Service reference data

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◆ Applies to: Planning with Service Demand Planning. The tasks below require you to license Service Demand Planning then edit the Company Profile to enable Service Demand Planning features. The tasks below can only be performed by users assigned to the Admin or Budget Process Owner roles. For additional information on roles, see Frontdoor permissions and roles.

NOTE: The Service Demand Planning module is no longer available from Apptio. The information below is provided for the benefit of current users of Service Demand Planning.

Dimensions are the essential data categories in budget line items. Many built-in dimensions have dependencies on other dimensions (see Reference data attribute and dimensions dependencies for more information). You can import dimensions reference data from a .csv file or from Costing Standard and export dimensions reference data templates and table data (see Manage dimensions).

: Watch this video from Apptio Education Services: Configuring Reference Data: Service Demand Planning Dimensions. Or see all Apptio Planning video and training resources.

Manage Business Unit reference data

Service Owners can use Business Units to help forecast service demand to additional areas within their organization. Before configuring Business Units reference data, ensure that you publish the Unit of Measure, Service categories, and Services dimensions (directions follow).

  1. In the navigation menu, select Configuration > Reference Data.
  2. Select the Service tab on the Reference Data page.
  3. Select > Business Unit.
  4. Select more icon > Export.
  5. In the Export file window, under Format options, you can change the format of the exported data.
  6. Select Export. The reference data is exported as a .csv file.
  7. Open the downloaded .csv file. Do not change the column headings or data structure of the file. Update the data table values as required:
    • Code (required) - The abbreviated unique identifier for the Business Unit.
    • Name (required) - The Business Unit name.
    • Parent Code - Represents your Business Unit hierarchy. A Parent Code value is the code value of its immediate higher-level or parent Business Unit (if any).
    • Cost Center Code - The identifier for corresponding Cost Centers. When importing actuals, they are allocated per Cost Center, then mapped to a Cost Object. A Business Unit can be associated with multiple Cost Centers and can include line items (volumes, labor, or expenses) recorded for more than one Cost Center. Add multiple Cost Centers to the table cell using a comma to separate them.
    • Currency Code - The common currency for the Business Unit. Required when support for multiple currencies is enabled. The Business Unit's common currency value should be the three letter ISO code for the currency. If no currency code is entered, the default common currency is used.
    • Price Group - Determines the price group for the Business Unit for Region-based or Tiered-pricing models.
    • Unit Price - Defines the amount to charge when a unit of a Business Unit is used.
  8. Save the file in the .csv format. Now, select Configuration > Reference Data > Service tab > Business Unit.
  9. Select more icon> Import. Drag and drop the file with the data onto the highlighted area of the Import File window > Import.
  10. To publish the changes, select more icon> Publish > Publish.
  11. To cancel the changes, select more icon> Revert > Revert.

Manage Price Group reference data

The Price Group dimension allows the Admin to set up Regional- or Tiered-pricing models for their Service Owners. The Price Group maps to the provider and consumers, which helps categorize custom service prices for regions or consumers. Before configuring Price Group reference data, ensure that you update the pricing strategy.

  1. In the navigation menu, select Configuration > Reference Data.
  2. Select the Service tab on the Reference Data page.
  3. Select > Price Group. The Price Group reference data table includes the name of the consumer or provider region or group to which you want to apply a specific price. Regional pricing model names are abbreviated as AU, EU, and US. Tiered-pricing model names are External and Internal. You can omit the value used for the Base Price label in the Company Profile
  4. Select > Export.
  5. In the Export file window, under Format options, you can change the format of the exported data.
  6. Select Export. The reference data is exported as a .csv file.
  7. Open the downloaded .csv file. Do not change the column headings or data structure of the file. Update relevant Departments, Projects, Business Units, or Services with the Price Group.
  8. Save the file in the .csv format. Now, select Configuration > Reference Data > Service tab > Price Group.
  9. Select more icon> Import. Drag and drop the file with the data onto the highlighted area of the Import File window > Import.
  10. To publish the changes, select more icon> Publish > Publish.
  11. To cancel the changes, select more icon> Revert > Revert.

Manage Unit of Measure in reference data

Unit of Measure reference data determines how volumes of Services are measured. Before you define Services, first define their Unit of Measure.

  1. In the navigation menu, select Configuration > Reference Data.
  2. Select the Service tab on the Reference Data page.
  3. Select > Unit of Measure.
  4. Select more icon > Export.
  5. In the Export file window, under Format options, you can change the format of the exported data.
  6. Select Export. The reference data is exported as a .csv file.
  7. Open the downloaded .csv file. Do not change the column headings or data structure of the file. Update the data table values as required:
    • Code (required) - The abbreviated unique identifier for the Business Unit.
    • Name (required) - The Business Unit name.
  8. Save the file in the .csv format. Now, select Configuration > Reference Data > Service tab > Unit of Measure.
  9. Select more icon> Import. Drag and drop the file with the data onto the highlighted area of the Import File window > Import.
  10. To publish the changes, select more icon> Publish > Publish.
  11. To cancel the changes, select more icon> Revert > Revert.

Manage Service reference data

Services, Departments, and Projects are types of Cost Objects.

