CoreStack provides the ability to manage your cloud budgets while onboarding the accounts into CoreStack. You can provide multiple budget rules and configure alerts as per your need. However, please note that only Cost budgets are supported. You cannot configure usage budgets in this section.

Please note that you need to use “Custom Settings” for your cloud account to be able to use Budget Management. There are no default budget configurations set-up when you use “Express” settings.

Managing budgets for your AWS Account

You can manage your budget rules while creating the cloud account in CoreStack or by updating the account whenever required. Please have your secret key handy which is required to update the account.

Step-1: Go to Cloud Accounts page by selecting the “Settings” gear icon at the top right and then selecting Cloud Accounts.

Step-2: Click on “AWS” on the left side to list your AWS accounts. If you are adding a new account, click on “Add Account”. If you are updating an existing account, on the right side of the account you need to update, click on the more options and select “Edit”.

Step-3: If you are adding a new account, refer the Cloud Accounts > AWS Onboarding page for more information on adding new accounts. If you are updating an account, provide the “Secret Key” and click on “Next” and navigate to the “Configuration” section.

Step-4: Use the arrows on the right of the tabs and navigate to “Cost” tab. If Budget Configuration is not enabled, click on the checkbox to enable it. You will see the page as below:

Step-5: Click on “Add New Rules” to start configuring your budget alerts. Start by providing necessary details for the budget such as

  • “Name” – for the Budget which will help you identify the purpose
  • “Period” – which can be Monthly / Quarterly / Annual
  • “Regions” – You can filter the applicability of the budget to specific regions. If you need the budget for the account as a whole, you can simply “Check All”. Please note that only the regions selected for governance by CoreStack will be listed here. This selection is done in the Authentication page while onboarding the account.
  • Next, you can also filter by multiple Tags that help you identify the cost at granular level. Click on the “Tag Key” to get a list of Tags defined in the AWS account. You can provide appropriate value for each of the tag key selected.

Step-6: Once you add multiple tag keys and values, you can scroll down to see the tags added below. You can now set the rest of the fields

  • “Budget Limit” – This is the amount in the selected currency (Ex: USD) for the account and the  selected “Period”(Ex: Monthly)
  • “Threshold” – This is the Percentage value of the above budget limit that when reached you would like to be notified
  • “Notifications” – You can specify one or more email addresses here that must receive the notification when the threshold limit is reached. Use comma to separate multiple email addresses.
  • “Cost Types” – This is an optional field. If you need to include Taxes, Credits, Refunds, Discounts etc. you can select them here.
    • Please note that if “Use Blended Cost” is checked, you cannot select “Discount” and “Amortized” costs.

Step-7: Click on “Save” at the top of the pop-up to complete adding the budget. You will see the budget now listed as a rule. You can keep adding more such budget rules and configure notifications as required. You can also edit or delete the existing budget rules using the respective icons next to the rule.

Step-8: Once the budget rules are configured, you will get the notification alerts when the set thresholds are exceeded. You can also view the current costs status against the budgets from the Cost Analytics Dashboard.

Clicking on “View Budget Rules” will display the list of Budget Rules set for the account along  with the current state and the forecast for the period.

Managing budgets for your Azure Subscription

You can manage your budget rules while creating the cloud account in CoreStack or by updating the account whenever required. Please have your secret key handy which is required to update the account.

Step-1: Go to Cloud Accounts page by selecting the “Settings” gear icon at the top right and then selecting Cloud Accounts.

Step-2: Click on “Azure” on the left side to list your Azure subscriptions. If you are adding a new account, click on “Add Account”. If you are updating an existing account, on the right side of the account you need to update, click on the more options and select “Edit”.

Step-3: If you are adding a new account, refer the Cloud Accounts > Azure Onboarding page for more information on adding new accounts. If you are updating an account, provide the “Application Secret” and click on “Next” and navigate to the “Configuration” section.

Step-4: Use the arrows on the right of the tabs and navigate to “Cost” tab. If Budget Configuration is not enabled, click on the checkbox to enable it. You will see the page as below:

Step-5: Click on “Add New Rules” to start configuring your budget alerts. Start by providing necessary details for the budget such as

  • “Name” – for the Budget which will help you identify the purpose
  • “Period” – which can be Monthly / Quarterly / Annual
  • “Resource Group” – (Optional) The default behavior is to apply the budget to ALL resource groups. If you would like to limit the budget rule to a specific Resource Group, then you can select from this dropdown.
  • “Budget Limit” – This is the amount in the selected currency (Ex: USD) for the account and the selected “Period” (Ex: Monthly).
  • “Threshold” – This is the Percentage value of the above budget limit that when reached you would like to be notified.
  • “Notifications” – You can specify one or more email addresses here that must receive the notification when the threshold limit is reached. Use comma to separate multiple email addresses.

Step-6: Click on “Save” at the top of the pop-up to complete adding the budget. You will see the budget now listed as a rule. You can keep adding more such budget rules and configure notifications as required. You can also edit or delete the existing budget rules using the respective icons next to the rule.

Note: Once a budget set at subscription level (without selecting any Resource Group), it cannot be changed to filter by resource group wise and vice versa. The “Period” of budget also, once set, cannot be changed. These are limitations posed by Azure in updating the budgets. You can delete and re-create such budgets if required.

Step-7: Once the budget rules are configured, you will get the notification alerts when the set thresholds are exceeded. You can also view the current costs status against the budgets from the Cost Analytics Dashboard.

Clicking on “View Budget Rules” will display the list of Budget Rules set for the account along with the current state for the period.