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You've heard about the TBM Taxonomy. You're even familiar with its layers. But do you get "bogged down" in the multitude of terms, definitions, and their place within the taxonomy?  If you answered yes to this question, we have a solution for you--TBM Taxonomy Flashcards! This tool allows you to quiz yourself on TBM Taxonomy terms and definitions, while giving you a visual representation of where the terms belong within the layers of the taxonomy.  So follow the link, and get to flipping! TBM Taxonomy Flashcards

Hello Apptio Practitioners,


One question I'm often asked in Lab Assists and on Ask an Instructor  is "why don't my numbers in Servers and Hypervisors match the guide or the answer key?  What did I do wrong?  


Well the short answer is you may not have done anything wrong.  It's typcially related to slightly different allocation strategies since we're not giving you all the answers and are expecting you to figure some things our for yourself as you get farther along in your training.  But the question comes up enough that I want to explain why it happens using an example from the CT Apps and Services project. 


Let's say you configure your allocations from Physical Servers to Hypervisors and Servers as follows:



Some of you may get a result that looks like this:




While some of you may get different numbers.




So why does this happen, especially since in both cases the allocations from Physical Servers to Servers and to Hypervisors are identical?  Well it turns out, that the reason is back a couple steps in our project with the allocation from Data Centers to Physical Servers. You may think "but I've got the right number in physical servers"  and you're right, but sometimes its about the distribution of those dollars. 


To explain this, let's take a look at the allocation from Data Centers to Physical Servers that we did earlier in the project.  Let's say you allocate from Data Centers to Physical Servers using Location as your data relationship column... but you don't select any weighting value.  Apptio spreads the dollars from the Data Center line items to the respective Physical Server Line items evenly.  In the screenshot, I've filtered by Raleigh so you can see that every server in Raleigh gets the same $ amount.


Now let's change the allocation slightly.  I'll add a weighting factor to my allocation based on the CPU Cores and once again filter for Raleigh.  Notice how when it's weighted by CPU cores, the higher the number in the CPU Core column the more dollars are allocated.  Lower CPU Core numbers result in lower allocations.


The point is, regardless of which allocation strategy I use, I get the same number going from Data Centers to  Physical Servers:  


The difference is in the spread, and that comes out later when we allocate from Physical Servers to Servers and Hypervisors.  Because the $ allocated to each Physical Server line item are different in the different allocation strategies, the amount to send from specific line items in Physical Servers to Hypervisors or Servers are different, which changes the amounts in those subsequent allocations.


We can compare a specific line item.  Below is the project where I have a CPU Core Weighting in my DC to Phys Serv allocation.   I've filtered for HV1000272.  Notice that in my Cost column for that line item in the Source data,  I have $7352 to allocate.l



Now, if you look at the same line item in the project where I've not used the CPU Core Weighting and just let the dollars be spread evenly we get different results. Notice that we only have $2408 available to allocate from the HV100272 line item in Physical Server Master data to the relevant Hypervisor line item.  Of course this is going to change our results.   



The point is, different companies use different allocation strategies based on what is important to them. Spreading the dollars evenly, without a weighting is a perfectly valid allocation strategy although not quite as accurate and defensible as one that is based on an attribute of the data or on consumption. Note: If you're trying to fix your project to match the guide, you can do so by adding the CPU Cores weighting to the Data Center to Physical Server allocation.  


I hope this lesson on how the weighting factors can change your results has been helpful.  Let me know what you think!


Happy TBMing!



As a part of the RTBMA Learning Plan, the Introduction to Apptio course will showcase Apptio’s suite of SaaS applications for automating TBM and how Apptio empowers common roles in IT. In addition, the course covers how you can maximize your success by adopting TBM processes, and how you can connect with other practitioners.


With Apptio’s TBM applications built around ATUM, you can connect your data to pre-defined and useful reports that facilitate better and faster decision-making capabilities for your IT, Finance and Business Units.


Taking this self-paced class will prepare you for the courses that follow in the RTBMA Apptio University Learning Plans.


Share with your stakeholders


Length: 3 short videos (17 minutes)


Format: Self-Paced


Recognition Title: This course fulfills a requirement for the Recognized TBMA Certification

As always, Education Services is happy to provide you with best practices and communications to help you through your TBM journey. This Apptio User Rollout Training Plan developed by Jacinta Fraser at CBA highlights key milestones and opportunities to gain insight through training sessions, email communications, user guides, and more. The PowerPoint graphic is downloadable and completely customizable to suit your organization’s timeline. 


Be sure download this valuable resource!

Do you have a go to set of steps that guarantee TBM delight? Maybe a secret ingredient or a favorite report? It’s time to bring your home cooking to the big kitchen. Submit your recipe today!


Check out How to submit a recipe in the Insights Cookbook to ensure your entry is received.  I know, I know, you're wondering "are there any prizes for submitting a recipe?" - what fun would a cook off be without prizes?


If you are one of the first 20 approved entries your recipe will be showcased in the Insights Cookbook AND you will receive a pair of Apptio socks!! Who doesn't like prizes and Apptio swag?! I've had many requests for these socks so get your pair before they are gone! (Please note, 1 pair of socks per person. We would love for you to submit more than one recipe but you will only receive a pair of socks for your first approved recipe.)


