Documentation and Best Practices

Learn how to use Cloudability and get the most out of our cloud cost management tool.


What's new in Cloudability?

Here are Release Notes for recent features and improvements to Cloudability. You can also read about major feature announcements on the blog.


  • Scorecards - Our new cohort model groups together companies that exhibit similar patterns in using cloud resources (such as compute, storage, networking). This update also introduces a tagging score that is designed to help track how well your organization utilizes tagging. In addition if you haven’t enabled rightsizing, our new model assigns you a score of N/A for rightsizing. (N/A scores do not impact the overall score)


  • Reservation Portfolio - Users now have the ability to view the utilization history of their Azure Compute Reserved Instance assets from within the Reservation Portfolio section of the application
  • Reporting - Customers will see a message when they include the Resource ID dimension in reports. This message will also be displayed when customers edit an existing report that includes the Resource ID dimension. There will be no impact to the report generation itself - this message is just informative and lets the user know that including such a dimension can result in a report taking longer to generate.


  • Rightsizing - Infrastructure upgraded to significantly improve page load and export time.

August 2019

  • Rightsizing - Addressed issue identified with adjusted pricing for target instances.
  • Reservation Portfolio - Within the Reservation Portfolio users can now subscribe to email alerts for expiring Azure Compute Reserved Instance and Google Cloud Platform Compute Committed Use Discounts
  • Reservation Portfolio - Azure RI status returned from the Azure API for an active RI is 'Succeeded'. We have the status to 'Active" in the GUI across services provider (Status returns by  the Cloudability public API for Azure will remain 'Succeeded').

July 2019

  • Reservation Portfolio - Azure Compute Reserved instance inventory is now visible for customers with enabled billing credentials including the ability to sort, filter, export all compute reserved instances.
  • Containers - We have transitioned to a new back end cost data platform solution addressing some known issues with performance and handling of credits.

June 2019

  • Containers - We have transitioned all customers to a new containers data platform to deliver significantly better performance for higher cardinality and larger date range queries.
  • Rightsizing - Customers can now add a rightsizing savings KPI widget to their dashboard.


April 2019

  • Cost Sharing is now Public Beta. See this article for more information, or check out the API documentation.
  • GCP CUDs in RI Portfolio. Users with GCP CUDs can now view their Committed Use Discount(CUD) resources in the Reservation Portfolio including: ID, project, vCPU coverage, RAM coverage and expiration date.
  • Containers - Details for each cluster now contains additional information, including vendor (AWS, Azure, Google), provisioned date, first data date, last data date, and unique ID of the cluster. 
  • Automation - Controls have been added to prevent users from getting into a bad query state encountered by selecting a tag key in an automation filter that has more than 2 vendor tags in tag mapping. We also now only allow two tags key/value pairs as filters in each automation task. 
  • Anomalies - Customers can now subscribe to anomalies with a delivery method of a Pagerduty service.
  • Containers - Details for each cluster now contains additional information, including vendor (AWS, Azure, Google), provisioned date, first data date, last data date, and unique ID of the cluster. 
  • Containers - We now support provisioning of 1.14 Kubernetes Clusters.
  • Reporting - The summary KPIs now show the actual sum of the entire data set as opposed to only the sum of the values shown in the tables.

March 2019

  • Credentials - For Google loud Platform account credentialing has transitioned from token based to being role based.
  • Business Mapping is GA. Learn more about Business Mapping and its use cases here.
  • The updated containers visualization is now live! See this article for details on what changed.
  • Business Mapping - Type-ahead auto fill functionality has been added to Business Mapping search and filtering.

February 2019

  • Scorecards - We have refined how the overall score in scorecards is calculated. We now evenly weigh each of the scores when calculating the overall score.
  • RI Planner - Exchange recommendations now include the addition of the breakeven point to the future projections graph and moving the future projections graph to a tab in the top-middle of the page. In addition we are now Persisting filters in copy-able URLs, displaying % of reservation to be exchanged in the summary table. We also have made the addition of exchanges to the plan view in the "Buy" details pane.)
  • Automation - Tag Keys/Values are now copied from EBS volumes to snapshots when taking a new snapshot. This makes it easier to allocate cost for each snapshot generated by Cloudability Automation.

