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Add Cloud and Non-Cloud items in Business Cases

Business Cases support two categories of cost items:

  1. Cloud Items

  2. Non-Cloud Items

These items provide granular investment planning and tracking.

Add a Cloud Item

To create a Cloud Item:

  1. Open the Business Case Details page.

  2. Navigate to the Cloud section.

  3. Click + NEW CLOUD ITEM.

  4. Enter item details.

    image-20260519-083039.png

  5. Add monthly estimates.

    image-20260519-083103.png

  6. Click SAVE.

Add a Non-Cloud Item

To create a Non-Cloud Item:

  1. Open the Business Case Details page

  2. Navigate to the Non-Cloud section

  3. Click + NEW NON-CLOUD ITEM

  4. Enter item details

    image-20260519-083527.png

  5. Add monthly estimates

    image-20260519-083103.png

  6. Click SAVE.

Importing Cost Items

Users can upload Business Case line items using file import.

Importing is recommended for:

  • Large Business Cases

  • Bulk estimate uploads

  • Spreadsheet-based planning

You can import:

  • Cloud line items

  • Non-Cloud line items

  • Monthly estimates

To import line items:

  1. Open the Business Case Details page

  2. Click UPLOAD option.

  3. Select the file type for upload

    image-20260519-083802.png

  4. Upload the supported file

  5. Validate the uploaded data

  6. Save imported records

Next step

Add metrics in Business Case

Related content

Business case workflow