Create breakdown relationship

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Define a breakdown relationship between required segments to view cost lines generated between the segments.

    Before you begin

    Role required: cost_transparency_admin

    Procedure

    1. Navigate to All > Financial Modeling > Cost Models > All.
    2. Click New in the Breakdown Relationships related list.
    3. On the form, fill in the fields.
      Table 1. Breakdown Relationship form
      Field Description
      Cost Model Cost model from the list.
      X Segment Segment name from the list.

      You can also create a new segment using the Segment Definitions form.
      Y Segment Segment name from the list.

      You can also create a new segment using the Segment Definitions form.
      Run On Demand Only Option to manually generate the cost line breakdowns on demand.

      By default, the flag is set to false, which means the allocation engine generates breakdowns for the related segments of the cost model. If the flag is true, then the allocation engine will not generate the cost line breakdowns.
    4. Click Submit.
      Leftover calculation for breakdowns

      The cost lines generated for the amounts coming to the segment indirectly from other segments, which are not part of a breakdown relationship with the segment, or by direct bucket allocations to the segment are the leftovers.

      If you want to calculate the leftovers for a breakdown, then set the system property com.glide.financial_management.generate_breakdown_leftovers to true.

      Run On Demand Only
      Use the option to generate the cost lines breakdowns on demand. This option helps in optimal usage of the allocation engine runtime.
    5. To manually generate the cost lines for a breakdown, navigate to the Breakdown Relationships related list of the Financial Model form.
      1. Select the check box next to the breakdown and click Generate Breakdown Allocations action from the Action on selected rows list.
      2. Enter the fiscal period in the Generate Breakdown Allocations dialog box.
      3. Click OK.
    6. To view the cost lines of the breakdown that you manually generated, navigate to the Review stage of the Financial Management workbench.
    7. Click the View Cost Line Breakdowns link of the breakdown.
      You can view the cost lines in the Cost Allocation Breakdown list.