The Cost Centre Structure on a Project can be edited by clicking Edit Structure when looking at the Cost Centre Structure tab on a Project record.
Log in into the FocalPoint website
Click Job Costing, Project Management
Find and select the relevant project, click Edit
On the Cost Centre Structure tab, click Edit Structure
In the Edit screen that opens, you have several buttons available to you:
Add Root: this will add a new category to the structure
Add Child: this will add a new sub-category to the structure
Add Existing: this will allow you to add a Cost Centre to a category or sub-category. You will need to make sure the category you want to add it to is highlighted before you click this. It will open a new window where you will have to find and highlight the Cost Centre you need and then click Add Selected to add it into the structure
Add New: this will allow you to create a new Cost Centre and add it to a category or sub-category. Again, you will need to make sure the category you want to add it to is highlighted before you click this
Once all changes have been made to the structure, click Save And Close to save the changes.
If the Edit button is greyed out, then you may need to grant permissions first:
Log into FocalPoint Administrator
Browse to System Control, Security Profiles
Highlight the profile you want to change and click Edit
Click onto the Security tab
Double click on Project Management to expand it
Highlight Cost Centre Structure Options
You will now see several options on the right hand side which correspond to the Cost Centre Structure tab, such as Edit, Remove etc
Change any options from a red cross to a green tick as needed, by double clicking on them
Once you have set the required permissions, click OK to save all changes
