Viewing OUs

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To display all the OUs that you have permission to view, click OUs> All OUs in the left navigation menu. This will show the OU list.

 Page Tools

Use the filters and tools on this page to narrow results and navigate. Options include:

  • Filter content using the drop-down menu(s) or filter icon on the top left.
  • Search by keyword using the magnifying glass icon on the top left.
  • Navigate the pages of results with the arrow buttons on the top right.
  • Click Add New on the top right to add a new object.
  • Sort the results with the drop-down on the top right.

By default, these are displayed in card view and the list only includes active OUs. To view archived OUs, click theState filter drop-down, select Archived, and click Apply.

OU Card View

By default, OUs are shown in card view. Each card shows the following information:

  • OU name.
  • Number of direct child OUs.
  • Number of direct child projects.
  • Project spend relative to other projects (using colored squares). Hover over the squares to see the names of the projects. Darker colors indicate more spend.
  • Number of users with access to the OU.
  • Number of cloud rules attached to the OU directly or inherited from OUs above.
  • Number of funding sources available on the OU.
  • Number of financial enforcements associated with the OU.

You can also view the OUs in list view by clicking the list icon on the top right. Use the grid icon next to it to switch back to card view.

You can click on an OU's name to visit its detail page.

 Ellipsis Menu

Clicking the ellipsis menu on the right of an OU gives you the option to:

  • View OU - displays the OU details.
  • Edit OU - allows you to edit the OU name, permission scheme, owners, and description.
  • Delete OU - deletes the OU; you must remove all objects attached to the OU first.
  • Manage User Permissions - allows you to assign users and groups to OU roles (roles have individual permissions on the OU).
  • Archive OU - archives the OU. Learn the difference between deleting and archiving in this article
  • Find in Org Chart - locates the OU in the organization chart.
  • OU Diagnostics - takes you to the OU diagnostics screen to find any issues with the OU's projects and accounts.
  • Add New Child OU - walks you through the steps to add a child OU.
  • Add New Project - walks you through the steps to add a project to the OU.
  • Download Project Financials - allows you to download a financial record for the project.
  • Move OU - allows you to move an OU.
  • Cloud access report - view the cloud access report.

OU Details: Overview Tab

Click the name of the OU on its card to view its details page, including a tab menu for the OU. A More tab will display when there are more tabs than the screen can accommodate; you can click More to review the remaining menu options.

The Overview tab shows by default, which provides the following information:

  • The OU's name will display at the top above the tab menu.
  • Created date - when the OU was added to cloudtamer.io.
  • Parent OU - if the OU is not a top-level OU, it will show the parent of the current OU.
  • Description - optional description for the OU.
  • On the lower left, you'll see a snapshot of the current OU in the organization chart. Hover over each circle to see the name of the OU and its position relative to other OUs. The View OU in Org Chart button takes you to the organization chart.
  • Activity Feed - list of events involving the OU. This section expands and allows infinite scrolling so that you can view as many activities as needed

OU Details: Financials Tab

The Financials tab shows information around the funding sources, child OUs, and child projects.

OU Spending Overview Section (Financials Tab)

The OU Spending section gives an overview of spending for the OU. You can use the drop-down menu to change the view from Projects on Current OU to Projects on all Descendent OUs, and you can view total spending for the Month, Lifetime, or Current Funding Source.

If you click on the Spend Reports button in the upper right-hand corner of the graph you will see a report builder. This allows you to build comprehensive spend reports around many variables. For more info on spend reports, see the "Spend Reports" section of our Report Builder article. You can expand the "Building OU Reports" section at the bottom of that article for step-by-step instructions on how to build your report.

OU Funding Source Usage Section (Financials Tab)

The Funding Source Usage section displays a list of funding sources associated or allocated to the OU. Terms for this section include:

  • Funding Source Name.
  • Funds Received - the total sum of funds associated (if top-level OU) with or funds allocated (if child OU) to the OU.
  • Aggregate Spend - the total sum of spending by all Projects attached to this OU and all projects attached to all child OUs and below.
  • Aggregate Planned - the total sum of all planned funds on all projects attached to this OU and all projects attached to all child OUs and below.

OU Detail Financial Breakdown Section (Financials Tab)

The Financial Breakdown section allows you to toggle between Current OU Projects and Child OUs.

Current OU terms:

  • Funds Received - the total sum of funds associated (if top-level OU) with or funds allocated (if child OU) to the OU.
  • Spent - the total spent by all projects attached directly to this OU.
  • Planned - the total planned by all projects attached directly to this OU.
  • Available - the total sum of funds that can be allocated down to a child OU or can be planned on a Project attached directly to this OU.
  • Allocated - the total sum of funds allocated down to child OUs. Overspend - the total sum of spend on projects attached directly to this OU where they have overspent their planned amounts.

Child OUs terms:

  • Funds Received - the total sum of funds allocated to child OUs
  • Spent - the total spent by all projects attached directly to only child OUs
  • Planned - the total planned by all projects attached directly to only child OUs
  • Available - the total sum of funds that can be allocated down or planned on projects by child OUs
  • Allocated - the total sum of funds allocated from child OUs to their child OUs

Below the graph is a Financial Drilldown table of projects with their spent and planned amounts as well as their utilization (the spent amount divided by planned amount). Terms include:

  • Spent - total spend by projects in current OU or child OUs (depending on view).
  • Planned - total planned by projects in current OU or child OUs (depending on view).
  • Available (Child OUs view only) - amount available to be recalled from all child OUs.
  • Allocated Down (Child OUs view only) - amount allocated to all children all the way down the org.

