[Note - this feature is only available in Pro subscription]
The Cost Centres area is split into three sections – ‘Type of Work’, ‘Work Stages’ and ‘Cost Centres’.
Type of Work
Types of Work are a list of ‘Cost Centres’ that are used when creating estimates and producing purchase orders. When you click a type of work it loads the associated work stages and cost centres.
Types of Work can be created by clicking the "Create Type" button or edited by clicking the "Edit" button on the right.
Name: The name of the Type of Work.
You can delete a type of work by clicking the dropdown button next to the Edit button and selecting delete or copy a type of work by clicking copy.
You can also sort Types of work. Click and hold the icon and drag your type of work to the desired location.
Work stages further enable you to filter your cost centres. It enables you to group certain cost centres for invoicing and ordering stages of a job.
Work stages can be created by clicking the "Create Stage" button or edited by clicking the "Edit" button on the right.
Name: The name of the Work Stage.
You can delete a Work Stage by clicking the dropdown button next to the Edit button and selecting delete.
You can also sort Work Stages. Click and hold the icon and drag your Work Stage to the desired location.
By selecting a Work Stage you can also filter the bottom panel of Cost Centres to show just those Cost Centres associated with the Work Stage.
Cost Centres are used to store inventory items into categories. These Cost Centres will be shown in estimates, orders and quote requests and help you accurately estimate your jobs.
You can create a Cost Centre by clicking the "Create Cost Centre" button and filling out the form or edit a Cost Centre by clicking the "Edit" button on the right hand side of the row.
Cost Code: This is a code to help search for cost centres.
Name: This is the Cost Centre Name.
Description: This is a more detailed description of the Cost Centre.
Work Stage: This allows you to select a Work Stage that the Cost Centre is associated with.
Default Suppliers: This allows you to select multiple default suppliers that are associated with the Cost Centre. This is used further in Request for Quotes.
You can delete a Cost Centre by clicking the dropdown arrow next to the Edit button and selecting delete.
You can also sort all your Cost Centres. Click and hold the icon and drag the Cost Centre to the desired location.
You can add Cost Centres to multiple Types of Work by clicking the dropdown arrow next to the Create Cost Centre button and selecting "Add Existing Cost Centre".
There are also multiselect options. Click the checkbox of rows your would like to edit and then select the multiselect dropdown box. There are a number of options here including select work stage and delete cost centres.
You can create any number of Cost Centres, work stages and types of work. Remember, these are Cost Centres, we now have to specify our inventory items within them.