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Cost Center - Details

4 min. readlast update: 11.11.2025

The Cost Center Details View provides a complete and structured overview of an individual cost center.
It consolidates key financial attributes, related items and history, allowing users to manage and analyze cost structures efficiently.

This screen allows users to update cost center details, view hierarchical item relationships and maintain data accuracy over time.

The Cost Center Details View is organized into the following sections:

  • Summary,
  • Items,
  • Exchange Rates.

At the top of the screen, the header displays the primary information defining the cost center.

⚠️ Note: Some fields in the header may appear greyed out, indicating they are non-editable (blocked).
These fields are locked to preserve data integrity and system consistency - fields such as Company and Currency.

Editable fields are displayed with an active white background, allowing direct input or selection.

Field Description Notes
Name* The name of the cost center. Mandatory field.
Domain The main financial or operational category under which the cost center is grouped. Helps organize cost centers by business area. Must be predefined in the cost center settings.
Cluster Subcategory or division within the selected domain Adds granularity to cost tracking and reporting. Must be predefined in the cost center settings.
Companies Defines the company or entity to which the cost center belongs. Default option Tenant-Wide applies across multiple companies.
Currency The currency used for transactions and reports within the cost center (e.g., Euro). Must be predefined in the system settings.
Tag Used for additional labeling or quick identification of the cost center. Optional field.
Financials Lists the user(s) responsible for financial oversight or management of the cost center Multiple users can be assigned, if applicable.

 

Main features:

At the top right of the Cost Center Details, users have access to three key actions:

  • History,
  • Activities,
  • Delete.

These options provide visibility and control over the cost centers lifecycle, supporting collaboration, traceability and data management.

 

History

The History window presents a side-by-side comparison between the previous and current versions, highlighting differences in all attributes and items - including any items or exchange rates that have been added, removed or updated.

 

Activities

The Activities option opens a dedicated window where users can view, create and manage all actions and interactions related to the selected cost center.

This feature is designed to centralize operational follow-up, such as cost center meetings, internal notes and task assignments, ensuring transparency and continuity of communication.

The Activities window includes several control and filtering elements:

Element Description
Tasks Displays all pending or completed tasks associated with the cost center.
Appointments Shows scheduled meetings or calls linked to the cost center.
Notes Lists all internal notes or comments added by users.
Include Deleted When activated, displays deleted activities for audit purposes.
Completed Allows users to include completed activities in the view.

Each toggle can be turned on/off to refine the visible information.


Time-Based and Custom Filters

Below the filters, users can navigate between predefined time periods:

  • Today – Displays activities scheduled for the current day.
  • Current Week – Displays all activities within the ongoing week.
  • Current Month – Displays all activities within the current month.

In addition to these options, the calendar icon allows users to customize the date range manually.


By selecting specific start and end dates, users can focus on a particular time window - ideal for tracking activities over custom reporting periods.

 

Delete Cost Center

The Delete option allows users to remove a cost center record from the system.
This action is restricted to users with the appropriate permissions and should be performed carefully.

Before deleting, a confirmation dialog appears, prompting:

Users must explicitly confirm by selecting Yes or No.
This prevents accidental deletions of active cost centers records.

Deleted cost centers are not permanently erased from the system - they are soft-deleted and can still be displayed when the Include Deleted option is activated in the main cost center list.



This ensures data traceability and compliance with auditing requirements.

 

 

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