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
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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.
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.
Related Topics
- Branches — Operational divisions that may align with profit centers
- GL Categories — Account categories used in financial reporting
- Chart of Accounts — The full chart of accounts for financial tracking