January 2019

  • Scorecards is now in Public Beta. Scorecards help you understand how well you're running your cloud. We make it easy to compare different business units within your organization, so that you can identify teams that are leading the charge to adopt cloud native practices. We also benchmark your cloud usage relative to other companies, giving you additional context into how optimized your usage is. Learn more about Scorecards here
  • Automation - Strengthened schedule to address some potential issues with snapshot creation tasks.
  • Budgets and Forecasting - Implementing Google Cloud Platform Sustained Us and Committed Use Discount modeling enhancements.
  • Containers - The Containers UI now shows a message when attempting to display AWS based clusters for orgs. without CUR enabled indicating that the feature relies on CUR.

December 2018

  • Container Cost Allocation for AWS now includes any EBS volumes attached to Nodes in a cluster.
  • Containers - A conditional notification has been added to inform customers that CUR being enabled is required for using this feature with AWS clusters. This notification only appears when trying to display AWS clusters that do not have CUR enabled.
  • Anomaly Detection - Streamlining of alerting to reduce probability of multiple notifications for each event.
  • Containers - Attached EBS Volume cost is now included in Container Cost Allocation for customers on AWS.
  • RI Planner - Users are now able to view, from the exchange summary table, the percentage of the existing reservation being recommended for exchange to achieve the projected savings.
  • Containers - We now support provisioning of 1.12 Kubernetes Clusters.
  • RI Planner - AWS announced the availability of oracle on the db.r5 family on 11/20/18 - Now supported in the RI Planner.
  • Automation - Fix deployed to address know issue with EBS snapshots.
  • RI Planner - Support added for new a1, c5n and p3dn.24xlarge AWS EC2 families.
  • The Datadog Integration for Rightsizing is now in Public Beta. This integration delivers performance efficiency rightsizing recommendations that are cost-optimized, which is a key requirement of financial cloud management and cloud agility.datadog-integration.png
  • Business Mappings is now in Public Beta. At the heart of Business Mapping is providing a means to bucket your cloud cost and usage data beyond what you can with native cloud mechanisms. You can think of Business Dimensions as having similar properties to vendor tags but with far more flexibility.mceclip1.png

November 2018

  • A new cost basis, Cost (List), is in Public Beta. Cost (List) will allow you to budget and forecast your cloud spend with a more consistent cost metric. Learn more here.
  • Container Cost Allocation for Kubernetes is now Generally Available, including a Public API. With the API, you can:
    • Provision a new cluster for data collection.
    • Get a list of provisioned clusters for your organization, the date each cluster was provisioned, and a timestamp for the first and last date Cloudability received data for each cluster.
    • Perform queries to allocate cost across one or more clusters, grouping by namespace, services, labels or other dimensions.
    • Get usage of CPU, Memory, Network, and Filesystem by day for a filtered set of data for each cluster.
    • Get a list of Label Keys observed in a given time-frame for a filtered set of data.
    • Return counts of distinct values for dimension keys for a given time-frame.
  • Navigation Update - We are releasing an improvement to the way customers navigate features within Cloudability. This is a visual update to the navigation, information architecture and visual design of the platform. No features have been changed, we're simply making it easier to find and navigate the platform.My_Dashboard.png

October 2018

  • Updated Forecasting now gives you greater control over what spending to base your forecasts on plus deeper insight into how your spending is expected to change.

September 2018

  • Updated RI Portfolio makes it easy to see how much money you've saved as a result of your RI purchasing strategy as well as how much additional savings you could achieve from your existing portfolio.



August 2018

  • Select 10 or 30-day rightsizing data set to optimize recommendations and risk profiles for your use case(s) or operational requirements.


