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Cost Center Management Application User Manual

Welcome to the Cost Center Management Application — a dedicated tool for tracking, organizing, and analyzing financial data across cost centers within your organization. Whether you're managing department budgets, monitoring income and expenses, or generating financial reports, this app provides all the tools necessary to support clear financial accountability and decision-making.

1. Introduction

The Cost Center Management Application is a financial management tool designed to help organizations monitor, allocate, and report on expenses and income across various cost centers. It provides a centralized interface for managing departmental or project-based budgets, improving transparency, accountability, and decision-making throughout the organization.

This application is ideal for finance teams, department heads, and project managers who need accurate, real-time visibility into financial performance by cost center. Through a structured workflow, users can create and manage cost centers, assign them to specific units or projects, track transactions, and generate comprehensive financial reports.

Key Capabilities:

  • Centralized Cost Center Management
    Easily create, edit, and delete cost centers tied to organizational units or specific projects.

  • Real-Time Financial Tracking
    Monitor income, expenses, and budget variances with up-to-date metrics.

  • Role-Based Access Control
    Ensure users can only view or manage data based on their permission level (Viewer, Editor, Administrator).

  • Powerful Filtering & Search Tools
    Locate specific cost centers or financial records using advanced filters (date, unit, currency, project).

  • Integrated Reporting Tools
    Generate reports for audits, budget planning, or strategic decision-making. Export reports in XLSX Excel format.

  • Custom Units and Projects Support
    Link cost centers to departments or project codes for granular financial oversight.

Benefits:

  • Streamlines Budget Oversight
    Consolidate financial data into a single source of truth for all cost-related decisions.

  • Improves Collaboration Across Teams
    Finance teams, department leads, and project managers can all work from the same data.

  • Supports Compliance and Audits
    Built-in history and reporting features help demonstrate compliance with financial governance policies.

  • Scalable for Growing Organizations
    Whether managing 10 cost centers or 1,000, the app is built to scale with your organizational needs.

The Cost Center Management Application is a foundational tool for maintaining financial discipline and supporting data-driven resource allocation. Its user-friendly interface and flexible configuration make it suitable for organizations of any size or structure.

2. Getting Started

Logging In

  1. Access the Application
    Open your preferred web browser and enter the URL provided by your organization.

  2. Enter Your Credentials
    Use your assigned username and password to log in.

⚠️ Note:
If you do not have login credentials, contact your system administrator.
Access is role-based and some features may be restricted based on your user permissions.

3. Dashboard Overview

After logging in, you'll land on the Dashboard, which provides a high-level summary of your cost centers. Key metrics include: - Total Days - Total Records - Total Incomes - Total Expenses - Incomes - Expenses = Total

You can use this space to quickly assess financial trends across units or projects.

4. Navigating the Application

  • Dashboard
    View a financial snapshot of all cost centers.

  • Cost Centers
    Access and manage individual cost center records.

  • Reports
    Generate reports using various filters (e.g., by date, currency, cost type, category, employee, account / supplier, labels).

🔒 Permissions Reminder:
Your access level (Viewer, Editor, Administrator) will determine which actions you can perform in each section and cost center.

5. Managing Cost Centers

➕ Adding a New Cost Center

  1. Go to the Cost Centers section from the main menu.
  2. Click Add + to open the new cost center form.
  3. Fill in the required fields:
  4. Title
  5. Code (if applicable)
  6. Organizational Unit (if applicable)
  7. Linked Projects (if applicable)
  8. Click "Save" to complete the process.

🛑 Note:
Only users with Editor or Admin permissions can create new cost centers.

✏️ Editing a Cost Center

  1. Click on a cost center from the list.
  2. Update relevant fields (e.g., unit, title, project links).
  3. Click "Save" to apply changes.

🗑️ Deleting a Cost Center

  1. Locate the cost center you want to remove.
  2. Click "Delete" and confirm the action.

🔐 Note:
Deleting cost centers is limited to Administrators only to prevent accidental data loss.

🧰 Filters

  • Date Range – Use the date picker to view financial activity within a specific period.
  • Currency – Choose your preferred display currency for financial metrics.
  • Projects & Units – Filter cost centers by project affiliation or organizational unit.

Use the search function to quickly locate a cost center by: - Name - Code - Assigned Unit

6. Generating Reports

How to Generate a Report

  1. Navigate to the Filter section.
  2. Choose your Filter Type (e.g., Date Range Summary, other relevant filtering options).
  3. Apply filters such as:
  4. Project
  5. Unit
  6. Time Range
  7. Click "Confirm" to preview the report.
  8. Export your report in:
  9. .XLSX (Excel)

📁 Tip:
Reports are useful for audits, reviews, or presenting departmental financial performance.

7. User Permissions Overview

Role View Edit Delete Reports Manage Users
Viewer ✅ ❌ ❌ ✅ ❌
Editor ✅ ✅ ❌ ✅ ❌
Administrator ✅ ✅ ✅ ✅ ✅

🔐 Only administrators can manage user roles and add or remove access.

8. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Cost Centers App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy controlling! 🚀

8. requently Asked Questions (FAQ)

How do I reset my password?

On the login screen, click "Forgot Password" and follow the reset instructions.

Can I export financial data from the app?

Yes. Navigate to the Reports section to export data in Excel formats.

How do I add new users?

Only administrators can create or modify user accounts. Contact your system admin for access management.

What should I do if I encounter an error?

Refresh your browser or log out and back in. If the issue continues, contact technical support and report the case with our Bug Reporter.

How can I view historical cost center data?

Use the date range filter in either the Dashboard or Reports section to retrieve past data.

Is there a mobile version of the app?

The application is currently optimized for desktop use. You can access the application from your mobile phone; however, the interface is not optimized for mobile use. For the best experience and full functionality when managing cost centers, we recommend using a desktop or laptop device.

How does the page look like?

Cost Centers Table Example