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Add Bill Overview page and callouts for Plan & Usage LA launch#35456

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rebeccagadzuk wants to merge 22 commits intomasterfrom
rebecca.gadzuk/bill-overview-la-docs
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Add Bill Overview page and callouts for Plan & Usage LA launch#35456
rebeccagadzuk wants to merge 22 commits intomasterfrom
rebecca.gadzuk/bill-overview-la-docs

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@rebeccagadzuk rebeccagadzuk commented Mar 21, 2026

What does this PR do? What is the motivation?

Adds documentation for the new Bill Overview experience in Plan & Usage, which enters Limited Availability on March 24, 2026 (starting with ~10% of master orgs).

Changes:

  • New page: bill_overview.md — full documentation for the Bill Overview UI (global filters, cost summary, daily cost breakdown, Trends tab, Product List tab, product detail page, permissions)
  • _index.md: Renamed "Plan and Usage Settings" → "Plan & Usage"; added Bill Overview callout; fixed stale URL for link [2] (/account/billing/organization-settings/) and fixed mailto typo on link [4]
  • cost_details.md / usage_details.md: Added Bill Overview callout at top of each page
  • main.en.yaml: Added Bill Overview to left nav under Plan & Usage (weight 1300, before Cost Details)

Merge instructions

Targeting merge by March 24 to coincide with Cohort 2 LA launch.

Merge readiness:

  • Ready for merge

Additional notes

  • Bill Overview rollout: Cohort 2 (LA, ~10% root orgs) March 24 → Gradual roll out until → Full rollout April 30
  • The callout language will need updating after full GA (~April 30) to remove "Limited Availability" framing
  • Screenshots are included — image files go in static/images/account_management/plan_and_usage/

AI assistance

Used Claude Code for initial drafting and iteration of the Bill Overview page content. All content manually reviewed and edited by Rebecca Gadzuk (PM, RevEng)

@rebeccagadzuk rebeccagadzuk requested a review from a team as a code owner March 21, 2026 03:02
@github-actions github-actions bot added the Architecture Everything related to the Doc backend label Mar 21, 2026
@github-actions github-actions bot added the Images Images are added/removed with this PR label Mar 21, 2026
@rebeccagadzuk rebeccagadzuk force-pushed the rebecca.gadzuk/bill-overview-la-docs branch from a6e6b07 to c21cb26 Compare March 21, 2026 03:39
rebeccagadzuk and others added 6 commits March 20, 2026 23:51
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- "Switch to legacy view" → "Disable Preview"; "Switch to new layout" → "Enable Preview"
- Replace reference-style links in callouts with inline URLs (shortcode doesn't process refs)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@rebeccagadzuk rebeccagadzuk force-pushed the rebecca.gadzuk/bill-overview-la-docs branch from dcd7f42 to 4b464c0 Compare March 21, 2026 03:51
@drichards-87 drichards-87 added the editorial review Waiting on a more in-depth review label Mar 23, 2026
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Note: Editorial review ticket for this PR is DOCS-13803.

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@OliviaShoup OliviaShoup left a comment

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hey, thanks so much for making this PR! i've left some comments for tiny tweaks and a few questions to collab on. let me know if you have any questions or want to meet up to work on this!

Comment on lines +123 to +125
## Permissions

| Section | Required permission |
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do you think we need an intro sentence here? something about how you need these permissions to view the Bill Overview page?

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Writing one up!

rebeccagadzuk and others added 15 commits March 23, 2026 17:59
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-authored-by: Olivia Shoup <116908616+OliviaShoup@users.noreply.github.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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3 participants