Business support

Creating a new hierarchy in Bill Analyst

A hierarchy lays out the relationship of your accounts and services to your organization's divisions, departments, and groups. In Bill Analyst, you use hierarchies to allocate costs. 

Hierarchies consist of individual nodes connected together in parent-child relationships to form a tree structure of your organization. Accounts are assigned to these nodes so that you can allocate costs by division or department and view reports at any level of your organization.

If you have the necessary permissions, you can create multiple hierarchies and switch between them to experiment with different reporting scenarios. You can also determine whether a hierarchy is private (seen only by the person who created the hierarchy) or public (seen by all users).

To create a new hierarchy:

  1. Click the Reports tab, then click the Billing Reports subtab. 
  1. Click Bill Analyzer.

Control Center opens Bill Analyst in a separate window.

  1. Click Setup.
  1. In the Hierarchies box, click Set Hierarchy.
  1. Click Add Hierarchy.
  1. Type a name for your hierarchy.

  2. Select the radio button for either a blank hierarchy or a copy of an exiting hierarchy. 

    If you want to experiment with different reporting scenarios, you can create multiple hierarchies to test your results. Make a copy of an existing hierarchy to use as a starting point or you can create one from scratch. If you decide you want to start with a copy, any changes you make to the new hierarchy will not impact the original hierarchy.

  3. Click Save.

When you create a new hierarchy, it automatically becomes the active hierarchy, until you log out. When you log back in, the master hierarchy will be set as the active hierarchy.

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