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Druva Documentation

Cost allocation

Phoenix provides an insight into the storage and credit consumption at various levels such as organization, administrative group, and backup sets. This topic provides an overview of Phoenix cost codes and how to manage the cost codes. Only cloud and cloud-derived administrators can create and manage cost codes for administrative groups, organizations, and backup sets, and set cost allocation rates for cost codes.

About cost codes

Cost codes are entities associated with individual administrative groups, organizations, and backup sets within an internal department. It allows you to determine the aggregate usage of all resources belonging to the same department. For example, you can map all resources from one department to an administrative group, associate a cost code to the administrative group, and calculate the cost allocation of the credit consumption by these resources.

For each cost code, you can allocate a cost allocation rate that defines the Phoenix storage consumption rate. The cost allocation rate is specified in $/GB/Month. The mapping between cost codes and resources enable you to determine the cumulative cost of credit consumption by resources in each organization in the given reporting period.

Phoenix generates cost allocation reports that provide cost allocation details specific to cost codes and backup sets belonging to the resources associated with organizations. The custom reports are sent to the cloud-derived administrators, data protection officers, and other non-administrators, who in turn charge back to their internal departments. For more information about the cost allocation report, see Billing Reports.

With Cost Allocation, Phoenix allows administrators to perform the following tasks:

  • Create cost codes to define the storage consumption rate.
  • Map administrative groups or organizations to cost codes. Or map backup sets belonging to the administrative groups to the cost codes.
  • Generate and download cost allocation report at the global level with cost allocation amount per cost code.

Set global cost allocation rate

You can define the global cost allocation rate and assign it to a cost code. When you modify the global cost allocation rate, the updated value is automatically applied to all cost codes to which the global rates are assigned.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click Billing, and select Cost Allocation from the drop-down list.
    The Cost Allocation page opens.
  3. Click Set Global Rate.  
    The Global Cost Allocation Rate page opens.
  4. In the Global Cost Allocation Rate box, type the required value.
    Global_rate.JPG
  5. Click Save.
    The created global cost allocation rate is displayed on the Cost Allocation page.

Add cost code

You can create cost codes for organizations, administrative groups, or backup sets to track the credit usage for the resources associated with the cost codes.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click Billing, and select Cost Allocation from the drop-down list.
    The Cost Allocation page opens.
  3. Click Add New Cost Code.  
    The New Cost Code page opens.
  4. On the New Cost Code page, provide the following information:
    Field Description

    Cost code

    The entity associated with administrative groups, organizations, and backup sets to determine the cost allocation for the resources based on their credit usage.

    Description

    A short description of the cost code.

    Cost Object Type

    The entity associated with the cost codes, such as Organizations, Administrative Group, and Backup Set. A cost code can be mapped to one or more backup sets, organizations, and administrative groups in the organizations.

    • Organization: The name of the organization that you want to map with the cost code.
      Cost_code_org.PNG
      • Select the organization name from the Organization(s) drop-down list.
         
    • Administrative Group(s): The name of the administrative group(s) that you want to map with the selected organization.
      Cost_code_Admin_group.PNG
      1. Select the organization name from the Organization drop-down list.
      2. Click in the Administrative Group(s) box.
        The administrative groups associated with the selected organization are displayed in the Administrative Group(s) box.
      3. Select the administrative groups by clicking on the administrative group name in the box.
         
    • Backup Set: The name of the backup set(s) that you want to map with the selected organization.
      Cost_code_backup_set.PNG
      1. Select the organization name from the Organization drop-down list.
      2. Select the type of the backup set from the Backup Set Type list.
      3. Click in the Backup Sets(s) box.
        The backup sets associated with the selected backup set type are displayed in the Backup Set(s) box.
      4. Select the backup sets by clicking on the backup set in the box.

    Cost Allocation Rate

    The rate charged for credit consumption of one GB storage consumed over a period of one month. The unit of the cost allocation rate is $/GB/Month.

    By default, the cost allocation rate value for a cost code is set to the global cost allocation rate. However, you can define a new cost allocation rate for the cost code.

