Create a Cost Center
This article will guide you through the process of creating a new Cost Center. The List Maintenance permission is required for this task. If you do not have access to List Maintenance, please contact whoever is responsible for user maintenance at your organization.
Open List Maintenance
From the main dashboard screen, open the Dashboard Menu by clicking the icon towards the upper left hand side of the window.
Select the List Maintenance option from the Dashboard Menu.
Select the Cost Center Tab
Going down the left side of the window is a series of tabs for various list types. Select the Cost Center tab.
Open the Add New Cost Center Dialog
From the Cost Center section of List Maintenance, click on the "Add New Cost Center" button found towards the upper left hand side of the window.
Enter Cost Center Information
Use the New Cost Center Dialog to record information for the new cost center.
Code Number - The alpha-numeric code used to represent the cost center, up to ten characters
Code Name - The full name of the cost center. Can not exceed 150 characters.
Is Active - When checked, the cost center can be used when creating a calendar item. If not checked, the program is considered "inactive", and cannot be used. Inactive codes will still appear on calendar items that were already using the code before it became inactive.
Category - The category the activity falls under.
Links
Department - If the Is Linked checkbox is marked, the program is a member of that department.
Groups - If the Is Linked checkbox is marked, the program is a member of that group.
Procedure - If the Is Linked checkbox is marked, the program maps to that procedure.
Save the Cost Center
Click on the "Save Cost Center" button, found towards the lower right portion of the dialog, to create the cost center.
