Access

Information

  • In this module you can create cost centers and define the cost center structure/organizational structure.
  • Unlike cost types, cost centers are not used for cost planning or cost calculation in PLANTA project. They are used to
    • analyze costs
    • control project access and thus ensure multi-client capability.

 Module Variants

Transfer dataDisplay of transfer data
Export dataDisplay of export data

Create cost centers (organizational units)

  • Insert a blank record:
    • If no cost centers exist yet, click on the Insert button.
    • If there are existing cost centers, activate the required cost center and click on the Insert button or select the Insert → Cost Center context menu command by right-clicking.
  • Enter the cost center name in the Cost center name field and the cost center ID in the Cost center field.
  • Fill further data fields.
  • Save.

  Structure cost centers (organizational units)

  • If a cost center structure already exists, you can insert new cost center records precisely at the required position in the structure, see the procedure above.
  • If no structure exists yet, newly created cost center records can be indented and outdented via Drag&Drop moving.
    • When structuring via Drag&Drop moving, the parent cost center will be entered automatically. The column for the parent cost center is hidden by default and can be unhidden on the column header line via the context menu.
    • You can also enter or change the parent cost center manually for each cost center record and thus define the position of the required cost center within the structure. This cost center structuring procedure presents an alternative to Drag&Drop moving.

See also: Cost and Budget Planning