# Cost Center Management

The **Cost Center Management** module is used to create and manage financial units within the organization. It allows users to define cost centers, allocate budgets, assign ownership, and track financial accountability across business units and departments.

Cost centers are created using a structured workflow and progress through lifecycle stages such as Draft, Pending Approval, Active, and Closed. The module also supports hierarchy management, inline updates, and activity tracking to maintain visibility and control over financial data.

**You can perform:**

* Create cost centers with the required basic and financial details
* Define and manage budget allocation (CapEx and OpEx)
* Assign manager and budget authority
* View and manage cost centers in grid view
* Edit cost center details with inline auto-save
* Track changes through activity logs
* Use search and filters to refine results
* Manage parent-child cost center hierarchy
* Approve or reject cost centers
* Monitor lifecycle status (Draft, Pending Approval, Active, Closed)

## **How it works**

The following table outlines how a cost center progresses through different scenarios, including creation, approval, and budget updates, along with the corresponding system behavior.

| Scenario                       | Action                                                | Outcome                                                        |
| ------------------------------ | ----------------------------------------------------- | -------------------------------------------------------------- |
| **Cost Center Creation**       | A new cost center is created                          | Saved in Draft status                                          |
| **Submission / Budget Update** | Cost center is submitted, or the budget is modified   | Status changes to Pending Approval                             |
| **Approval**                   | The owner / Budget Authority approves the cost center | Status becomes Active                                          |
| **Rejection**                  | Owner / Budget Authority rejects the cost center      | Status reverts to Draft with remarks                           |
| **Budget Increase (Active)**   | The budget is increased after approval                | Workflow is re-triggered, and status moves to Pending Approval |
| **Budget Decrease (Active)**   | The budget is reduced after approval                  | Status remains Active, no approval triggered                   |
| **Activity Tracking**          | Any action is performed on the cost center            | Logged in Activity Logs                                        |

### **Workflow**

The Cost Center workflow defines the lifecycle of a cost center from **creation to approval and usage.** It ensures that all budget allocations are reviewed and authorized before becoming active.

**Workflow Stages |** Cost Center

<table><thead><tr><th width="234.00006103515625">Status</th><th>Description</th></tr></thead><tbody><tr><td><strong>Draft</strong></td><td>Initial state when a cost center is created.</td></tr><tr><td><strong>Pending Approval</strong></td><td>Triggered when the cost center is submitted or when budget values are updated.</td></tr><tr><td><strong>Active</strong></td><td>Indicates that the cost center is approved and available for use.</td></tr><tr><td><strong>Closed</strong></td><td>Marks the cost center as no longer active or in use.</td></tr></tbody></table>

## **What do you see on the screen**

Cost Center **| Basic Details**

![](/files/0c788e0d002698a9e95d165f3474ae09866aee82)

<table><thead><tr><th width="185">Label</th><th>Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Search</strong></td><td>Search cost centers</td><td>Allows users to search cost centers by name or code (minimum character validation applies).</td></tr><tr><td><strong>Filter</strong></td><td>Apply filters</td><td>Opens advanced filter options to filter based on fields such as Type, Status, and Business Unit.</td></tr><tr><td><strong>Type</strong></td><td>Filter by type</td><td>Filters cost centers based on type (e.g., Project).</td></tr><tr><td><strong>Status</strong></td><td>Filter by status</td><td>Filters cost centers based on lifecycle status (e.g., Draft, Active, Pending Approval, Closed).</td></tr><tr><td><strong>Business Unit</strong></td><td>Filter by business unit</td><td>Filters cost centers based on selected business unit (e.g., Cloud Services, Consulting).</td></tr><tr><td><strong>+ Create Cost Center</strong></td><td>Add cost center</td><td>Opens a wizard to create a new cost center.</td></tr><tr><td><strong>Column Details</strong></td><td></td><td></td></tr><tr><td><strong>Cost Center ID</strong></td><td>View details</td><td>Clickable link to open the cost center details in a slide-out panel.</td></tr><tr><td><strong>Cost Center Code</strong></td><td>View code</td><td>Displays the cost center's unique code.</td></tr><tr><td><strong>Cost Center Name</strong></td><td>View name</td><td>Displays the name of the cost center (e.g., IT Operations).</td></tr><tr><td><strong>Cost Center Type</strong></td><td>View type</td><td>Displays the cost center type (e.g., Project).</td></tr><tr><td><strong>Business Unit</strong></td><td>View business unit</td><td>Displays the associated business unit.</td></tr><tr><td><strong>Department</strong></td><td>View department</td><td>Displays the associated department.</td></tr><tr><td><strong>Manager</strong></td><td>View manager</td><td>Displays the assigned cost center manager.</td></tr><tr><td><strong>Owner / Budget Authority</strong></td><td>View owner</td><td>Displays the user responsible for budget approval.</td></tr><tr><td><strong>Total Budget Allocation</strong></td><td>View budget</td><td>Displays the total allocated budget (CapEx + OpEx).</td></tr><tr><td><strong>Status</strong></td><td>View lifecycle status</td><td>Displays the current status of the cost center (e.g., Active, Pending Approval).</td></tr><tr><td><strong>Actions</strong></td><td>Perform actions</td><td>Allows actions such as delete (and approval actions based on role and status).</td></tr></tbody></table>


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