June 2018

  • Budget Notifications so you will be the first to know if you're on track to exceed your budget.


May 2018

  • Rightsizing now has KPIs so you can see at-a-glance how much you are spending for each vendor/service and potential to save from each rightsizing recommendation.


April 2018

  • Kubernetes Cost Allocation is now available to all customers as a public Beta



March 2018

  • DynamoDB Capacity Recommendations are now available in the RI Planner. We're making this available to all customers as a public Beta.


  • Anomaly Detection is generally available, with email alerts as soon as the unusual spending hits your billing file, support for Views and a fully documented public API.



February 2018

  • AWS Rightsizing now supports dedicated tenancy instances. This is especially helpful for customers who need physically isolated hardware. 
  • Azure Rightsizing Recommendations are now live: Get recommendations for your Azure Compute resources, in addition to AWS EC2 and EBS. We’ll provide:
    • Multiple recommendations for each Azure Compute resource
    • Historical utilization data represented in time series charts
    • Resources ranked by top savings opportunity
    • Toggle between recommendation options to visualize risk so you can identify the best option for your resource demands



January 2018

  • TrueCost Explorer gives you an intuitive way to explore your billing data visually and answer questions about how your usage translates into costs.


December 2017

  • Our RI Planner now supports Convertible 1 year RIs. Select the option in the edit side bar or in the Comparison Matrix to generate a plan.



November 2017

  • X1e support - We support the newest family of these instances throughout the application. If you have a workload that is ideally suited for these new boxes, we'll tell you in Rightsizing. These are especially helpful if you can't see the memory on a box but know it's underutilized on CPU and Disk


  • Beta Release of Anomaly Detection - No more end-of-month billing surprises. Catch unexpected changes in your infrastructure as they occur.


  • Beta Release of Budgets & Forecasting - Now available under the Predict header, with integrated support for AWS & Azure.


  • C5 support - we support the newest family of optimized instances throughout the application. If you have a workload that is ideally suited for these new boxes, we'll tell you in Rightsizing


  • RDS Instance Size Flexibility (ISF) is live in the RI Planner. ISF allows the savings of an RI to apply to any size of instance within a family. RDS RIs automatically receive ISF benefit when the RI has the same Region, instance family, and database (Amazon Aurora, MariaDB, MySQL, PostgreSQL, Oracle Bring Your Own License edition are eligible).


 Read more about RDS ISF in our Knowledge Base.

  • Our RI Planner now supports per-second billing. Per-second billing appears as of October 2 for Linux EC2 instances with Shared Tenancy. The engine that powers our Reserved Instance Planner takes into consideration the per-second usage when making recommendations, including application of multiple instances to the same RI within the hour. Read more about per-second billing.

October 2017

  • Workload Placement is live in public Beta. This feature helps you use Spot more effectively.

    • Specify a workload and we'll identify candidate instances with sufficient disk, memory, and CPU capacity (including much larger but inexpensive instances)
    • We've developed sophisticated machine learning models trained on hundreds of millions of hours of historical pricing data to predict which spot pools offer the greatest combination of stability and savings over the duration of the workload
    • We also check for any unused RIs and reflect any custom pricing you have within Cloudability to make sure you're paying the optimal price for a particular workload



September 2017

  • Automation Beta makes it easy to scale down or stop resources when you don't need them, as well as find and cleanup unused resources.


Read more about how to get access to the beta in our Knowledge Base.

  • Tag Explorer now shows untaggable resources, improving the story around asset allocation and understanding your spend.



August 2017

  • Tag Explorer shows you at-a-glance how your organization uses tags and allows you to quickly identify untagged resources to ultimately drive a more complete understanding of costs.


