Assigning a department or cost center to extensions

Account owners and admins can assign a department or cost center to phone users, common area phones, call queues, auto receptionists, shared line groups, and pickup groups. They can also bulk-assign departments using a CSV file.

This feature allows admins to filter dashboard and usage data based on department or cost center, so you can better break down bill charges. For example, if your organization has separate cost centers for sales and customer service, you can break down your phone charges by these cost centers.

Note: This feature does not generate a separate invoice for the department or cost center.

Requirements for viewing the quality of service dashboard

• Business or Education account
• Account owner or admin privileges
• Either a Zoom Workplace license with Phone included, or a standalone Zoom Phone calling plan

How to assign or edit a cost center and department for extensions

Notes:

• You can assign or edit a department or cost center for extensions directly from User Management. You can also bulk-assign departments using a CSV file.
• SAML mapping is no longer a requirement, although it can still be used.

1. Access settings for one of the following extensions:
   
   • Common area phones
   • Call queues
   • Auto receptionists
   • Shared line groups
   • Call pickup group
2. In the Profile tab, click Set or Edit next to Cost Center or Department.
3. Enter a cost center or a department name, then click Save.

How to filter the quality of service dashboard data by department or cost center

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Dashboard.
   Dashboard will open in a new browser tab.
4. Click the Phone tab.
   Note: If you don't see the Phone tab, click More then click Phone.
5. In the top-right corner, select Department or Cost center from the drop-down menu then enter the name of the department or cost center.

Learn more about the Zoom Phone quality of service dashboard.

How to view usage charges by department or cost center

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Reports then Usage reports.
4. Click Phone system.
5. Click the Charge Log tab.
   You will see the Department and Cost Center columns in the table.
6. (Optional) Select Department or Cost center from the drop-down menu then enter the name of the department or cost center to filter the report.
7. Click Export to export your search results as a CSV file.
8. Open the CSV file in a spreadsheet application like Microsoft Excel. Use your spreadsheet application to filter data by department or cost center.

Learn more about Zoom Phone usage reports.

Note: This feature does not generate a separate invoice for the department or cost center.