Defining and viewing chargeback information

Chargeback in TrueSight Capacity Optimization provides support for defining and visualizing chargeback information, for example, cost models and target hierarchies, and automatically generating chargeback reports.

Chargeback management in TrueSight Capacity Optimization is divided into two major use cases – Enterprise Chargeback, and Cloud Chargeback.

Before you begin

To configure and use chargeback it is a prerequisite that you have a source of data about the entities and metrics on which you want to account costs. Following are the prerequisites tasks that should be performed before you use chargeback:

  • For Enterprise chargeback:
    • The business or technical service to be charged for should be created, either using Out-of-the-box ETL modules or should be added manually.
    • The systems contained in the service should be created, either using ETL modules (OOTB or custom) or should be added manually.
    • The relationships between the service and the systems in it should be created, either using ETL modules (OOTB or custom) or should be added manually.
    • The metrics on these systems should be loaded if any allocation or utilization based chargeback is to be calculated using ETL modules (OOTB or custom).

Chargeback for Enterprise

For Enterprise-specific use cases, the Chargeback solution in TrueSight Capacity Optimization requires the configuration and maintenance of targets, hierarchies, cost models and cost objects to be defined manually. You can perform these configuration tasks only if the 'Chargeback section - Edit' activity is assigned to your user role. For more information, Adding and managing roles.

For more information, see Viewing chargeback data and report for an enterprise.

Chargeback for BMC Cloud Lifecycle Management

For Cloud Chargeback specific to BMC Cloud Lifecycle Management, the Chargeback solution, including its configuration, in TrueSight Capacity Optimization is completely automated. The only prerequisites to using Chargeback specific to BMC Cloud Lifecycle Management is that ensure that Chargeback for TrueSight Capacity Optimization with BMC Cloud Lifecycle Management is integrated.

After these prerequisites have been met, you can view and manage BMC Cloud Lifecycle Management based Chargeback analytics, execution status, and reports as per the current BMC Cloud Lifecycle Management configuration specific to your enterprise.

In Chargeback specific to BMC Cloud Lifecycle Management, as opposed to Chargeback for Enterprise, you are not required to add chargeback hierarchy and create cost objects etc., as they are auto-configured for by the ETL. You can add the report template and schedule for report generation. You can perform these configuration tasks only if the 'Chargeback section - Edit' activity is assigned to your user role.

For more information, see Viewing chargeback data and report for Cloud Lifecycle Management.

Systems tasks for Chargeback

Following system tasks are available for Chargeback reporting and calculation:

  • Chargeback Daily Reports
  • Chargeback Weekly Reports
  • Chargeback Monthly Reports
  • Chargeback Quarterly Reports
  • Chargeback Store Task

To view and manage these tasks in TrueSight Capacity Optimization:

  1. Select AdministrationETL & System Tasks > System Tasks.
  2. In the System tasks table, scroll down to locate or filter by name to display all Chargeback tasks.
  3. Click the hyper-linked name of the task or click  (View details) in the corresponding row to open the details page for the task.

Where to go from here

For more information on Chargeback for Enterprise, and BMC Cloud Lifecycle Management, see:

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