Add a cost center

Build and maintain accurate department hierarchies across your organization

A cost center represents a department within your organization and is frequently the second tier in the organizational hierarchy. Cost centers help organize workforce activity within the business structure defined by your organization.

Why it matters

• Supports organizational changes, including acquisitions, integrations, and restructuring.
• Helps maintain an accurate organizational hierarchy.
• Keeps department information aligned with organizational structures.

Who it's for

• Program Office users

How it helps

• Create new cost center records.
• Update existing cost center records.
• Maintain department information within the organizational hierarchy.

Availability and setup

• Access to Admin > Security > Cost Centers is required.
• Appropriate permissions are required to manage cost centers.

Before you begin

• Determine whether you need to create a new cost center or modify an existing one.
• Obtain cost center information from the originating data warehouse.

To help prevent duplicate cost center records, use information from the originating data warehouse when creating or updating cost centers.

Create a cost center

1. Select Admin > Security. The Security Administration page displays.

2. From the left Navigation panel,  select Cost Centers.

3. Select the name of the cost center you want to modify.

   OR

   Select Add New to create a new cost center.

4. Complete the required information:

   • Name
   • Cost Center
   • Active
   • Is Billable
   • OU
   • Owner
     Why this matters: Owner is required if the cost center is set to Active.

5. Complete requested information as needed:

   • Description
   • Head Count Indicator
   • Project Indicator
   • Country
   • Controller
   • Assistant
   • Cost Center Rollup OUs
   • Location

6. Select OK to save your entries and return to the list.

Result

The cost center record is saved and you return to the cost center list.

What's next

After creating or updating a cost center, you may want to:

• Verify the cost center appears in the appropriate organizational hierarchy.
• Confirm related organizational records are aligned with the new cost center.
• Review other organizational structures, such as work locations and organizational units, if changes were part of a larger reorganization.