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Managing Delegations

This article describes the steps required to manage delegations in Buttonwood Central, including cost centre delegations and budget delegations.

Delegations allow administrators to set maximum budget limits for cost centre owners and budget managers. These are usually aligned with the organisation's financial sign-off limits and are a way to ensure that cloud consumption costs are contained within these limits.

Prerequisites

  • Administrative access to Buttonwood Central

Delegation Types

There are two types of delegations, which are described in following table.

Delegate Type Description
Cost Centre Delegate

Cost centre delegates have permission to create cost centres and can themselves be nominated as cost centre owners. Budgets created within cost centres are limited to the cost centre owner's delegation limit.

eg. Jane is a cost centre delegate with a per-budget limit of $10,000. The Buttonwood administrator creates a new cost centre and has nominated Jane to be the owner. When creating budgets within this cost centre, the maximum value per budget is $10,000.
Budget Delegate

Budget delegates do not have permissions to create cost centres or budgets. Administrators or cost centre owners create budgets and nominate a budget delegate as manager. Budgets are limited to the budget manager's delegation limit.

eg. James is a budget delegate with a per budget limit of $5,000. The cost centre owner creates a new budget and has nominated James to be the manager. The maximum value for this budget is $5,000.
Both

It is possible that a user is assigned as both a cost centre and budget delegate. In this case, the most restrictive per-budget limit applies.

eg. Jerry is a cost centre delegate with a per-budget limit of $10,000. She is also a budget delegate with a per-budget limit of $20,000. For cost centres which he has been nominated as an owner, the maximum per-budget limit is $10,000 no matter who the nominated budget manager is. For cost centres which she has not been nominated as an owner, the maximum per-budget limit is $20,000 when she is selected as the budget manager.

Viewing Delegations

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

Procedure Steps

  1. Login to Buttonwood Central
  2. Navigate to Govern > Delegations
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  3. The Cost Centres and Budgets tabs list the delegates configured for each type
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Adding Delegations

This section describes the steps required to add delegations to Buttonwood Central.

Procedure Steps

  1. Login to Buttonwood Central
  2. Navigate to Govern > Delegations
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  3. Select the Cost Centres or Budgets tab, depending on the type of delegation being created
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  4. Click Add
  5. Select the user from the list
    Click Next
  6. On the Add Delegation screen, enter the following information:
    • Per-Budget Limit: The delegated limit for this user
  7. Click Add
  8. A status message indicates the status of the request
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Editing Delegations

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

Procedure Steps

  1. Login to Buttonwood Central
  2. Navigate to Govern > Delegations
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  3. Select the Cost Centres or Budgets tab, depending on the type of delegation to edit
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  4. Click Edit
  5. On the Edit Delegation screen, modify the Per-Budget Limit as required
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  6. Click Update
  7. A message indicates the status of the request
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Removing Delegations

This section describes the steps required to delete delegations from Buttonwood Central.

Removing a delegation means the the deleted delegates can no longer we assigned as cost centre owners or budget managers.

Procedure Steps

  1. Login to Buttonwood Central
  2. Navigate to Govern > Delegations
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  3. Select the Cost Centres or Budgets tab, depending on the type of delegation being deleted
  4. Select the delegation(s) and click Deleted Selected
    Alternatively, select Delete from the Edit menu of a single delegation
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  5. Click Delete
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  6. A status message indicates the status of the request