Create the Costing Standard project
The first step in the Costing Standard configuration process is to create the Costing Standard project. When you create the Costing Standard project, the Costing Standard application creates the standard metrics, calculation models, and reports.
Procedure
- Log in to the Apptio instance.
- Open the Settings menu and click New Project.
- In the New Project dialog, enter the name of the project.
- Select Costing Standard for the project type.
- Click OK.
Installed components
When you create a Costing Standard project, the application installs the cost source component shown below.
Cost model created
The application also creates the basic cost model shown below.
Tables created
The application creates a number of master tables, model tables, and reference tables.
The master tables created are:
- Cost Source Master Data
- Cost Source Profile Master Data
- Cost Source Validity
The model tables created are: Cost Source
The reference tables created are: Cost Pool Reference List (A list of ATUM-defined cost pools and sub-pools.)
About master tables
Master tables have several fields that are used to allocate units from source to destination model tables in models.
There are optional metafields that you can user to increase the granularity of the pre-built allocation strategy. If you enter a value within a metafield in the source table, you must also enter that value in the metafield in the destination table.
Identifier columns define the granularity of the allocations within the model. The granularity is based on the columns that are referenced in an identifier column. If you need to increase the granularity, you can use the metafield.