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Update and publish IT Financials 

Wed October 10, 2018 01:36 PM

♦ Applies to: IT Financial Management (ITFM) Foundation administration (Learn more)

 

Apptio Uplifted Content

This topic was contributed by Apptio experts, @Lauren Griessel, Program Manager, and  @Harrison Wiener, Customer Success Manager.

 

The following table shows where you update the dimensions (data that IT Planning pulls into the columns), and configuration attributes (calculations that IT Planning uses to calculate price or cost) and from where you import the updated information.

 

Associated ModuleRequired or optionalUpdate in Studio then push to ITPUpdate in ITP then push to Studio 
FoundationRequiredAccountCost Object Permissions*
FoundationRequiredCost CenterLabor Allocation Rules*
FoundationRequiredDepartment
FoundationRequiredLabor Rates
FoundationRequiredRole
FoundationOptionalLocation
FoundationOptionalVendor
FoundationOptionalContract Type
FoundationOptionalAsset Class
Multi-CurrencyRequiredActuals Currency Rate
Multi-CurrencyRequiredPlan Currency Rate
Project Financial PlanningRequired

Project

Project Financial PlanningRequiredProject Group
Project Financial PlanningRequiredExternal Labor Pool
Project Financial PlanningRequiredInternal Labor Pool

* (Optional) This is a manual process to export to Excel and upload it into TBM Studio. 

 

The following table shows where you update the plan, forecast, and actuals data, and from where you import the updated information.

Associated ModuleRequired or optionalUpdate in Studio then push to ITPUpdate in ITP and push to Studio 
FoundationRequiredActualsPlan Data
FoundationRequiredForecast Data

 

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