T Analyst Hierarchies

Exporting and importing

The new hierarchy import process allows you to manage and edit your hierarchies offline in an easy-to-understand CSV file format. Use all the power and flexibility of Microsoft Excel to manage hierarchies, assign accounts and services to cost centres, add descriptions, and split services across cost centres.

The hierarchy import process is simple: a new option is available to export your hierarchy as a CSV for import. This CSV file can be opened and edited in Microsoft Excel. Once changes have been completed, you can save the file as a CSV and import it back into T Analyst.

You can learn more about this new feature and read step-by-step instructions in our PDF guide or watch instructional videos to learn more about this new feature.

Download guide (PDF, 810 KB) Watch instructional videos

Assign new accounts to hierarchy

New accounts can be identified and assigned to a hierarchy.

From the home page, select the Setup tab.
Go to Manage accounts / services under the Hierarchies section.
To identify any new accounts, select Accounts from the Display filter.
New accounts will show under path as ‘unallocated’.
To assign accounts to a cost centre, select the accounts to be assigned, and then select Move accounts.
Select the destination cost centre from the drop-down list where account is to be assigned.
Select OK to confirm account move.
Accounts will now appear under new destination path.

Note:

When assigning an account, all services attached to that account will also be assigned to the selected destination.

If you need to assign individual services across multiple cost centres, it is recommended to assign account to top level (corporate). This will then allow you to select services you wish to assign to each specific cost centre.

Assign new services to cost centre

New services can be identified and assigned to hierarchy/cost centres.

Services can only be assigned if the account has already been assigned to the hierarchy.

From the home page, select the Setup tab.
Go to Manage accounts / services under the Hierarchies section.
To identify any new services, select Services from the Display filter.
New services will show under path as ‘unallocated’.
To assign services to cost centres, select the services to be allocated, then Move accounts.
On the drop-down menu, select the destination where account is to be assigned.
Select OK to confirm service move.
Service will now appear under new destination path.

Add service descriptions

Users can add up to two descriptions against their services.

Go to Setup tab.
Select Manage accounts/services.
Select Services from display drop-down menu and apply.
Select the services you wish to add a description against.
Select edit and enter a description 1 and description 2 if required.
Select Save.
New descriptions will be displayed against services.

To display service descriptions in a report, please make sure fields “service description 1 and 2” have been added to your report.

About hierarchies

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

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

This is a three-step process:

Creating a hierarchy
Creating a cost centre structure
Assigning accounts/services.

You can create and manage multiple hierarchies to allocate costs by different organisational structures. This allows you to accurately depict the organisational structure at the point in time of a specific billing cycle. You can base a new hierarchy on a copy of an existing hierarchy with all the account and service assignments of the original hierarchy.

The master hierarchy

By default, the hierarchy you start out with is the master hierarchy. When a new hierarchy is created, it will be the hierarchy that is selected each time you sign in. The master hierarchy also serves as a means of assigning account access to secondary users of the system like department managers. By assigning a manager to a specific cost centre, the manager will only be able to access accounts at or below that cost centre in the hierarchy.

Setting the master hierarchy

Any public hierarchy can be set to 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.

T Analyst - Hierarchies

Hierarchies