Viewing a Plan Dashboard

Note: The View budgets role is required to view a list of cost plans and view plan dashboards. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

You can view the dashboard for any existing plan by clicking the name of the plan in the plan list. The plan dashboard shows your month-by-month cloud spend compared with both the cloud budget and the forecast.

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Viewing a Plan

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Dashboard Components

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Filtering Plan Data

Viewing a Plan

You can view the detailed information about the plan including budget, forecast, forecast variance, actual spend, and budget variance.

To view a plan dashboard:

Click Cloud > Cost Optimization > Cost Planning. The Cost Planning page opens, listing the plans for your tenant.

Click the name of the plan for which you want to see a dashboard.

Flexera One shows the plan dashboard for the plan you selected.

Tip:For a quick look at plan settings, click the button next to the plan name. This shows a popup with details about the plan’s date range, the dimensions used to group data, and whether costs are amortized or unamortized.

Dashboard Components

The plan dashboard shows the total cloud budget, forecast, forecast variance, current cloud spend, and budget varianceas well as charts for cumulative spend and monthly spend. The dashboard also shows the plan data details in a table that you can filter.

Component	Description
Budget	The total amount for the current budget.
Forecast	The total amount projected forecast for a given period.
Forecast Variance	Variance is percent of actual spend versus forecast values.
Spend	The total spending for the current plan’s date range.
Budget Variance	The difference between the current budget and current spend.
Cumulative Spend graph	A graph of cumulative spending compared with both the current budget and the forecast on a monthly basis.
Spend graph	A graph of cloud spending compared with both the current budget and forecast on a monthly basis.
Plan Data table	A table of actual, budget, forecast, forecast variance, and budget variance grouped by the dimensions defined in the current plan. The plan data is grouped into the following two categories: Budgeted and Unbudgeted. The Unbudgeted cloud spend is not accounted for in the budget. Where Flexera One finds unbudgeted spend, you can edit the budget to add and track this spending. Note:To export the Plan Data table to either CSV or Excel (XLSX), click the Export CSV or XLSX button. Hover over the button icon to view the button name.

Tip:You can filter the date range shown on the plan dashboard for the current plan using the Date Range control at the upper-right corner of the plan dashboard page. Otherwise, the dashboard shows budget, actual, and forecast figures for all months included in the plan when it was created.

Note:You can show and hide these columns in the table by clicking the three-dot icon in the upper-right corner of the table. Select the check boxes next to the columns that you want to show in the table.

Filtering Plan Data

You can filter the plan data shown in the table at the bottom of the plan dashboard.

Plan data can be filtered by the values in the Group By dimensions and by the numbers in the Actual, Budget, Forecast, Forecast Variance, and Budget Variance columns. For example, if your plan data is grouped by Cloud Provider and includes AWS and Azure, you could filter the table to show only Azure plan data by typing Azure into the Group By filter.

Filters	Operators	Description
Group By	Contains Does not contain Equals Does not equal Begins with Ends with Blank Not blank	Filters the plan data in the table to show only the lines for which one or more of the Group By dimension values matches the filter expression you set. For the Blank and Not blank operators, it is possible to set a number of filter expressions connected with And or Or operators to define complex filters. Note:Group By dimensions are set when the plan is created and cannot be edited.
Actual	Equals Does not equal Greater than Greater than or equal to Less than Less than or equal to Between Blank Not blank	Filters the plan data in the table to show only the lines for which the spend value matches the filter expression you set. For the Between operator, you can set the range limit values after you select the Between operator. For the Blank and Not blank operators, it is possible to set a number of filter expressions connected with And or Or operators to define complex filters.
Budget	Equals Does not equal Greater than Greater than or equal to Less than Less than or equal to Between Blank Not blank	Filters the plan data in the table to show only the lines for which the budget value matches the filter expression you set. For the Between operator, you can set the range limit values after you select the Between operator. For the Blank and Not blank operators, it is possible to set a number of filter expressions connected with And or Or operators to define complex filters.
Forecast	Equals Does not equal Greater than Greater than or equal to Less than Less than or equal to Between Blank Not blank	Filters the plan data in the table to show only the lines for which the forecast value matches the filter expression you set. For the Between operator, you can set the range limit values after you select the Between operator. For the Blank and Not blank operators, it is possible to set a number of filter expressions connected with And or Or operators to define complex filters.
Forecast Variance	Equals Does not equal Greater than Greater than or equal to Less than Less than or equal to Between Blank Not blank	Filters the plan data in the table to show only the lines for which the variance value matches the filter expression you set. For the Between operator, you can set the range limit values after you select the Between operator. For the Blank and Not blank operators, it is possible to set a number of filter expressions connected with And or Or operators to define complex filters.
Budget Variance	Equals Does not equal Greater than Greater than or equal to Less than Less than or equal to Between Blank Not blank	Filters the plan data in the table to show only the lines for which the variance value matches the filter expression you set. For the Between operator, you can set the range limit values after you select the Between operator. For the Blank and Not blank operators, it is possible to set a number of filter expressions connected with And or Or operators to define complex filters.

Tip:You can combine filters to exercise more refined control over which lines appear in the Plan Data table. For example, you might filter the Group By values to filter down to only Test environments and filter Spend values to show only lines where the spend is greater than 0. This would show only spend for Test environments with non-zero spend.