IBM Apptio

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  • 1.  Contract planning in ITPF implementation tips

    Posted 01/12/16 01:59 PM

    The contract feature in ITPF was anxiously awaited in my organization so I jumped on it as soon as it got released last week. 3 bus days later I got it done. I'm very pleased with how it works, and just wanted to share a few tips to help others with implementation:

     

    • You will need to reload all the reference data files (except the custom dimension reference data files you may have)
    • All the contract elements have to be marked as "CONTRACT" in the type column in the load file
    • The summary plan view does not have the contract and asset tabs. There is nothing wrong!. These only appear in the line item tab 

     

    Once loaded the tool provides an easy view of the contracts that cost center managers can now work with to narrow the disconnects with the sourcing group.

     

    Hope these help





    #ApptioPlanning(ITP/ITFMF)


  • 2.  Re: Contract planning in ITPF implementation tips

    Posted 01/20/16 02:09 PM

    These are great tips. Thanks Juan Jose!


    #ApptioPlanning(ITP/ITFMF)


  • 3.  Re: Contract planning in ITPF implementation tips

    Posted 01/20/16 08:57 PM

    Thanks Juan Jose.  Glad to hear that you're getting value from the feature.

     

    Another tip to add to your list:  if you don't see a Contracts in the Line Items view, then the feature hasn't been enabled yet.  You can enable this (and other features) in the Company Profile settings.


    #ApptioPlanning(ITP/ITFMF)


  • 4.  Re: Contract planning in ITPF implementation tips

    Posted 04/15/19 09:28 PM

    We are about to implement Contracts and I'm currently doing some research on how to build this part! Gracias por las recomendaciones!

     

    Maria J


    #ApptioPlanning(ITP/ITFMF)