Departments

The Departments page reflects the Departments in your organization. Departments can be loaded via SSO or manually. Users can be assigned to departments & apps used by users will be assigned to departments through the user to department associations. This page will reflect the Fiscal YTD spend, Annual Budget (if entered), number of products, number of employees, Cost[YTD] KPI, and the Department Owner (if defined).




At the top left side, the Filter option gives customers an option to select filters on various columns. Please refer to the below snapshot: 


Once he clicks on the filter option, he will be able to see three options: 
Reset Filters, Add Filters & by default applied filter (Archive: false). 

Reset filters will reset all the filters currently applied. The Archive set false filter option shows all the items which are archived if any.


 

Once the user clicks on Add Filters option, he will be able to see the below screen:



He can click on the "+" button on any column, like below:


If he selects “Active Departments Users”, he will be able to select various options like Greater that, Smaller than, Range, and Equal to & click on Apply to view the updated records on the Department page. Similarly, different filters can be applied as per the requirement. Please refer to the screenshot below:



Adding a department

To add a Department, the Primary source should be selected as manual - not via integration as a source of truth. Currently, this can be only configured from the backend. Please contact your CSM Support Team to get this done. 


A couple of points to note:

  • Only one source of truth can be selected(Manual or Integration)

  • The reason for this is that we cannot have 2 sources of truth for one data point.


To add a Department, click on ‘Add’ in the top right corner, Fill in the details as mentioned below, and click ‘Add department’.

  • Name of the department - Required

  • Head - Required

  • Budget - Required



Editing a Department

You can edit a department from the department landing page or the individual department page.




From the department landing page, you can change the head of the department through the quick edit option available by hovering your mouse cursor over the department head’s name.



You can also change the department head’s name from the individual department’s page through quick editing or click the ‘Edit’ button on the top right corner, as shown in the screenshot below.



It will open a popup as shown below, where you can enter the values & click ‘Edit department’. You can edit the following fields.


  • Department name

  • Department head

  • Budget





Department: Overview

Clicking on an individual department will load its Department Overview page, displaying the following details. 


 




  • Number of users in department & change in number users from the last month. 

  • Total number of apps used in the current month & change in the number of apps used compared to the previous month as identified by as per the login data from the SSO source

  • Average monthly spend associated with the department for all the apps used by all the users in all months in the current financial year & change in spend compared to the previous month.

  • Average monthly cost associated with the department for all the apps used by all the users in all the months in the current financial year & change in cost compared to the previous month. It is associated with the number of licenses (available under a contract) assigned to users from a department.

  • Total spend out of allocated budget for the department for the financial year.

  • Head of the department

  • Budget remaining

  • Date when the department was added

  • Spends allocated to various apps across months

  • Usage percentage for multiple apps across months

  • Application-wise spend and Application wise usage charts.



Department: Application

The Applications tab lists the applications used by the users in the department, the spend allocated to that particular application, the number of users in the department, the specified SSO source, the status of the application, and the cost of each application[YTD]



In the Applications tab, the Cost [YTD] and other columns can be added or removed by hovering the cursor on the "Select Column" option near Filter as shown below : 




Click on Apply to save the view with the columns selected.


The ‘Users’ tab lists the users in the department, their names, email, designation, number of apps used, average monthly spend allocated to them & status.





Can’t find what you are looking for? Let us help you!

Departments

Modified on Wed, 07 Jun 2023 at 11:41 PM

The Departments page reflects the Departments in your organization. Departments can be loaded via SSO or manually. Users can be assigned to departments & apps used by users will be assigned to departments through the user to department associations. This page will reflect the Fiscal YTD spend, Annual Budget (if entered), number of products, number of employees, Cost[YTD] KPI, and the Department Owner (if defined).




At the top left side, the Filter option gives customers an option to select filters on various columns. Please refer to the below snapshot: 


Once he clicks on the filter option, he will be able to see three options: 
Reset Filters, Add Filters & by default applied filter (Archive: false). 

Reset filters will reset all the filters currently applied. The Archive set false filter option shows all the items which are archived if any.


 

Once the user clicks on Add Filters option, he will be able to see the below screen:



He can click on the "+" button on any column, like below:


If he selects “Active Departments Users”, he will be able to select various options like Greater that, Smaller than, Range, and Equal to & click on Apply to view the updated records on the Department page. Similarly, different filters can be applied as per the requirement. Please refer to the screenshot below:



Adding a department

To add a Department, the Primary source should be selected as manual - not via integration as a source of truth. Currently, this can be only configured from the backend. Please contact your CSM Support Team to get this done. 


A couple of points to note:

  • Only one source of truth can be selected(Manual or Integration)

  • The reason for this is that we cannot have 2 sources of truth for one data point.


To add a Department, click on ‘Add’ in the top right corner, Fill in the details as mentioned below, and click ‘Add department’.

  • Name of the department - Required

  • Head - Required

  • Budget - Required



Editing a Department

You can edit a department from the department landing page or the individual department page.




From the department landing page, you can change the head of the department through the quick edit option available by hovering your mouse cursor over the department head’s name.



You can also change the department head’s name from the individual department’s page through quick editing or click the ‘Edit’ button on the top right corner, as shown in the screenshot below.



It will open a popup as shown below, where you can enter the values & click ‘Edit department’. You can edit the following fields.


  • Department name

  • Department head

  • Budget





Department: Overview

Clicking on an individual department will load its Department Overview page, displaying the following details. 


 




  • Number of users in department & change in number users from the last month. 

  • Total number of apps used in the current month & change in the number of apps used compared to the previous month as identified by as per the login data from the SSO source

  • Average monthly spend associated with the department for all the apps used by all the users in all months in the current financial year & change in spend compared to the previous month.

  • Average monthly cost associated with the department for all the apps used by all the users in all the months in the current financial year & change in cost compared to the previous month. It is associated with the number of licenses (available under a contract) assigned to users from a department.

  • Total spend out of allocated budget for the department for the financial year.

  • Head of the department

  • Budget remaining

  • Date when the department was added

  • Spends allocated to various apps across months

  • Usage percentage for multiple apps across months

  • Application-wise spend and Application wise usage charts.



Department: Application

The Applications tab lists the applications used by the users in the department, the spend allocated to that particular application, the number of users in the department, the specified SSO source, the status of the application, and the cost of each application[YTD]



In the Applications tab, the Cost [YTD] and other columns can be added or removed by hovering the cursor on the "Select Column" option near Filter as shown below : 




Click on Apply to save the view with the columns selected.


The ‘Users’ tab lists the users in the department, their names, email, designation, number of apps used, average monthly spend allocated to them & status.





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article