This article describes the steps required to manage budgets in Buttonwood Central.

Budgets are created within cost centre constructs and allow for tracking of cloud consumption over a defined period of time. Each budget period represents a reporting period with an associated budget amount.

Organisation administrators can create budgets. Cost centre owners also have the ability to create budgets within cost centres that they own, up to the amount which they have been authorised as a delegate.

Buttonwood provides analytics to help track and project consumption costs for the duration of the budget to allow cost centre owners and budget managers to govern their cloud spend. 

Refer to the articles My Budgets and My Cost Centres for details on using these functions to monitor and govern cloud expenditure.

Prerequisites

• Administrative access to Buttonwood Central
  or
• User access to Buttonwood Central with a budget delegation

Note: Budget delegates can manage budgets where they are the nominated budget manager but cannot create new budgets.

Viewing Budgets

This section describes the steps required to view budgets which have been created in Buttonwood Central.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Govern > Cost Centres
   
3. Click View or the name of the cost centre where the budget is to be created
4. Select the Budgets tab
   
5. Click View
6. The article My Budgets provides detailed steps required to utilise budget functions

Adding Budgets

This section describes the steps required to create budgets in Buttonwood Central.

Budgets are added to cost centres.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Govern > Cost Centres
   
3. Click View or the name of the cost centre where the budget is to be created
4. Select the Budgets tab
   
5. Click Add
6. In the Add Budget screen, enter the following information:
   • Start Date: The date when this budget commences
   • End Date: The date when this budget concludes
   • Manager: The nominated budget delegate
     Note: If a user does not appear in the drop down list to select as a budget manager, ensure that they have been configured as a budget delegate
   • Budget Amount: A budget amount for this period
     
7. Click Save
8. A notification indicates the status of the request
   

Editing Budgets

This section describes the steps required to edit budgets in Buttonwood Central.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Govern > Cost Centres
   Note: Budgets can also be edited by navigating to Govern > Budgets
   
3. Click View or the name of the cost centre where the budget is created
   
4. Select the Budgets tab
5. From the drop down menu, select Edit
   
6. On the Edit Budget screen, modify the budget properties as required
   
7. Click Save
8. A notification indicates the status of the request
   

Closing/Opening Budgets

This section describes the steps required to close and open budgets in Buttonwood Central.

When a budget is created, it is automatically created in an open state, allowing charges to be associated to the budget period which applies to the budget.

Budget managers may elect to close a budget as cost control measures to ensure that no additional cloud consumption is assigned from the budget. Budget managers may also re-open a budget which has previously been closed to allow consumption of the budget to resume.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Govern > Cost Centres
   Note: Budgets can also be edited by navigating to Govern > Budgets
   
3. Click View or the name of the cost centre where the budget is create
   
4. Select the Budgets tab
5. From the drop down menu, select Close or Open
   Note: Only one of these options will appear depending on the current state of the budget
   
6. On the Warning confirmation prompt, click Close or Open
   
   
7. A notification indicates the status of the request
   

Rolling Over Budgets

This section describes the steps required to roll over budgets in Buttonwood Central.

Rolling over budgets creates new budget periods which continue from the existing active budget with options to modify the budget or copy properties of the existing budget.

Note: When rolling over a budget, the budget period's start and end dates are automatically set continue from the day after the end of the existing budget period. It is recommended to roll over the latest budget period.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Govern > Cost Centres
   Note: Budgets can also be edited by navigating to Govern > Budgets
   
3. Click View or the name of the cost centre where the budget is created
   
4. Select the Budgets tab
5. From the drop down menu, select Rollover
   
6. On the Rollover Budget screen, modify any properties as required:
   • Start Date: Start date of the new budget period
     Note: This defaults to the day after the end of the existing budget period
   • End Date: End date of the new budget period
     Note: This defaults to match the time period of the existing budget period
   • Manager: Select a budget manager for the new budget period
   • Budget Amount: Enter the amount to assign for the new budget period
     Note: This default to match the budget amount of the existing budget period
   • Rollover Options: Select the properties to copy from the existing budget period
     
   • Click Save
   • A notification indicates the status of the request
     

Removing Budgets

This section describes the steps required to delete budgets in Buttonwood Central.

Budgets cannot be deleted if they have reservations or charges already associated to them.

Procedure Steps

1. Login to Buttonwood Central
2. Navigate to Govern > Cost Centres
   Note: Budgets can also be edited by navigating to Govern > Budgets
   
3. Click View or the name of the cost centre where the budget is created
   
4. Select the Budgets tab
5. From the drop down menu, select Delete
   
6. On the Delete Budget confirmation prompt, click Delete
   
7. A notification indicates the status of the request