TABLE OF CONTENTS
Overview of Procurement Management (Cost Centers)
- How to Add/Create a Cost Center
- How to Manage Users for the Created Cost Center
- How to Assign/Unassign Users to Cost Centers
- How to Edit Cost Centers
- How to Remove a Cost Center
Overview of Procurement Management (Cost Centers)
This section allows the procurement user to manage cost centers. The user must have the 'Procurement' role set to add, delete a cost center and to assign a user to a cost center. Procurement users can perform the following actions:
View a list of cost centers
Add a new cost center by entering a unique cost center name in the region.
Remove cost center
Change cost center name properties. Update its name or modify its approval route or assign/unassign users to a cost center
Assign and Unassign user to a cost center
For all organizations that do not use cost centers on an organization level we’ll provide a ‘default’ cost center for each organization and assign that cost center to all users within that organization
- Management of Approval Flows (Coming Soon)
- Management of Project Codes (Coming Soon)
How to Add/Create a Cost Center:
On the cost centers screen, click Create Cost Center
Enter the required information in the appropriate field
Optional: select the defined approval route (if any) and final approver(s)
Click Save to save the location or Save & Manage Users to assign users to the new cost center
*Important Note: The cost center name must be unique within the region of that Organization
How to Manage Users for the Created Cost Center(s):
There are two ways to access the page:
On the Cost centers page, hover on the cost center you wish to assign that cost center to user(s), click Manage:
When you are on the Create or Edit Cost Center page and select Save & Manage Users button
How to Assign/Unassign Users to Cost Centers:
To assign, simply click on the Plus icon
To unassign, click on the Check icon
Submit the form by clicking on Save
How to Edit Cost Centers:
Find the cost center you want to edit
Hover on that cost center and click Pencil icon
How to Remove a Cost Center:
Find the cost center you want to remove
Hover on that cost center and click Trash icon
Click Confirm to delete that cost center
*Important Note: An organization has to have at least 1 Cost Center tied to their organization, therefore the last cost center cannot be deleted.