Run Overhead Allocation

You allocate overhead to disperse year-to-date indirect expenses evenly to all regular revenue-producing projects, based on direct labor or revenue.

To run overhead allocation:

  1. In the Navigation pane, select Accounting > Overhead Allocation.
  2. To run overhead allocation for periods prior to the current fiscal year, select the Periods Prior to the Current Active Fiscal Year option.
  3. Use the two Range of Periods fields to select start and end periods for the overhead allocation.
  4. Click Run to run the overhead allocation process now or click Schedule and then complete the fields on the Schedule dialog box to specify a later time.
    If you run the process now, Vantagepoint shows you each stage of the process as it calculates, distributes, and allocates overhead.