@Diana1 I was able to find your profile. Let me address Cognos report first...if you have never used the tool before, I won't really be able to explain how to create a report that would show all the business units and cost centers. It would be way too much typing here on the Community. What I would recommend is to take our free training class that we offer on using Cognos reporting. It is a three day class, with 90 minutes of instruction each day. After each class you do get the chance to practice what you were shown each day. Once you have taken the class, you would have a good idea of how to use the tool, then I could provide you a much shorter set of instructions. You can see our upcoming classes here: https://www.concurtraining.com/toolkit/en/data-insights/intelligence
You will need to scroll down the page to the Register for Training section. Looks like the next class for the U.S. is August 16th.
From the List Management screen, click the Import button. You will see some numbered steps that discuss downloading the template. Once you download the template and save it, you need to fill it out. However, filling out the template is a little tricky when you have two levels to your list.
When you want to add a new business you are required to name the business unit and provide a code for the business unit. In the template the Item Name column is where you give the Business Unit a name. In the Level 1 Code field you provide the code of the Business Unit. Codes can be numbers, letters or a combination of both. When you want to add the cost center to a Business Unit you enter the Cost Center name in the Item Name field below the Business Unit it belongs to. In the Level 1 Code column you enter the code of the Business Unit the cost center belongs to. In the Level 2 Code column, you enter the code for the cost center. Repeat that for all cost centers that go under the business unit. Once you have added all the cost centers for the business unit, you can then add a the next new Business Unit. I've provided a screenshot of an example. Just follow the formatting in the screenshot. The names in the screenshot are generic, but I think you'll get the idea. Do not change any of the existing columns in rows 1 or 2. Also, if any of your codes for business units or cost centers start with the number zero, you might need to format the Level 1 and Level 2 cells as Text. Remember, do not do anything with any cells in rows 1 or 2.
I'm going to let you try this first before talking about adding cost centers to existing business units. That way this reply doesn't get super lengthy. Once you have filled out the template, go back to the list import screen, be sure to use the drop down field at the top of the screen to select your Business Unit/Cost Center list from the drop down. That will tell the system which list you are updating. Then follow the steps on the screen to import the template. If something doesn't come over correctly, you can always manually delete it from the list.
Give it a try and let me know how it goes. See screenshot for example.
