Adding Cost Centre Structure Levels

Levels can be added to the Cost Centre Analysis structure via the GL Cost Centre Analysis form, which can be accessed by selecting the General Ledger option on the Financials menu:

Then the GL Maintenance menu option:

Then select the GL Cost Centre menu option:

Then select the GL Cost Centre Analysis menu option:

The GL Cost Centre Analysis form will be displayed:

Click on the  button and the top level of the Cost Centre Analysis structure will be displayed:

Click on the  buttons to open the structure to the area where the new Level is to be added, for example:

You will note that this is a hierarchical structure.

The Levels are broken down as follows:

• Level Number: This is the number of the Level, e.g. ,  etc.

These are defined as follows:

• Level 1: This is the top level of the structure, e.g. Multi- Academy Trust.
• Level 2: This is the cluster level and should be used for the geographical location of the academy, school, college or other organisation.
• Level 3: This is the phase level and should be either one of Primary, Secondary or Other.
• Level 4: This is the academy level, i.e. for the academy, school, college or other organisation
• Level 5: This is the segment level that will include the required Cost Centres, e.g. Administration, Curriculum etc.

• Analysis Code: This is the Analysis Code for the Level, e.g. 1, 2000, 2001, 2002, etc.  There can be multiples of each Level - in the above example there are 10 instances of Level 5 - the Analysis Code can help to identify each Level.
• Description: This is the description of the Level, e.g. Multi Academy Trust, Academy 101, Academy 103 etc.

Click on the Level that the new Level is to be added under, e.g. Level 4: 101 - Academy 101:

A GL Cost Centre Analysis window will open:

Click on the  button and a GL Cost Centre Analysis Insertion form will open:

Add details to the following fields on the form (mandatory items are notated with a red asterisk *):

• Description: Add a description for the Level
• Code: Add a code for the Level.

Click on the  button, then the  button.

You will be returned to the GL Cost Centre Analysis window.  Click on the  button on this window and you will be returned to the GL Cost Centre Analysis form and the new Level will be added as a sub Level:

The relevant Cost Centres can now be added to the new Level.  Adding Cost Centres to Levels is further detailed in the Adding Cost Centres section.