Setting up DPE/overhead distribution

To set up direct personnel expense (DPE) or overhead distribution:

• Select the DPE/overhead distribution method in company preferences.
• If using a method based on costs or hours, go to the chart of accounts and select the Expense or Other Income accounts to use for calculating DPE or overhead costs.

Company Preferences

1. From the Company menu, click Preferences.
2. On the Payroll tab, select the DPE/overhead distribution method:

3. Enter a percentage in the DPE field. The percentage is applied to project labor costs to reflect direct personnel expense paid on behalf of employees.
4. Enter a percentage in the Overhead field. The percentage is applied to project labor costs to reflect general operating expenses.
5. Select the Distribute DPE/overhead to marketing phases check box to distribute DPE and overhead costs to marketing phases using the distribution method selected in Step 2.
6. Click Close.

• If using fixed percentages only, your setup is complete and you can distribute DPE/overhead, as needed.
• If using a cost- or hours-based method, go to the chart of accounts and select the DPE and overhead accounts (see below).

Chart of accounts

The following instructions apply only if you are distributing DPE/overhead based on costs or hours. If you are using fixed percentages only, the DPE and Overhead check boxes are unavailable.

1. From the Company menu, click Financials > Chart of Accounts.
2. Click an Expense or Other Income account, and click Edit.
3. On the General tab, select the DPE or Overhead check box to include the account in the calculation of the DPE or overhead cost.
4. Click Save.
5. Click the left arrow or right arrow button to navigate to the next Expense or Other Income account and repeat these steps.

See also

Distributing DPE/overhead

About DPE and overhead