Apptio Allocation Strategy

File uploaded by ciskowalt on Jul 8, 2020Last modified by ciskowalt on Aug 26, 2020
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Apptio Allocation Compendium:

Attached MS Word document


Apptio Folks,


The attached document can be used as a starting point in recording the allocation decisions made during your Apptio implementation.


The information has been collected from Apptio articles, Apptio Connection contributions made by other professionals, and a good portion of the document was made by reverse-engineering the Apptio reference application.




The document can help meet the following objectives:

  • Proactively plan allocations during the analysis and design phase of Apptio implementation
  • Communicate cost allocation strategies to application users.
  • Learn Apptio allocation methodologies.


The project I was working on was canceled during COVID.  I have not included site-specific allocation decisions made on the project.


An example of a site-specific allocation decision: 

How External Labor Cost Pool expense is allocated from Cost Source Master Data to External Labor.   Interesting challenge, when you do not know specifically how many resources ‘people’ are included in a contract. The contract might specify Level 1 Support.


Lots of little decisions you want to record so you can easily answer questions.


Best Wishes,


Walt Ciskowski