I need some help understanding the difference between using a Classification versus a Custom Segment for tagging transactions, employees, projects, that will dictate financial impact. While we do assign ‘solution’ on the transaction line level, it is not a priority to pull financial reports by solution and is not considered a cost center. Department and Market are truly our cost centers and we are wanting to add an additional cost center called Practice. Our employees will be assigned a practice (a good example is to think of big 4: audit, tax, valuation, deals, advisory practices). There are also specific solutions we offer depending on the practice. For example, for the digital finance practice, we would offer solution 1,2,3 and for the FAAS practice, we would offer solution 4,5,6 and while also offering solution 2. We will want to pull financial reports by Practice (tracking both the income and expenses tagged: employee spend and revenue generated by practice). My questions are: 1. Based on the fact that Practice will be a true cost center and we with the need to run financial reports based on it, does it make more sense to: a. Use the out of the box “Class” classification for Practice and move the Solution to a custom segment? If yes… any easy way to update all existing transactions to not make all previous data wack? … or b. Leave the out of the box “Class” classification as Solution (as it currently is) and create a custom segment for Practice? If going this route… is there any drawbacks to not having this cost center as a main classification? 2. How can we create specific solutions that are only an option based on the type of practice that is selected? Ex from above: If practice = Digital Finance, Solution options in the drop down are (only select one solution) = 1,2,3. If Practice = FAAS, Solution drop down options are = 2,4,5,6