The Apptio socks are the prize for customers. Apptio employees and Partners please check the internal Info Hub for the internal prize..coming soon.






Apptio University is pleased to announce the release of the IT Benchmarking Learning Plan. These courses will allow you to dive deeper into configuring and using IT Benchmarking to compare, investigate, and track actuals against benchmarks. In these self-paced courses you will explore:


How to Configure Interactive Benchmarking:

  • Auto Upload Actuals from Cost Transparency
  • Manually Input or Override Actuals
  • Overview of non-US Currencies
  • Using non-US Currencies


How to Configure Benchmarking in Cost Transparency:

  • Download Benchmarks from Interactive Benchmarking
  • Upload Benchmarking
  • Map Cost Pools
  • Map Towers
  • Map Sub-towers
  • Map Units of Measure


How to Use IT Benchmarking:

  • To Compare Industry Benchmarks
  • To Compare IT OpEx Benchmarks
  • To Compare Infrastructure Benchmarks
  • To Investigate Infrastructure Benchmarks
  • To Track Progress Against Infrastructure Benchmarks


Length: 65 minutes


Format: Self-paced 


Prerequisites: None

Recognition Title: Upon completion of the IT Benchmarking courses and assessment, you will be awarded the IT Benchmarking badge. 


Special thanks to Julianne Maila, Venky Krishnan, and Michael Epstein who served as subject matter experts and guest instructors for this series.  


Want to empower your Business Unit leaders to track consumption and see their impact on bottom-line costs?


Configuring and Using CT Business Unit Reports is an introduction the reports included in the component and a couple of the nuances of configuration.


The Cost Transparency Business Units component gives Business Unit leaders the insights they need to make proactive assessments. You’ll see reports that reveal detailed spend information for each Business Unit, including the ability to drill down to view the unit’s application and project spend. You can also see Business Unit spend by category, and what the BU is spending on each application and service it consumes.


Get to know the CT Business Units component – another way to maximize the value you get from Apptio.


Length: 5 minutes


Format: Self-Paced



  • Reporting analysts with permission to create reports
  • TBMAs


 Related pages:

Install and configure the CT - Business Units component 

Business Units Module configuration 

Hi Folks,

I've recently had a couple questions from folks about the best way to submit a feature request that you'd like to see in the product.  So I thought rather than answer it several times, I'd write a blog post. Before I start I want to set expectations that I can't promise if or when your request will get added, but the first step is to get it into the request list so that engineering can look at it to see if it's feasible and beneficial to many people. 


The first step should be to go to the Product Central page for the product for which you have the idea.  For some of the products, such as ITPF, there is an area where you can submit feature requests and review current requests under consideration.  Scroll down the project page to find it. 


However not all products, CT for example, have a feature request area on Community.  To submit a feature request for CT, you would log in to and click the "Have an Idea" option.


Next click the "Have and Idea for Other Apptio Products - Submit an Idea" option.  


Just fill in the blanks and you're done.  Be as specific as possible in your description.  Specify the product in the drop down and your description should include the scenario where you'd want the new feature to be available or happen and it should also include a "How will I know when it's working/done".   


I hope this helps!



Hi TBM Heroes,

This question came up in class quite some time ago and I can't remember now who asked it.  Anyway, it took me a while to find someone who knew the answer but I finally tracked it down.  I tried to find the asker in my notes and email but was unsuccessful.  Hopefully though you are following me and will see that I didn't give up on getting you an answer. 


The question was related to an unusual menu option in one of the OOTB reports. This Tabbed table is in the OOTB Application Review report.  About halfway down the page.  Notice that rather than Size and Position, the right click menu shows an option to "Change Size" . A student in class was curious about where that option came from and why it doesn't exist in other places. 



So it turns out that it's related to the group settings,  The tab with the unusual menu item is nested inside a larger grouping component and that grouping component is set to use dynamic layout.  When you have nested components inside a group that used dynamic layout, you won't get the option to specify the position of the item in the group, so it changes the menu to only offer a sizing option.  

If you drag the tab component outside the group (not the easiest task since there are a lot of layers in this report) you can see that once it's outside the group the tab component once again has the Size and Position option.  It's no longer controlled by the rules of the group. 



Michelle McGuire - was it you who asked me about this? 

Rhonda Keller and Debbie Hagen join us to discuss the ETBMA Case Study. Curious about the following? Then take a few minutes to listen to their insights.

  • What happens when a case study is submitted?
  • What are the review standards for a case study submission?
  • Why do some case studies stand out to the review board?
  • Are there any tips or tricks that will help me create an outstanding case study?


ETBMA 2018 Case Study 

ETBMA Case Study Grading Rubric 

  •      Are you curious how calculations work in Apptio? 
  •      Are you wondering how you can manage your checkins and checkouts as a team?  
  •      Do you know the best way to organize your data sets when loading them into Apptio?


 If you have these questions and others, you’ve come to the right place.  We’ve collected the most common requests we get for  “I really wish someone would explain how this works…”.  Ryan Oliver has generously provided explanations for those things TBMAs want to understand while using our software.


