers to true.

What to do next

Generate controlled cost lines to view the cost lines of the amount aggregated at the account level.