# Business Requirements

Prior to starting the installation of FinOps Center, customers must understand how their company is organized by Roles and Organizational Naming.&#x20;

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.&#x20;

Default Labels for Roles&#x20;

<table data-header-hidden><thead><tr><th valign="top">FinOps Center Default Role Label</th><th valign="top">Activities</th><th valign="top">Customer Role Label</th></tr></thead><tbody><tr><td valign="top">Admin</td><td valign="top">Technical Team Member that will be responsible for Setting up FinOps Center, Adding AWS Accounts, and Claiming Resource to Workloads.</td><td valign="top"> </td></tr><tr><td valign="top">Vendor Manager</td><td valign="top">Procurement, Finance, or Business Leader that manages discounts and buying decisions of AWS. </td><td valign="top"></td></tr><tr><td valign="top">Financial Admin</td><td valign="top">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</td><td valign="top"> </td></tr><tr><td valign="top"> BU_Manager</td><td valign="top">BU Manager is a Business/Finance Role responsible for AWS Spending within a Business Unit. </td><td valign="top"> </td></tr><tr><td valign="top"> Department Manager</td><td valign="top">Department Manager is a Business/Finance Role responsible for AWS Spending within a Department</td><td valign="top"> </td></tr><tr><td valign="top"> Portfolio Manager</td><td valign="top"> Portfolio Manager is a Business/Development Role responsible for AWS Spending within a Porfolio of Products that actively manages budgets and cost governance processes. </td><td valign="top"> </td></tr><tr><td valign="top"> Product Manager</td><td valign="top">Product  Manager is a Business/Development Role responsible for AWS Spending within a Product(s) that actively manages workloads, budgets, and cost governance processes.</td><td valign="top"> </td></tr></tbody></table>

Configured During FinOps Center CloudFormation Template

<figure><img src="https://988932576-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXbqCrcU65ULbgldtjmvZ%2Fuploads%2F3eGfb04VeUVwsBysSXLl%2Fimage.png?alt=media&#x26;token=8373eaf5-90f1-433d-a8f4-436c64c775b7" alt=""><figcaption></figcaption></figure>

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.&#x20;

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).&#x20;

Default Organization Naming

<figure><img src="https://988932576-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXbqCrcU65ULbgldtjmvZ%2Fuploads%2FixeU8JxpqbdRgtBe31Bw%2Fimage.png?alt=media&#x26;token=bc8de3bd-9ab6-4973-98f4-3eebcd813d85" alt=""><figcaption></figcaption></figure>

Organization Naming&#x20;

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

<figure><img src="https://988932576-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXbqCrcU65ULbgldtjmvZ%2Fuploads%2FbFTKMHXDNXCMHEXvnkPd%2Fimage.png?alt=media&#x26;token=3ec90c0e-5da6-4711-b138-a6dd907a7a9d" alt=""><figcaption></figcaption></figure>

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