Abiquo 5.1

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Before you begin:

  1. Check that you have Hybrid cloud billing dashboards that obtain billing data from the cloud provider. The platform will use the billing data to evaluate the consumption of the budget 
  2. 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


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

    Field

    Description

    Name

    The name of the budget

    Amount

    The total amount of the budget and the currency. By default use the currency of the pricing model of the main enterprise. If an enterprise in the hierarchy has a different currency and a conversion_factor enterprise property, perform a conversion.

    Start date

    Enter the date to activate the budget.

    If the start date is in the past, the platform will use the past bills stored in the platform (as displayed on the billing dashboard). If the start date does not align with the billing period of the past bills, the platform will not include the time until the start of the billing period.

    For example, when a provider bills on the 15th day of the month, if you create an annual yearly budget starting from the 1st day of January, the first 14 days of the year will not be included.

    If the start date is in the future, the platform will update the budget when it registers new billing details for the billing dashboard

    End dateOptionally enter an end date
    Reset cycle

    Select an option to reset the budget after each month, quarter, year, or never.

    The reset cycle begins at the budget start date. So a budget starting on the 15th day of the month would be reset on the 15th day of the next month

  4. 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.

    Field

    Description

    Enterprise

    Apply the budget to this enterprise. If the user has the privilege to View enterprise hierarchy, then the user can also select enterprises from the scopes beneath their scope in the hierarchy.

    Provider

    Select the providers. Note that you can select all providers or a specific provider for each enterprise.

  5. Go to Action plans and click the + add button to add action plans.

    The following table describes how to add action plans.


    Field

    Description

    Trigger

    Enter the percentage of budget consumption that will trigger the action plan

    Action plan

    Select an action plan to run when the consumption reaches the trigger level. This functionality is designed to make use of the email notifications from action plans but you can select any action plan.

  6. After you add the action plans, to prevent 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 and update past bills, then the platform will use the latest value to calculate the consumption.