Documentation for All Versions

Download a PDF Version

Current Documentation for EnergyCAP Online

Page tree

This Documentation relates to 3.5.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.

Skip to end of metadata
Go to start of metadata

Description

The Setup Manager offers a specific template for importing Cost Center information.

This topic will...

  • provide all the rules and restrictions included in the Setup Import Cost Center template.

Prerequisites

  • Setup Import Cost Center Template must be generated using the instructions provided by the Setup Manager.

Rules & Restrictions

Template ColumnRules
Cost Center Code
  • Required for Cost Center; 
  • Code must be unique
  • Allowable characters include: A-Z, 0-9, "&", "_", "/"
Cost Center Name
  • Required for Cost Center; 
  • Does not have to be unique
parent Cost Center Code
  • Not Required for Cost Center;
  • This is the Cost Center that the newly created Cost Center will be listed under. 
  • If blank, the User's Top Most Place will be selected as the parent Cost Center.

 

Additional Information


Q: Can the parent Cost Center be a newly-created Cost Center?

A: Yes, the parent Cost Center can be a Cost Center that is being created in the same import template. Cost Centers are created in the order they are listed on the sheet. To list a Cost Center as a parent, define it in a preceding row of the spreadsheet.

  • No labels