Manage Recommendations

Use this page to review, create, edit, and manage recommendation records in Yarken.

Overview

The Recommendations workspace is the operational area for managing optimization opportunities.

Use it when you need to review imported recommendations, add manual recommendations, update recommendation status, dismiss recommendations that are not being pursued, or track potential and realized savings at the record level.

The workspace is designed for users who manage optimization activity, including FinOps practitioners, IT finance teams, cloud cost owners, asset owners, and administrators responsible for recommendation data quality.

Open Recommendations

To open the Recommendations workspace:

Go to Admin.
Select Recommendations.
Open the Details tab.

The Details tab shows the recommendation summary cards, filters, actions, and recommendation table.

What the Details tab shows

The Details tab summarizes the current recommendation dataset.

Area	What it shows
Total Potential Savings	Estimated savings available from recommendations in the current view.
Realized Savings	Savings recorded after recommendations have been completed or otherwise realized.
Active Recommendations	Recommendations that still require review, action, or completion.
Resources Flagged	Resource-level items associated with recommendations, where resource data is available.
Resource Type	Quick filters for resource types such as EBS, EC2, RDS, S3, Savings Plans, or other configured resource types.
Status filters	Filters for All, New, In Progress, Completed, and Dismissed recommendations.

The values update based on the records available in the workspace and any filters applied.

Search and filter recommendations

Use search and filters to narrow the recommendation list before reviewing or taking action.

You can:

Search by recommendation name, check, account, resource, or other available text values.
Select a Resource Type filter to focus on a specific resource category.
Select a status filter to review only New, In Progress, Completed, or Dismissed recommendations.
Use column controls to sort or refine table results where available.
Scroll horizontally in the table to review additional recommendation fields.

Use filters before downloading data or reviewing a large recommendation backlog.

Recommendation table fields

The table includes fields that help users understand the opportunity, affected resource, source, priority, and financial impact.

Common fields include:

Field	Use it to understand
Status	Current lifecycle state of the recommendation.
Recommendation ID	Unique recommendation reference.
Recommendation Name	Short name or description of the opportunity.
Source	Where the recommendation came from, such as manual entry or a cloud provider source.
Resource Type	Resource category associated with the recommendation.
Cloud Account ID	Cloud account associated with the recommendation, where available.
Cloud Resource ID	Specific cloud resource associated with the recommendation, where available.
Asset Type	Yarken asset type linked to the recommendation.
Asset Code	Asset code linked to the recommendation.
Value	Relative expected business or financial value.
Complexity	Relative implementation effort or difficulty.
Category	Recommendation category, such as cost optimization.
Potential Saving	Estimated savings if the recommendation is implemented.
Identified	Date the recommendation was identified or recorded.
Realized Saving	Savings achieved after the recommendation has been completed.

Some fields may be blank when the recommendation source does not provide that data or when the recommendation was created manually without resource-level details.

Asset associations for imported recommendations

Cloud Recommendations imported through a file upload or Advanced Integration may be automatically associated with an Application, Service, or Product.

Yarken uses the recommendation’s Cloud Resource ID to find the corresponding Cloud Consumption record. It then checks the consumption record’s Application, Service, and Product tags to identify the appropriate asset.

When an association is found, the recommendation table displays the related Asset Type and Asset Code.

A recommendation may have blank asset fields when:

No matching Cloud Consumption record exists.
No relevant asset tag is populated.
The tag does not match an existing asset name.

You can edit the recommendation and assign an asset manually when required. A manual assignment takes precedence over an automatically determined association.

Review a recommendation

Review a recommendation before taking action or changing its status.

To review a recommendation:

Open Admin > Recommendations.
Select the Details tab.
Find the recommendation you want to review.
Select Review / Take action from the row actions.
Review the recommendation details.
Select Take Action if the recommendation should move into an implementation workflow.

The details view shows the recommendation ID and the recommendation detail text. Use this information to decide whether the recommendation is applicable, needs further validation, or should be actioned.

Create a recommendation

Create a recommendation manually when the opportunity was identified outside an automated recommendation source.

To create a recommendation:

Open Admin > Recommendations.
Select the Details tab.
Select Add New.
Enter a Recommendation ID.
Select the Source and Category.
Select the Asset Type and Asset Code, where applicable.
Enter a Recommendation name.
Enter the recommendation Details.
Enter cloud account, resource type, or cloud resource information where applicable.
Select Status, Complexity, and Value.
Confirm the Recommendation Date.
Enter Potential Saving and Realized Saving where applicable.
Select Save.

New recommendations use New as the default status. The default complexity and value selections may need to be updated before saving.

Edit a recommendation

Edit a recommendation when the record needs updated details, status, priority, savings, or asset information.

To edit a recommendation:

Open Admin > Recommendations.
Select the Details tab.
Find the recommendation you want to update.
Select Edit from the row actions.
Update the required fields.
Select Save.
Run Cube Refresh from the bottom of the Admin menu if you changed recommendation fields that feed reporting, such as Status, Potential Saving, Realized Saving, Value, Complexity, asset details, category, source, or resource information.

Use edit actions carefully for recommendations imported from connected sources. Some organizations may treat provider-sourced fields as source data and manage only status, priority, action tracking, or savings outcome fields in Yarken.

Dismiss a recommendation

Dismiss a recommendation when the opportunity should not be pursued.

To dismiss a recommendation:

Open Admin > Recommendations.
Select the Details tab.
Find the recommendation you want to dismiss.
Select Cancel / Dismiss from the row actions.
Confirm the action if prompted.
Run Cube Refresh from the bottom of the Admin menu so internal data reflects the updated recommendation status.

Dismissed recommendations are separated from active work so teams can focus on recommendations that still require review or action.

Download recommendation data

Use download when you need a local copy of the recommendation records shown in the workspace.

To download recommendation data:

Open Admin > Recommendations.
Select the Details tab.
Apply search or filters if you only need a subset of records.
Open the more actions menu.
Select Download.

Use downloads for offline review, audit support, reconciliation, or stakeholder reporting.

Refresh after recommendation field updates

After you create, edit, dismiss, or otherwise update data inside a recommendation, run Cube Refresh from the bottom of the Admin menu.

This is especially important when updating recommendation fields that affect reporting, such as Status, Potential Saving, Realized Saving, Value, Complexity, category, source, asset, or cloud resource details.

Cube Refresh helps refresh internal data so updated recommendation values are reflected more quickly in dashboards, reports, Analytics, and savings cards that use recommendation data.

Recommended practices

Use these practices when managing recommendations:

Keep recommendation IDs unique and consistent.
Use clear recommendation names and details.
Link recommendations to asset and cloud resource information where available.
Update status as work progresses.
Run Cube Refresh after recommendation fields such as Status, Potential Saving, Realized Saving, Value, Complexity, category, source, asset, or resource details are created, edited, dismissed, or updated.
Use Value and Complexity together when prioritizing work.
Record Potential Saving when the opportunity is identified.
Record Realized Saving only when savings have been achieved or confirmed.
Review dismissed recommendations periodically to confirm they remain out of scope.

Next step

Upload Recommendations

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Recommendations Data