  • Our Rightsizing Recommendations are now live: This feature will allow you to get suggestions on how to provision your cloud infrastructure based on historical consumption and validate our recommendations on time series graphs of your historical data.
    • Multiple valid recommendations for each EC2 and EBS resource
    • Historical utilization data for all services (EC2, EBS, S3, RDS, and Redshift) represented in time series charts
    • Resources ranked by top savings opportunity
    • Toggle between recommendation options to visualize risk so you can identify the best option for your resource demands


Read more about Rightsizing in our knowledge base.


July 2017

  • Updated Reports interface: We've released changes to Reports to better enable fast data manipulation and exploration. The ability to edit a report without waiting for page reload allows you to modify filters and dimensions quickly to build a custom report that answers your questions. Previewing a single day’s data will let you see a small set of results to make sure you have the right filters enabled before you query a large dataset.


Read more about the updated Reports interface in our Knowledge Base.


June 2017

  • Support for IAM Roles: We now support role-based access and streamlined the Credential setup process. Roles allow you to provide Cloudability with temporary programmatic access to your AWS data and don’t require you to share or maintain long-term security credentials, as no passwords or security keys are associated with a role.


We also updated our Vendor Credentials page, making it simple to see and filter the account(s) you have yet to credential. We clearly identify exactly what AWS API access each credential provides and the Cloudability features those API endpoints unlock.



May 2017

  • Support for 3-year, no-upfront Standard RIs in the RI Planner: Our RI Planner now supports the new 3-year, no-upfront Standard Reserved Instances, within 2 weeks of Amazon’s announcement of this new RI option.


When you select a plan for 3-year, no-upfront Standard, we'll recommend for current generation families (C4, M4, R4, I3, P2, X1 and T2) RIs that are 3-year, no-upfront Standard; for any other instance family (D2, G2, and F1 families as well as all previous generation families), the planner will show the closest optimal configuration of 3-year, no-upfront Convertible RIs.

Read more about our strategy in our Knowledge Base.


April 2017

  • Instance Size Flexibility (ISF) in the RI Planner is now live: This is a significant change from how we’ve talked about RI’s in the past and will be a tremendous benefit for your RI planning. ISF is a new feature of EC2 RIs that lets the savings of an RI apply to any size of instance within a family. You automatically get this benefit when you purchase a regionally scoped Linux RI.

We’ve incorporated ISF features into our recommendations engine for the RI Planner to make your life easier. We still analyze your hour-by-hour instance usage and take into account your entire RI inventory, including ISF and non-ISF RI’s, before making a recommendation. For ISF RI’s, because any size RI can apply to an instance you run within a family, you’ll no longer need to purchase a variety of sizes and instead can purchase to the family and region based on normalized units.



March 2017

  • Support for Instance Size Flexibility (ISF) in our app: We now support Instance Size Flexibility through our app soon after Amazon’s release of this new RI benefit. Read more about how the scaling and billing for ISF in our Knowledge Base.


February 2017

  • New Rightsizing solution is out of Beta! This feature helps you identify top opportunities to save on your cloud infrastructure based on the cost and performance characteristics of key services.
    • Supported services are EC2, EBS, S3, RDS, Redshift
    • Resources are ranked by Priority, on a scale of 0-100 (higher values indicate greater opportunity for savings)
    • Key utilization metrics for each service (e.g. CPU, Memory, Idle time) are used to generate a composite Utilization score, and additional details (e.g. max and average) are available by exporting a Detailed Report


Read more about Rightsizing in our knowledge base.

  • Refreshed all of our Administrative pages -- Users, Views, Tags, Preferences, Settings, etc. The main thing you'll notice is that updating settings now occurs in a sidebar with lots of space to see all of your options, replacing the old pop-ups that were hard to squeeze everything into. (We also cleared up some bugs in the process.)


January 2017

  • Email Alerts menu helps you quickly find important subscriptions that we’ll send to you via email at the frequency you choose



November 2016

  • New RI planner features help you uncover new savings opportunities and better visualize potential savings:
    • RDS, Redshift, and Elasticache recommendations
    • Convertible class and Region scope EC2 recommendations

    • Savings Comparison Matrix shows the 8 ways to buy EC2 RIs: compare the savings side-by-side and select your preferred combination to generate a recommended purchase plan

Read all about the new RI Planner in our knowledge base.