  1. Update the Unit of Measure reference data to include the Code for the Service reference data table. See the previous section: "Manage Unit of Measure reference data."
  2. In the navigation menu, select Configuration > Reference Data.
  3. Select the Service tab on the Reference Data page.
  4. Select > Service.
  5. Select more icon > Export.
  6. In the Export file window, under Format options, you can change the format of the exported data.
  7. Select Export. The reference data is exported as a .csv file.
  8. Open the downloaded .csv file. Do not change the column headings or data structure of the file. Update the data table values as required:
    • Code (required) - The unique value for the Service.
    • Name (required) - The service's name.
    • Parent Code - Represents your services' hierarchy. A Parent Code value is the code value of its immediate higher-level or parent account (if any). Services listed with a Parent Code value of SC CNC, SC LOB, or SC CC are subordinate to the Client Computing, Line of Business, and Communication & Collaboration services.
    • Currency Code - The common currency for the service. Required when support for multiple currencies is enabled. The common currency value should be the three-letter ISO code for the currency. If no currency code is entered, the default common currency is used.
    • Price Group - Determines the price group for the service for Region-based or Tiered-pricing models. Leave blank to use the original price.
    • Pricing Strategy - The method used to price your service. Options include:
      • Fixed - An amount to charge (defined using the Unit Price column). This option is required if you selected Fixed as the pricing model in the Company Profile.
      • Dynamic - Dynamically calculate the Unit Price based on service cost composition and demand. Only use this option if you selected Dynamic as the pricing model in the Company Profile.
    • Unit Code - The unique identifier of the item to quantify for this service.
    • Unit Price - The amount to charge for a unit of service.
    • Cost Center Code - The identifier for corresponding Cost Centers. When importing actuals, they are allocated per Cost Center, then mapped to a Cost Object. A project can be associated with multiple Cost Centers and can include line items (volumes, labor, or expenses) recorded for more than one Cost Center. Add multiple Cost Centers to the table cell using a comma to separate them.
  9. Save the file in the .csv format. Now, select Configuration > Reference Data > Service tab > Service.
  10. Select more icon> Import. Drag and drop the file with the data onto the highlighted area of the Import File window > Import.
  11. To publish the changes, select more icon> Publish > Publish.
  12. To cancel the changes, select more icon> Revert > Revert.

Manage Service Categories reference data

Service Categories reference data represents the hierarchical service structure of your organization. Service Categories are visible in the Plan Sub-Section menu and on the Services, Summary page.

  1. In the navigation menu, select Configuration > Reference Data.
  2. Select the Service tab on the Reference Data page.
  3. Select > Service Categories.
  4. Select more icon > Export.
  5. In the Export file window, under Format options, you can change the format of the exported data.
  6. Select Export. The reference data is exported as a .csv file.
  7. Open the downloaded .csv file. Do not change the column headings or data structure of the file. Update the data table values as required:
    • Code (required) - The unique value for the Service Category.
    • Name (required) - The service category's name.
    • Parent Code - Represents your Service Categories hierarchy. A Parent Code value is the code value of its immediate higher-level or parent account (if any). Services Categories with a Parent Code value of SCPS and SCEUCS are subordinate to those service categories.
    • Currency Code - The common currency for the service. Required when support for multiple currencies is enabled. The common currency value should be the three-letter ISO code for the currency. If no currency code is entered, the default common currency is used.
    • Price Group - Determines the price group for the service for Region-based or Tiered-pricing models. Leave blank to use the original price.
    • Cost Center Code - The identifier for corresponding Cost Centers. When importing actuals, they are allocated per Cost Center, then mapped to a Cost Object. A project can be associated with multiple Cost Centers and can include line items (volumes, labor, or expenses) recorded for more than one Cost Center. Add multiple Cost Centers to the table cell using a comma to separate them.
  8. Save the file in the .csv format. Now, select Configuration > Reference Data > Service tab > Service Categories.
  9. Select more icon> Import. Drag and drop the file with the data onto the highlighted area of the Import File window > Import.
  10. To publish the changes, select more icon> Publish > Publish.
  11. To cancel the changes, select more icon> Revert > Revert.

Manage Service Price Adjustments reference data

Service Price Adjustments reference data allows you to set pricing rules for Regional- or Tiered-pricing models.

  1. In the navigation menu, select Configuration > Reference Data.
  2. Select the Service tab on the Reference Data page.
  3. Select > Service Price Adjustments.
  4. Select more icon > Export.
  5. In the Export file window, under Format options, you can change the format of the exported data.
  6. Select Export. The reference data is exported as a .csv file.
  7. Open the downloaded .csv file. Do not change the column headings or data structure of the file. Update the data table values as required:
    • Consumer Price Group - Appears for tiered categories of a service, such as Internal or External.
    • Currency - The common currency for the service. Required when support for multiple currencies is enabled. The common currency value should be the three-letter ISO code for the currency. If no currency code is entered, the default common currency is used.
    • Provider Price Group - Determines the price group for the Service Provider.
    • Adjustment Amount - The price or percentage amount to adjust the base amount. To provide discounts, enter a negative number. For example, a value of -20 is equal to a $20 or 20% discount (depending on the Adjustment Type selected) on the unit of service.
    • Adjustment Type - Determines how adjustments are applied. The following options are available:
      • Absolute - A flat monetary rate to apply to the base unit price.
      • Percentage - A percent change to the unit price rate.
      • Amount - Used for Tiered pricing only. This is a flat monetary rate to apply to the base unit price.
  8. Save the file in the .csv format. Now, select Configuration > Reference Data > Service tab > Service Price Adjustments.
  9. Select more icon> Import. Drag and drop the file with the data onto the highlighted area of the Import File window > Import.
  10. To publish the changes, select more icon> Publish > Publish.
  11. To cancel the changes, select more icon> Revert > Revert.

TIP: Cost Object Permissions reference data determines who can edit each service, and who can approve budget plan submissions. See Manage Cost Object Permissions reference data.