Copy Forward, Data Freshness and Data Versioning (3 mins.)

Data Set Organization (6 mins.)

Review Project Error Notifications (11 mins.)

"Various": What Should I Do? (5 mins.)

What is Happening During Calculations? (11 mins.)

Working as a Team in Apptio: Check-in & Check-out and Coordinating Who Owns What

Understanding Error Text - Link Only


Data Upload Interface - Link Only


Allocations Summary - Tracking Unallocated Values

Unallocated Report 


Filtering Data in a Column - 1 vs 100 vs 100%

[Closed - Enablement] Increase usability of column filters for numeric values 



Have you started the Understanding the TBM Framework course? In addition to the course you will have the opportunity to complete a Community Quest! The first challenge in the quest is available now


You will have the opportunity to earn Community points, three Community Badges, and eventually learn how to earn your very own TBM Framework Dude! 


Check out the TBM Framework quest page to begin!






Understanding the TBM Framework is a new self-paced course from Apptio U! This course was inspired by the Learning the TBM Framework (the Easy Way) blog by ETBMA Jairus Green in which he introduced his TBM Framework Dude. Jairus was inspired to create the TBM Framework Dude to give him a conceptual overview of the TBM Framework when explaining it to others. Remember we told you there was more to come? Well…here is the "more!" This course is designed for new or experienced TBMAs looking to refresh their knowledge of one of the many TBM Tools, the TBM Framework.

In this course you will learn how:

• the TBM Framework aligns with other TBM Tools.
• the IT organization utilizes the TBM Framework to enhance the entire business.
• the organizational elements are implemented to improve the way IT provides value to the business.
• the core disciplines are incorporated to anticipate future changes and align with strategic business goals.
• the IT organization uses value conversations to focus on overcoming various trade-offs with the goal of better business outcomes. 


Now on to the #TBMFrameworkChallenge! In addition to completing the course you will have the opportunity to complete three Community Challenges! The challenges will be released quarterly. You will have the opportunity to earn Community points, up to three Community Badges, and eventually learn how to earn your very own TBM Framework Dude! The points you earn will count toward your Community Engagement points required for your Recognized and Elite TBMA Certification. The first Challenge will be released June 2018!

Length: 40 minutes (not including time to complete challenges)
Format: Self-paced
Audience: Community Users


Special thanks to Debbie Hagen and Jonathan Strauss who served as subject matter experts for this series.  

Everyone!  The Superhero's have been sent off and those of you who are getting one will receive it shortly!  Please post a pic when they arrive Jillian Ferguson Ben Burkett Matthew Rosenbluth Martyn Dawes Keith Edwards David Battaglia Juliet Orgain Gordana Moore Peggy Cantu Juan José Jarillo Trae Baker

First, a little about Apps and Services...


The Applications and Services Module is used to allocate the IT Resource Towers costs into the associated infrastructure and ultimately into the Applications and Services table. The resulting reports can be used to gain insights into the Application and Service Portfolio spend.


Apptio provides visibility into not only the total cost of an application or service but the underlying drivers of that cost; this visibility enables identifying outliers and drilling into the details of application cost.  Insights gained through spend analysis highlight problem areas and improvement opportunities, for which targeted corrective actions can be evaluated, for example:

  • Adjusting service levels to reduce costs of an app or service
  • Improving ROA and avoiding/delaying capital spend by eliminating or re-purposing underutilized assets
  • Right-sizing HW and SW configurations based on cost and performance requirements
  • Evaluating different sourcing options (e.g., on-prem vs. cloud)
  • Directing resources to highest priority applications
  • Delaying planned investments not critical to business

Application costs are calculated on an-going basis, ensuring that TCO figures are up-to-date and reflect current costs and conditions.


That's pretty heady stuff. Before you can do all of that you will need to configure the Apptio model. 


In this course, you upload the necessary data for apps and services, configure your data, map data to master data sets and configure your allocations. The work stream you follow is the recommended step-by-step process that you should implement during a real world Apps and Services configuration. The purpose of this course is to provide you with  hands-on experience so you can contribute, as a customer, partner or Apptio employee, to the varying twists and turns of an actual Apps and Services project.  


Begin the course here:

Partners and Apptio employees (Required):  Employee and Partner: Request Training Environment for "Configuring Cost Transparency Apps and Services in R12".

This course is REQUIRED. Complete this course in the two week time period you have been allotted. You have the base project, "CT Apps and Services Base Project" in your training environment so you may begin at any time.


Apptio Customers (Optional): Customer Request Training Environment for "Configuring Cost Transparency Apps and services in R12"

This course is OPTIONAL. If you wish, you may complete this course in the two week time assigned OR you may come back at anytime in the future. Complete the survey HERE to request a new training environment when you are ready. The base project, "CT Apps and Services Base Project" will then become available to you. 


Length: Varies - estimated between 2 to 4 hours


Format: Backpack - a self-paced class that includes all the resources you need to effectively manage your data in Apptio


Audience: TBMAs


Prerequisites: Configuring and Installing Cost Transparency Foundation R12