Create and Manage Member Company Profit Centres
Background
The process below describes how to manage your member company profit centre (PC). PC’s are linked to projects and also users. Allowing managers to run full reports for a profit centre’s assigned users such as timesheets or revenues by associated projects.
Definition – a profit center is a section of a company treated as a separate business. Profit center management is equivalent to running an independent business because a profit center business unit or department is treated as a distinct entity enabling revenues and expenses to be determined and its profitability to be measured.
Small organisations that don’t use profit centre’s should create a single profit centre reflecting their Member name.
Process
1) Click ORG
2) Under “Member” Contacts click Profit Centre, note that profit centres are not associated with external companies.
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3) Check the profit centre doesn’t exist by filtering grid on either code or title.
4) Add, edit, delete profit centre’s using the icon buttons identified below.
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5) Fill in the profit centre form for Code, Title and Description
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Pre-Requisite Requirements
Security Access
Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing
Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing
Roles – users are to be assigned a user role for accessing the Billing Classification menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles
Profit Centres do not require any other menu pages pre-populated with data prior to their use.
Additional Information
Field Explanation
| Field | Example Input | Characters | Field Restrictions |
|---|---|---|---|
| Code | PC105 | Min 1 Max 50 | Alpha, Numeric and special characters allowed. No Duplicates Allowed. |
| Title | Program & Project Management – QLD | Min 2 Max 200 | Alpha, Numeric and special characters allowed. No Duplicates Allowed. |
| Description | PC105 covers the activities of Program & Project Management in the state of Queensland, Australia. | Min 2 Max 500 | Alpha, Numeric and special characters allowed. No Duplicates Allowed. |
Sample Data – Alpha / Numeric Codes used
| Code | Title | Description |
|---|---|---|
| PC105 | Program & Project Management – QLD | PC105 covers the activities of Program & Project Management in the state of Queensland, Australia. |
| PC100 | Program & Project Management – AUS | PC100 covers the activities of Program & Project Management throughout Australia |
| PC110 | Program & Project Management – NSW | PC110 covers the activities of Program & Project Management in the state of New South Wales, Australia. |
| PC120 | Program & Project Management – VIC | PC120 covers the activities of Program & Project Management in the state of Victoria, Australia. |
| PC130 | Program & Project Management – TAS | PC130 covers the activities of Program & Project Management in the state of Tasmania, Australia. |
| PC140 | Program & Project Management – SA | PC140 covers the activities of Program & Project Management in the state of South Australia. |
| PC150 | Program & Project Management – ACT | PC150 covers the activities of Program & Project Management in the Australian Capital Territory |
| PC160 | Program & Project Management – NT | PC160 covers the activities of Program & Project Management in the Northern Territory of Australia. |
| PC170 | Program & Project Management – WA | PC170 covers the activities of Program & Project Management in the state of Western Australia. |
| PC200 | Architecture – AUS | PC200 covers the activities of the Architecture group in Australia. |
| PC205 | Architecture – QLD | PC205 covers the activities of the Architecture group in Queensland, Australia. |
| PC210 | Architecture – NSW | PC210 covers the activities of the Architecture group in New South Wales, Australia. |
| PC220 | Architecture – VIC | PC220 covers the activities of the Architecture group in Victoria, Australia. |
| PC230 | Architecture – TAS | PC230 covers the activities of the Architecture group in Tasmania, Australia. |
| PC240 | Architecture – SA | PC240 covers the activities of the Architecture group in South Australia. |
| PC250 | Architecture – ACT | PC250 covers the activities of the Architecture group in the Australian Capital Territory |
| PC260 | Architecture – NT | PC260 covers the activities of the Architecture group in the Northern Territory of Australia. |
| PC270 | Architecture – WA | PC270 covers the activities of the Architecture group in Western Australia. |
| PC300 | Mechanical Engineering – AUS | PC300 covers the activities of the Mechanical Engineering group in Australia. |
| PC305 | Mechanical Engineering – QLD | PC305 covers the activities of the Mechanical Engineering group in Queensland, Australia. |
| PC310 | Mechanical Engineering – NSW | PC310 covers the activities of the Mechanical Engineering group in New South Wales, Australia |
