Fri July 31, 2020 04:03 PM

Apptio Community Member

In this topic:

Access the CTI Panel

The updated Cost Transparency Integration (CTI) panel, introduced in IT Planning release 2.78, is a self-contained space where Admin users can perform all Cost Transparency Integration tasks within a single control panel. The new panel provides centralized management and one-click import and export with Cost Transparency.

A video walkthrough of the CTI Panel can be found here: Cost Transparency Integration Panel

Access the CTI Panel

When logged in to IT Planning, open the Settings menu and click Cost Transparency Integration.

The Cost Transparency Integration panel allows you to perform all CTI tasks, which are divided into separate pages. The following sections of this topic describe the contents of each page and the corresponding tasks that can be performed.

Configure

This option contains the configuration settings for the CTI. This setup process is usually completed by Apptio Delivery team members on initial set-up, and is rarely modified afterwards.

No changes have been made to the configuration page from prior product versions. For more information on that configuration process, see Integrate with Cost Transparency.

Import Actuals

The Import Actuals task is performed by a TBMA (usually once per month) to import Actual spend data from Cost Transparency into IT Planning. Use the imported actuals to form forecasts, perform variance analysis, and create other comparison views.

On the Import Actuals CTI page, select the months for which you wish to import Actuals (for example, Import Actuals for last quarter April – June). If multiple months are chosen, a bulk import will be performed.
Once all months have been selected, click the blue Import button.

A message will appear that recommends going to the Status page and checking on your job’s status. For the Import Actuals process, you must go to the Status page.

You may also return to the CTI home page to continue with other CTI tasks. You are not blocked from performing other IT Planning and CTI tasks, even if a large or lengthy import job is in progress.

Import Reference Data

IT Planning uses Reference data as baseline information for planning purposes, and includes such information as Chart of Accounts, department hierarchy, or lists of cost centers and vendors. The Import Reference Data page allows you to pull reference data from Cost Transparency into IT Planning.

Select the reference data you wish to import from the list.
Scroll to the bottom of the page, and click the Import button. All reference data sets are selected by default, supporting bulk import.

A pop-up will appear that recommends going to the Status page and checking on your job’s status. To finish the Import Reference Data process, you must go to the Status page and publish the imported data when the job is complete.

Note: it is recommended you review the data you uploaded if any major changes were made. Once you publish the reference data there is no way to revert it.

You may also return to CTI Homepage to continue with other CTI tasks. You are not blocked from performing other IT Planning and CTI tasks, even if a large or lengthy import job is in progress.

Publish to Cost Transparency

The Cost Transparency data model can accommodate only one budget and one forecast for analysis. Consequently, only one of each plan type can be pushed from IT Planning to Cost Transparency. Use the Publish to CT page to determine and manually publish the appropriate plans to Cost Transparency.

Select a plan from the drop-down menu and select all line item types you wish to publish.
Click the blue Publish button when ready, and it will begin a publish job. All line item types are selected by default.

A pop-up will appear that recommends going to the Status page and checking on your job’s status. However, the Publish to CT process does not require any follow-up tasks: you may find your imported data in CT once the job is complete.

You may also return to CTI Homepage to continue with other CTI tasks. You are not blocked from performing other ITP and CTI tasks even if a large or lengthy import job is in progress.

Status

You can access this page at any time to display the status of your recent jobs. This list only includes the 100 most recent jobs less than 31 days old. Status metrics include:

Start & End – The start and end times for the corresponding job.
Initiated By – The email of the user that initiated the job.
Status – The progress of the job: QUEUE, SUCCESS, SUCCESS WITH WARNINGS, or FAIL.
Actions – Follow-up actions that must be performed:
- Publish data once Import jobs are successful (e.g. Publish reference data after import)
- View to find and download error logs for failed jobs