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Cost Allocations Segments

Segment-level cost allocation focuses on distributing costs within distinct segments or divisions of a company. These segments can be based on various criteria such as product lines, geographical regions, departments, or business units. The goal is to gain a granular understanding of the financial dynamics within each segment to support internal decision-making and operational efficiency.

Cost Allocation Segments allow users to break down a business/root allocation into more detailed levels.

Mavvrik supports up to three segment levels.

Example:

Business Unit
  → Application
      → Environment
          → Team

Segment Creation Methods

Segments may be created using different methods depending on the allocation requirement.

Method

Description

Manual Entry

Manually add a segment and define its cost or allocation details.

Group Manual

Manually group selected values into a segment.

Group Auto-Discover

Automatically discover and group segment values based on selected criteria.

Custom

Define custom filter conditions for the segment.

Negative Manual Entries

Some segment workflows may allow negative manual entries to reduce or offset costs from the parent allocation.

Use negative manual entries only when there is a valid adjustment or correction requirement.

The negative value reduces the applicable parent or segment cost based on the configured allocation logic.

Data Source Behavior for Segments

Available segment dimensions and filters may vary depending on the selected data source.

Steps to create cost allocation at the multiple segment levels

Currently, you can create up to three segments. At the third segment level, the option to create using Manual and Autodiscover will not be available.

  1. Click on cost allocation you wish to create the segments. On clicking the cost allocation you will see the below screen

    image-20250711-062141.png

  2. Click on the +segment link

image-20250711-062216.png

  1. Enter name & description

  2. Select scope like custom/manual entry/group manual/ group auto-discover

    1. Custom: If you select custom, then you can choose the filter of your choice

    2. Manual Entry: If you select manual entry, then you can input the cost or percentage i.e. what amount of cost you want to allocate to a particular segment, and for the percentage you need to enter the amount of percentage you wish to inherit from the business/root allocation

    3. Manual: If you select group manual, then you can create the allocation of your choice in the unit level

    4. Auto Discover: If you select group auto discover, then all the allocations related to the filter applied will be auto-discovered

When you select the scope as Auto Discover and the data source as Cloud, you will have the option to choose Resource Group, which is specific to all Azure accounts, and Customer, which is specific to Azure MPA accounts and GCP Reseller Account

  1. Enter the start date and end date i.e. from which month you want to start the segment and until which month you want to see the segment ( note : the start date and end date should fall under the root cost allocation )

  2. Select the owner of the segments

  3. You can create the labels for each segment

  4. Click on create

    image-20250905-092558.png


  5. The segment is created and displayed as shown below

    image-20250711-062319.png


Expired Segments

Cost Allocations feature in Mavvrik has an “Expired” capability, giving you full control to edit the expired segments and reuse them if required by changing the segment dates.

Steps to preview cost allocation segments

  1. Click on preview option of allocated and unallocated segments. Clicking on unallocated preview allows customers to dive deeper into the costs and resources contributing to unallocated spend. This new feature helps address anomalous and unattributed spend within defined scopes

    image-20250711-062422.png

  2. Preview will be displayed as shown below.

    image-20240729-062956.png


  3. You can change the chart type by clicking on the chart type icon

    image-20240726-100716.png


  4. You can download the chart data by clicking on the download icon

    image-20240726-100947.png


  5. If you want to see the charts in full screen then you can do it by clicking on the full-chart view icon

    image-20240726-101232.png


  6. To view in a separate dashboard, click on the view icon at the last

    image-20240726-100257.png


  7. After clicking the view icon you will see the cost allocation dashboard as shown below

    image-20240722-102403.png



Steps to edit segment:


You can only edit the name, description and owner for the existing segments

  1. Click on the edit option

    image-20250711-062524.png

  2. On clicking the edit icon you will see the below view

    image-20260309-154422.png



  3. Edit the fields you wish to and click on update

Updating the cost allocation at each level, particularly its scope, may cause unintended effects on its downstream segments and shared costs.

Steps to download segments:

  1. Click on the download option

    image-20250711-062619.png


  2. On clicking the download icon the details of the segments will be downloaded in CSV file

Steps to delete segments:

  1. Click on the delete option

image-20250711-063022.png

  1. On clicking the delete icon you will see the delete confirmation box

    image-20250120-034647.png


  2. On Clicking the delete option the segments will be deleted

    To create a budget at segment level you can follow the same steps as in the link https://help.digitalex.io/content/cost-allocations-business#CostAllocationsBusiness-Stepstocreatebudgetcostallocation: