Editing a Cost Account

Your security role must have permission to edit cost accounts. For more information, see "About Security Permissions". You can edit the information on all of the pages except for the Financial Summary page.

On the Line Items page, you can edit both the cost account allocations and their offsets.

 To edit a cost account

  1. Open the Cost Accounts register
  2. Select the cost account to edit.
  3. Click Edit.
  4. Make the necessary edits. Please refer to the following for more information on the fields for each page:
  5. Headings marked with an asterisk (*) are required. All other headings are optional.

  6. Click Save.
  7. Proliance saves the page.

  8. Click Exit Edit Mode when you are finished editing.
  9. What can I do now?