Description: In this topic you will learn how to create, view or edit or deactivate a cost center.

Role Required: Superuser

Permission Required: Cost Center Admin

Create Cost Center

  1. Log in to with your personal profile
  2. Select Home from the main menu
  3. Select Cost Centers from the submenu
  4. Select the Actions button
  5. Select Add New Cost Center from the Actions dropdown
  6. Fill out the Cost Center form wizard
  7. Click Save
  8. Select Yes in the confirmation alert window

View, Edit or Deactivate Cost Center

  1. Log in with your personal profile
  2. Select Home from the main menu
  3. Select Cost Centers from the submenu
  4. View all Cost Centers listed below the search box
  5. Enter the Cost Center in the search box, then select Search and view the search results below
  6. Select the row of the Cost Center to view or edit by clicking anywhere in the row
  7. The Cost Center Details page will open up, view cost center details
  8. Select the Actions button
  9. Select Edit Cost Center from the Actions dropdown
  10. View or make edits in the Cost Center form wizard
    1. To deactivate the cost center, change the status to Inactive
  11. Click the Save button
  12. Select Yes in the confirmation alert window to save changes made to the cost center