Defining cost centers

Cost Centers refer to organization units within a company that incur costs without directly generating revenue. This information can be used to generate reports for cost tracking and analysis. Typically, cost centers are linked to engagements that track worker assignments.

Cost centers can also be used to restrict role assignments to a specific cost center.

As a Beeline Professional administrator, you define cost centers to support the requirements of a particular client.

Before you begin

  • You must have administrator access to the tenant site you’re setting up.

Steps

To define cost centers for your program, complete these steps from any supported browser.

  1. Log in to the Professional site you’re setting up.

  2. From the left navigation, go to Settings  Enterprise and select the Cost Centers tab.

  3. From the upper right of the Cost Centers table, select Import Data.

  4. Create a cost centers template that you can use with the Import Data tool.

    1. To download a template, select Import Templates  Select a template, select the cost center default template and select Download.

    2. Open the template file in Microsoft Excel ©. These columns are required for the template:

      • Cost Center Reference Id

      • Cost Center Name

      • Cost Center Code

    3. To populate the template, add each cost center as a separate entry, for example, one row for each cost center that you want to add.

    4. Save the populated template with a different file name.

  5. Go to the Import Data form and in the Note field, enter a description of your import to help you find it faster in the import monitoring logs.

  6. Select Continue and upload the cost centers template.

  7. Follow the instructions in the Bulk add COST_CENTERS page to confirm the column headers row and mapping of the fields.

  8. Optional: To review any potential errors, turn on the Only show rows with problems toggle in the review section. If errors exist, you can hover over each error to view advice on resolving it. After you resolve the errors, select Continue.

After you submit the template, a message confirms you’ve submitted it successfully. The message doesn’t mean the data was successfully loaded in Professional. Select Settings  Monitoring  Import Logs to determine whether your import was processed successfully.

For more information, see Checking the status of an import process. If the import process fails, make corrections to the template and try again.