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Description: In this topic you , the user will learn how to create, view or , edit, or deactivate a cost center.
Role Required: SuperuserSuper User
Permission Required: Cost Center Admin
Create Cost Center
- Log in to with your personal profileDCI
- Click Home on Select Home from the main menu
- Select Click Cost Centers from on the submenu
- Select the Click Actions button
- Select Add New Cost Center from the Actions dropdown
- Fill out the Cost Center form wizard
- Click Save
- Select Yes in the confirmation alert window
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- and complete the form wizard
- Cost Center Name (required): Generic cost center name recognizable by most users
- Cost Center Code (required): Accounting code
- Select State (required): State of the cost center
- **Cost Center Reference (optional)
- **Cost Center Reference 2 (optional)
- Certification Template (optional): Select if there are a set of certification requirements specific to the cost center
- Status (required): Defaults to active. Switch to inactive when this is no longer a valid cost center.
- Click Save to continue and Yes to confirm
View, Edit, or Deactivate Cost Center
- Log in with your personal profileto DCI
- Click Home on Select Home from the main menu
- Select Click Cost Centers from on the submenu
- View all Cost Centers listed below the search box
- Enter the Cost Center cost center in the search box, then select Search and view the search results below
- Select the row of the Cost Center to view or edit by clicking anywhere in the row
- filter and click Search
- Click anywhere in the cost center row to open the The Cost Center Details page will open up, view cost center details
- Click ActionsSelect the Actions button
- Select Edit Cost Center from the Actions dropdowndrop-down menu
- View or and make edits in the Cost Center form wizard
- To deactivate the cost center, change the status to Inactive.
- Click the Save buttonSelect Yes in the confirmation alert window to save changes made to the cost centerand Yes to confirm
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