Install and configure the CT - Business Units component
The Business Units module allocates costs to the business units in your enterprise.
About this task
The module has one component: CT - Business Units. When you install the component, it adds the Service Allocations Direct, Service Allocations Indirect, and Business Unit Allocation objects at the top of the model and consolidates all relevant costs from the many objects in the model. The result is that each business unit can see the total cost of the applications and services it consumes.
NOTICE
The Applications and Services Module must be installed and configured before you can install the Business Units component.
When you install the CT Apps - Business Units component, a new Business Unit Allocation group is created with four tables:
- Business Unit Allocation (model table)
- Business Unit Allocation Master Data
- Service Allocations Direct (model table)
- Service Allocations Direct Master Data
Master data
For a description of the fields in the master data tables, see the information on the CT Apps - Business Units component page in the product. To display the page:
Procedure
- Click the Project tab in the Ribbon.
- Click Components in the Ribbon.
- Click the CT Apps - Business Units component.
Upload the data
Upload your application data. The following fields are required and recommended for the two master data sets.
Business Unit Allocation Master Data
- Business Relationship Manager (recommended)
- Business Unit (required)
- Business Unit Type (recommended)
- Contractor Headcount (required)
- Employee Headcount (required)
- Governing Body (required)
- Ident (required)
- Location (required)
- Owner (required)
- Program (recommended)
- Project (recommended)
- Service_BU Key (required)
Service Allocations Direct Master Data
- Business Unit (required)
- Business Unit ID (required)
- Quantity (required)
- Service Allocations Direct_BU Key (required)
- Service Category (required)
- Service ID (required)
- Service Name (required)
- Service Type (required)
- Service_Service Allocations Direct Key (required)
- Unique Identifier (required)
Map the data
After uploading the application data, map the table to the master data tables.
After you map the data, there should be value allocated as described below.
- Business Unit Allocation
- From Service Allocations Direct, Service Allocations Indirect, and Projects to Business Unit Allocation.
- Service Allocations Direct
- From Business Services to Service Allocations Direct, and from Service Allocations Direct to Business Unit Allocations.