Can I Create Nested or Hierarchical Cost Categories?
Yes, you can create hierarchical relationships among your cost categories by using Cost Category as a dimension to select other categories when defining a cost category.
Suppose your enterprise comprises several departments (Group1, Group2, and Group3), with each department itself containing multiple teams (G1team1, G1team2, G1team3, G2team1, G2team2, G2team3, G3team1, G3team2, and G3team3).
Procedure
- Create a cost category (GroupTeam) and define rules (G1team1, G1team2, G1team3, G2team1, G2team2, G2team3, G3team1, G3team2, and G3team3).
- When you create a cost category (Group):
- Click Add rules and create a rule named Group1. Set the values of GroupTeam to G1team1, G1team2, and G1team3.
- Click Add rules and create a rule named Group2. Set the values of GroupTeam to G2team1, G2team2, and G2team3.
- Click Add rules and create a rule named Group3. Set the values of GroupTeam to G3team1, G3team2, and G3team3.