Cost Centres help you track responsibility across your organisation. Once set up, they make it easier to group and filter your Locations, Personnel and Assets.
Where to Manage Cost Centres
You can add and manage Cost Centres in Company Portal → Cost Centres.
If your company has no Cost Centres, the Cost Centre field and filters will not appear anywhere on the platform.
How Cost Centres Work with Locations
Every Location can be assigned one Cost Centre. To assign one, open the Location, choose the Cost Centre from the field and save.
How Personnel and Assets Receive a Cost Centre
Personnel and Assets automatically inherit the Cost Centre from the Location they are assigned to. If a particular Person or Asset needs a different Cost Centre, you can change it directly on their detail page. This will replace the value inherited from the Location.
Using Cost Centres Across the Platform
Once you have added Cost Centres, you will see:
A Cost Centre field on Location, Personnel and Asset pages
Cost Centre filters on lists
If no Cost Centres exist, these fields and filters will not appear.
What to Check After Setting Up Cost Centres
Review your Locations to ensure each one has the correct Cost Centre
Update individual Personnel or Assets if they need a different Cost Centre from their Location