Creating and Applying Cost Center Templates

Step-by-step instructions

1. 
   Step 1

   Learn how to create cost center templates to avoid manually creating cost centers each time.

2. 
   Step 2

   This example uses a simple project structure.

3. 
   Step 3

   Save the structure so you do not have to recreate it each time.

4. 
   Step 4

   Navigate to Job Management and open Project Templates. Click Create New Template.

5. 
   Step 5

   Name the template (for example, Simple Job or Simple Project) and add your milestones.

6. 
   Step 6

   Add milestones such as Setup and Commissioning to the template.

7. 
   Step 7

   Add tasks under each milestone.

8. 
   Step 8

   Set up budgets for each milestone, including Estimated Hours and a description.

9. 
   Step 9

   Enter the budget hourly rate (for example, $120 per hour).

10. 
    Step 10

    Enter the number of hours for each task to calculate Estimated Labour Costs.

11. 
    Step 11

    Allocate material costs (for example, $1500) and save the template.

12. 
    Step 12

    Open your jobs and apply the template instead of manually creating cost centers.