JulesT
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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.
Converting hierarchy from private to public
Creating a hierarchy
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.
Creating a new hierarchy
1. Select the Setup tab
2. Select Manage Hierarchy and choose Add Hierarchy.
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
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
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.
2. Select Manage Hierarchy.
4. Choose the hierarchy to convert.
5. Select drop down menu against more actions.
6. Select Edit Hierarchy Properties.
6. Under Access, select Public
7. Select Ok
8. Hierarchy will now be listed as public and visible to all users.
Renaming a hierarchy
You can edit or change the name of your hierarchy.
1. Select Setup tab.
2. Go to Hierarchies section and select Manage Hierarchy.
3. Choose the hierarchy to rename.
4. Select Edit Hierarchy Properties.
5. Update hierarchy name.
6. Select OK.
Setting the active hierarchy
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.
2. Go to Hierarchies section and select Manage Hierachies.
3. Select hierarchy name
4. Select Set Active Hierarchy.
5. Selected hierarchy will be active across View Bills and Reports section of T Analyst.
Setting the master hierarchy
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.
2. Select Manage Hierarchy in Hierarchies section.
3. Select the hierarchy you want as the master.
4. Select More Actions and Edit Hierarchy Properties.
5. Under Master, select Set as master hierarchy.
6. Select Ok.
Viewing hierarchy history
See changes you’ve made in your hierarchy structure
1. Select the set up tab.
2. Select hierarchy history from hierarchies section in set up tab.
3. Select hierarchy and go to Hierarchies History tab to view historical changes.
