Define a sibling rollup relationship

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Define a relationship to roll up amounts to accounts in the sibling segments. You can roll up the expenses to any account in the hierarchy, not restricting to the immediate parent or grandparent in the hierarchy.

    始める前に

    Role required: cost_transparency_admin or cost_transparency_analyst

    手順

    1. Navigate to Financial Modeling > Cost Models > All.
    2. Click the Sibling Rollup Relationship tab.
    3. Click New.
    4. On the form, fill in the fields.
      表 : 1. Sibling Rollup Relationship form
      Field Description
      Relation Name Name that is generated for the sibling relationship that you define.
      From Segment The segment from which the relationship is created.
      To Segment The segment to which the relationship is established.
    5. Click Submit.