After you create a hierarchy in Usage Analyst, you add nodes to it using the Tree Builder tool.
The nodes represent your organization’s divisions, departments or other cost centers; they’re the children of the topmost node. Give each node a descriptive name and corresponding general ledger (GL) code (you can edit a node description later if you need to).
You’ll need to assign accounts and services to the nodes; you can also split services between nodes to assign costs across multiple groups that share a service. Move nodes or remove branches (nodes) when your organizational structure or reporting needs change.
Make the hierarchy you want to edit the active hierarchy when you sign in to Usage Analyst.
You can use hierarchies to structure your data to track your telecom use or spend across different groups and functions of your organization for more informed reporting and analysis:
A hierarchy mirrors the structure of your organization—business units, regional offices, retail outlets, cooperatives, departments, and other reporting groups. The nodes and sub-nodes of a hierarchy form a tree structure, connected in parent-child relationships, representing your organization’s various groups. Split services between nodes to assign costs across multiple groups that share a service.
You can set a hierarchy you create as private (seen only by the person who created the hierarchy) or public (seen by all users in your organization).
Note: Some aspects of working with hierarchies are permission based. For example, you can only edit a node description, move a node to a different level, or remove a node if you are the owner or administrator.
To add a node to a hierarchy:
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