Create a budget

Before you begin:

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.
Create action plans for your budget to run. See Manage Action Plans

To create a budget:

Privileges: Access budgets section, Manage budgets, View enterprise hierarchy

Go to Control → Budgets
Click the + add button
Enter general information as described here

For more details see GUI Create a budget general information
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
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.
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.