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This documentation supports the 23.3 version of BMC Helix ITSM.To view an earlier version, select the version from the Product version menu.

Specifying primary and secondary cost centers for people in the dataload spreadsheets

If you want to associate multiple cost centers to individual People records, when you load people data make sure that all the cost centers are defined on the People.xlsx spreadsheet and that you create an association among the cost centers for the individual.

Related topics

Configuring-Data-Management

Populating-the-dataload-spreadsheets

Best-practices-for-using-spreadsheets-in-data-management

If you do not create the association between the primary and secondary cost centers, you might encounter dataload exceptions when you run the dataload job.

When People records are loaded by using People Templates with Data Management or the Onboarding Wizard methods, the values specified on the People Template record are not used. Only the permission groups, support groups, and functional roles tied to the people template are applied to the People record.

Primary and Secondary cost centers

If a person is a member of more than one organization or provides services for multiple organizations in a company, that person might have more than one cost center associated with their People record. If a person has multiple cost centers, one of the cost centers must be designated their primary cost center. All of their other cost centers are considered secondary cost centers. The primary cost center is usually the cost center of the organization that the person works most closely with, but this can be different depending on the organization.

The People form records the cost center information in the Primary Cost Center Code field and in the Secondary Cost Centers table.

When you relate People records to primary cost centers that also have secondary cost centers, make sure that you create an association between the primary and secondary cost centers on the Financials.xlsx spreadsheet and on the People.xlsx spreadsheet. If you do not create those associations in both spreadsheets, you might encounter data exception errors when you run the data load job. To make these associations, perform the following procedures.

To enter the primary and secondary cost center codes on the Financial.xlsx spreadsheet

Perform the following steps to enter the primary cost center codes and the secondary cost center codes into the FIN_LoadConfigCostCentersRep tab:

  1. Open the Financials.xlsx spreadsheet, then open the FIN_LoadConfigCostCentersRep tab.
  2. In the Cost Center Code column, enter your cost center codes; include primary cost center codes and secondary cost center codes.
  3. Enter information for the rest of the required fields and for any of the optional fields on the FIN_LoadConfigCostCentersRep tab.
    221_add_codes.png

To map the secondary cost center codes to the primary cost center codes in the Financial.xlsx spreadsheet

Perform the following steps to create the association between the primary cost center and its secondary cost centers on the FIN_LoadCostCenterUDAAssoc tab:

  1. From the Financial.xlsx spreadsheet, open the FIN_LoadCostCenterUDAAssoc tab.
  2. In the Cost Center Code column enter the codes associated with any secondary cost centers. 
  3. In the Source Cost Center Code column, enter the primary cost center code associated with each of the the secondary cost centers. This step is the key to creating the association between the primary cost center and it's related, secondary cost centers in this spreadsheet.
  4. Enter information for the rest of the required fields and for any of the optional fields on the FIN_LoadCostCenterUDAAssoc tab.
    221_map_codes.png


To load People records with primary and associated secondary cost centers, perform the following procedures:

  1. Associate the primary cost center code with the people record
  2. Map the secondary cost center codes to the primary cost center codes 

To associate the primary cost center code with the people record

In this procedure, you associate the individual people records with the primary cost center on the CTM_LoadPeople tab on the People.xlsx spreadsheet..

  1. Open the People.xlsx spreadsheet, then open the CTM_LoadPeople tab.
  2. In the Primary Cost Center Code column, enter the primary cost center code associated with the individual People record.
  3. Enter information for the rest of the required fields and for any of the optional fields on the CTM_LoadPeople tab.
    221_assoc_person.png

To map the secondary cost center codes to the primary cost center codes

This procedure is the key to creating an association between the primary cost center and its related, secondary cost centers. Perform these steps on the FIN_LoadCostCenterUDAAssoc tab of the People.xlsx spreadsheet.

  1. From the People.xlsx spreadsheet, open the FIN_LoadCostCenterUDAAssoc tab.
  2. In the Cost Center Code column enter the secondary cost centers codes for the person. 
  3. Beside each of the secondary cost center codes, In the Source Cost Center Code column, enter the primary cost center code associated with the person. 
  4. For each row that you add, provide the Person ID of the person for whom you are creating the entries. In the following illustration, look at the Person ID column and you'll see that the first three rows associate the secondary cost centers to the primary cost center for one person, while the second four rows make that association for a different person.
    221_secondary_cost_center_map.png
  5. Enter information for the rest of the required fields and for any of the optional fields on the FIN_LoadCostCenterUDAAssoc tab.

 

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BMC Helix ITSM 23.3