Introduction

The new BillOps module offers comprehensive billing operations for multi-cloud and multi-account environments (AWS, Azure, GCP, OCI). It introduces Billing Plans to streamline and scale billing configurations across partners with features like flexible pricing rules, dynamic cost metric targeting (e.g., List Cost, Unblended Cost), and rule execution control.

Key features include:

Contracted Cost included as a cost metric
Adjustments like markup, discount, and margin
Temporal rule flexibility (past 37 months up to 3 years ahead)
Multi-partner scalability with rule inheritance and overrides

From setting up plan names to defining pricing rules, this guide will walk you through each step to create new Billing Plans and manage them within the platform.

Note: Billing Plans are available via UI and API, though charge allocation is currently API-only.

Introduction

Add Billing Plans

Perform the following steps to add a billing plan:

1. Login to the Platform

You should see a landing page based on your preferences.

2. Navigate to "FinOps" in the Menu

On the left navigation pane, click FinOps.

3. Select "BillOps" in the Menu

Navigate to the BillOps sub-section, and select it.

4. Select "Billing Plans"

Under BillOps, select Billing Plans. The Billing Configuration screen appears -- here users can view the existing Billing Plans and their status.

Select 'Billing Plans'

5. Adding a New Billing Plan

To add a new Billing Plan from the Billing Configuration page, first select the Actions button.

6. Click "Add Billing Plan"

Click Add Billing Plan to initiate the process of adding a new Billing Plan.

Click 'Add Billing Plan'

7. Enter "Plan Name"

In the Plan Name box, type the name of the Billing Plan.

Enter 'Plan Name'

8. Fill "Plan Description"

In the Plan Description text box, type description about the plan.

9. Select an Option in "Billing Plan Processing Dependency" drop-down

In the Billing Plan Processing Dependency drop-down list, click to select an option.

10. Select Notes or Attachments

Click to select either Notes or Attachments.

Select Notes or Attachments

11. Add Notes

If you select Notes, then you can add notes about the Billing Plan in the text box the appears.

12. Select "Attachments"

If you select Attachments, then you can add any relevant attachments about the Billing Plan.

Select 'Attachments'

13. Go to Next Page

Click Next to proceed to the next step.

14. Select a Scope

In the Scope section, select the cloud account scope.

In the Tenant field, click the drop-drown list, select the required options, and click Ok.
In the Cloud Provider field, click the drop-drown list and select the cloud provider.
In the Cloud Account field, click the drop-drown list, select the required options, and click Ok.

Select a Scope

15. Add Additional Filters

Click ADD+ to add additional filtering fields to define the account scope.

16. Select "Cloud Account Tag Key Value"

For example, from the available list of options, select Cloud Account Tag Key Value.

Select 'Cloud Account Tag Key Value'

17. Select Value for the Filter

Click the drop-down list for Cloud Account Tag Key Value filter, select the relevant values, and then click Ok.

18. Select "Plan Start Month"

In the Plan Start Month field, click the calendar and select the plan start year and month.

Select 'Plan Start Month'

19. Select "Plan End Month"

In the Plan End Month field, click the calendar and select the plan end year and month.

20. Select an Option from "Base Cost Metric" drop-down

In the Base Cost Metric drop-down list, click to select an option and click Next.

The available options for Base Cost Metric are Cost, Attributed Cost, and Contracted Cost.

Select an Option from 'Base Cost Metric' drop-down

21. Add Pricing Rule

To add a pricing rule, click Add Pricing Rule.

22. Select a Pricing Rule Category

In the Pricing Rule Category field, select either Usage Charges or Indirect Charges.

Select a Pricing Rule Category

23. Enter Plan Name

In the Plan Name box, type the name of the pricing plan.

Enter Plan Name

24. Add Pricing Rule Description

In the Pricing Rule Description text box, add the rule description.

25. Select Notes or Attachments

Click to select either Notes or Attachments.

26. Add "Notes"

If you select Notes, then you can add any relevant notes about the Billing Plan.

27. Select "Attachments"

If you select Attachments, then add any relevant attachments about the Billing Plan.

Select 'Attachments'

28. Fill Details in "Pricing Rule Scope" Section

In the Pricing Rule Scope section, fill the following fields:

In the Tenant field, click the drop-down list, select the relevant options, then click Ok.
In the Cloud Provider field, click the drop-down list, and select a cloud provider.
In the Cloud Account field, click the drop-down list, select the relevant options, then click Ok.
In the Charge Category field, click the drop-down list, select the relevant options, then click Ok.

Fill Details in 'Pricing Rule Scope' Section

29. Add Additional Filter

To add additional filters, click ADD+ and select an option.

30. Select "Resource Category"

For example, in this case, select the option Resource Category.

31. Click drop-down and Select Options for the Filter

Click the drop-down list for the selected filter, select the relevant options, and click Ok.

Click drop-down and Select Options for the Filter

32. Click "Select All"

You can click Select All to select all available options from the drop-down list or click Clear to remove all selected options.

33. Enter "Plan Start Month"

In the Plan Start Month field, click the calendar icon and select the start year and month.

Enter 'Plan Start Month'

34. Enter "Plan End Month"

In the Plan End Month field, click the calendar icon and select the plan end year and month.

Enter 'Plan End Month'

35. Select Rule Type from drop-down

In the Rule Type drop-down list, select one option from -- Markup, Discount, and Margin.

Select Rule Type from drop-down

36. Select Base Measure from drop-down

In the Base Measure drop-down list, click to select one of the following options:

Billed Cost
Effective Cost
List Cost
Contracted Cost

37. Select Rule Logic and Enter Value

In the Rule Logic field, select either Percentage or Tiered and then in the Value box, enter the pricing value percentage.

After that, click Save Pricing Rule to save the pricing plan. The newly added pricing rule appears as a line item on the Pricing Rule page. Finally, after adding the pricing rule, click Finish to save the billing rule.

Select Rule Logic and Enter Value

The guide covered a comprehensive walkthrough of adding billing plans in the platform, including creating plan names, entering details, specifying scopes, selecting metrics, and setting pricing rules. By following these instructions, users can efficiently set up and manage billing plans in the application.