Available in Pro package ONLY
Cost centres allow you to separate your assets into groups, which can be utilised to restrict data views. You will be able to assign users to all cost centres (Default) or select one cost centre to restrict view to. You can only assign one cost to one Asset.
If you want to group asset data but do not need to restrict data view, or would like to place assets in multiple groups - please see Asset Groups.
To set up a new cost centre navigate to Administration - Cost Centres and then select the plus sign to add new cost centre.
Choose the parent folder you wish to add the cost centre too - if you do not have any setup choose 'Default' folder, then add a name before selecting 'Next'.
You will be taken to a review screen, so please select 'Finish' if all the information is correct.
The cost centre will then be created - if you select the cost centre (or any you have previously created) you can edit the details including adding/ deleting Assets and Users from this screen.
The cost centre option will now be available in the User screen (Administration - Users - select user (or multiple) - edit Information screen).
It will also be available from the Asset screen. (Administration - Assets- select asset (or multiple) - edit Information screen).
You will now be able to run reports based on the vehicles allocated to Cost Centre groups - by typing 'any vehicle in cost centre...' in the Asset Filter which will then run the report on the assets in the defined cost centre only.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article