Platform

Platform

A place for Apptio product users to learn, connect, share and grow together.

 View Only

  • 1.  Planning Department Hierarchy

    Posted 03/28/24 11:46 AM

    Looking at my IT Planning department hierarchy. At my lowest level, we have six digit department codes. However, some of those codes are 1:1 when rolling up to the next highest level. Those cannot have the same name, which is okay. So I currently have something like this:  

    So my executive department is all the same cost center all the way up. It makes the IT Planning department drop down look weird in that a budget is created at Executive Department 400300 then submitted to Executive Group 400300 and on up. the tree is a bit wonky. My thought was to do this:

    This would have my lowest level department numbers but not consistently in the same levels across the hierarchy. Will this work? Does anyone have other ideas? Does each department at level 1 HAVE TO have a parent? Does each department at level 4 HAVE to be made up of all lower levels?


    #TBMStudio


  • 2.  RE: Planning Department Hierarchy

    Posted 03/29/24 08:33 AM
    Edited by Rob DeLeo 11/05/24 06:05 PM

    @Kyle Sellner if I am understanding your structure correctly, this is how I would set up the reference data.

    Code Name Parent Code
    Executive    
    Apps Teams Division    
    Infrastructure Teams Division    
    Executive Team   Executive
    Business Apps Group   Apps Teams Division
    Security Apps Group   Apps Teams Division
    Hardware Group   Infrastructure Teams Division
    Data Group   Infrastructure Teams Division
    Executive Group   Executive Team
    Sales Force Teams   Business Apps Group
    General Ledger Teams   Security Apps Group
    Servers Teams   Hardware Group
    Storage Teams   Data Group
    400300 Executive Department Executive Group
    500300 App Support Sales Force Teams
    500310 App Dev General Ledger Teams
    605600 Wintel Servers Teams
    610600 Unix Storage Teams

    Which would give you a hierarchy drop down of this:

    ·         Apps Team Divisions

    o   Business Apps Group

    §  Salesforce Teams

    ·         500300 – App Support

    o   Security Apps Group

    §  General Ledger Teams

    ·         500310 – App Dev

    ·         Executive

    o   Executive Team

    §  Executive Group

    ·         400300 – Executive Department

    ·         Infrastructure Teams Division

    o   Data Group

    §  Storage Teams

    ·         610600 - Unix

    o   Hardware Group

    §  Servers Teams

    ·         605600 – Wintel

    If you do not want all of those levels for Executive, you could do this:

    Code Name Parent Code
    400300 Executive  
    Apps Teams Division    
    Infrastructure Teams Division    
    Business Apps Group   Apps Teams Division
    Security Apps Group   Apps Teams Division
    Hardware Group   Infrastructure Teams Division
    Data Group   Infrastructure Teams Division
    Sales Force Teams   Business Apps Group
    General Ledger Teams   Security Apps Group
    Servers Teams   Hardware Group
    Storage Teams   Data Group
    500300 App Support Sales Force Teams
    500310 App Dev General Ledger Teams
    605600 Wintel Servers Teams
    610600 Unix Storage Teams

    And that would give you a hierarchy of:

    ·         Apps Team Divisions

    o   Business Apps Group

    §  Salesforce Teams

    ·         500300 – App Support

    o   Security Apps Group

    §  General Ledger Teams

    ·         500310 – App Dev

    ·         400300 – Executive

    ·         Infrastructure Teams Division

    o   Data Group

    §  Storage Teams

    ·         610600 - Unix

    o   Hardware Group

    §  Servers Teams

    ·         605600 – Wintel

    Each department at Level 1 does not have to have a Parent Code.  If the Level 1 Department does not have a Parent Code it will be listed under All Departments and not in a Group. 




  • 3.  RE: Planning Department Hierarchy

    Posted 03/29/24 08:56 AM

    i do not want all of those levels for executive because it's just unnecessary hierarchy/drill downs when they are all the same. So your second example is exactly what i was looking to do and hoping the tool could accommodate. I will give that a go. Much appreciated!


    Original Message


  • 4.  RE: Planning Department Hierarchy

    Posted 03/29/24 11:25 AM

    related question. i'm trying to understand the difference between department and cost center. the help menu doesn't really answer my question. any ideas/guidance?


    Original Message


  • 5.  RE: Planning Department Hierarchy

    Posted 03/29/24 11:33 AM

    Most of the time we set up the Department and Cost Center hierarchy to be the same.

    Technically a Department could be a higher level and you could have multiple Cost Centers rolling into one Department.


    Original Message


  • 6.  RE: Planning Department Hierarchy

    Posted 03/29/24 12:07 PM

    so in my above example, could/should I set up "Apps Teams" as a Cost Center which would serve as a roll up of a few lower cost centers which is ultimately fed with a low lever department? But i'm also a bit confused how I would utilize the department drop down on the dashboard and summary pages. those are all only departments as far as I can tell. 


    Original Message


  • 7.  RE: Planning Department Hierarchy

    Posted 03/29/24 01:46 PM

    I just use the same thing for both



    ------------------------------
    KristineKleinTerex CorporationSenior Operations Specialist TBMA
    ------------------------------

    Original Message


Related Content