The Cost Center field is available as an attribute of various objects, allowing the user to decide which cost center a cost should be related to.
Once a Cost Center has been identified for a specific object, the user will have the opportunity to easily compare the resulting Cost with the corresponding Cost Center’s Budget.
Log in to the HTML5 client.
Select the Administration workspace, Setup tab.
Select a Project in the Project Data Selector.
In the Finance section, click on the ADVANCED ATTRIBUTES (
) button.In the Finance Advanced Attributes popup, click on the Browse (
) button available in the Cost Center field.Select a Cost Center in the Global Cost Centers popup, and click on the OK button.
Log in to the HTML5 client.
Select the Work workspace, Gantt tab.
Select a Project in the Project Data Selector.
Click on the Cmd (
) button of the task for which you want to associate a Cost Center, and select the Edit Task Details command.In the Task Details dialog box, Definition folder, click on the Browse (
) button available in the Cost Center field.Select a Cost Center in the Global Cost Centers popup, and click on the OK button.
Log in to the HTML5 client.
Select the Finance workspace.
Select a Project in the Project Data Selector.
Click on the Edit Cost Transactions (
) button available in the Cost Transactions tile.In the Cost Transactions dialog box, click on the Edit (
) button of the Transaction for which you want to associate a Cost Center.Click on the Browse (
) button available in the Cost Center field.Select a Cost Center in the Global Cost Centers popup, and click on the OK button.
Close the dialog box.
Priorities have been set in place to take into account the corresponding costs. The items below have been listed according to their priority, from the most to the least important.
Project Transaction – Transaction > Project
Task Transaction – Transaction > Task > Parent Task > Project
Log in to the HTML5 client.
Select the Work workspace, Gantt tab.
Select a Project in the Project Data Selector.
Click on the Cmd (
) button of the task having the Resource Assignment for which you want to associate a Cost Center, and select the Edit Task Details command.In the Task Details dialog box, Labor Assignments folder, click on the Details (
) button of the Assignment for which you want to associate a Cost Center.In the Labor Assignment dialog box, click on the Browse (
) button available in the Cost Center field.Select a Cost Center in the Global Cost Centers popup, and click on the OK button.
Close the dialog boxes.
Priorities have been set in place to take into account the corresponding costs. The items below have been listed according to their priority, from the most to the least important.
Labor Assignment – Assignment > Resource > Organization > Task > Parent Task > Project
Log in to the HTML5 client.
Select the Work workspace, Gantt tab.
Select a Project in the Project Data Selector.
Click on the Cmd (
) button of the task having the Cost Item Assignment for which you want to associate a Cost Center, and select the Edit Task Details command.In the Task Details dialog box, Cost Items folder, click on the Details (
) button of the Assignment for which you want to associate a Cost Center.In the Cost Item Assignment dialog box, click on the Browse (
) button available in the Cost Center field.Select a Cost Center in the Global Cost Centers popup, and click on the OK button.
Close the dialog boxes.
Priorities have been set in place to take into account the corresponding costs. The items below have been listed according to their priority, from the most to the least important.
Cost Item Assignment – Assignment > Cost Item > Organization > Task > Parent Task > Project
This action can only be done by the Administrator.
Log in to the HTML5 client.
Select the Corporate Data workspace, Resources tab.
Select an Organization in the Data Selector.
Click on the Details (
) button of the Resource for which you want to associate a Cost Center.In the Resource Identification dialog box, click on the Browse (
) button available in the Cost Center field.Select a Cost Center in the Global Cost Centers popup, and click on the OK button.
Close the dialog box.
This action can only be done by the Administrator.
Log in to the HTML5 client.
Select the Corporate Data workspace, Cost Items tab.
Select an Organization in the Data Selector.
Click on the Details (
) button of the Cost Item for which you want to associate a Cost Center.In the Cost Item Identification dialog box, click on the Browse (
) button available in the Cost Center field.Select a Cost Center in the Global Cost Centers popup, and click on the OK button.
Close the dialog box.
This action can only be done by the Administrator.
Log in to the HTML5 client.
Select the System Data workspace, Organizations tab.
Click in the Cost Center field of the Organization for which you want to associate a Cost Center.
Click on the Browse (
) button to select a Cost Center in the Global Cost Centers popup, and click on the OK button.