Monthly Actual vs Budgeted Spend Report

This feature allows you to set up scheduled reports that will provide monthly actual vs budgeted cloud cost across all resources in the Billing Center(s) you specify, delivered to any email addresses you specify.

This section describes:

Monthly Actual vs Budgeted Spend Report Functionality
Monthly Actual vs Budgeted Spend Report Cost Metrics
Monthly Actual vs Budgeted Spend Report Input Parameters
Monthly Actual vs Budgeted Spend Report Required Permissions
Monthly Actual vs Budgeted Spend Report Supported Clouds

Monthly Actual vs Budgeted Spend Report Functionality

The scheduled report emails provide a report with a bar chart of actual vs budgeted spend for the current month.

Best Practice:We recommend running this report on a weekly cadence and applying it to your master account.

Important:The monthly budget inputs are compared against the current month's actual cloud costs of the applied feature. As a best practice, terminate and reconfigure reports on an annual basis to reflect the current year's monthly budgeted cloud costs.

Note:The last 3 days of data in the current week or month will contain incomplete data.

Note:The account you apply the feature to is unimportant as Optima metrics are scoped to the Organization.

Monthly Actual vs Budgeted Spend Report Cost Metrics

There are four cost metrics to choose from.

Unamortized Unblended - One-time and upfront costs are shown at the time of purchase. (AWS Only) Savings from reserved instances are applied first to matching instances in the account where it was purchased.
Amortized Unblended - One-time and upfront costs are spread evenly over the term of the item purchased. (AWS Only) Savings from reserved instances are applied first to matching instances in the account where it was purchased.
Unamortized Blended - One-time and upfront costs are shown at the time of purchase. (AWS Only) Saving from reserved instances are shared equally by all matching instances in all accounts.
Amortized Blended - One-time and upfront costs are spread evenly over the term of the item purchased. (AWS Only) Saving from reserved instances are shared equally by all matching instances in all accounts.

Monthly Actual vs Budgeted Spend Report Input Parameters

This feature requires the following input parameters during configuration.

Email list - Email addresses of the recipients you wish to notify
Billing Center List - List of top-level Billing Center names you want to report on. Names must be exactly as shown in Optima. Leave the field blank to report on all top-level Billing Centers.
Cost Metric - See Monthly Actual vs Budgeted Spend Report Cost Metrics for details on selection.
January Budgeted Cost - January budgeted cost for corresponding Billing Center
February Budgeted Cost - February budgeted cost for corresponding Billing Center
March Budgeted Cost - March budgeted cost for corresponding Billing Center
April Budgeted Cost - April budgeted cost for corresponding Billing Center
May Budgeted Cost - May budgeted cost for corresponding Billing Center
June Budgeted Cost - June budgeted cost for corresponding Billing Center
July Budgeted Cost - July budgeted cost for corresponding Billing Center
August Budgeted Cost - August budgeted cost for corresponding Billing Center
September Budgeted Cost - September budgeted cost for corresponding Billing Center
October Budgeted Cost - October budgeted cost for corresponding Billing Center
November Budgeted Cost - November budgeted cost for corresponding Billing Center
December Budgeted Cost - December budgeted cost for corresponding Billing Center

Monthly Actual vs Budgeted Spend Report Required Permissions

This feature requires permissions to access Optima resources. Before applying this feature, add the following role for the user hoping to leverage this functionality. The role should be applied to any individual accounts where the feature will run, or to the entire organization to apply to all accounts. For more information on modifying roles, read the  Governance User Roles documentation.

Optima - billing_center_viewer 

Monthly Actual vs Budgeted Spend Report Supported Clouds

AWS
Azure
Google