You can use the Web Portal to manage cost centers.
You can use the Web Portal to manage cost centers.
You can display any of the cost centers and their details.
To display cost centers
In the menu bar click Data administration > Data Explorer.
In the navigation, click Cost centers.
This opens the Cost centers page and displays all the cost centers.
(Optional) To display details of a cost center, click the cost center.
You can create new cost centers
Other properties (such as, memberships, entitlements, and so on) can be defined later during editing.
To create a cost center
In the menu bar click Data administration > Data Explorer.
In the navigation, click Cost centers.
On the Cost Centers page, click Create cost center.
In the Create Cost Center pane, enter the main data of the new cost center.
Property |
Description |
---|---|
Cost center |
Enter a full, descriptive name for the cost center. |
Short name |
Enter a short name for the cost center. |
Parent cost center |
Click Select/Change and select a cost center to be the parent cost center for organizing the cost center hierarchically. If you want the cost center at the root of a cost center hierarchy, leave the field empty. |
Manager |
Select the manager who is responsible for the cost center. |
Deputy manager |
Select an identity to act as a deputy to the cost center's manager. |
Additional managers |
Click Select/Change and select an application role. Members of the selected application role are responsible for the department. |
Attestors |
Click Select/Change and select an application role. Members of the selected application role can approve attestation cases for the cost center. |
Department |
Click Select/Change and select the department the cost center is primarily assigned to. |
Location |
Click Select/Change and select the location the cost center is primarily assigned to. |
Role approver |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the cost center. |
Role approver (IT) |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the cost center. |
Description |
Enter a description for the cost center. |
Click Create.
You can display and edit cost centers' main data.
To display and edit a cost center's main data
In the menu bar click Data administration > Data Explorer.
In the navigation of the Data Explorer, click Cost centers.
On the Cost Centers page, click the cost centers whose main data you want to display/edit.
In the Edit Cost Center pane, edit the main data.
Property |
Description |
---|---|
Cost center |
Enter a full, descriptive name for the cost center. |
Short name |
Enter a short name for the cost center. |
Parent cost center |
Click Select/Change and select a cost center to be the parent cost center for organizing the cost center hierarchically. If you want the cost center at the root of a cost center hierarchy, leave the field empty. |
Manager |
Select the manager who is responsible for the cost center. |
Deputy manager |
Select an identity to act as a deputy to the cost center's manager. |
Additional managers |
Click Select/Change and select an application role. Members of the selected application role are responsible for the department. |
Attestors |
Click Select/Change and select an application role. Members of the selected application role can approve attestation cases for the cost center. |
Department |
Click Select/Change and select the department the cost center is primarily assigned to. |
Location |
Click Select/Change and select the location the cost center is primarily assigned to. |
Role approver |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the cost center. |
Role approver (IT) |
Click Select/Change and select an application role. Members of the selected application role can approve requests for members of the cost center. |
Description |
Enter a description for the cost center. |
Click Save.
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