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How to Add/Manage Cost Centers

How to Add, Edit and Associate Cost Centers with Locations

Add Cost Centers

A Cost Center is a number within an organization to which costs may be charged for accounting/tracking purposes. These can be associated with locations so they auto-populate during job creation.

  1. Click on Account -> Admin Portal
  2. Click on Cost Centers
  3. Click New

  4. Enter a Name

  5. Enter a Description (Optional)

  6. Click Save

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Edit a Cost Center: 

  • Click on the Cost Center you wish to edit
  • Make necessary changes
  • Save

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Associate a Cost Center to a location

  • Navigate to the locations tab.
  • Search for the location you wish to associate with the cost center (or add a new location). 
  • Click on the location row to edit it
  • In the cost center field, select the correct cost center
  • Click on Save
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