Navigating to the Cost Centre Menu.
1. From the Homepage, Select "Admin"
2. Under Reference Data select "Cost Centre"
Add or Edit a Cost Centre
3. Click "Add" to create a New Cost Centre. or select the Cost Centre Code to Edit.
4. If you are not using "Secondary / Children" Cost Centres tick the "Primary" CheckBox
5. Options for Cost Centres include:
· Variation (Exclude from Production Budget): This will exclude the dollar amount from the Budget Totals.
· Allow Assignment to Orders and Invoices: This will allow the Cost Centre to be selected when creating Orders or assigning Contractor invoices.
· Show in Budget: This will make the cost centre available in the Estimating and Budget Modules.
· Show in Schedule & Allow Assignment to Task: This will allow the Cost Centre to be associated with a task in the Schedule. This will allow automatic allocation of Trades and Suppliers to tasks when Purchase Orders are issued, show Orders associated with the Task and allow tasks to mark work as "Ok to Pay" for inbound contractor invoices.
· PC Sums: This will flag the Cost Centre as a PC Sum by Default.
· Show in Timesheet: This will allow internal staff to associate a Cost Centre with a Timesheet Entry
· Billable & Non-Billable: Flag if this timesheet Cost Centre is Billable or Non-billable
· Sales Markup: Percentage (%) Markup automatically applied to the Cost Centre in the Budget.
