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[CCA-443] add Custom allocation rules docs #27499

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@ashleyyip ashleyyip commented Feb 7, 2025

What does this PR do? What is the motivation?

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@github-actions github-actions bot added Architecture Everything related to the Doc backend Images Images are added/removed with this PR labels Feb 7, 2025
@ashleyyip ashleyyip force-pushed the ashley.yip/dynamic-cost-allocation-docs branch 3 times, most recently from a94eff4 to a7f8e7d Compare February 10, 2025 15:47
@ashleyyip ashleyyip marked this pull request as ready for review February 12, 2025 20:30
@ashleyyip ashleyyip requested a review from a team as a code owner February 12, 2025 20:30
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Thanks for the PR! This looks good overall, just requesting some minor updates.


## Overview

Custom cost allocation allows you to showback or chargeback your costs by attributing selected costs to relevant business dimensions. Once you have set up allocation rules, you can report on which costs were allocated by a rule.
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Suggested change
Custom cost allocation allows you to showback or chargeback your costs by attributing selected costs to relevant business dimensions. Once you have set up allocation rules, you can report on which costs were allocated by a rule.
Custom cost allocation allows you to showback or chargeback your costs by attributing selected costs to relevant business dimensions. After you have set up allocation rules, you can report on which costs were allocated by a rule.


Custom cost allocation allows you to showback or chargeback your costs by attributing selected costs to relevant business dimensions. Once you have set up allocation rules, you can report on which costs were allocated by a rule.

Custom cost allocation follows Tag Pipelines, enabling allocations based on user-defined tags. Costs are allocated on a daily basis, and can be applied to Cloud Cost metrics from AWS, GCP, and Azure.
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Suggested change
Custom cost allocation follows Tag Pipelines, enabling allocations based on user-defined tags. Costs are allocated on a daily basis, and can be applied to Cloud Cost metrics from AWS, GCP, and Azure.
Custom cost allocation follows Tag Pipelines, enabling allocations based on user-defined tags. Costs are allocated on a daily basis, and can be applied to Cloud Cost metrics from AWS, Google Cloud, and Azure.

### Specify what costs are included in the allocation
| Step | Required | Examples |
| ---- | ---- | ---- |
| Cost Provider | Yes | AWS, GCP, Azure |
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| Cost Provider | Yes | AWS, GCP, Azure |
| Select the cost provider | Yes | AWS, Google Cloud, Azure |

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Suggesting to update the step's name to match how it's shown in the UI, which seems to be the pattern followed for other steps. This is also helpful for those using screen readers, as it can reduce ambiguity about what's being referenced

| Define the destination | Yes | `team` is `teamA`, `teamB`, `teamC` |
| Filter by | Only applicable for Proportional and Even strategies, optional | `aws_product` is `ec2` |
| Partition costs by | Only applicable for Proportional and Even strategies, optional | `environment` is all values |
| Rule Name | Yes | allocate\_untagged\_support\_costs |
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| Rule Name | Yes | allocate\_untagged\_support\_costs |
| Name | Yes | allocate\_untagged\_support\_costs |

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As above, suggesting this update for an exact match with the UI


## Rule creation

Access the Custom Allocation Rules section under [Cloud Cost settings][1] to establish rules. Choose from the following allocation methods:
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Access the Custom Allocation Rules section under [Cloud Cost settings][1] to establish rules. Choose from the following allocation methods:
Access the [Custom Allocation Rules section][1] under Cloud Cost settings to establish rules. Choose from the following allocation methods:

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Suggesting this update since the link leads directly to the Custom Allocation Rules section

| Rule Name | Yes | allocate\_untagged\_support\_costs |

## Managing rules
Rules can be modified and deleted in the Custom Allocation Rules section of the Cloud Cost settings page. All fields except for the rule name can be reconfigured.
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Rules can be modified and deleted in the Custom Allocation Rules section of the Cloud Cost settings page. All fields except for the rule name can be reconfigured.
Rules can be modified and deleted in the [Custom Allocation Rules section][1] of the Cloud Cost settings page. All fields except for the rule name can be reconfigured.

Rules are applied in the same order as shown in the list.

## Visualize your allocations
Changes to dynamic allocation rules may take up to 24 hours to be applied. Once applied, the new allocations can be seen throughout the Cloud Cost product. Dynamically allocated costs also include an `allocated_by_rule` tag, denoting the rule name that applied the allocation.
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Changes to dynamic allocation rules may take up to 24 hours to be applied. Once applied, the new allocations can be seen throughout the Cloud Cost product. Dynamically allocated costs also include an `allocated_by_rule` tag, denoting the rule name that applied the allocation.
Changes to dynamic allocation rules may take up to 24 hours to be applied. After being applied, the new allocations can be seen throughout Cloud Cost Management. Dynamically allocated costs also include an `allocated_by_rule` tag, denoting the rule name that applied the allocation.

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{{< img src="cloud_cost/custom_allocation_rules/visualize_your_allocations.png" alt="See your allocations throughout the Datadog product" style="width:90%;" >}}


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## Further reading
{{< partial name="whats-next/whats-next.html" >}}

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This is required to render the Further reading section


Custom cost allocation allows you to showback or chargeback your costs by attributing selected costs to relevant business dimensions. Once you have set up allocation rules, you can report on which costs were allocated by a rule.

Custom cost allocation follows Tag Pipelines, enabling allocations based on user-defined tags. Costs are allocated on a daily basis, and can be applied to Cloud Cost metrics from AWS, GCP, and Azure.
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Did we not end up supporting allocation by month in the UI?

@ashleyyip ashleyyip force-pushed the ashley.yip/dynamic-cost-allocation-docs branch from 34343e3 to 45d8870 Compare February 19, 2025 18:36
@ashleyyip ashleyyip force-pushed the ashley.yip/dynamic-cost-allocation-docs branch from 45d8870 to fdbbc34 Compare February 19, 2025 19:22
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Thanks for applying those changes, LGTM

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