Overview
With the Group Cost Centers feature, you can organize cost centers across entities into custom groups. This provides an easy way to filter and report on grouped cost centers in Reporting.
Key Benefits
Cross-Entity Grouping: Assign cost centers across multiple entities to shared groups for better organization.
Custom Filters: Use group filters in Reporting to analyze performance at a group or individual cost center level.
Enhanced Insights: Separate “Ungrouped” and “Unassigned” cost centers to ensure complete visibility of transactions.
Getting started
Step 1: Access Cost Center Groups
Navigate to Setup > Admin.
Select the new Cost Center Groups tab on the right-hand side.
Step 2: Create a Cost Center Group
Click “Add another group” to add a new cost center group.
Name your group (e.g., “Sales” or “Marketing”).
Assign cost centers to the group:
In the “Cost Centers of this Group” dropdown, select the relevant cost centers from the list.
Cost centers can be assigned to multiple groups and can span across entities.
Step 3: Save and Review
Once your group is defined, click Save.
The group will now appear in the Cost Center Filter in Reporting.
Step 4: Use Groups in Reporting
Go to Finance > Reporting and select the Cost Center Filter.
Choose from the following options:
Groups: Select a specific group (e.g., “Sales”) to view grouped cost centers.
Ungrouped: View all cost centers that are not part of a group.
Unassigned: Identify transactions that don’t have any cost center assigned.
Tips
Ungrouped vs. Unassigned: Use the “Ungrouped” and “Unassigned” filters to identify and categorize missing or unorganized data.
Iterate as needed: Groups can be updated or restructured anytime in Setup > Admin.
💡It is also possible to add just one cost center to a group. This will then display each cost center in a column in Reporting.