How to Set Up and Use Cost Centres

Cost Centres help you organize your assets into groups to restrict data views. You can assign users to all cost centres (Default) or select one cost centre to restrict their view. Note that you can only assign one cost centre to each asset.

Setting Up a New Cost Centre

1. Navigate to Administration:

   • Go to Administration > Cost Centres.

2. Add a New Cost Centre:

   • Click the plus sign (+) to add a new cost centre.

1. Choose the Parent Folder:

   • Select the parent folder where you want to add the cost centre. If you don't have any set up, choose the 'Default' folder.
   • Enter the name of the new cost centre and click Next.

2. Review and Finish:

   • Review the information on the next screen.
   • If everything is correct, click Finish.

Editing Cost Centre Details

• Once the cost centre is created, you can edit its details, including adding or deleting assets and users:
  • Select the cost centre you created (or any previously created).
  • Edit the details from this screen.

Assigning Cost Centres

1. From the User Screen:

   • Go to Administration > Users.
   • Select the user(s) you want to assign.
   • Edit the Information screen to include the cost centre.

1. From the Asset Screen:

   • Go to Administration > Assets.
   • Select the asset(s) you want to assign.
   • Edit the Information screen to include the cost centre.

Running Reports

• To run reports based on the vehicles allocated to cost centre groups, use the Asset Filter:
  • Type "any vehicle in cost centre…" in the Asset Filter.
  • This will generate reports for the assets in the specified cost centre.