Cost Center - Templates Management View

Cost Center Templates allow users to create predefined structures of cost centers that can later be imported into the Cost Center module.
The main goal of this feature is to streamline the setup process by eliminating the need to manually enter each item and its respective attributes.

Each template can represent a simple or complex cost center structure, depending on the organization’s requirements, ensuring consistency and efficiency in cost management.

The Cost Center Templates Management View displays a list of existing templates and allows users to manage them.

The table presents each template with its corresponding Name and action options.

Main Features

Add Cost Center Template

Use this button to create a new template by defining its name.

Mandatory fields are marked with a red asterisk (*).

At the bottom of the window, the following actions are available:

Cancel – closes the form without saving any changes;
Save – saves the record and closes the modal.

Once saved, the cost center template becomes immediately available in the list and can be used for cost allocation and financial reporting.

Refresh

The Refresh button reloads the cost center templates list ensuring that all recent changes are displayed.
This feature is useful after creating, editing or deleting records.

Include Deleted

The Include Deleted toggle (set to No by default) allows users to view or hide accounts that have been deleted.
Changing it to Yes displays both active and deleted records for audit or recovery purposes.

Export

The Export option enables the export of visible data into different formats (such as Excel, PDF or CSV) facilitating external analysis and reporting.
Only the currently displayed columns are exported respecting the active filters.

Columns

Through the Columns button users can add or remove columns in the table. This customization allows the interface to be adapted to the specific needs of each user.
Columns can also be reordered using drag and drop by moving the column header to the desired position.

Column Sorting

By clicking any column header users can sort the results in ascending or descending order.
A small arrow icon next to the column name indicates the current sorting direction.

Column Filters

Each column header includes a filter icon that opens a contextual filtering menu.
This allows users to search within that specific column using different matching criteria like:

Starts With – displays only records beginning with the entered value;
Contains – finds all records that include the value anywhere in the field;
Equals – shows exact matches only;
Ends With – filters results that end with the entered value.

After selecting the desired condition enter the value and click Filter to apply the filter.
Click Clear to remove it and restore the full list.

Pagination

At the bottom of the screen users can control the number of items per page and navigate through pages using the forward and backward arrows. This makes it easier to browse extensive templates lists efficiently.

Access to Template Details

To access the Cost Center Templat Details Screen simply click on the template's name or the corresponding view icon.

This opens the Template Detail Screen where users can review, edit and manage all information related to that template.