Cost Centres are categories used for assigning, tracking, and reporting costs for your business. They are one of the first things you should set up in your PX360 account. Cost Centres are crucial to understand how much certain parts of the project cost and to allot appropriate budgets for future projects. You will likely see common names used across your estimating/quoting main headings and PX360.

Being that PX360 integrates with Xero, any changes made to Cost Centres in either system will be automatically updated in the other upon syncing.

Included in this guide:

Most PX360 users integrate with Xero during account creation. This is required prior to syncing Cost Centres between the two systems.

Once you've done that, you'll want to navigate to the Integration tab in Settings to Select the Tracking Category and Save. This tells PX360 and Xero which category they should sync as Cost Centres.

In Settings, on the Cost Centre tab:

The Status toggle will automatically be turned on. We recommend leaving the statuses on for all Cost Centres in the system.

This is a default Cost Centre and cannot be edited or deleted. It allows you to track all variation costs that occur outside of the contract while tracking and reporting on all variation costs together. You can apply these as new tasks or to existing tasks.

We recommend you create Cost Centres specific for Provisional Sum / Prime Costs and switch the toggle On to Set as Provisional Sum Cost Centre.

This toggle should be switched Off for any Cost Centres not related to provisional sum costs.

When creating a new Project, this enables you to have Cost Centres show as task names in the Project Gantt chart. This is recommended for simple projects or projects where budget tracking is less detailed. For detailed Gantt charts, this is not recommended, as task names based on site activity are the preferred naming process over Cost Centres.

Change the numbering in the # column to move the Cost Centre up or down in dropdowns throughout PX360. This is helpful if you want the Cost Centres to show in a certain order to help your staff make easier selections of the most common Cost Centres while working.

Here are some common Cost Centres you may want to use for your business: