Defining and managing a cost model template

A cost model template enables you to select a subset of cost objects that can be assigned to targets during the configuration of a cost model. Targets in the cost model are charged based on the cost rate defined in the cost objects that are associated with the cost model template.

The Chargeback > Cost model templates enables you to create cost model templates that you can associate with allocable cost objects, and report templates. In addition, you can select the required report templates to be used for generating chargeback reports. Reports for cost models are automatically generated according to execution period defined for the selected report templates. If no report template is selected, the cost model is not executed automatically to generate the report.

To view cost model templates

Select Chargeback > Cost model templates.

The Cost Model Template page consists of the following elements:

Field

Description

Name

Indicates the name of the cost model template.

Description

Displays the description of the cost model template.

Creation dateIndicates the creation date of the cost model template.

The following figure shows the sample Cost model templates page.

To view details of a cost model template

  1. Select Chargeback > Cost model templates.
    The Cost model templates page is displayed.
  2. Click name of the require cost model template.
    The Details page for cost model templates is displayed.

    Field

    Description

    IdIndicates the ID of the selected cost model template.
    Creation dateIndicates the creation date of the selected cost model template.
    Last updateIndicates the last update date of the selected cost model template.
    Cost objectsDisplays details of all cost objects that are associated with the selected cost model template.
    Report templatesDisplays details of all report templates that are associated with the selected cost model template.

The following figure shows the sample Details page for cost model templates.


To add a new cost model template

  1. Select Chargeback > Cost model templates.
    The Cost model templates page is displayed.
  2. Click Add.
    The Add cost model template page is displayed.
    Enter the following details.

    FieldDescription
    NameType the required name for the cost model template.
    DescriptionType the required description for the cost model template.
    Save chargeback results as time series in Data Warehouse (available in Advanced mode only)
    • yes: Select to save chargeback results (cost related data) as time series in Data Warehouse. All cost models that will be based on this cost model template will be automatically promoted to Golden and the cost related will be saved in the data warehouse. By default, this option is selected.
    • no: Select to use the cost model template without saving chargeback results.
    Cost objects

    Select the required cost objects from the Available items table, and add them to the Selected items table using the >> button or by clicking+dragging them. You can also search the required cost objects from the Available items table. In the Selected items table, select the required cost objects, and click << to remove them.

    For the cost models that will be based on this cost model template, targets will be charged using the cost rate defined in the cost objects that are associated with the cost model template. For a cost model, you can define cost rate only if the cost rate is available in the cost model template.

  3. Click Save.

To edit a cost model template

  1. Select Chargeback > Cost model templates.
    The Cost model templates page is displayed.
  2. Click name of the required cost model template.
    The Details page for cost model templates is displayed.
  3. Click Edit.
    The Edit cost model template page is displayed.

  4. Edit the following details.

    FieldDescription
    NameEdit the name of the cost model template.
    DescriptionEdit the description of the cost model template.
    Save chargeback results as time series in Data Warehouse (available in Advanced mode only)
    • yes: Select to save chargeback results (cost related data) as time series in Data Warehouse. All cost models that will be based on this cost model template will be automatically promoted to Golden and the cost related will be saved in the data warehouse. By default, this option is selected.
    • no: Select to use the cost model template without saving chargeback results.
    Cost objectsSelect the required cost objects from the Available items table, and add them to the Selected items table using the >> button or by clicking+dragging them. You can also search the required cost objects from the Available items table. In the Selected items table, select the required cost objects, and click << to remove them.
    For the cost models that are based on this cost model template, targets are charged using the cost rate defined in the cost objects that are associated with the cost model template. For a cost model, you can define cost rate only if the cost rate is available in the cost model template.

  5. Click Save.

Deleting a cost model template

You can delete a cost model template that is not required for accounting IT costs in your organization.

Before you begin

Ensure that cost model template is not associated with any cost model. If it is associated with any cost model, delete the cost model before you try to delete the cost model template. 

To delete a cost model template

  1. Select Chargeback > Cost model templates.
    The Cost model templates page is displayed.
  2. Click name of the required cost model template.
    The Details page of the cost model template is displayed.
  3. Click OK to delete the selected cost model template.
    The selected template is deleted.

To add a report template to the cost model template

  1. Select Chargeback > Cost model templates.
    The Cost model templates page is displayed.
  2. Click name of the required cost model template.
    The Details page of the cost model template is displayed.
  3. Select the Report templates tab.
  4. Click Add.
    The Add report template page is displayed.
  5. Enter the following details.


    Basic options

    Field Description
    Period Select the required option from the list. Cost model associated with the cost model template will be automatically executed to generate the report according to the period selected for this template.
    Report templates Select the required report templates from the Source table, and add them to the Selection table using the >> button or by clicking+dragging them. In the Selection table, select the required report templates, and click << to remove them.
    For the cost models that are based on this cost model template, when the reports are generated based on the selected templates.


    Advanced options

    Field Description
    Export formats Select the required export format. If you do not select any option, the report is exported in all formats that are supported.
    Email recipient Type the required email details of the recipient.
    Email attachment format Select the required email attachment format. If you do not select any option, the generated report is attached in all formats that are supported.
    Email link format Select the required email link format. If you do not select any option, the report link is added in the email for all formats that are supported.
    Compress email attachments Select this option to compress attachments in the email.
    Report name By default, the report template is configured to generate a report using "Cost model name - report template name" as the syntax for the report name. You can modify the name as required.
    Result name By default, the report template is configured to generate a report using "From (dd/MM/yyyy)" as the syntax for the result name. This name is appended to the report filename. You can modify the name as required.
    File name By default, the report template is configured to generate a report using "Cost model name - report template name From (dd/MM/yyyy)" as the syntax for the filename. You can modify the name as required.

  6. Click Save.

Where to go from here

Defining and managing a cost model

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