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Define a sibling rollup relationship

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Define a sibling rollup relationship

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

Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst


  1. Navigate to Financial Modeling > Cost Models > All.
  2. Click the Sibling Rollup Relationship tab.
  3. Click New.
  4. On the form, fill in the 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.