Manage Budgets

Administrators can create budgets to control spending for one or more enterprises and providers. The platform evaluates budgets using the daily cost and usage data that it also displays on the Hybrid cloud billing dashboards. 

Budgets can trigger action plans when costs pass a certain threshold. A use case for this feature might be “When an enterprise has consumed 50 % of its budget amount in AWS, send an email to the System Administrator.”

To display budgets:

1. Go to Control → Budgets
2. Select the enterprise that the budget was created in OR select All

Before you begin:

1. Check that you have Hybrid cloud billing dashboards that obtain cost and usage data from the cloud provider. The platform will use this data to evaluate the consumption of the budget 
   • See Dashboard hybrid billing details and for configuration instructions, see Display cloud provider billing data and Configure dashboard display 
   • The standard billing dashboards support Amazon, Azure, and Google, but administrators can push custom billing data for other providers.
2. Create action plans for your budget to run. See Manage Action Plans

To create a budget:

1. Go to Control → Budgets
2. Click the + add button
3. Enter general information as described here
   
   For more details see GUI Create a budget general information
   
   
4. Go to Apply budget and click the + add button to add enterprises and providers that the budget will apply to.
   
   The following table describes how to add enterprises and providers.
   
   
   For more details see GUI Create a budget apply budget

5. Go to Action plans and click the + add button to add action plans.
   Enter the Trigger percentage and the Action plan name.

   

   For more details see GUI Create a budget action plans.

6. After you add the action plans, to turn off budget actions, select the Mute checkbox

Currency conversions

This feature uses the conversion_factor enterprise property to convert between currencies. You should assign this property to any customer of a reseller that is using a different currency, to enable the conversion to be carried out. If the platform cannot find the conversion factor property, it will use the default value of 1. The platform always uses the latest value of the conversion factor, and it does not store previous values. If you change the conversion factor, then the platform will use the latest value to calculate the consumption.

When you edit a budget, you can change the name, and the amount and currency. You can also change the entities that the budget applies to and the action plans that it will trigger.

Change the elements that a budget applies to

If you add or delete an enterprise, the platform will recalculate the amounts consumed by each enterprise. If you remove an enterprise, the platform will consider the amount already consumed by the enterprise. The platform will exclude the enterprise from the next billing cycle.

Edit action plans and mute notifications

When you make changes to the trigger amount or the action plans, the changes will not take effect until the next time the platform evaluates the amount consumed by the budget.

To stop a budget from sending notifications after you reach a consumption threshold, select the Muted checkbox.

To delete a budget:

1. Go to Control → Budgets
2. Select the budget
3. Click the trash delete button