Creating a Budget
To create a budget navigate to:
Settings > Budgets (left nav under Cost Management)
This view lists all Budgets you have created.
To create a Budget:
Click ADD (upper right)
Enter Budget Name
This name will be used in notifications
Select currency of your Budget
Default for the Budget is the default currency for your account
Enter total Amount for your Budget
Select The Base for your Budget
Seller cost: what you paid the Cloud Provider
Customer cost: what Orbitera has calculated for the customer based on their assigned price book
Select the Period
Weekly, Monthly, Quarterly, Annual, or custom
Select which Cloud Provider (or All) to monitor
If desired refine by selecting Customers and choosing the Customer
Further refine by selecting individual Cloud Accounts
Note that refining by Cloud Accounts is disabled if multiple Customers are selected
Click Add Notification
Enter percentage of Budget you wish to notify on
Click Add Recipient
Click Contact Name and select Recipient
Note that current release only supports selecting from your own Users
Your budget will be visible right away in the list view. the next time Billing import runs your budget will be evaluated relative to your current cost. Create as many budgets as you need to manage your business.
Customer recipients - we will add support to choose Customer users so you can configure budgets for your customers and notify them directly if they are out of control.
Budgets based on Tags and Labels - configure budgets based on your multi-cloud Customer tags for more granular control.
Customer Portal (self service) - we know your customers are going to want to use this critical feature to help them manage their cost. We will add support for customer self service in the Customer Portal for their costs.
What do you think of Orbitera Budgets? Let us know!