October 2016

  • New Analytics home page lets you explore 60 new Cloudability reports to help you get started faster and generate new insights. We also added 3 new custom Cloudability dimensions: Lease Type, Usage Family, and Service Name.

Updated navigation: a new Settings menu (gear icon) consolidates management tools into one place to make it easy to find org-wide and personal settings, and a dedicated Help menu (? icon) offers quick access to our Success team when you need assistance.

Read about all details of the release in our Knowledge Base.

  • Reservation Portfolio for RDS, Redshift, and ElastiCache: the Portfolio now provides a global view of all your Reservations -- not just EC2 -- from all linked accounts, across all payer accounts, in one convenient location. It also includes:
    • All RI offerings, including the new Convertible and Region-scoped reservation types
    • All expired RIs, in case you need to see what was recently retired or look at your purchase history
    • All payment pending RIs (or payment failed RIs) to help troubleshoot
    • CSV export for sharing with colleagues or doing further analysis

  • Regional and Convertible Reservations: The Reserved Instance Planner provides basic support for Region-scoped RIs and Convertible RIs. Read more about the two new RI types and how to get started.
    • BUYS: We continue to recommend how many standard, AZ-scoped reservations to purchase -- now, taking into account coverage from any existing regional and/or convertible RIs. Purchase recommendations for the two new RI types is coming soon.
    • MODS: We make modification recommendations for regional RIs based on sizes (e.g. m4.xlarge -> 2x m4.large).
    • SELLS: We show underutilized reservations for both Regional and Convertible RIs.


September 2016

  • Tenancy: The Reserved Instance Planner provides recommendations for RI purchases and modifications in mixed-tenancy accounts (i.e. where you are running both shared and dedicated instances).


August 2016

  • Drag and drop layers: When building dashboard widgets, you can re-order columns for Tables and layers for Charts to best suit the view you want to build.

  • Sidebar: New sidebar design gives quick access to all of your starred dashboards.


  • Utilization reports: Relocated utilization reports from to to better reflect our nomenclature.
  • Widget editor: Improved keyboard navigation of the widget editor dimension and metric selectors, and visualization of filter operators (ANDs vs ORs).


  • Cost Metric: Updated default cost reports to use Cost (Total) instead of Cost (Total Blended). In most cases, Cost (Total) is the best metric to use for your cloud spend analysis (for AWS, Cost (Total) is the unblended cost). You can leverage the blended cost to see the total amount of money you've committed to RIs in a given month, but otherwise we generally recommend that you use Cost (Total) to get the results you expect in reports. Read more about the differences in these two metrics in our knowledge base.


July 2016

  • RI Amortization: The new Cost (Amortized) metric shows your Reservation sign-up charges on an accrual accounting basis, divided up each month across the term of the RI (the metric is calculated at an hourly-level of granularity). Read the full announcement here.


June 2016

  • Default dashboards and reports: Set and curate your default Dashboard, Cost Report, and Utilization Report. The setting is available on the Manage Dashboards and Manage Reports pages via the house icon. Admins can also set defaults for other users via the Add User/Edit User tools. Finally, you can delete the original dashboard that was created when you started your account.


May 2016

  • Single Sign-On: Allow users at your organization to sign in to Cloudability through your SSO Identity Provider (feature available for Enterprise plan accounts).


April 2016

  • Dashboard drilldowns: Find additional information for data on any dashboard chart by clicking on the chart to pin open the tooltip (locking it in place and making it interactive). Click again on the desired data series to drill-down into to a deeper report. Read the full announcement here.


February 2016

  • Dashboard duplication: Copy a dashboard shared with you to edit it, or to repurpose it.

Duplicate a Dashboard with icon in upper right:

Or, from the Manage Dashboards page:



Prior feature releases

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