TBM Taxonomy | Yarken Help

What the TBM Taxonomy setting controls

TBM Taxonomy settings determine how Yarken structures and manages cost pools, towers, solutions, consumers, and their related hierarchy.

These settings shape how technology finance data is categorized across the Finance view, IT view, Business and service view, and Accountability view.

Core structure

The default taxonomy is organized around the main components used to structure technology spend:

Cost Pools and Sub Cost Pools
Towers and Sub Towers
Solutions, including Solution Type, Solution Category, and Solution Name
Consumers, where configured for showback, chargeback, and accountability reporting

Default taxonomy components provided by the application are governed. Custom components added by your organization can be managed as needed.

Component	Sub-component	What it represents	Primary view
Cost Pools	Sub Cost Pools	Cost categories that describe the types of technology spend, such as staffing, outside services, hardware, software, telecom, facilities, and other configured financial categories	Finance View
Towers	Sub Towers	Technology functions supported by spend, such as compute, storage, network, platform, applications, security, end user, and IT management	IT View
Solutions	Solution Type Solution Category Solution Name	Applications, services, products, platforms, or solution offerings delivered by technology teams	Business and Service View
Consumers	Configured consumer hierarchy	Business units, teams, groups, or other organizational entities that use technology services	Accountability View

Taxonomy versions

Yarken supports multiple taxonomy structures so you can organize financial and operational data according to your reporting requirements.

Taxonomy versions are assigned at the model level.

When creating a model, go to Admin > Settings > Models, select + ADD NEW, and choose the required Taxonomy Version.

Available options include:

v4.0
v5.0.1
v4.0 and v5.0.1
AWM v0.5

You can assign different taxonomy versions to different models in the same environment.

For model creation instructions, see Create and manage custom models.

Taxonomy behavior

The taxonomy assigned to a model determines which Cost Pools, Sub Cost Pools, Towers, and Sub Towers are available within that model's structure.

When you select a model in Yarken Designer, the application uses the taxonomy configured for that model.

This allows you to maintain models with different taxonomy structures without relying on a single platform-level Taxonomy Version selection.

For existing models, Yarken assigns the default taxonomy during migration.

Note: The Taxonomy Version column under Admin > Settings > Models displays the taxonomy associated with each model.

Manage taxonomy structures

Yarken provides predefined taxonomy structures for Cost Pools, Towers, and Solutions. You can extend these structures by creating custom taxonomy components individually or uploading multiple records.

To manage taxonomy structures, go to Admin > Settings and select the required option under Taxonomy.

Setting	Taxonomy components
Cost Pools	Cost Pool, Sub Cost Pool, and Version
Towers	Tower, Sub Tower, and Version
Solutions	Solution Type, Solution Category, Solution Name, and Version

Each taxonomy component retains its applicable version and relationship with the parent structure.

Add Cost Pools and Sub Cost Pools

You can create a Cost Pool and its associated Sub Cost Pool using the same dialog.

To add a Cost Pool and Sub Cost Pool:

Go to Admin > Settings > Cost Pools.
Select + ADD NEW.
In the New Cost Pool dialog, enter or select the required Cost Pool.

Create a Cost Pool and its associated Sub Cost Pool
Review the automatically populated Version.
Enter the Sub Cost Pool name.
Select SAVE.

The new entry appears in the Cost Pool list with the associated Sub Cost Pool and taxonomy version.

Note: The version is determined by the applicable parent taxonomy structure. You do not need to select it separately when adding a related taxonomy component.

Duplicate Sub Cost Pool validation

Yarken checks whether the entered Sub Cost Pool already exists under the selected Cost Pool.

If a duplicate is detected, a validation message appears.

Review the existing entry before entering a different Sub Cost Pool name.

*Validation message for an existing Sub Cost Pool*

Manage Towers and Sub Towers

You can manage Tower and Sub Tower definitions under Admin > Settings > Towers.

The Tower settings display related Tower and Sub Tower records together with their applicable taxonomy version.

You can add custom taxonomy components individually or upload multiple records using the available upload option.

Manage Solution taxonomy

The Solutions settings combine Solution Type, Solution Category, and Solution Name within a single configuration.

To add a Solution:

Go to Admin > Settings > Solutions.
Select + ADD NEW.
In the New Solution dialog, enter or select the required Solution Type.

Add a Solution using the combined taxonomy structure
Review the automatically populated Version.
Enter or select the Solution Category.
Enter the Solution Name.
Select SAVE.

Yarken maintains the relationship between the Solution Type, Solution Category, and Solution Name.

Upload taxonomy data

You can upload taxonomy data to create or extend multiple taxonomy records without adding each component individually.

Download the taxonomy template

Before uploading taxonomy data, download the appropriate template from Data Dictionary.

Open Data Dictionary.
Search for the required taxonomy structure, such as Cost Pools.

Download the Cost Pools template from Data Dictionary
Select the corresponding template.
Optionally select Include Field Descriptions to include field guidance.
Select DOWNLOAD.

Use the downloaded template to prepare the taxonomy records you want to upload.

Upload a taxonomy file

To upload taxonomy data:

Go to Admin > Settings.
Under Taxonomy, select Cost Pools, Towers, or Solutions.
Select UPLOAD.
In the data upload dialog, drag and drop the prepared file into the upload area, or select OR BROWSE to choose a file.
Complete the upload using the on-screen instructions.
Review the uploaded taxonomy records.

Required taxonomy columns

The columns depend on the taxonomy structure being uploaded.

Taxonomy	Required columns
Cost Pools	Cost Pool, Sub Cost Pool, Version
Towers	Tower, Sub Tower, Version
Solutions	Solution Type, Solution Category, Solution Name, Version

Note: Although Yarken automatically determines the applicable taxonomy version during manual creation, uploaded taxonomy files must include the Version column.

How uploaded taxonomy records are processed

Cost Pools

Creates new Cost Pools when required.
Matches existing Cost Pools by name.
Retains the relationship between Cost Pools and Sub Cost Pools.
Leaves seeded taxonomy records unchanged.

Towers

Creates new Towers when required.
Matches existing Towers by name.
Retains the relationship between Towers and Sub Towers.
Leaves seeded taxonomy records unchanged.

Solutions

Creates new Solution Types and Solution Categories when required.
Maintains the hierarchy between Solution Type, Solution Category, and Solution Name.
Leaves seeded taxonomy records unchanged.

Important: Seeded taxonomy records provided by Yarken remain unchanged during taxonomy uploads.

Review uploaded taxonomy files

You can review taxonomy uploads from the corresponding UPLOADED FILES tab.

Go to Admin > Settings.
Select the relevant taxonomy area.
Open UPLOADED FILES.
Review the available uploaded-file records.

Download existing taxonomy data

You can download existing taxonomy data to review the configured taxonomy structure and its associated versions.

To download taxonomy data:

Go to Admin > Settings.
Under Taxonomy, select Cost Pools, Towers, or Solutions.
Open the ⋯ menu next to UPLOAD.
Select Download.

Download the configured taxonomy structure

Yarken downloads the taxonomy data for the selected area.

Edit or delete custom taxonomy components

You can edit or delete custom taxonomy components when they are not already in use.

Predefined taxonomy components provided by Yarken cannot be edited or deleted.

Important: You cannot edit or delete a custom taxonomy component that is already in use. Review where the component is used before attempting to modify or remove it.

For more information about assigning taxonomy versions to models, see Create and manage custom models.

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