Defining and managing a cost model template

To view cost model templates

Select Chargeback > Cost model templates.

The Cost Model Template page consists of the following elements:

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.

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.
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.
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
   • Advanced

   
   

   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