Managing Billing Centers

This section describes how to manage billing centers:

Viewing Existing Billing Centers 
Creating a New Billing Center 
Adding Users to a Billing Center 
Removing Existing Users From a Billing Center 
Managing Billing Center Access 
Editing a Billing Center 
Deleting a Billing Center 
Managing Sub-Billing Centers 

Viewing Existing Billing Centers

All configured billing centers can be seen on the Billing Centers page of Cloud Cost Optimization. From here, you can select an existing billing center to review cost data. By default, the current month is shown starting on the 3rd of the month (on the 1st/2nd we show the prior month). You can change the month using the month switcher in the filter bar.

You can hide or show data while in the Billing Centers card view by clicking the cost selector. The Billing Center Settings slideout opens. Select or clear the checkboxes next to the following data as required:

Previous month
Category breakdown
Cloud breakdown
Potential savings

Creating a New Billing Center

You can create new billing centers by clicking the Create New Billing Center button on the Billing Centers page. You can create any number of billing centers within each organization. Additionally, you can create Billing Center Hierarchies to allow for additional breakdown of cost information.

To create a new billing center:

1. Go to the Billing Centers page (Cloud > Cost Optimization > Billing Centers).
2. Click Create New Billing Center. The Create New Billing Center slideout opens.
3. In the Billing Center Name field, enter the name of the billing center and optionally add a description in the Description field.
4. Click Create.

Important:Billing center names cannot include the word “Unallocated” as “Unallocated” is reserved for Cloud Cost Optimization’s default unallocated billing center.

5. To configure Cloud accounts and tags for any specific billing center, see Allocation Rules.

Note:New billing centers can also be created while you Create Allocation Rules.

Managing Billing Center Access

The following table describes Flexera One roles used to manage the billing center. On the Billing Centers page (Cloud > Cost Optimization > Billing Centers), users with any of the roles listed in the following table can view all users who have access to the billing center, including inherited roles from the organization by clicking Manage. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

Billing Center Roles

Role

Description

Manage organization

Full access on all billing centers and can grant organizational level billing center roles to users and/or groups.

Manage billing centers

Full access to configure billing centers and management of user access to billing centers. Full read access except to Bill Adjustments and registration of billing data.

View cloud costs

Full access to user specific dashboards. Read-only access to Cloud billing data, Organization dashboards, recommendations, and reserved instances. Administrators can limit access to specific billing centers.

Your access to billing centers can be at either the organization level or the individual billing center level. The access level are as follows:

Organizational access—You can access billings centers across the organization.
Billing Center access—You can access your assigned billing center and any sub-billing centers of the billing center.

Adding Users to a Billing Center

Important:The Manage billing centers role is required to add users to a billing center. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

To add users to a billing center:

1. Go to the Billing Centers page (Cloud > Cost Optimization > Billing Centers).
2. Open a billing center and click Manage in the upper-right corner of the page. The Manage <Billing Center> slideout opens.
3. Click the Access tab. A list of all the active users appears.
4. Click Add User. The Add Users and Groups slideout opens.
5. Search and select users and/or groups that you want to add.

Note:Adding a user or group provides access only to this billing center. To provide access to all billing centers go to the User Management page.

6. Click one of the following roles to assign to the user or group:
Manage billing centers
View cloud costs

Note:For more information on roles to manage the billing center, see Managing Billing Center Access.

7. Click Save.

Note:To update a role for an existing user, select the user and then click the Manage Roles icon or click the Manage Roles link in the upper-left corner of the page. Update the role and click Save.

Removing Existing Users From a Billing Center

Important:The Manage organization or Manage billing centers role is required to remove users from a billing center. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

To remove existing users from a billing center:

1. Go to the Billing Centers page (Cloud > Cost Optimization > Billing Centers).
2. Open a billing center and click Manage in the upper-right corner of the page. The Manage <Billing Center> slideout opens.
3. Click the Access tab. A list of all the active users appears.
4. Select the checkbox next to the user that you want to remove and click the Delete icon or click the Remove Users link in the upper-left corner of the page. The Remove User dialog box appears, asking you to confirm if you want to remove the user.
5. Click Remove.

Note:Inherited roles can only be removed by users with the Manage organization role.

Editing a Billing Center

You can edit a billing center's name and description by navigating to the appropriate billing center and editing the appropriate fields.

To edit billing center details:

1. Go to the Billing Centers page (Cloud > Cost Optimization > Billing Centers).
2. Open a billing center and click Manage in the upper-right corner of the page. The Manage <Billing Center> slideout opens.
3. Update the billing center name and description, as required.
4. Click Save.

Deleting a Billing Center

Important:The Manage organization or Manage billing centers role is required to remove a billing center. For complete descriptions of each role available in Flexera One, see Flexera One Roles.

You can delete a billing center only if there are no child billing centers under it.

To delete a billing center:

1. Go to the Billing Centers page (Cloud > Cost Optimization > Billing Centers).
2. Open a billing center and click Manage in the upper-right corner of the page. The Manage <Billing Center> slideout opens.
3. Click Delete. The Delete Billing Center dialog box appears, asking you to confirm if you want to delete the billing center.

Note:Consider the following:

The Delete button appears on the Manage <Billing Center> slideout only when the billing center has no child billing centers under it.
After a billing center has been deleted, allocated costs that are not picked up by any of the remaining Allocation Rules are reallocated to the Unallocated Billing Center.
4. Click Delete.

Managing Sub-Billing Centers

Important:Users with the Manage billing centers role can create sub-billing centers and further allocate costs. For complete descriptions of each role available in Flexera One, see Flexera One Roles. For more information, see Billing Center Hierarchies.