Cost Center administration is located in the Departments tab of Checkout administration. To perform any of the actions on this page, first navigate to Project Settings > Checkout > Cost Center.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Only users with the Administrators project role can view and edit the Cost Centers page in Checkout. |
Overview
A Cost Center represents a specific department or function within your organization that has budgets assigned to it, against which Checkout Items are billed. They are predominantly utilized for procuring items with the intent of utilizing funds from the designated budget.
Within the Cost Center tab, project administrators are empowered to undertake the following tasks. Create, Edit, Delete, Import and Export Cost Centers
Cost Center Budget
Initial Setup
To initiate procurement through the Checkout App, setting up at least one Cost Center is mandatory. This setup enables:
Single Cost Center Tracking: Utilize a solitary Cost Center to monitor all organizational expenses.
Multiple Cost Center Tracking: Deploy various Cost Centers to segregate and track procurement expenses across distinct business units or departments.
Budget Management
Funds Allocation: Allocate budget to Cost Centers, ensuring funds are available for procurement activities.
Purchase Order Restrictions: When a Cost Center's funds are depleted, Agents will be restricted from sending purchase orders until a budget replenishment occurs.
Budget Adjustments: Project Agents hold the authority to adjust the funds within a Cost Center, either increasing or decreasing the budget as required.
Audit Log: Maintain an exhaustive audit log, documenting all alterations within each Cost Center, fostering transparency and accountability.
Editing Cost Centers
To edit a Cost Center, navigate to Project Settings → Checkout → Cost Centers. Click on the pencil icon next to the Cost Center you want to edit.
On the module that pops up, update any details you want for the Cost Center and press Save.
Deleting Cost Centers
Deleting a Single Cost Center
Checkout allows you to delete a single Cost Center at a time. To do so, navigate to Project Settings → Checkout → Cost Centers. Click on the trash can icon next to the Cost Center that you would like to delete.
Deleting Multiple Cost Centers
Checkout allows you to delete multiple Cost Centers at a time. To do so, navigate to Project Settings → Checkout → Cost Centers. Click on … → Batch Delete in the upper right-hand corner.
Then, select all of the Cost Centers you want to delete and press Delete Selected.
Import Cost Centers
For importing Cost Centers, refer to the Importing Cost Centers guide.
Exporting Cost Centers
To export a csv file with the details of each Cost Center, navigate to Project Settings → Checkout → Cost Centers. Click on … → Export in the upper right hand corner of the screen.
A csv file with the details of each Cost Center will be automatically downloaded.
| Table of Contents |
|---|