Create IT shared services to set up the IT shared services segment in the hierarchy of segments.

Before you begin

Role required: cost_transparency_admin

About this task

Then you can create rollup rules to have expenses roll up to these shared services, which in turn roll up to business services by default. Then create service types to use with shared services.

Procedure

  1. Navigate to All > Financial Modeling > Hierarchy of Segments > IT Shared Services.
  2. Click New.
  3. On the form, fill in the fields.
    Table 1. IT Shared Service form fields
    FieldDescription
    Name The name of the shared service.
    Owner The user in the group that owns the shared service.
    Description A detailed description of the shared service.
    Group The group that owns this shared service.
    Service type The type of service that you are creating.
    Figure 1. An example IT shared service
    An example IT shared service
  4. Click Submit.