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FinOps Center Documentation
FinOps Center Documentation
  • Welcome to FinOps Center Documentation
    • Business Requirements
    • AWS Estate Configuration
      • FinOps Center's Installation Components
        • Create Data Collection /Configure Delegated Admin
        • Data Exports
        • CloudFront Distribution Web Application Bucket Configuration
        • DNS Configuration
    • Marketplace Installation
      • FinOps Center CFT Installation
        • AMI Configuration
        • Marketplace Installation - FinOps Center CFT
          • Release Notes w CFT
            • FinOps Center 25.2.1
              • CloudFormation Scripts
            • FinOps Center 25.6.0
            • Amazon Q in QuickSight FinOps Center 25.2.0
              • CloudFormation Scripts
        • Marketplace Installation - FinOps Center Version Upgrades
      • Amazon Q in QuickSight FinOps Center Framework
        • AMI Configuration
        • Amazon Q in QuickSight FinOps Center Framework CFT
  • Post Installation Steps
    • User Management
    • Updating Cognito Emails
    • Adding Company Logo
    • Triggering Step Function to Load Data
  • CFM Processes
    • Onboarding/Modifing Financial Budget
    • Business User Onboarding
    • Financial Budget Mapping to User
    • Financial Budget to Cloud Allocation
      • Account Allocation
      • Workload Allocation Resource Claiming to Workload
      • Rollup Allocation/Visibility
    • Estimate to Budget
    • Budget Scheduling
      • Create Schedule
      • Approve/Reject Budget
      • Request Reschedule
      • Rollup Budgets
        • Financial Admin & Vendor Manager
        • Business Unit
  • Personas/Roles Activities
    • Financial Admin
    • Vendor Manager
    • Admin
    • Business Unit Owner
    • Department Owner
    • Portfolio Owner
    • Product Owner
  • Amazon Q in QuickSight FinOps Center Framework
    • Installation Prerequisites
    • Installation Disclosures
    • IAM Roles and Purpuse
    • Installation Best Practices
  • FinOps Center Resources and Roles
    • Region Supported
    • Architecture
    • Data Storage & Security
  • Legal Notices
    • Privacy Statement
    • Cookie Policies
    • EULA
  • Technical Documentation
    • Encryption
    • Deployment Best Practices
    • Data Storage & Security
    • Operational Team & Playbook
    • Subscriptions
    • Trouble Shooting
    • Recovery
    • Support Plans
    • AWS Service Instructions
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  1. Welcome to FinOps Center Documentation

Business Requirements

NextAWS Estate Configuration

Last updated 2 months ago

Prior to starting the installation of FinOps Center, customers must understand how their company is organized by Roles and Organizational Naming.

Roles

During the installation of FinOps Center, the Role Names are created in Amazon Cognito. The functionality of the Roles is independent of the naming but will help if they are align to your organizational naming.

Default Labels for Roles

Admin

Technical Team Member that will be responsible for Setting up FinOps Center, Adding AWS Accounts, and Claiming Resource to Workloads.

Vendor Manager

Procurement, Finance, or Business Leader that manages discounts and buying decisions of AWS.

Financial Admin

FinOps Leadership that will be responsible for adding budgets, adding users to budgets, mapping aws accounts to budgets, adding AWS Credits to budgets, and all Month Close Activieis

BU_Manager

BU Manager is a Business/Finance Role responsible for AWS Spending within a Business Unit.

Department Manager

Department Manager is a Business/Finance Role responsible for AWS Spending within a Department

Portfolio Manager

Portfolio Manager is a Business/Development Role responsible for AWS Spending within a Porfolio of Products that actively manages budgets and cost governance processes.

Product Manager

Product Manager is a Business/Development Role responsible for AWS Spending within a Product(s) that actively manages workloads, budgets, and cost governance processes.

Configured During FinOps Center CloudFormation Template

Organizational Naming is aligned to how customers Chart of Accounts are constructed. Organizational Naming can be update once a year aligned to your Creating of an annual budget.

Organization Naming is set via the Budget Creation Process which occurs via a csv upload or via the Budget Screen. The Organization Naming will be visible throughout the FinOps Center application and will need to be implemented in the Amazon Q in Quicksight Topics (if changed).

Default Organization Naming

Organization Naming

When creating Budget, you will be ble to provide Orgnaization Naming in the Create Budget.

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