To get to the Cost Centres area, in the ribbon, click Projects.
Click Cost Centres. A window appears where Cost Centres for the Project can be entered, viewed and changed.
Cost Centre
Every Project must have at least one Cost Centre because any Transactions analysed to a Project must also be analysed to a Cost Centre.
New Cost Centres will inherit the Status of the Project for which they are created.
Cost Centres with a status Estimate, Active or Reopened will appear in the Cost Centre pop-up lists, others will not. The status of a Cost Centre can be changed in the Cost Centre - Groups window.
Subtotal
This drop-down has five possible Subtotal Headings. In order to select or change the Sub-totalling, first, click Edit in the Cost Centre window. The name for each Subtotal is user definable in the Load Current window.
These Subtotals can be assigned to each Cost Centre to provide a very easy means of grouping them together for searching and subtotalling reports. For example, if the Project was a house, Subtotal 1 might be the Foundations, 2 the Walls, 3 the Roof, 4 the Finishing. These Subtotals can be used in addition to or as an alternative to the Groups feature.
Detail popup
This displays a window that operates in the same way as the Difference window on the Project record. This allows scrutiny of each Cost Centre in greater detail.
Resource Rate/Fixed Skill Rate
This drop-down allows the user to select whether to use a Resource Rate (the default) or a Fixed Skill Rate as the default for each of the Project Cost Centres.
If Resource Rate is selected: this allows entry of a default Resource Rate for Cost Centres in this Project. This is a number between 1 and 10, which relates to the ten prices on the Resource records. The default for a Resource Rate can be changed to any of the Price lines 1 to 10, from the Resource Record.
If Fixed Skill Rate is selected: this allows entry of a default charge out rate for Cost Centres in this Project. Fixed rates do not have the option of uplift.
Uplift menu
This drop-down on the Cost Centres window, allows the user to select the type of uplift to be applied:
Percentage - A percentage up to 99.99%; or
Value - A financial value up to £9999.99.
Enter a different uplift method and different uplift value for every Cost Centre. Negative values can be entered.
Required Date
When in Edit mode, it is possible to:
Tab into the field to enter a Required Date for this Cost Centre, or
Click Drill to open a dialog where the Required Date can be entered plus additional dates that are updated automatically by the System.
Cost Centre Duration menu
When in Edit mode, this displays a drop-down of different time scales, Hours, Days, Weeks, Months, and Years. Each Cost Centre may have a different duration.
The Cost Centre Resource Rate will default to whatever is set in the Project Notes window, however, the default can be changed for each Cost Centre.
Ribbon tasks
Transactions
The Transactions ribbon button displays the Costing Cost Centre Transactions Enquiry window for the selected Cost Centre.
Note: This Enquiry window does not display Sales type transactions as negative; the total shown on this Enquiry is for all transactions (Costs plus Sales).
Use the Filter options to limit the information to include only Costs, or only Sales, transactions. To do this:
To display the Enquiry Filter options in the bottom left, on the toolbar, click List Definition.
Select the transaction types to view.
De-select the transaction types to exclude.
To retrieve the required information, click Display.
Workflow Forms
Any Workflow Forms on the Record Window are displayed in a list pane at the bottom. If no WFF is attached to the record, the pane is not visible.