# Rules
1. By clicking on the "**Rules**" tab, the system will display the Rules screen containing some information:
2. On the main Rules screen, the system allows you to view the following information:
* **Allocated**: Total value of rules allocated to a consumption group.
* **Unallocated**: Total value of rules that are not allocated to any consumption group.
* **Unallocated percentage**: Percentage referring to the total value of rules that are not allocated to any consumption group.
3. The system also allows you to apply some search filters on the screen:
* **Rules:** Enables searching by Rule ID, name, or rule author.
* **Ownership:** Enables searching across all rules or restricting the search to those under your ownership.
* **Status:** Provides the ability to filter rules based on whether they are active or expired.
* **Allocation:** Allows filtering by rules that are either associated with a consumption group or not.
* **Boost:** Enables searching for a specific boost that has been applied to a rule.
4. **Settings**
Clicking on the **Settings** option in the upper right corner:
The system will open a screen that allows you to perform some initial configurations:
* **Field**: It is possible to select the field that will be used to calculate the scope cost.
* **Decimals**: Allows you to configure the number of decimal places that will be used
* **Unit**: Allows you to inform the operational unit that will be used in the calculation.
* **Expression**: Allows you to select the expression that will be used in the calculation..
Finally, by clicking the **apply** button, the system will apply the configuration to the rules that are created
5. Click **Add New Rule**.
On the rule addition screen, there are 3 parts that need to be detailed in the process: **new rule**, **scope list** and **boost**, in addition to a part of **configurations** that the system allows you to make. We will see each of them below.
* **New Rule**
Add the Rule Name. We recommend that the rule name be related to its scope and/or the corresponding business rule. In **Table 1**, we followed this recommendation by combining the "**company**" column with the "**cost\_center**" column, separating them with a " - " character.
Add a **Start Date** and/or **Expiration Date**. In this example, we will select January/2024.
The Expiration Date is optional and can be used, for example, if a certain cost center will exist for a specific period of time. In this case, we will select December/2024.
Once this is done, let's go to the next step.
* **Scopes List**
Add a new scope. In the scope, we will identify the key that will assign a certain resource to a business.
Add the **Field Name** and **logical operation**.
In **Table 1**, we have the "**Scope**" column, whose rule refers to the "account id" (lineitem/usageaccountid). Since all accounts belong to a cost center and a company, we can allocate all accounts in the corresponding rule.
In this case, we will use the lineitem/usageaccountid field as scope.
In the logical operation, we will select "**equal to**" and choose the accounts listed in the "**Scope**" column of **Table 1**.
**The types of operators are:**
* equals -> when the objective is to map exact values from a specific billing line;
* is empty -> when the objective is to map empty values from a billing line;
* contains -> when the value we want to map is contained in specific parts of the billing line;
* starts with -> when the value we want to map is contained at the beginning of the specific billing line;
* ends with -> when the value we want to map is contained at the end of the specific billing line;
Once done, we click on "**Add**".
You can then identify the total value represented by the scope in the billing.
To close, let's go to the **Boost** registration
* **Boost**
Click New boost. Here, we will enrich the billing linked to the business rule. Again, we will use **Table 1**.
The "**Field Name**" icon will list the boosts that have already been configured in the tool. In this case, we will use the "Boost" column in **Table 1**.
Enter the field name and value. In the example, we will select "boost/cost\_center" as the Field Name.
The boost value will be 12345.
Click **Add** **and Close** to move on to the next step.
6. Once this is done, we will click on **Save**.
Now the rule will be listed on the Organizational Map home screen.
{% hint style="warning" %}
Once a rule has been created, it is necessary to process the billing data so that the enrichment fields become effective within the tool.
{% endhint %}
7. When you finish a rule, you can perform some Actions.
* In the icon "", we can Copy the Rule, reusing the boosts or scopes already inserted.
* In the icon "" We can delete the rule.
* In the "" More Actions icon, we can move the rule according to its priority order.
8. In the selection box next to each rule:
9. When selecting the desired rule(s), the system will display information indicating the number of selected rules, along with additional action options:
* **Expire selected rules:** When clicking this option, the system will display a screen that allows you to set an expiration date for the selected rules.
* **Boost selected rules:** When clicking this option, the system allows you to apply a new boost to the selected rules.
* **Delete all:** When clicking this option, the system will display a warning message about the risk of removing all rules, and will then allow you to confirm the action.
* **Delete selected:** When clicking this option, the system will display a warning message about the risk of removing the selected rules and will then allow you to confirm the action.
10. Finally, by clicking on the arrow next to Add Rule:
The system also allows the following actions:
* **Import enrichment rules**: When clicking on the "import enrichment rules" option, the system will open the following screen to select the file you want to import
Allowing you to download the model to a CSV file:
And clean the screen data:
* **Download rules**: By clicking on the Download rules option, the system will download the rules to your computer in a CSV file.
