Analyzing assignments to cost centers
You can see how a cost center assignment came about by displaying an assignment analysis for the corresponding membership.
To display the assignment analysis for a membership
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Cost centers.
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On the Cost Centers page, next to the cost center whose memberships you want to display, click Edit.
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In the Edit Cost Center pane, click the Memberships tab.
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On the Memberships tab, click Secondary memberships.
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Next to the corresponding membership, select the check box.
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Click View assignment analysis.
Adding identities to cost centers
You can add identities to cost centers. You do this through requests.
In addition, you can re-add members who were originally assigned through a dynamic role but were excluded by removing the exclusion.
To add an identity to a cost center
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Cost centers.
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On the Cost Centers page, next to the cost center you want to add an identity to, click Edit.
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In the Edit Cost Center pane, click the Memberships tab.
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On the Memberships tab, click Secondary memberships.
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Click Request memberships.
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In the Select Identities pane, select the check box next to the identity you want to assign to the cost center.
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Click Request memberships.
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Close the Edit Cost Center pane.
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In the menu bar, click Requests > Shopping cart.
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On the Shopping Cart page, click Submit.
Once the request has been granted approval, the identity is assigned to the cost center.
To re-add an excluded member
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Cost centers.
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On the Cost Centers page, next to the cost center you want to add again, click Edit.
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In the Edit Cost Center pane, click the Memberships tab.
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On the Memberships tab, click Excluded members.
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Select the check box in front of the identity you want to add again as a member.
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Click Remove exclusion.
Related topics
Removing identities from cost centers
You can remove identities from cost centers by deleting the corresponding memberships.
To remove a cost center from an identity
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In the menu bar click Data administration > Data Explorer.
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In the Data Explorer navigation, click Cost centers.
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On the Cost Centers page, next to the cost center with a membership you want to delete, click Edit.
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In the Edit Cost Center pane, click the Memberships tab.
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On the Memberships tab, click Secondary Memberships.
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Select the check box next to the membership you want to delete.
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Click Remove.
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In the Remove Memberships pane, click Remove memberships.
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(Optional) If the member was assigned through a dynamic role, perform the following actions:
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(Optional) In the Specify Reason for Exclusion dialog, specify why you want to remove the member.
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Click Exclude members.
Managing cost center entitlements
Identities can be assigned entitlements to different objects, such as, groups, accounts, roles, or applications. By assigning entitlements to cost centers you avoid having to assign entitlements separately to each identity because all the identities are automatically assigned to the cost centers.
Detailed information about this topic
