Cost Assessments

MSP Feature

Cost Assessments are available only for Organization Contributors (MSP).

The Cost Assessments page allows MSP users to create and manage cost assessments for their customers, providing structured evaluation and reporting of cost optimization opportunities. Assessments enable MSPs to deliver comprehensive cost analysis reports to their clients.

Assessments Grid

The main grid displays all cost assessments with the following columns:

Column	Description
Assessment Name	Name of the cost assessment
Results On	Date when assessment results were generated
Period Start	Start date of the assessment period
Period End	End date of the assessment period
Status	Current status of the assessment (e.g., Running, Completed, Paused)
Results	Download link for assessment results
Action	Quick actions available for the assessment
Deployed By	User who deployed the assessment (hover tooltip shows deployer name, email address, and deployment timestamp in “MMM d, y, h:mm a” format)

Auto-Refresh

The assessments grid automatically refreshes every 10 seconds to display the latest status updates, ensuring you always see current assessment progress and results.

Tip

The auto-refresh ensures you don’t need to manually refresh the page to see assessment status changes or newly completed assessments.

Assessment Profile Page

Clicking on an assessment opens its detailed profile page, which provides comprehensive information and management capabilities.

Assessment Information

The profile page displays:

• Organization — The customer organization associated with the assessment
• Assessment Period — Start and end dates for the assessment
• Status Indicators — Visual indicators showing the current state of the assessment

Assessment Actions

The profile page provides a comprehensive set of actions for managing assessments:

Action	Description
Open	View detailed assessment results and analysis
Deploy	Deploy the assessment to begin analysis
Resume	Resume a paused assessment
Run	Execute or re-run the assessment
Shutdown	Stop a running assessment
Delete	Remove the assessment (use with caution)
Download	Download assessment results and reports
Send to ITSM	Export assessment data to IT Service Management systems

Caution

Deleting an assessment permanently removes it and all associated data. Ensure you have downloaded any needed results before deletion.

Create Assessment Modal

To create a new cost assessment:

1. Click the Create Assessment button
2. Fill in the assessment details in the modal

Assessment Name

• Default Name — The modal automatically suggests a name in the format: Assessment YYYY-MM-DD (e.g., “Assessment 2026-02-11”)
• Custom Name — You can override the default with a custom name that better describes the assessment

Manual Mode

• Manual Mode Checkbox — Enable this option to run the assessment in manual mode
• Manual Mode — Allows more control over the assessment process and timing

Tip

Use descriptive assessment names that include the customer name or project identifier to make assessments easier to find and manage.

Assessment Workflow

1. Create — Create a new assessment with specified dates and settings
2. Deploy — Deploy the assessment to begin data collection and analysis
3. Monitor — Watch the status as the assessment runs (auto-refreshes every 10 seconds)
4. Review — Open the assessment to review results when complete
5. Share — Download results or send to ITSM systems for client reporting
6. Manage — Use Resume, Shutdown, or Delete actions as needed

Best Practices

1. Use Descriptive Names — Include customer name, date, or project identifier in assessment names
2. Set Appropriate Periods — Choose assessment periods that align with reporting cycles or project timelines
3. Monitor Status — Keep the page open to watch assessment progress via auto-refresh
4. Download Results — Download assessment results promptly after completion for client reporting
5. Use ITSM Integration — Leverage the “Send to ITSM” feature to streamline client communication
6. Manual Mode — Use manual mode when you need more control over assessment timing or execution