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Hi Folks,

I learned something today about our LMS (Apptio U) that I wanted to share with you because it may impact your acceptance into classes.  The tip is... just like in your formulas in Apptio, order of operations matters.


You can login to ApptioU and register for several classes in the same visit, however, it's important that you pay attention to the prerequisites and register in the order you'll be taking the class.


Here's an example:

I want to take Reporting 1 the week of April 25th and CTF the week of April 11th.  I can register for Reporting 1, even though I haven't yet attended CTF.  However, it's important that in the LMS, I first register for CTF, then request Reporting 1.  This will set my status to "Pending Prerequisite" and I'll automatically be added to the Reporting 1 class as soon as I complete the CTF class. This also holds your spot in the second class.  You are listed on the roster as pending prerequisite so your seat in the class is held.

What happens if you register in reverse order?

If instead, same classes, same dates, but you went into Apptio U and first signed up for Reporting 1, then signed up for CTF, the LMS adds you to the "requests exception" list. Unfortunately that list doesn't know when you've completed the CTF class so it doesn't hold your spot and you may not get into the class.


Happy TBM Journeys!



I’m pleased to announce that Apptio University has added two short courses to the IT Planning Foundation Training series - Asset Planning and Contract Planning.


With the new Asset planning feature, you can:

  • Enter or Import a list of current assets and relevant attributes
  • Forecast the purchase and deployment of new assets
  • Automatically generate depreciation expense for both current and forecasted assets
  • Automatically generate CapEx line items for forecasted asset purchases
  • View the depreciation expense impact of both current and forecasted asset purchases on their operating budget


With the new Contract planning feature, you can:

  • Enter or Import a list of contracts and relevant attributes
  • Manage contracts that span multiple years - only the portion of the contract expense that impacts the current plan year will be included in the OpEx plan
  • See which contracts are up for renewal within the plan year and the total amount represented by those renewing contracts
  • Model the impact of renewing (or not renewing) contracts on your overall budget, as well as whether those contracts renew at a higher (or lower) rate
  • Automatically handle the amortization of pre-paid contracts, so that your OpEx budget matches how contract actuals will be reported
  • Drill down to see specific vendor and the cost breakdown of individual contracts


Length: Approximately 10 minutes each


Format: Web-based training


Audience: Budget Process Owners, Admins


Prerequisites: None


As always Sandeep Menon and I would love to hear your feedback.

When you create a report, you may want to add some information in the report to communicate some aspects about the report to other users. However, at times, you may not want all users to see these bits of information, or it may be relevant only for a particular set of users.


How can we add a piece of information in a report that will be visible only to a select group of users?

If you have worked with HTML texts in your reports, you would know that HTML texts do not allow us to control who can view that text. However, we can do so using Notes.

In Add a Note to a Report and Change its Contents in Different Months you will learn how to add a Note to a report, as well as change the contents of the Note in different months.

Education Services is partnering with TBM and Apptio experts to bring you advanced skills and knowledge delivered by the people who develop Apptio products or work with them every day in the field.


Over the coming months we'll be offering these 1-3 hour lecture style sessions live via WebEx. If you come to the session, you'll have the benefit of asking questions in real time but if you can't make it, don't worry. Each session will be recorded and posted in the AAEP catalog.


Every session in the series is open to all AAEP holders and there are no prerequisites for attending or viewing the recording. However, if you are an Elite TBMA candidate, then we've crafted the topics specifically with you in mind.


Here's what we have on tap:





  • Improving Allocations
  • Advanced Modeling Skills
  • Modeling Best Practices


If you're an AAEP holder, you can enroll to attend live sessions, the same way that you would enroll in any other instructor-led course. The week following the live session, you'll be able to access the recording in the same way you access other self-paced classes.


Each session will have a brief accompanying quiz. There's no obligation to take the quiz, but those looking for ETBMA credit must successfully pass the corresponding exam which will be available anytime after the session first airs.

Let’s play Spot the Difference. What difference do you see between the images on the page?

Both models are the same. looks better than the other.

When we create a data model, it is important to keep in mind the readability and design aesthetics, as much as the technical accuracy of the model. A visual hierarchy and flow helps users understand the model easily.

In Rearrange Model Objects you learn how to arrange the objects in a model to improve the readability of the model.


Length: 5 minutes


Format: SPARKS


Audience: RTBMAs

The first time I made a wrong edit or calculation in Apptio, my first reaction was to press Ctrl + Z on my keyboard to undo my mistake. This was when I realized that we cannot undo any action the way we revoke our actions in most desktop applications.



So, how do we Undo actions in Apptio? Well, you can revoke your actions in the Audit tab, which not only allows you to Undo your last action, but it gives you a history of all the actions you performed in the application and allows you to select all the actions you want to undo. You can even filter the log to find entries made to a specific data set, on a specific date, by a specific user


The long list of entries under the Audit tab looks overwhelming, and it sure is if you want to find some older entries or undo many entries. However, the good news is that you can undo multiple entries at one go.

In the Undo Multiple Audit Log Entries course, you will learn how to undo multiple audit log entries together. You will also learn how to filter through the audit log to find the relevant entries easily.


Length: 6 minutes


Format: SPARKS


Audience: RTBMAs


Prerequisites: None


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