Cost Centers

Cost Center Management

The Cost Center Management tab allows administrators to manage cost centers linked to inventory operations across facilities and regions. Cost centers are used to group items, track financial allocations, and connect operational assets to accounting structures.

This module supports both manual entry and bulk management via import/export.

How to Access

Go to:
Inventory Management → Administration → Cost Centers

Main Grid Overview

The main grid shows a filterable, searchable list of current cost centers.

Key Columns:

• ID – System-generated identifier

• Cost Center – Name/code (e.g., BT0003)

• Survey System – Linked system (e.g., DLS)

• Primary Facility – Associated location

• Cost Center Type – Typically WELL, FACILITY, etc.

• Province – Geographic region

• Operated – Yes/No

• OT Status – Active or Archived

• Created / Updated By – Tracks user & timestamp

Standard Features

• Column Filtering – Narrow by facility, type, status

• Search Bar – Live keyword search across all fields

• Column Controls – Adjust width/visibility

• Pagination – Navigate large datasets

➕ Adding a New Cost Center (Manual Entry)

To manually add a single cost center:

1. Click “Add New”.

2. A new editable row appears at the top.

3. Fill in required fields:

   • Cost Center Code

   • Survey System

   • Primary Facility

   • Cost Center Type

   • Province

   • Check Operated if applicable

   • Set OT Status

4. Click ✅ Save or ❌ Cancel to discard.

Importing Cost Centers (Bulk Upload)

Used for adding or updating multiple cost centers at once.

Steps:

1. Click Download Import Template to get a blank Excel file (.xlsx).

2. Fill in your data using these fields:

   • cost_center

   • survey_system

   • cost_center_type

   • province

   • operated (Yes/No)

   • ot_status (Active/Archived)

3. Save the file.

4. Click Import Cost Centers.

5. Select your updated Excel file.

6. Review the Import Preview screen.

Import Preview Guide

After uploading your file, you will see a visual breakdown of the import:

Key Sections:

• ✅ New Records – Entries not currently in the system

• ? Updates – Existing entries that will be updated

• ⚠️ Removals – Records not included in the file (Overwrite mode only)

Import Mode: Merge vs Overwrite

• Merge Mode (default):

  • Adds new records and updates matching records

  • No data is removed

  • ? Safe for partial updates

  • Button shows: Merge Mode

• Overwrite Mode:

  • Archives records not present in your import

  • Used when you want the imported file to be the complete source of truth

  • Triggers warning:

    ⚠️ Overwrite mode: Existing records not in this import may be archived.

  • Button shows: Overwrite Mode

✅ How to Toggle Modes

• Click the Import Mode button in the top-right corner of the preview (e.g., where it says Merge Mode or Overwrite Mode).

• Clicking it switches between Merge Mode and Overwrite Mode.

• Confirm the mode you want before executing the import.

✅ Execute the Import

Once you’ve reviewed the changes and chosen the correct mode:

• Click Execute Import

• The system will apply changes and display a confirmation banner

Exporting Cost Centers

To back up or bulk edit:

1. Click Export Cost Centers

2. A .xlsx file will download automatically

3. Make changes and re-import if needed

Best Practices

• Use Export → Edit → Import flow for bulk updates

• Always check dropdown values (e.g., province, OT status) before importing

• Use Archive instead of deleting to preserve history

• Cost Center codes should be unique and consistently formatted

✅ Summary of Available Actions