Add a Cost Center

You can add a new cost center in either of two places in VertiGIS FM: on the search page, or on the details page for the cost center group to which you want to add the cost center.

If you add a cost center on the search page, you can add it to a group later by editing it.

To Add a Cost Center on the Search Page

1.Navigate to the Costs and Budget search page.

2.Under Objects, click Cost Center.

3.Click the Add () icon.

4.Enter a number for the cost center in the Number field. Enter other cost center details as available in the corresponding fields. Refer to Cost Center Details for descriptions of all fields.

5.Click Save and Close.

To Add a Cost Center on the Cost Center Group Details Page

Click here for instructions outlining how to add a new cost center on the details page for the cost center group to which you want to add it.

Copy a Cost Center

If you want to create a new cost type that has identical properties to an existing cost type, you can copy a cost type by clicking the Copy () icon on the Cost Center details page.

Copy Icon

You must assign the new, copied cost center its own unique number in the Number field before saving it.

Accounts and documents assigned to the cost type being copied are not copied to the new cost type.

Edit Cost Center

You can edit a cost center individually, or edit the check box selections of multiple check boxes in a batch edit.

Edit an Individual Cost Center

You can edit any cost center details when you edit an individual cost type.

To Edit an Individual Cost Center

1.Navigate to the Costs and Budget search page.

2.Under Objects, click Cost Center.

3.In the search grid, double-click the cost center you want to edit.

4.Click the Edit () icon.

5.Edit the cost center details as required.

6.Click Save and Close.

Assign a Cost Center to a Cost Center Group

You can assign a cost center to a cost center group when you edit the cost center. Refer to Add an Existing Cost Center to a Cost Center Group for instructions.

Batch Edit Cost Center

When you batch edit cost centers, you can edit the Cost Center Group, Cost Allocation, Organization, Specific Analysis, and Priority properties, as well as the Active, and Across Tenants check box selections for multiple cost centers in one action.

To Batch Edit Cost Center

1.Navigate to the Costs and Budget search page.

2.Under Objects, click Cost Centers.

3.Select the cost types you want to edit and click the Edit Cost Types () icon.

4.Use the drop-down menus and check boxes at the top of the page to the properties and settings for the selected cost centers, which are listed under Adopted Elements.

▪To update the Cost Center Group, Cost Allocation, Organization, Specific Analysis, and Priority properties for the selected cost centers, select the property's check box and select the value to which you want to update it from the drop-down menu.

▪To select the Active or Across Tenants setting for all selected cost centers, select both check boxes.

▪To deselect the Active or Across Tenants setting for all selected cost centers, select the leftmost check box only.

5.Click Save and Close.

Delete a Cost Center

You can delete a cost center on the search page.

To Delete a Cost Center

1.Navigate to the Costs and Budget search page.

2.Under Objects, click Cost Center.

3.Select the cost type you want to delete and click the Delete () icon.

4.Click OK.