---
sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create breakdown relationship

# Create breakdown relationship {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 AllFinancial ModelingCost ModelsAll.
2. Click New in the Breakdown Relationships related list.
3. On the form, fill in the fields.  
   {#t_CreateBreakdownRelationship__table_svm_vqz_pgb__entry__2}

   | 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. |
   [Table 1. Breakdown Relationship form]

   {#t_CreateBreakdownRelationship__table_svm_vqz_pgb}
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.
   {#t_CreateBreakdownRelationship__substeps_ftf_bnw_qhb} {#t_CreateBreakdownRelationship__generate-breakdown-relation}
{#t_CreateBreakdownRelationship__generate-breakdown-relation}
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.
**Related concepts**   

* [Prescriptive cost models for shared services and business applications](https://www.servicenow.com/docs/ssPClams7mDDqw_zXlaswA "L1 Costing – Shared Services provides a complete visibility of fully loaded IT infrastructure cost, infrastructure shared services showback, and lays foundation for future growth. L2 Costing – Business Applications provides cost of applications and end user, aligns applications to business units, furnishes cost information to support each business unit in business terms.")
* [Prescriptive cost models for business services and business capabilities](https://www.servicenow.com/docs/CJSryuQGSaXVf~DcCTzNmA "Use the preconfigured business services and business capabilities cost models with their prescribed metrics for weight allocation. Understand the system requirements that each model supports, the allocation methods, and the datasets required to use them effectively.")  
**Related tasks**   

* [View settings for each cost model](https://www.servicenow.com/docs/lUc~TreZSOmD~0Cz67gVdA "You can create a basic cost model from the Data Definition stage of the Workbench or from the Cost Models tab.")
* [Delete a cost model](https://www.servicenow.com/docs/2iBu9zwC8dU5nrzx~Kk8Jg "You can delete cost models if you no longer need them.")
* [Compare cost models](https://www.servicenow.com/docs/hIjf93yNwxN4bvNaY7M6qA "You can compare any two cost models to see the differences in bucketed expenses, the hierarchy of segments, and allocation data for a fiscal period.")
* [Clone a cost model](https://www.servicenow.com/docs/XSRx3fLABC1bo5GxEy0Ucw "If you want to create a cost model based on an existing one, you can clone a cost model.")

*[\>]: and then