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How to set up a P&L center?

A P&L center is characterized by a title, its parent P&L center, its position in the tree structure and possibly a time limit.
This time limit makes it possible to manage P&L center of the project type (e. g. construction of a factory, deployment of an information system, etc.).

Simply, the P&L center corresponds to the financial department of the company concerned by the financial analysis, it answers the question: which company budget is used?

To define a P&L center

  1. Go to Administration > Financial analysis > P&L Center.
  2. Click on the "New" button and create a new P&L center.
  3. Indicate its title (mandatory), it is also possible to choose its "Parent" center, its position in the P&L center tree, its time limit and its status.
  4. Click on "Save" to save your new P&L center.