Add a Project

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Add a Project

Projects are the smallest unit of organization within Kion. They are where you attach your cloud accounts and apply your most specific permissions, enforcements, and policies.

In your organization structure, OUs contain projects and projects contain accounts.

To add a new Kion project:

  1. Click Projects> All Projects.
  2. Click Add New.
  3. Enter a Project Name to identify the project throughout the application. This name must be unique among projects.
  4. (Optional) Enter a Description.
  5. Select an OU to add the project to.
  6. In the Permissions Scheme dropdown menu, select the Default Project Permissions Scheme or another custom scheme.
  7. If custom permission schemes are turned off, you will not see the Permissions Scheme field, and the default permission scheme will be used. For information about using custom permission schemes, see Add a Custom Permission Scheme.
  8. Select at least one user or user group as the project owner.
  9. In the Project Spend Plan section, click Add Funding Source. If you do not want to add a project spend plan right away, they can be added later by editing the project. For more information, see What is a Project Spend Plan?
    • Select the funding source that the project will use. You can add more than one funding source to the project spend plan. You can use more than one funding source in a given month. You can drag and drop the funding sources to prioritize the order in which they are used.
    • Select the start and end months during which the project can use the funding source. Funding sources are set on month boundaries since cloud accounts generally finalize spend once a month.
    • Enter the planned amount of funds available to the project.
  10. Click Create Project.

 

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