Skip to main content

How to create Cost Centres

Cost centre's allow you to group projects under a single umbrella. They can be used as departments, regions, offices etc.

Updated over a year ago

Cost Centres can be anything and are used to group multiple projects.

Cost Centres can be used in reporting, allowing you to filter for specific projects under a single umbrella.

Cost Centres can be assigned a colour which will highlight associated projects more distinguishable on the Planner page.

Step 1: Go to the Cost Centres section on the Admin Page

  • Admin level users can navigate to the Admin Settings area if they need to add a Cost Centre to their account.

  • The Admin page can be accessed via the main navigation toolbar.

  • The Cost Centres section can be found on the left hand sidebar.

Step 2: Add a Cost Centre

  • Right-click anywhere in the Cost-Centre's section and select 'Add New'

  • Input a name for your new Cost Centre

  • Click 'Save' to add your new cost Centre

Step 3: Set up your Cost Centre's colour

  • Double click the colour column next to your new Cost Centre

  • In the popup, set which colour you would like to highlight the Cost Centre's associated projects on the Planner page.

    • It is recommended that you use light colours for maximum visibility.

Did this answer your question?