| PC320 | Mechanical Engineering – VIC | PC320 covers the activities of the Mechanical Engineering group in Victoria, Australia |
| PC330 | Mechanical Engineering – TAS | PC330 covers the activities of the Mechanical Engineering group in Tasmania, Australia |
| PC340 | Mechanical Engineering – SA | PC340 covers the activities of the Mechanical Engineering group in South Australia |
| PC350 | Mechanical Engineering – ACT | PC350 covers the activities of the Mechanical Engineering group in Australian Capital Territory |
| PC360 | Mechanical Engineering – NT | PC360 covers the activities of the Mechanical Engineering group in Northern Territory |
| PC370 | Mechanical Engineering – WA | PC370 covers the activities of the Mechanical Engineering group in Western Australia |
| PC400 | Electrical Engineering – AUS | PC400 covers the activities of the Electrical Engineering group in Australia |
| PC405 | Electrical Engineering – QLD | PC405 covers the activities of the Electrical Engineering group in Queensland, Australia |
| PC410 | Electrical Engineering – NSW | PC410 covers the activities of the Electrical Engineering group in New South Wales, Australia |
| PC420 | Electrical Engineering – VIC | PC420 covers the activities of the Electrical Engineering group in Victoria, Australia |
| PC430 | Electrical Engineering – TAS | PC430 covers the activities of the Electrical Engineering group in Tasmania, Australia |
| PC440 | Electrical Engineering – SA | PC440 covers the activities of the Electrical Engineering group in South Australia |
| PC450 | Electrical Engineering – ACT | PC450 covers the activities of the Electrical Engineering group in Australian Capital Territory |
| PC460 | Electrical Engineering – NT | PC460 covers the activities of the Electrical Engineering group in Northern Territory |
| PC470 | Electrical Engineering – WA | PC470 covers the activities of the Electrical Engineering group in Western Australia |
| PC500 | Civil Engineering – AUS | PC500 covers the activities of the Civil Engineering group in Australia |
| PC505 | Civil Engineering – QLD | PC505 covers the activities of the Civil Engineering group in Queensland, Australia |
| PC510 | Civil Engineering – NSW | PC510 covers the activities of the Civil Engineering group in New South Wales, Australia |
| PC520 | Civil Engineering – VIC | PC520 covers the activities of the Civil Engineering group in Victoria, Australia |
| PC530 | Civil Engineering – TAS | PC530 covers the activities of the Civil Engineering group in Tasmania, Australia |
| PC540 | Civil Engineering – SA | PC540 covers the activities of the Civil Engineering group in South Australia |
| PC550 | Civil Engineering – ACT | PC550 covers the activities of the Civil Engineering group in Australian Capital Territory |
| PC560 | Civil Engineering – NT | PC560 covers the activities of the Civil Engineering group in Northern Territory |
| PC570 | Civil Engineering – WA | PC570 covers the activities of the Civil Engineering group in Western Australia |
| PC600 | Environmental – AUS | “PC600 covers the activities of the Environmental group in Australia ” |
| PC605 | Environmental – QLD | PC605 covers the activities of the Environmental group in Queensland, Australia |
| PC610 | Environmental – NSW | PC610 covers the activities of the Environmental group in New South Wales, Australia |
| PC620 | Environmental – VIC | PC620 covers the activities of the Environmental group in Victoria, Australia |
| PC630 | Environmental – TAS | PC630 covers the activities of the Environmental group in Tasmania, Australia |
| PC640 | Environmental – SA | PC640 covers the activities of the Environmental group in South Australia |
| PC650 | Environmental – ACT | PC650 covers the activities of the Environmental group in Australian Capital Territory |
| PC660 | Environmental – NT | PC660 covers the activities of the Environmental group in Northern Territory |
| PC670 | Environmental – WA | PC670 covers the activities of the Environmental group in Western Australia |
| PC700 | Transport – AUS | PC700 covers the activities of the Transport group in Australia |
| PC705 | Transport – QLD | PC705 covers the activities of the Transport group in Queensland, Australia |
| PC710 | Transport – NSW | PC710 covers the activities of the Transport group in New South Wales, Australia |
| PC720 | Transport – VIC | PC720 covers the activities of the Transport group in Victoria, Australia |
| PC730 | Transport – TAS | PC730 covers the activities of the Transport group in Tasmania, Australia |
| PC740 | Transport – SA | PC740 covers the activities of the Transport group in South Australia |
| PC750 | Transport – ACT | PC750 covers the activities of the Transport group in Australian Capital Territory |
| PC760 | Transport – NT | PC760 covers the activities of the Transport group in Northern Territory |
| PC770 | Transport – WA | PC770 covers the activities of the Transport group in Western Australia |