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Cross4FinOps

Cross4FinOps is a role-based system designed to meet the needs of various teams. It allows teams to request resources based on their requirements, enables managers to monitor team expenditures, assign budgets to teams, and manage resources more effectively.

Units​

In the units section, you can efficiently manage your units by creating new ones, removing those that are no longer needed, or adjusting preferences related to specific units. This functionality allows you to keep your resources organized and tailored to your current requirements, ensuring optimal use and management of your system.

New Unit Creation​

As an Admin, you can create new units to manage your resources. To create a new unit;

  1. Click the Create New Unit button at the top of the page.
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  1. After setting your units name click Continue button.
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  1. To include members in the unit, use the toggle button next to each user. Activate the toggle button for the desired members and then click the Continue button to proceed.
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When adding members to your unit, please remember that each user can only belong to one unit at a time. A user cannot be assigned to multiple units simultaneously.

  1. Inside the Budget section, set a budget amount for the unit, define the period, and configure additional settings such as Grow Up and Auto Approval. After making these adjustments, click the Continue button to proceed.
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  1. Lastly, in the Preview section, you can review your adjustments. If you want to create the unit with these preferences, click the Create Unit button. If you need to make changes, use the Back button to edit preferences, or click the Cancel button to cancel the creation process.
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After completing the process, you can see the new unit listed on the units page.

Managing Units​

To check which unit has how many budgets, how much of the budget has been used, or which members are included in a specific unit, click the Details button in the relevant unit's row. This will provide you with comprehensive information about the unit's budget and member allocation.

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For the unit's current and used budget information, it is updated daily based on the unit's daily usage.

Unit Editing​

Inside the units page, you can view all of your units. If you want to modify any preferences or settings related to a unit, you can:

  1. Click on the Details button next to the unit you want to modify in the list of units.
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  1. In the pop-up window, you can view the current settings and budget history related to the unit. To make changes to the unit settings, click on the Edit Settings button found in the Information tab.
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  1. After changed the unit settings as you prefer click Save button.
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To edit units, you must have either an Admin or FinOps Manager role assigned to your account.

Unit Deletion​

You can easily remove a unit and its related settings by clicking the Remove button next to the unit you wish to delete in the unit list located at the bottom of the Units page.

Resource Requests​

On the Resource Requests page,as a Admin or FinOps Manager of the account you will find a comprehensive list of incoming requests from your units. You have the authority to approve or reject these requests. Additionally, you can review past requests to keep track of previously approved or rejected resource allocations. For developers you can see the resource requests that you ask for.

This page helps streamline the process of managing resource demands within your organization.

Resource Requesting​

Developers registered within a unit under a tenant can request resources from authorized personnel, based on the needs of their teams or themselves. For requesting a resource:

  1. Go to Resource Requests page from the navigation menu.
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  1. Click the Create Resource Request button at the top right of the page.
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  1. Click the relevant provider icon to select the provider where the resource request will be created and after that click continue button.
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  1. Select resource type from dropdown menu for your needs and click continue button.
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  1. Select the relevant metrics based on the resource type you've chosen, then click the Continue button.
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  1. Specify your reasons for the request you created in request reason section. After fill it out click continue button.
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  1. In the preview section, review the details of the request. If any changes are needed, use the Back button to make adjustments. Once you are satisfied with the configuration, click the Create Request button to successfully create the request.
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Resource Approvement/Rejection​

On the Resource Requests page, you can view all incoming requests and take actions such as approving or rejecting them. When a request is approved, a task is automatically opened in your organization's Jira instance, enabling your DevOps team to provision the requested resource.

To approve/reject any request:

  1. Click on the Details button next to the request for which you want to take action on the Resource Requests page.
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  1. In the opened section, you can view details about the request, including which unit made the request.

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    You can also add a note in the Description section (e.g., "Rejecting because it's not necessary.") and communicate with individuals in your organization.

    To approve/reject the request click approve/reject button at the bottom.

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Resource Request Status​

Request Status shows you which approval stage the request is currently in. A created request can be in Approved, Rejected, or Waiting status. These mean the following:

  • Approved: The request has been approved; authorization has been granted for the requested resource.
  • Rejected: The request has been rejected; authorization has not been granted for the requested resource.
  • Waiting: The request is pending; no decision (approval or rejection) has been made yet or the second approve is waiting.

Resources​

The Resources page is designed to provide a centralized view of all instance and buckets associated with your account for configured providers. This page allows you to; see a comprehensive list of your instance and buckets that have been assigned to a unit, access detailed information about each resource in one place.

This centralization ensures that you can efficiently monitor all your resources without needing to navigate through multiple pages.

Non-Owned Resources​

The Non-Owned Resources page displays resources that are not assigned to any unit along with their technical specifications.

Non-Owned Resources Assignation​

  1. Inside the Non-Owned Resources page, determine the which resource you want to add owner. After that, click the Add Owner button next to the relevant resource.
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  1. Select the unit from the list and click the Add Owner button again to confirm the assignment.
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Also you can assign multiple resource in once to a unit too.

  1. Top of the Non-Owned resources page, actıve the Multiple Select.

  2. Select the resources you want to assign from the list by clicking the checkbox near the all resources.

  3. Click Add Bulk button.

  4. Select the unit from the list and click the Add Bulk Owner button again to confirm the assignment.

This process ensures that each resource is properly allocated to the appropriate unit.

Configuration​

On this page, you can configure the provider to be used under the related service by using the credentials obtained from providers. Alternatively, you can edit previously used credentials from this page.