# Add Cost Center

## Create Cost Center

To create a cost center, click the **+ Create Cost Center** option located in the top-right panel. This opens a pop-up wizard with sections for Basic Information and Financial Details.

Refer to the table below for a structured approach to entering the required information.

![](/files/74931429a4bdcee74c21cacca8f1a83bb9f59aa7)

### **Basic Information |** Add Cost Center

<table><thead><tr><th width="206.5999755859375">Label</th><th width="143.9998779296875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Cost Center ID</strong></td><td>Auto-generated</td><td>Displays a unique system-generated identifier for the cost center. This field is read-only and cannot be modified (e.g., CC0013).</td></tr><tr><td><strong>Cost Center Code *</strong></td><td>Enter code</td><td>Enter a unique alphanumeric code to identify the cost center. Duplicate values are not allowed, and character limits apply.<br><br><strong>Example:</strong> IT-INFRA-01.</td></tr><tr><td><strong>Cost Center Name *</strong></td><td>Enter name</td><td>Provide a descriptive name for the cost center to easily identify its purpose or function.<br><br><strong>Example:</strong> IT Infrastructure.</td></tr><tr><td><strong>Cost Center Type *</strong></td><td>Select type</td><td>Select the cost center type from the dropdown. This defines the cost center classification</td></tr><tr><td><strong>Status</strong></td><td>View status</td><td>Displays the current lifecycle status of the cost center. By default, it is set to <strong>Draft</strong> and updates based on workflow actions.</td></tr><tr><td><strong>Parent Cost Center</strong></td><td>Select parent</td><td>Select an existing cost center to establish a parent-child hierarchy. This helps in organizing cost centers within a structured hierarchy.</td></tr><tr><td><strong>Cost Center Manager *</strong></td><td>Select manager</td><td>Select the user responsible for managing the cost center operations. The list is populated from system users.<br><br><strong>Example:</strong> Aaron Campbell.</td></tr><tr><td><strong>Owner / Budget Authority *</strong></td><td>Select owner</td><td>Select the user responsible for reviewing and approving the budget associated with the cost center<br><br><strong>Example:</strong> Abby Allen.</td></tr><tr><td><strong>Business Unit *</strong></td><td>Select business unit</td><td>Select the business unit under which the cost center falls. The dropdown is populated from configured business units<br><br><strong>Example:</strong> Cloud Services.</td></tr><tr><td><strong>Department *</strong></td><td>Select department</td><td>Select the department associated with the cost center. The options are dynamically populated based on system configuration.<br><br><strong>Example:</strong> General Management</td></tr></tbody></table>

![](/files/5aabb56a19c56a51a7c1c9cb7630f344fb5a8a4c)

{% hint style="info" %}
**Note:** Fields marked with an asterisk **(\*)** are mandatory.
{% endhint %}

After entering the required details, click **Next** to proceed.

### **Financial Detail(s) |** Add Cost Center

<table><thead><tr><th width="168.199951171875">Label</th><th width="158.59991455078125">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Currency *</strong></td><td>Select currency</td><td>Select the currency applicable to the cost center budget<br><br><strong>Example:</strong> USD, INR, etc.</td></tr><tr><td><strong>Effective From *</strong></td><td>Select date</td><td>Select the start date from which the budget allocation is applicable.</td></tr><tr><td><strong>End Date *</strong></td><td>Select date</td><td>Select the end date for the budget period. The end date must be greater than the start date.</td></tr><tr><td><strong>Total Budget Allocation</strong></td><td>Auto-calculated</td><td>Displays the total budget, calculated as the sum of <strong>CapEx</strong> and <strong>OpEx.</strong> This field is read-only and cannot be edited manually.</td></tr><tr><td><strong>CapEx Budget Limit (optional)</strong></td><td>Enter amount</td><td>Enter the capital expenditure budget allocated to the cost center<br><br><strong>Example:</strong> 500000.</td></tr><tr><td><strong>OpEx Budget Limit (optional)</strong></td><td>Enter amount</td><td>Enter the operational expenditure budget allocated to the cost center<strong>Example:</strong> 300000.</td></tr><tr><td><strong>Contingency Reserve %</strong></td><td>Enter percentage</td><td>Specify the percentage of additional budget reserved for contingencies<br><br><strong>Example:</strong> 10%.</td></tr><tr><td><strong>Approved Budget Amount (optional)</strong></td><td>Enter value</td><td>Enter the approved budget amount. This is typically auto-filled after the approval workflow is completed.</td></tr><tr><td><strong>Budget Approval Date (optional)</strong></td><td>Select date</td><td>Select the date on which the budget was approved. Editable by Manager or Owner.</td></tr></tbody></table>

<figure><img src="/files/2622e8a450c31e86f59e877c00e7a64e2dad4f70" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** Fields marked with an asterisk **(\*)** are mandatory.
{% endhint %}

{% hint style="success" %}
After entering the required details, click **Next** to proceed.
{% endhint %}

### **Review |** Add Cost Center

The Review tab provides a consolidated view of all the details entered in the **Basic Information** and **Financial Detail(s)** sections. It allows users to verify the entered information before creating the cost center.

This section displays:

* **Cost Center Name, Code, and Type**
* **Parent Cost Center**(if configured
* **Business Unit and Department**
* **Currency details**
* **CapEx and OpEx Budget Limits**
* **Cost Center Manager and Owner / Budget Authority**
* **Current Status** of the Cost Center

![](/files/efe92ef7dbe250eb556d27249791c425204e1439)

Users can review all the details and, if required, navigate back to previous steps to make changes.&#x20;

{% hint style="success" %}
Once verified, click **Save** to create the cost center.
{% endhint %}


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