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 10 months 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?