Documentation and Best Practices

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


AWS Savings Plans

Apptio Cloudability helps you manage and  optimize the benefit of your AWS Savings plans in concert with Reserved Instances.  This article outlines some of the capabilities to help you begin incorporating Savings Plans into your cloud financial optimization strategy.


Getting Started

Before you begin you will want to ensure that the necessary AWS permissions have been enabled providing access to Savings Plan functionality.  

To check the status of the necessary credentials:

  • Credentialing must be viewed and performed by a user with Admin rights for your Cloudability account. If you do not have admin access or you are not sure if you do have admin rights, check with you organization’s primary Cloudability administrator.
  • Under settings in the main navigation select ‘Vendor Credentials’.


  • Within the primary accounts view for the AWS tab, Any master payer or linked account that owns or your are intending to use to purchase Savings  should have a green box with a white check status indicator under ‘Advanced Features’. 


  • For any account with any status indicators other than the green box with a white check mark Select Details to inspect the individual credentials.



If the savingsplans:DescribeSavingsPlans permission under the ‘Reservations’ subheading has a red 'x'  it will be need to be updated (by regenerating and applying CloudFormation templates) before you will be able to see an inventory of your Savings Plans.



Savings Plan Inventory

To get to an inventory of your Savings Plans, select 'Savings Plans' from from within the 'Insights' menu of the primary navigation on the left side of the UI


Summary Key Performance Indicators (KPIs)

At the top of the Savings Plan home screen, you will see summary KPIs for the total quantity and hourly commit for your savings plans respective of any selected filters or views.


The main table below the KPIs provides the detailed information about your individual Savings plans including:

  • Plan ID
  • Account ownership
  • Type
  • Family and region (if applicable)
  • Current state and
  • Expiration date


The table's results can easily be filtered using the up and down arrows adjacent to each of the column headings. 



The table of savings plans can be sorted by either use of hyperlinked table values within the table or by means of the configurator .

Filtering With Linked Table Values

Multiple filtering parameters can be applied quickly by simply clicking on one or multiple of the hyperlinked values in the main table.


Note: When using hyperlinked values to populate filters only one value/parameter from each column can be selected at a time.  See Filter Cofigurator below for removing filter parameters.

Filter Configurator

The filter configurator is available by clicking the pencil/edit icon that appears when hovering hovering the mouse pointer above the Filters selection in the Savings Plan Navigation menu.


Within the configurator add a filter by clicking  ‘Add’ and applying:

  • a parameter (Measure), 
  • a functional logical test (Operator) and 
  • a Value to test against.SP_Filter_Config.png

Weather added through the configurator or by clicking URLs from within the main table, a filter can be removed by opening the filter configurator and clicking the ‘X’ on the right of the specific item in the list of current filters.


Exporting Results

You have the ability to export Savings Plan results for sharing or further analysis.

After clicking the export icon at the right of the Portfolio sub-navigation bar, you will be prompted to select a destination to save or view a .csv export of you relevant reservation asset information.


Purchase Recommendations

If you currently own Savings Plans, the RI Planner automatically takes these plans into consideration when making recommendations and will not recommend purchase, exchange or modification actions to cover any usage that will be covered by Savings Plans you already own.

When viewing the details of RI purchase recommendations, until you dismiss it, you will see a notice informing you that any active Savings Plans you currently own have been taken into account when generating the recommendations.



For additional information on managing your Savings Plans as part of your FinOps practice with  Apptio Cloudabiity please visit:



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