Example resource pool that limits choices to cost center
Summarize
Summary of Example Resource Pool that Limits Choices to Cost Center
This resource pool enables the restriction of cloud catalog choices based on user cost centers. It ensures that users can only select resources associated with their designated cost center, facilitating budget management for cloud assets.
Show less
Key Features
- Resource Pool Filter: Utilizes a UserCostCenter script filter to limit users to their associated cost center when requesting resources.
- Blueprint Integration: Works in conjunction with blueprints, such as the AWS Virtual Server, to enforce cost center restrictions on the catalog request form.
- Active Plugin Requirement: The Cost Management plugin must be enabled, and users must be linked to defined cost centers.
Key Outcomes
By implementing this resource pool, organizations can:
- Ensure users only see and select resources that align with their specific budget, improving financial oversight.
- Test and validate the filter functionality by impersonating users to confirm that only permissible cost centers are displayed.
- Modify the filter settings to broaden or narrow the scope of cost center options as needed, providing flexibility in resource management.
You can use resource pools with blueprints to limit the choices on the cloud catalog request form.
Use case: Restrict cost center selection
In this example, the cost of the cloud asset is charged against the budget of the cost center of the user. The base-system UserCostCenter resource pool ensures that a user can select only resources in their cost center.
Assumptions
- The Cost Management [con.snc.cost_management] plugin is active.
- Cost centers are defined and users are associated with the cost centers.
- At least one blueprint is defined. This example uses a blueprint named AWS Virtual Server.
- You are assigned the sn_cmp_cloud_admin role and know JavaScript and JSON scripting.
Components
- Review resource pool filter
- On the Cloud Admin portal navigate to .
- Open the CostCenterPool and review the related Resource
Pool Filters.
- All is a query filter that returns all cost centers in the table.
- UserCostCenter is a script filter that looks up the cost center associated with the user who is ordering the item.
Here is the script for the UserCostCenter filter:getFilteredRecords(); //Do not remove function declaration /** * @returns filtered records in the format [{"value"="lookupValue",label="displayValue"}] */ function getFilteredRecords() { var filteredRecords = []; var userId = gs.getUserID(); var userGr = new GlideRecord('sys_user'); if (userGr.get(userId)){ var costCenterId = userGr.getValue('cost_center'); if (costCenterId){ var costCenterGr = new GlideRecord('cmn_cost_center'); if (costCenterGr.get(costCenterId)){ var costCenter = {}; costCenter.value = costCenterGr.getUniqueValue(); costCenter.label = costCenterGr.getValue('name'); filteredRecords.push(costCenter); } } } //force to string return new global.JSON().encode(filteredRecords); }
- Blueprint catalog form parameters
- Navigate to , and then click the tile for the blueprint you want to open.
- With the blueprint in Draft state, click the
Provision operation tile on the tab.
- In the Variable sets related list, click the General Info variable set. By default, the CostCenter variable is in this variable set.
- In the Cloud Variables related list on the Variable Set form, click the
CostCenter variable.
- On the Cloud Variable form, click the Type Specifications tab.
- Look at the Pool and Pool Filter
fields that refer to the resource pool and filter.
- CostCenterPool is the name of the resource pool.
- UserCostCenter is the filter script that pulls in the cost center options for the user to select from.
- Set the blueprint to Published.
- Cost center user
- Identify a user who is a member of a cost center and who has access to the Cloud User Portal.
Testing the resource pool filter
After reviewing the components that comprise this use case, test the cloud catalog item to verify that users can select only their cost center.
- Impersonate the user, Alene Rabeck in this example.
- On the Cloud User Portal, click Launch a Stack, and then select the cloud catalog item (AWS Virtual Server in this example).
- Review the selections in the Cost Center list.
With the CostCenterPool::UserCostCenter datasource value for this catalog item, the only option for the Cost Center is the cost center the user is a member of.
Changing the resource pool filter
Test that the resource pool filter is controlling the behavior of the Cost Center field by changing it and viewing the results.
- On the Cloud Admin Portal, navigate to and then click AWS Virtual Server.
- Click the Provision operation tile.
- In the Variable sets related list, click the General Info variable set. By default, the CostCenter variable is in this variable set.
- In the Cloud Variables related list on the Variable Set form, click the CostCenter variable.
- On the Cloud Variable form, click the Type Specifications tab.
- Edit the Pool filter field to change the filter from
UserCostCenter to All.
- Click Update, then clickPublish..
- Impersonate the user, Alene Rabeck in this example.
- On the Cloud User Portal, launch a stack, and then select AWS Virtual Server.
- Verify that all cost centers are listed.