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T Analyst - Hierarchies

by Community Manager ‎12-08-2014 10:23 AM - edited ‎09-12-2016 03:37 PM

Building a hierarchy in T Analyst,  alllow you to seperate charges throughout different locations within your structure.  It helps identify costs at a specific cost centre level.

 

Creating a hierarchy

Converting hierarchy from private to public

Renaming a hierarchy

Setting the active hierarchy

Setting the master hierarchy

Viewing hierarchy history

 

 

 

Creating a hierarchy

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We recommend you create a hierarchy in T Analyst so you can review your post bill charges and assign them to the relevant department in your organisation.

 

This is a three step process:

 

  • Creating a hierarchy
  • Creating cost centres
  • Assigning accounts/services

 

You can allocate costs by division, department, or cost centre using Cost Centres. After you’ve built an organisation hierarchy you can allocate accounts and services to the departments of your choice. This hierarchy can be used every month to allocate costs across your organisation.

 

 

Hierarchies - cost centre display.JPG

 

 

 

Creating a new hierarchy

 

 

1. Select the Setup tab

 

Home page - set up tab.JPG

2. Select Manage Hierarchy and choose Add Hierarchy.

 

Hieararchies - add name.JPG

 

5. Enter a name for your hierarchy

6. Select whether the hierarchy will be a Public Hierarchy or Private Hierarchy.

7. Select whether to begin with a blank hierarchy or to use an existing hierarchy as a starting point.

8. Select Save

 

 Hiearchies - config.JPG

 

To create cost centres and add them to your hierarchy, go to knowledge article Cost Centres and refer to section, Creating a cost centre.

 

 

Converting hierarchy from private to public

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A hierarchy can be public or private. Public Hierarchies can be accessed by any users which have access to the root cost centre of the Master Hierarchy. Private Hierarchies can only be seen by you. They can be changed to Public Hierarchies at any time but once a hierarchy is made Public it cannot be changed back to Private.

 

Home page - setup tab.JPG

 

2.  Select Manage Hierarchy.

 

Setup tab - manage hierararchy.JPG

 

 

4. Choose the hierarchy to convert.

5. Select drop down menu against more actions.

6. Select Edit Hierarchy Properties.

 

Hierarchies - edit hierarchy.JPG

 

6. Under Access, select Public

7. Select Ok

 

Hierarchies - public or private.JPG

 

8.  Hierarchy will now be listed as public and visible to all users.

 

Hiearachies - public selection.JPG

 

 

Renaming a hierarchy

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You can edit or change the name of your hierarchy.

 

1.  Select Setup tab.

 

Home page - setup tab.JPG

 

2.  Go to Hierarchies section and select Manage Hierarchy.

 

Setup tab - manage hierararchy.JPG

 

3. Choose the hierarchy to rename.

4. Select Edit Hierarchy Properties.

 

Hierarchies - edit hierarchy.JPG

 

 

5.  Update hierarchy name.

6.  Select OK.

 

Hierarchies - new name.JPG

 

 

Setting the active hierarchy

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When you create a new hierarchy it becomes the Active Hierarchy and any changes to cost centres, account assignments and service assignments will only affect that hierarchy.

 

The Active Hierarchy is displayed on pages in the hierarchy section and in the reporting bar of Summary Reports and Detail Reports

 

1.  Select Setup tab.

 

Home page - setup tab.JPG

 

 2.  Go to Hierarchies section and select Manage Hierachies.

 

Setup tab - manage hierararchy.JPG

 

 

3.  Select hierarchy name

4.  Select Set Active Hierarchy.

 

Set active hierarchy.JPG

 

5.  Selected hierarchy will be active across View Bills and Reports section of T Analyst.

 

 

Setting the master hierarchy

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Any Public Hierarchy can be set to be the Master Hierarchy. Since users are assigned access rights to cost centres of the Master Hierarchy, selecting a hierarchy to be the new Master Hierarchy will unassign all users not assigned to the top cost centre. These users will have to be reassigned to the cost centres of the new Master Hierarchy.

 

1. Go to Setup tab.

 

Home page - setup tab.JPG

 

2. Select Manage Hierarchy in Hierarchies section.

 

Setup tab - manage hierararchy.JPG

 

 

3.  Select the hierarchy you want as the master.

 

Hierarchies - selecting hierarchy.JPG

 

 

4. Select More Actions and Edit Hierarchy Properties.

 

Hierarchies - edit hierarchy.JPG

 

5. Under Master, select Set as master hierarchy.

6. Select Ok.

 

Hierarchies - set master hierarchy.JPG

 

 

 

Viewing hierarchy history

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See changes you’ve made in your hierarchy structure

 

1. Select the set up tab.

 

Home page - setup tab.JPG

 

2. Select hierarchy history from hierarchies section in set up tab.

 

Setup tab - hierarchy history.JPG

 

 

3. Select hierarchy and go to Hierarchies History tab to view historical changes.

 

Hierarchies - select hierarchy history.JPG