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Editing the cost centre structure on a project

Updated over a month ago

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.

  1. Log in into the FocalPoint website

  2. Click Job Costing, Project Management

  3. Find and select the relevant project, click Edit

  4. On the Cost Centre Structure tab, click Edit Structure

  5. 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

  6. 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:

  1. Log into FocalPoint Administrator

  2. Browse to System Control, Security Profiles

  3. Highlight the profile you want to change and click Edit

  4. Click onto the Security tab

  5. Double click on Project Management to expand it

  6. Highlight Cost Centre Structure Options

  7. You will now see several options on the right hand side which correspond to the Cost Centre Structure tab, such as Edit, Remove etc

  8. Change any options from a red cross to a green tick as needed, by double clicking on them

  9. Once you have set the required permissions, click OK to save all changes

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