Specify cost infomation

Cost information can be specified via Configuration > Cost Management.

Create cost types to capture costs for IT architecture and projects.

  1. Go to Configuration > Cost Management > Capture Cost Types - IT Architecture/Projects.
  2. Click the New plus sign button > Create New Cost Type
  3. Specify the fields in the editor. Be sure to click the checkbox Show for Skill Requests and Resource Requests if the cost types should be available to capture costs for skill requests and resource requests.
  4. To assign the cost types to capture maintenance costs for IT assets such as applications, go to the Assign Maintenance Cost Types - IT Architecture and add them via  New plus sign button > Add Cost Type.
  5. To assign the cost types to capture project costs, go to the Assign Cost Types - Projects and add them via  New plus sign button > Add Cost Type.

Create income types to income for projects.

  1. Go to Configuration > Cost Management > Capture Income Types - Projects.
  2. Click the New plus sign button > Create New Income Type
  3. Specify the fields in the editor.
  4. To assign the income types to projects, go to the Assign Income Types - Project and add them via  New plus sign button > Add Income Type.

Adjust the currency information. The currency is used to capture the costs in your IT portfolio. You can change the currency name, currency code, and currency symbol currently specified.

The currency symbol should be set before you import costs for objects. The currency symbol cannot be changed for costs that have already been imported. If you change the currency symbol at a later stage, all costs entered or imported before the change will continue to use the old symbol.

  1. Go to Configuration > Cost Management > Currencies.
  2. Click the EditSingle button and specify the following fields:
    • Currency Name: Enter a name for the currency. When a user defines a card visualization for a data workbench or an indicator card, the currency name is displayed in the drop-down list of the unit selector field.
    • Currency Code: Enter a code for the currency. A maximum of 10 characters is possible.
    • Currency Symbol: Enter a symbol for the currency. The currency symbol will be available in the Currency fields available in the various page views. Users should be able to easily understand the relation of the currency unit to its currency by means of the given symbol (for example, T€ = 1000E).