OU Details: Enforcements Tab

Financial enforcement actions are configurable actions you can set on a project when a spending threshold is surpassed. You can also set financial enforcements on funding sources and projects.

Under the Enforcements tab, you will see a table with the following information: 

  • Trigger: The conditions that must be met for the enforcement event to take place. The enforcement description will display below the trigger, if applicable.
  • Event: The enforcement action that will take place when the trigger conditions are met. Hover over the icons to learn what the event entails.
  • Origin: Where the enforcement action originates (local, inherited, global).
  • Applied By: The user that applied the trigger.
  • Status: Whether or not the enforcement is enabled or disabled.

OU Details: Users Tab

The Users tab provides a list of users who have access to the OU, including those who are assigned as part of a group. To see the group names, you can click on the User Groups subtab. If you hover over each icon under Permission Origin, it will tell you if the user's permissions on this OU are local (applied directly on the OU), inherited (inherited from a parent OU), or global (applied across the entire application).

You can click the Manage User Permissions button to manage users and user groups on this OU.

OU Details: Permissions Tab

The Permissions tab provides access lists by user or by permissions.

If you click on By User, you get a list of all users with access to the OU. If you click on a user, you get a list of OU permissions the user has. If you click on a permission, you get a list of roles where the user is assigned the permission. If you click on a role, you see where the permission originated.

If you click on By Permission, you get a list of permissions. If you click on a permission, you get a list of users with that permission. If you click on a user, you get a list of roles the user is assigned the permission. If you click on a role, you see where the permission originated.

You can click the Manage User Permissions button to manage users and user groups on this OU.

OU Details: Cloud Management Tab

The Cloud Management tab provides access to the sections: Cloud Rules and Cloud Access Roles. You can click the caret next to a cloud rule or cloud access role to expand it for more information.

The Cloud Rules subtab of the Cloud Management tab provides a table that lists the following: 

  • The Cloud RuleName. Click the name to view the cloud rule's details.
  • The cloud rule's Origin (local, global, or inherited).
  • The cloud rule's Status on the OU.

The Cloud Access Roles subtab of the Cloud Management tab lists the following information: 

  • The name of the cloud access role. Click the name to view the cloud access role's details.
  • The associated AWS IAM Role.
  • The cloud access role's  (local, global, or inherited).

OU Details: Compliance Tab

The Compliance tab includes the following sections, which display compliance measures relating to this OU:

 Version 2.27+ ≤Version 2.26

Compliance Summary

 Version 2.27.0 and higher

The compliance summary provides an overview of the object's compliance. It includes the following:

The doughnut charts on the Findings and Compliance Checks cards show findings and checks broken down by severity as follows:

  • Green: compliant checks (not applicable for findings).
  • Maroon: non-compliant checks/findings of critical severity.
  • Red: non-compliant checks/findings of high severity.
  • Orange: non-compliant checks/findings of medium severity.
  • Yellow: non-compliant checks/findings of low severity.
  • Blue: non-compliant checks/findings of informational severity.
  • Slate: suppressed findings (not applicable for checks).

These give you insight at a glance to see whether an item is fully compliant, and show you which non-compliant checks for that item need your attention most urgently.

You'll also see:

  • The compliance score for this item. For more info, see our Compliance Score article.
  • A count of findings/checks at each severity. Click any number to see a list of findings/checks at that severity.
  • A Total count of all findings/checks for this object.
  • A View All link to see all findings/checks.
  • A Compliance Trends graph that shows the total number of findings over time for this item. This visualization can be filtered to show daily active findings or cumulative active findings and can display up to six months of data.

Compliance Standards

 Version 2.27.0 and higher

This section displays a list of all the compliance standards that apply to this object.

Standards can be filtered by Compliant and Non-compliant states using the drop-down menu on the top left. Use the arrow buttons on the top right to navigate through the pages of results.

You can also:

  • Click on the standard name to visit the detail page for the standard.
  • Click the findings badges to view the findings.
  • Click the ellipsis menu on the right of a standard to:
    • Rescan all checks - run all checks in this standard again on demand.
    • Edit standard - edit the standard.

The findings badges on this page are color coded to indicate the highest level of severity recorded for the compliance checks with active findings. The colors represent the following:

  • Gray: no findings. All checks are compliant.
  • Maroon: highest severity non-compliant checks are critical severity.
  • Red: highest severity non-compliant checks are high severity.
  • Orange: highest severity non-compliant checks are medium severity.
  • Yellow: highest severity non-compliant checks are low severity.
  • Blue: highest severity non-compliant checks are informational severity.
  • Slate: suppressed findings.

Keep in mind that the color on the findings badge reflects the highest level severity recorded, not the count of findings at that severity level. For example, if you see the following badge, it means there are 62 active findings and at least one of the findings is high severity. It does NOT mean there are 62 findings of high severity.

You can click on the findings badges to see a list of the findings, including their severity information.

OU Details: Notes Tab

The Notes tab allows you to add notes about the OU or view previously-added notes. Click Add to add a new note.

 

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