     

    • Set cost allocation rate for code: This option allows you to define a new cost allocation rate for the cost code.
    • Use global cost allocation rate for code: This option allows you to use the global cost allocation rate for the cost code

     

  5. Click Done.

If the same administrative group, organization, or backup set is mapped to one or more cost codes, the following warning messages are displayed:

  • For administrative groups: Multiple cost codes mapped to servers in the selected administrative groups, do you wish to proceed?
  • For organizations: Multiple cost codes mapped to servers in the selected organizations, do you wish to proceed?
  • For backup sets: Some of the selected backup set(s) are mapped to multiple cost codes, do you wish to proceed?

View cost code

You can view details of the existing cost codes.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click Billing, and select Cost Allocation from the drop-down list.
    The Cost Allocation page opens with a list of available cost codes for all the organizations. The Cost Allocation page displays the following details:

    Field

    Description

    # Cost Codes

    The total number of cost codes defined across the organizations, administrative groups, and backup sets in your department.

    Global Cost Allocation Rate

    The global cost allocation rate applied to the cost codes.

    Cost Code

    The entity associated with administrative groups, organizations, and organizations to determine the cost allocation for individual resources based on credit usage.

    Description

    The description of the cost code.

    Cost Object Type

    The entity associated with the cost codes, such as Organizations, Administrative Group, and Backup Set.

    Cost Object(s)

    The organizations, administrative groups, and backup sets associated with the cost code.

    Total No of Backup Sets Mapped

    The total number of backup sets in the organization mapped to the cost code.

    Cost Allocation Rate $/GB/Month

    The rate charged for credit consumption of one GB storage consumed over a period of one month.

You can perform the following actions on the Cost Allocation page:

  • Add a cost code: Allows you to add cost codes for organizations, administrative groups, or backup sets to track the credit usage for the resources associated with the cost codes. For more information, see Add cost code.
  • Set global rate: Allows you to define the global cost allocation rate and assign it to the cost code. For more information, see Set global cost allocation rate.
  • Edit a cost code: Allows you to modify the cost object type associated with the code, or the cost allocation rate of the cost code. For more information, see Edit cost code.
  • Delete a cost code: Allows you to delete a cost code that you no longer need. For more information, see Delete cost code.

Edit cost code

You can modify an existing cost code to change the cost object type associated with the code, or the cost allocation rate of the cost code.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click Billing, and select Cost Allocation from the drop-down list.
    The Cost Allocation page opens with a list of available cost codes for all the organizations.
  3. Click the cost code that you want to edit.
  4. Click Edit.
    The Edit Cost Code page opens.
    Cost_code_edit.PNG
  5. Modify the required fields on the page. 
    • Cost code: The name of the cost code.
    • Description: The description of the cost code.
    • Cost Object Type: The type of cost entity to associate the cost code to, such as Organizations, Administrative Group, and Backup Set.
    • Organization: The name of the organization associated with the administrative groups or backup sets that you want to map with the cost code.

      Note: Click Add More to add entities to the cost code.

      • For the Administrative Group entity type, select the required organization and then select the corresponding administrative groups to map to the cost code.
      • For the Backup Set entity type, select the required organization and the corresponding backup set type, and then select the backup sets specific to the selected backup set type to map to the cost code.
    • Cost Allocation Rate: The rate defined for credit consumption of one GB storage consumed over a period of one month. Modify the rate by clicking one of the following options:
      • Set cost allocation rate for code: This option allows you to define a new rate for credit consumption of one GB storage consumed over a period of one month.
      • Use global cost allocation rate for code: This option allows you to assign the global rate defined for credit consumption of one GB storage consumed over a period of one month.
  6. Click Done.

The modified cost code now appears on the Cost Allocation page. 

Delete cost code

When you delete a cost code, Phoenix deletes report details for the current month, if any. However, Phoenix maintains report details for the cost code for the previous months.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click Billing, and select Cost Allocation from the drop-down list.
    The Cost Allocation page opens with a list of available cost codes for all the organizations.
  3. Click the cost code that you want to delete.
  4. Click Delete.
  5. Click Yes on the confirmation message.