- My View
Problem encountered under Financial Management/Workbench:
- I activate the Financial Management plugin
- I defined financial year, chart of account, bucket, etc.
- I defined the relationships among CIs, but the allocation failed to rollup cost based on CI relationship. Are there any plugin I need to activate to link them up?
- It seems even the weight rollup also do not work.....only "Equal" or "Manual" options are functional.
Any suggestion is welcome.
Did this issue get resolved?
Hi On Sang,
In Geneva and Helsinki, the out of the box allocation metric relates Business Services (cmdb_ci_business_services) to Servers (cmdb_ci_servers). In your instance, are the CI relationships you have between Business Services and Servers and are these the two segments you have in your chart of accounts hierarchy? If not, you'll have to create a weighted metric using the cmdb_rel_ci table as an intermediary. See below:
Hope this helps.
You mentioned an out of the box metric that relates Business Services (cmdb_ci_business_services) to Servers (cmdb_ci_servers).
I have populated both of these tables but how do you link them together? How do I designate which business_service the ci_server supports?
I am using the workbench to set up the ITFM rollup for allocating Business Services by number of servers used.
Creating Configuration Item (CI) relationships is part of the Configuration Item itself. The easiest way is to manually create relationships using the CI Relationship Editor. Create or edit a CI relationship
Thanks Albert, I never would have figured this out without the screenshot of the intermediary relationship that you posted.
Hi Albert -
Do you know how to pull in the expense line that is created for the CI into the ITFM Workbench so that it can be used in the cost model?
Just so I understand what you are trying to do. You want to use the expense lines (fm_expense_line) generated by Cost Management as a financial data sources INSTEAD of the default General Ledger Staged Expenses (itfm_gl_data_staged) table correct? If that's the case, you need to configure a new financial data source and new cost model based on that new data source. See: Create a financial data source
Thats said, the expense lines table is different from a typical general ledger output so you need to select the "account". I would offer up the 'Source ID' or 'Rate Card' fields as the 'account' so that you group expenses by the CI that has the expense or the rate card that has the expense. I hope that makes sense.