Financials¶
The Financials section is the home for budget management in CloudPi. It brings together the data you need to plan cloud spend, track it against allocated budgets, and forecast where spend is heading.
Financials has two submenus:
| Submenu | What you do here |
|---|---|
| Budgeting | Create and manage cloud budgets, scope them by project, monitor actual vs. budgeted spend, configure alert thresholds, and lock or unlock budgets |
| Forecast | View month-wise forecast vs. spend per project, submit forecast change requests, and approve or reject pending changes |
Key Capabilities¶
- Create and manage cloud budgets across projects, subaccounts, and tags
- Monitor Actual vs. Budgeted vs. Forecast vs. Projected spend
- Forecast support at the project level with month-wise breakdowns
- Alert and notification system for threshold breaches
- Lock and unlock budgets to prevent unauthorized changes
- Request and approve forecast changes with an audit trail
Where to Go Next¶
- To set up a new budget for a project, see Budgeting.
- To review forecast vs. spend or request a forecast change, see Forecast.
- For broader cost reporting and invoice-level views, see Multi-Cloud Billing Hub.