Allocating costs to Configuration Items

In Mid Tier, when you relate CIs to a change request, you need only one related CI to generate the allocation. If you have two or more CIs related to a change request, you can distribute the costs of the change request between the different CIs.

You cannot perform these steps until you relate the CIs to the change request. For more information, see Relating-items-to-the-change-request.

To allocate costs to configuration items

1. Open the change request in the Change form.
2. From the left navigation pane, select Links > Financials.
3. Click Create Allocation. 
   In the Cost Allocation form, the following sets of information are displayed:
   • Cost Information displays information used to calculate the cost of the change request.
   • Relate To CIs displays all CIs that are related to the change request.

   • Related CIs With Cost Allocated displays all the CIs after you have allocated the costs to them.

     Important

     When you are viewing financials on CIs, only actual costs are shown. As a result, a budgeted cost that is allocated to a CI is displayed on the change, but does not get displayed on the CIs financial table.

4. Enter the missing information for the cost type and cost rate.
5. In the Relate To CIs? field, specify whether to relate the cost to a CI.
   • Divide evenly between CIs divides the cost between all the CIs (including services) that are related to the change. It divides the Current Total by the number of related CIs.
   • Let me allocate to CIs distributes the cost among the different CIs. If you choose this option, the Selected CI Desc and Allocate To Selected CI fields become active. You cannot select this option if you do not have CIs or services related to this change request.
     The Related CIs Count field automatically displays the number of CIs that are related to the change request. You cannot change this information.
6. In the Relate To CIs table, click the CI to which you want to allocate a cost.
   The ID is displayed in the Selected CI Desc field.
7. In the Allocate to Selected CI field, enter the amount that you want to allocate to the CI.
8. Click Create Cost Record.
   This option allocates costs according to your input. The cost record is displayed in the Related CIs with Costs Allocated table, and the Unallocated Cost decreases by the amount that is applied to the CI.
   The remaining fields in the form are read-only. They provide the following information:
   • Unallocated Cost displays the Current Total less the amount already allocated to CIs during this session.
   • Average Cost Per CI displays the Current Total divided by the Related CIs Count. This field indicates the amount that each cost record would have if you chose to automatically allocate the costs to the CIs.
9. Continue selecting CIs from the Related CIs table, and apply costs until the Unallocated Cost is equal to 0.
10. Click Close.
    The table in the Costs tab displays the cost records that you have created. You cannot modify or delete these records.