Profit Centers

Profit Centers are financial groupings that represent distinct revenue or cost centers within your business — such as service lines, departments, or divisions. They help you track profitability, allocate costs, and run financial reports by business segment. Profit Centers can be organized into a hierarchy using parent-child relationships.

Where to Find Profit Centers

Profit Centers are managed under Settings > Business Unit Settings. In the left-hand settings sidebar, click Profit Centers under the Organization section.

Navigation path: Dashboard → Settings → Business Unit Settings → Profit Centers

Profit Centers grid

What you see on this screen

#	Element	Description
1	Settings Sidebar	The left sidebar groups all Business Unit Settings. Profit Centers is highlighted under Organization.
2	Column Headers	Sortable and filterable columns: Code, Profit Center Name, Description, Parent, Order, and Status.
3	Include Archived	Checkbox to show or hide archived profit centers in the grid.
4	Add button	Click to open a new inline row at the top of the grid for quick entry.

Creating a New Profit Center

Click the Add button in the top-right corner. A new editable row appears pinned at the top of the grid.

Profit Centers inline add row

Type directly into the cells to fill in the details. Press Enter to save the new profit center, or Escape to cancel.

Inline Row Fields

Field	Required	Description
Code	No	A short reference code (e.g., "RES", "COM", "SVC"). Letters, numbers, underscores, and hyphens only.
Profit Center Name	Yes	A unique name for this profit center (e.g., "Residential", "Commercial", "Maintenance"). 2–100 characters.
Description	No	A brief description of what this profit center covers. Up to 255 characters.
Parent	No	Optionally nest this profit center under a parent. Select from the dropdown or leave blank for a top-level profit center.
Order	No	Controls the display order in lists and dropdowns. Lower numbers appear first.

Editing a Profit Center

Click any cell in an active profit center's row to edit it inline. The change is saved automatically when you click away or press Tab to move to the next cell.

Note: Archived profit centers cannot be edited. Activate them first if edits are needed.

Archiving and Activating Profit Centers

Right-click any row in the grid to open the context menu.

Action	When available	Description
Archive	Active profit centers	Marks the profit center as inactive. It is hidden from project and task pickers but historical data is preserved.
Activate	Archived profit centers	Restores an archived profit center to active status.

To view archived profit centers, check the Include Archived checkbox at the top of the page.

Tips & Best Practices

Use consistent codes (e.g., "RES", "COM", "SVC") so team members can quickly identify profit centers in reports and dropdowns.
Set up a hierarchy using the Parent field to group related business lines. For example, "Services" as a parent with "Installation" and "Maintenance" as children.
Archive rather than delete profit centers that are no longer in use. Archived profit centers are hidden from selection dropdowns but their historical data is preserved.
Use Display Order to control the sequence in dropdowns and lists — this helps users find the most common profit centers quickly.