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Financial Domains

Financial Domains

Owned by Abhi Doddi
Last updated: May 22, 2025

How to configure a Financial Domain

 

  1. To add/modify a budget and other configuration details, either select Create a budget? or the three dots on the right in the Domain row and click Edit. 

 

 

 

  1. Once selected, users can configure the Top Level Domain budget and resources. This workflow also applies to building and configuring all subdomains within the Top Level View.

 

 

Configurable options:

  1. Domain Name: is simply the name of your Top Level Domain and can be changed here if necessary.

  2. Include Charge Types: this is a dropdown of different types of charges on resources that a user may want to reflect in the total spend. If included, the resources with these charges will reflect the changed amount instead of the original amount.

    1. For example, if a user includes Discount in a View, then the cost of all discounted resources will aggregate with only the discounted spend instead of the overall spend.

  3. Exclude Charge Types: this is a dropdown of different charge types that will exclude the different types of charges on resources that a user would NOT want to reflect in the total spend. If excluded, the resources with these charges will reflect the original amount before any changes.

    1.  For example, if a user excludes Tax in a View, then the cost of all taxed resources will aggregate with the original amount rather than the taxed amount in the cumulative spend.

  4. Provider Types: these are the different cloud providers that should be included within the domain.

  5. Include Tagged Accounts:

  6. Create Budget:

    1. To create a budget, check Yes. 

    2. Budget:  is the amount that a user can configure to set their budget for a domain.

    3. Reset Period: the cyclic period for when a budget should be reset. For example if a budget of $1000 is set on a reset period of Monthly, then at the start of each month, the budget will reset to $1000 for that cost center regardless of the utilization of the previous month.

    4. Time Range: the entire period that the budget should be active for 

    5. This will allow users to create a budget amount, reset period of that budget, and the exact datetime range of that particular budget cycle.

  7. Manage Resources: these are the different resources that a user may want to configure for each domain based on their onboarded environments.

    1. Accounts: these are all of the Cloud Accounts that a user will onboard onto FinOps (AWS, GCP, Azure, OCI, etc). 

    2. Tags: these are the different entities that are tagged on specific resources and can be used to create subdomains with.

    3. Container Services: these are all of the container services that a user has onboarded within an environment (EKS, ECS, AKS, etc).

    4. Cloud Native Services: these are all of the services that are offered by each of the cloud providers and can be used as dimensions for Views.

    5. Resources: these are all of the different instances of resources that have been onboarded by the user (EC2 instance, S3 bucket, etc).

    6. Resource Groups: these are all of the resource groups that have been onboarded by the user

    7. Management Groups: these are all of the management groups that have been onboarded by the user.

 

  1. When picking the desired resource to create domains on, a user can either include or exclude it. If included, then creation of subdomains under this will include all of the services within a particular resource. If excluded, then creation of subdomains under this will not include any of the services of the selected resource.

 

To select a resource simply checkmark it, and move it to the selected table with the arrow button (>). 

 

If a resource is already selected and a user wants to remove it, simply uncheck it and move it back to the resource list (<).

 

 

  1. To save configuration and details of the View, press Save. 

  2. Once saved, users will be able to see their configured budgets and track the progress of their overall spend on the configured budget within the Domain list. See below.

 

 

Inside the domains list, users will be able to track each domain and navigate through subdomains as well. Each row of the domain list shows relevant details that can be configured at the user’s preference. 

 

  1. To see the full list of columns that can be shown, click on the button above the Domain list with three bars (III).

 

This will open the list of viewable columns to analyze by:

 

  1. To navigate to subdomains, click on the link button under the Details column. 

 

 

  1. Users will be able to add, delete, and configure subdomains. The workflow for adding subdomains is almost the same as adding the Top Level, with some added functionality. 

 

 

Users can add custom subdomains by selecting the Add Domain button, or automatically create subdomains by cloud environment by selecting the Auto Create button at the top right of the page.

Domains are tagged based on their identity of their composed resources (under the Composed Of column). Meaning if a subdomain is created with a cloud environment, then its parent is composed of an Environment (see Manage Resources above). Standard subdomain types include Environment, Account, Tag, Container Service, Cloud Native Service, Resources, Resource Group, and Managed Group.

 

Unique subdomain types include 

  • Custom: subdomains with multiple resource types. E.g. selection of Tag and Service within a single subdomain.

  • Shared: a subdomain that is shared by multiple parent domains

 

Users can also download a CSV report of each subdomain and its entities at that level with more precise spend details.