This document provides a guide to the typical source data needed for standard reporting in Apptio's Cost Transparency and Business Insights modules. It lists data sources for various types of financial, infrastructure, application, project, and human resources data. The data sources are categorized as required, recommended, or optional depending on whether they are minimally needed or can provide additional granularity. The purpose is to help customers understand what data should be collected or connected to Apptio to facilitate effective reporting and analysis.

1. APPTIO | 1Case Study
Source Data Guide
Datasheet APPTIO | 1
Corp. Finance System
General Ledger
Fixed Assets sub-Ledger
Budget System or Excel
Corp. Finance
ITAM or CMDB
ITAM or CMDB
Dataset
Dataset
HR System or Excel
Apptio or Your List
PPM or Excel
PPP or Excel
PPM or Excel
Apptio or Your Service Catalog
Server Mgmt.
Server Mgmt.
Server Mgmt.
Data Center Mgmt.
Service Desk
Service Desk or Time Tracking
Application Mgmt. or Dependency Mapping
Application Mgmt. or CMDB
Software Asset Mgmt. or Excel
Application or Software Asset Mgmt.
Application Mgmt.
Vendors
Contracts
Accounts Payable
Chart of Accounts
Extract of Actuals
Fixed Assets & Depreciation Schedule
Budgets by Month
BU Allocation Tables, Methods (if in place)
vServer & Storage Lists
IT Assets List by Type
Headcount
Rate by Role
List of Business Units
IT Resource Tower List
Project List
Project Spend Plan
Project Hours by Employee & Application
List of Services & Offerings
Server Utilization (Physical & Virtual)
Storage Utilization
Storage Usage by Application
Data Center Capacity, Usage & Location
Incident, Problem, Request, Change Records
Support & Operations Hours (if available)
Application & Infrastructure Mappings
List of Applications
Number of Maximum Licensed Users by Type
Number of Assigned Licenses by User
List of Active Users or End User Login Data
Vendor List & Key Attributes
Contract List with Dates & Key Attributes
Purchase Orders
Cost Transparency
Foundation
Data SetTypical Source
= Required (minimum data required for most standard reports)
= Recommended (required for some standard reports or adds additional granularity, scope or accuracy)
= Optional (adds additional granularity, scope or accuracy; not required for any standard reports)
More detail, including required fields/columns and use in reporting, is available in on-line product documentation.
Infra.
Apps &
Svcs BUs
Business
Insights
Apptio Guide to Source Data
For standard reports in Apptio Cost Transparency and Apptio Business Insights

2. APPTIO | 1Case Study
Source Data Guide
Datasheet APPTIO | 2
BU Cost by App, Service & Employee; Plan & Period Variance
BU Cost: Total, Headcount & per Employee by BU, BU Group, Location, Owner
Service TCOActualsvs.Plan&PeriodVariancebyServiceCategory,Offering&Owner
App Cost per User, License Count
EachApp(System)TCOBreakdownbyServer,Projects,Tickets,Server&StorageAsset
App(System)TCO byeachApp,Family,Lifecycle,Owner,Devvs.Run,RTB/GTB/TTB
App (System) TCO by Individual Application (Apps Defined in Service Library)
Aggregate Cost of all App Software (App Tower)
Utilization, Effective Rate, % Virtualization for Server, Storage & Data Center
Server & Storage by Class/Tier, OS/Type
Service Desk Cost per Ticket by Severity, Impact, Priority, Status
Server & Storage by App & Service
Server & Storage Total & Average Unit Cost
Tower Actuals vs. Plan, by Fixed/Variable & Owner
Cost per Vendor per Contract
Project Actuals vs. Plan, RTB/GTB/TTB, OpEx/CapEx
Headcount & Cost for Internal FTE & Contract Labor, Actuals vs. Plan
OpEx by Cost Pool, Cost Center & Account, Actuals vs. Plan
BUs
Vendors
Proj. & Labor
Corp Finance
Services
Cost Transparency
Foundation Infra.
Apps &
Svcs AppBUs
Business
Insights
Towers
Applications
(App/Apps)
Infrastructure
(Infra.)
Reporting By Module
Partial List to Highlight Value & Differences Between Modules
Apptio is the leading independent provider of on-demand Technology Business Management (TBM) solutions for managing the business of IT. Apptio enables
IT leaders to manage the cost, quality and value of IT services by providing deep visibility into the total cost of IT services, communicating the value of IT to the
business and strategically aligning the planning, budgeting and forecasting processes. Apptio’s TBM solutions play a critical role in helping companies accelerate
IT investment decisions, cloud initiatives, strategic sourcing improvements and other key business initiatives. Global enterprise customers rely on Apptio®
products and services to reduce costs and align IT with business priorities. For more information, visit the Apptio website and blog at www.apptio.com.