Manage Cloud Expenses (without CFP Integration)

The Cloud tab in Expenses view can be used independently without the CFP Integration to manage and track the cloud spend within budgets and forecasts.

To add or update cloud expenses:

1. Open your plan and navigate to the Cloud tab within the Expenses page.
2. Add a new cloud expense by either:
   • Using the empty row at the bottom of the table, or
   • Right-clicking and selecting Insert Row
   • Importing the data using CSV file from the Table Level Actions menu (3-dot button) → Import cloud lines option.
3. Provide required information for each cloud expense line:
   • Cost Center (Required) – Identifies the department or organizational unit financially responsible for the cloud spend.
   • Account (Required) – The ledger account to which the cloud expense will be recorded.
   • Vendor (Optional) – Cloud service provider or supplier. This field is useful for vendor‑level reporting and spend analysis.
   • Location (Optional) – The geographical location where the cloud spend was incurred.
   • Cost Type (Optional) – Available when Integrated Investment Planning is enabled. Classifies the spend as Build or Run. If left blank, the system automatically assigns Run as the default.
   • Project (Optional) – Available when Integrated Investment Planning is enabled. Use this field to associate cloud spend to a specific project for tracking and reporting.
   • Description and Comment – Additional context or metadata about the cloud expense line.

Once entered, Apptio Planning automatically generates the corresponding financial entry for each cloud expense in the Summary tab. Manually entered Cloud tab lines can coexist seamlessly alongside cloud expense lines imported from Cloud Financial Planning (CFP).