Update cost centers with a spreadsheet

What the spreadsheet is for

You can use the Update Cost Centers spreadsheet to view and bulk update cost center details. This is helpful when you need to manage large amounts of data efficiently.

For cost centers

Use the spreadsheet when you want to:

  • View a list of all cost centers.
  • View or update the cost center's name, code, or parent cost center.

What you can't do

  • ❌ You can't delete cost centers with this spreadsheet. Use the Manage Cost Centers option in the application.
  • ❌ You can't delete values.

How it's organized

  • Cost centers are sorted alphabetically by code.

What happens on upload

  • Only rows without errors are processed
  • If there are issues:
    • You'll get an error file with messages for each row.
    • Cells with problems will be highlighted in red.

Update spreadsheets save time and allow you to update multiple items at once.

  • Update spreadsheets typically display two columns for each attribute, updates should be entered in the white columns.
  • Always download a new spreadsheet before you begin adding information because each sheet is populated with data from the database.

Formatting rules

  • All information should be entered as text or dates.
  • You can add sheets if needed, UtilityManagement only processes the sheet named DataEntry.
  • Do not remove columns.

Download the update spreadsheet

In the Create dialog, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Update Spreadsheets, choose Cost Centers.
  3. Set the filters as needed to limit the amount of data in the spreadsheet.
  4. Download the spreadsheet.
  5. The file name format is yyyymmdd-UPDATE_CostCenters.xlsx.
  6. Add your information and save.
  7. Use Import to upload your spreadsheet.
  8. The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.
Available update columns are listed below.

Column

Rules

Cost Center Code Update

Enter a new code for the cost center. This code must be unique. A duplicate row fails to process.

Cost Center Name Update

Enter a new name for the cost center.

Parent Cost Center Code Update

Enter the parent code, this is where the cost center is placed.