Departments

The Departments page reflects the departments in your organization. Departments can be loaded via SSO or manually. Users can be assigned to departments, and apps used by users will be assigned to departments through user-to-department associations. This page displays the following key metrics:

• Fiscal YTD spend
• Annual Budget (if entered)
• Number of products
• Number of employees
• Cost (YTD) KPI
• Department Owner (if defined)

Overview

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

• Number of users in department & change in number of 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
• Average monthly spend associated with the department for all apps used by all 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 apps used by all users in all months in the current financial year & change in cost compared to the previous month
• 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
• Spend allocated to various apps across months
• Usage percentage for multiple apps across months
• Application-wise spend and usage charts

Applications

The Applications tab lists the applications used by the users in the department, the spend allocated to each 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 over the "Select Column" option near Filter, as shown below:

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

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

Filtering Options

At the top left side, the Filter option allows you to filter various columns. Please refer to the snapshot below:

Once you click on the filter option, you will see three options:

• Reset Filters: Resets all applied filters.
• Add Filters: Allows adding new filters.
• Archive: false: Displays archived items (if any).

Add Filters Option

When you click on the Add Filters option, you will see the screen below:

You can click on the "+" button on any column to add a filter, as shown here:

For example, selecting Active Departments Users provides options like "Greater than," "Smaller than," "Range," and "Equal to." Click Apply to view the updated records on the Department page.

Adding a Department

To add a Department, ensure the primary source is set as manual (not via integration) since only one source of truth can be selected. Currently, this setting is configured from the backend, so contact your CSM Support Team to get it done.

A couple of key points:

• Only one source of truth can be selected (Manual or Integration).
• Having multiple sources of truth for one data point is not supported.

To add a Department, click Add in the top right corner, fill in the details, and click Add Department.

Required fields:

• Department Name
• Head
• Budget

---

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 using 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 by clicking the Edit button in the top right corner, as shown below:

It will open a popup where you can enter the values and click Edit Department. You can edit the following fields:

• Department name
• Department head
• Budget

Bulk edit

As the name suggests, the bulk edit option allows you to apply edits on one or multiple fields in the Departments table. It is disabled by default. Click on any of the checkboxes on the left of any field, and the Bulk edit button will be enabled at the top of the table, as shown above.

Under the bulk edit option, you can make two major changes:

• Change head of department
• Archive/Unarchive Department

Change page layout

You can change the layout of the page by customizing the columns available in the Departments table. To do so, simply click on the other Columns button next to the Filter button.