Assignment Rules

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Cost pools are the means by which you allocate costs to reflect cost reporting requirements, and that allocation is performed by Assignment Rules that automatically assign existing and future resources (and their costs) to pools, based on custom conditions. A default assignment rule (and pool) will automatically be created for each data source.

The assignment rules management screen is accessed from the Actions menu at the top-right of the Cost Pools screen.

When adding a new rule, or editing an existing rule; you will configure:

  1. Whether the rule is active or inactive

  2. The rule name

  3. The allocation conditions

  4. The target pool to which resources will be assigned

  5. The owner of resources assigned by the rule

Conditions can reference resource names / identifiers:

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… and resource tag keys and values:

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… and data source, resource type, and region:

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Combining multiple conditions in a rule will logically AND the conditions. Logical OR condition scenarios require the creation of multiple rules targeting the same pool.

Because conditions can be constructed in a way that may cause resources to be in scope of multiple rules, rules have a configurable priority order. Rules are processed from the bottom of the rule list to the top and so for overlapping rules, the top-most rule will take priority.

Rules are evaluated in the background on a schedule, and upon rule creation or modification. Rules can also be triggered for re-evaluation, CerteroX will assign newly detected resources automatically according to the rules listed above. Rules are evaluated according to the priority. You can also force re-apply them for the whole Space or for a specific pool if you need to reflect allocation policies changes immediately from the Actions menu on the Rules Assignment screen.