Budget Groups/Cost Components

The Cost Modelling Admin page enables you to create, edit and delete Budget Groups, Cost Components, and Cost Centres, which are all used in Budgets Configuration. For more information on Budgets Configuration, see Budgets Configuration. Budgets are created in the Budgets Configuration page and are used in the Scenario Modelling functionality. For more information on Scenario Modelling, see Scenario Modelling.

To open the Cost Modelling Admin page, click Budget Groups/Cost Components under Administration on the menu bar.

The Cost Modelling Admin page has three tabs, one for each of the cost modelling items that you can administer from the page:

Budget Groups

Existing budget groups appear in the Budget Groups list in the left pane.

Configuration details for the selected budget group appear in the Edit Budget Group Configuration pane, which allows you to edit the configuration of the budget group selected.

You can rename the budget group and manage its users and cost components:

• Manage Budget Group Users
  To add License Optimizer system users to the selected budget group, select the required system user from the Add Users field.
  The selected system user appears in the Add Users field. You can remove users from this field by clicking the X icon on the user you want to remove. When you have added all required system users to the Add Users field, click Save. The users are added to the group and appear in the Users list. Clicking Cancel discards any changes.
  You can remove users from the Users list by selecting the user you want to remove and then clicking the Delete button to the right of the Add Users field.

• Manage Budget Group Cost Components
  To add cost components to the selected budget group, select the required cost component from the Add Cost Components field.
  The selected cost component appears in the Add Cost Components field. You can remove cost components from this field by clicking the X icon on the cost component you want to remove. When you have added all required cost components to the Add Cost Components field, click Save. The cost components are added and appear in the Cost Components list. Clicking Cancel discards any changes.
  You can remove Cost Components from the Cost Components list by selecting the cost component you want to remove and then clicking the Delete button to the right of the Add Cost Components field.

Adding Budget Groups

To add a budget group, click Add Group at the top left of the Groups tab. The Add Budget Group dialog appears:

Enter the name for the Budget Group, then click Save to create the new budget group.
The new budget group appears in the Budget Groups list – you may then select it and edit its configuration as described above.

Deleting Budget Groups

To delete a budget group, select it in the Budget Groups list then click Delete above the Budget Groups list.
You are prompted to confirm that you want to delete the selected record.

You cannot delete budget groups that are being used in cost models.

Cost Components

You manage cost components from the Cost Components tab.

You can sort on the Name or Description columns by clicking the column headers. You can edit existing cost component entries by clicking the associated Edit button to display the Edit dialog for the cost component.

Click Update to save any changes you make.

To add a new cost component, click Add new record at the top right of the tab.

To delete cost component records, click Delete alongside the appropriate record. You are prompted to confirm that you want to delete the selected record.

You cannot delete cost components that are being used in cost models.

Cost Centres

You manage cost centres from the Cost Centres tab.

You can sort on the Name, Description, or Transaction Type columns by clicking the column headers. You can edit existing cost centre entries by clicking the associated Edit button.

From the Edit dialog, you can edit the Name, Description, and Transaction Type fields for the selected cost centre. Click Update to save any changes you make.

To add a new cost centre, click Add new record at the top right of the tab.

To delete cost centre records, click Delete alongside the appropriate record. You are prompted to confirm that you want to delete the selected record.

You cannot delete cost centres that are being used in cost models.