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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 

*this content was updated on May 4, 2018 to fit with the recently updated backpack courses*

I am writing this post mainly for CT beginners that are working on building a cost transparency foundation project 1st backpack course in Apptio University.  However, the concept and the formulas are the same in R11.


Understanding the Default Allocations in Apptio's Cost Transparency Application

In many, if not all cases, you will want to create your own allocations in your models but when you don't, you'll need to understand Cost Transparency's default or “out of the box” allocations.  


The default CT allocations are based on a Data Relationship.  This means when there are matching values in each column (on the sending object side and the receiving object side), the data tables can share information and dollars can flow.  If there are not matching values, the dollars will not flow.


If you look at those columns in the master data tables (look in the Formulas step) you will see a formula. We need to make sure that the formulas are generating equal values or else our dollars will not flow.  


Below is a table that shows the formula that is in the default allocation for getting dollars to flow from the Cost Source object to the Labor object.  See the formula and then examples of what it generates for 2 different GL line items.


LABOR MASTER DATA.Cost Source_Labor Key

Cost Source Master- Is Labor?

Cost Source Dollar



Flow from Cost Source to Labor Object?

=if(upper(Is Labor)="YES","Labor_Key"&&Cost Center&&Cost Pool&&Cost Sub Pool&&Labor Key Metafield,"CS_Labor_null")

="Labor_Key"&&Cost Center&&Cost Pool&&Cost Sub Pool&&Cost Source Key Metafield




Labor_Key – CC1565254222 – Internal Labor – Internal Labor –

Labor_Key – CC1565254222 – Internal Labor – Internal Labor -










This is especially important information to know when troubleshooting issues in your model.


Can you change those default allocations?  Absolutely!  And as mentioned above in many or most case you will want to do that based on your company data.  You get a chance to do this in the 1st backpack too.  So be sure to watch the Allocations video in the Videos and Documentation section of your backpack.  

Happy Learning! :-)



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.