budget_v_actual_spend_report

Budget vs Actual Spend Report

What It Does

This policy generates an email report comparing actual spending to budgeted values. It utilizes the Flexera Budget API to gather details and sends the report via email, eliminating the need for stakeholders to log in to Flexera One for report access.

Input Parameters

• Report Type: Allows selection between cumulative and monthly reporting options.
• Budget Name or ID: The name or ID of the target Budget.
• Filter Group By Dimensions: Filter by dimension=value pairs (e.g., 'Cloud Vendor=AWS'). Multiple values for the same dimension can be supplied as coma-separated list.
• Unbudgeted Spend: Parameter to include or exclude unbudgeted funds in the calculation.
• Email Addresses: A list of email addresses to notify.

Policy Actions

• Send an email report

Prerequisites

This Policy Template uses Credentials for authenticating to datasources -- in order to apply this policy you must have a Credential registered in the system that is compatible with this policy. If there are no Credentials listed when you apply the policy, please contact your Flexera Org Admin and ask them to register a Credential that is compatible with this policy. The information below should be consulted when creating the credential(s).

• Flexera Credential (provider=flexera) which has the following roles:
  • billing_center_viewer
  • budget_viewer

The Provider-Specific Credentials page in the docs has detailed instructions for setting up Credentials for the most common providers.

Supported Clouds

• Flexera

How It Works

• Chart templates are updated for improved configuration adaptability.
• Various minor enhancements and bug fixes contribute to improved stability and performance.

Cost

This policy template does not incur any cloud costs.