The Project Cost Centres tab allows you to manage and control the cost centres that you can use on your Expense, Timesheet and Project Overheads submissions.
1. ACCESSING FORECAST REPORT
1.1 To access the page, you may do either of the following:
1.1.1 From the Project Page, click View on the Forecast Tool tile.
1.1.2 From the Project Dashboard, click Reports - Calendar View and then select Forecast Report.
1.1.3. From the navigation menu, go to Management > Reports > Forecast Report > Forecast Report or just type in 'Forecast Report' on the search bar located on the upper right corner of your portal.
1.2 Select a project from the dropdown menu and then click View Record.
Note: This field is only visible outside projects. Inside the project, the Project Name is pre-populated.
1.3 Click on the Project Cost Centres tab.
2. EXCEL UPLOAD
Excel Upload function allows you to upload your cost centres to your project cost centres under Expense, Timesheet, and Overhead Cost Centres table. Here's the steps to guide you:
2.1 Click Excel Upload button.
2.2 A pop-up window will appear. Click Download Template to view the sample file and format of the excel file that you will upload.
2.3 Click Choose File to choose the .xls.
Please take note of the following:
- File must be in .xls or .xlxs format. If not, the system will not be able to read your file.
- Make sure that you follow the format we provided:
2.4 You will know the file has been loaded when the file name is being displayed.
2.5 Choose an option then click Save.
- Replace existing Project Cost Centres - by choosing this option, you agree that your current list of cost centres will be replaced by the cost centres from the file you have uploaded. However, your current cost centres will be moved to your Non-Used Cost Centre table.
- Keep existing Project Cost Centres - by choosing this option, you agree that your uploaded cost centres will be added along with your current cost centres.
2.6 Click OK to confirm.
2.7 Your cost centres are now reflected to your ETO table.
3. ADD COST CENTRE
3.1 From the ETO table, click Add Cost Centre
3.2 Fill out the field with the cost centre name then click Save.
3.3 A success message will be displayed and you can now view the added cost centre on the ETO table.
4. MOVE TO NON-USED COST CENTRES
Expense, Timesheet, and Overhead Cost Centres table contains the list of the cost centres that you can use in recording your expenses and overheads, and submitting timesheet.
4.1 To remove cost centre(s) that you do not need for the project, tick the checkboxes on the left then click the Move to Non-Used Cost Centres button.
4.2 The cost centres that you moved will be displayed on the Non-Used Cost Centres table.
5. MOVE TO EXPENSE, TIMESHEET, AND OVERHEAD COST CENTRES
5.1 To restore the cost centre(s) that you remove or to move the cost centre(s) that you want to use in your expense, timesheet, and overheads, tick the checkbox(es) on the left then click the Move to Expense, Timesheet, and Overhead Cost Centres button.
NOTE: You can move cost centres separately but if you wish to move all cost centres, you may check Select All Payment Claim Cost Centres.
5.2 The cost centres that you moved will be displayed on the Expense, Timesheet, and Overhead Cost Centres table.
6. UPDATE OR DELETE COST CENTRES
6.1 You can update the Cost Centre Names by typing directly on the cost centre fields. Changes will be automatically saved.
Note: Payment Claim Cost Centres cannot be edited.
6.2 To permanently remove the cost centres from your project, tick the checkboxes on the left then click the Permanently Delete button.
Then, click OK to confirm.