Checklist: Setting Up Overhead Allocation

If you are new to Vision, review the overall steps for setting up Overhead Allocation before you proceed.

The following checklist describes the process required to set up your system to allocate overhead to your projects.

Step	Description
1	Ensure that all overhead projects are set up.
2	Ensure that all promotional projects are set up.
3	Enter historical overhead amounts for your projects, if needed.
4	Set up the system overhead structure for your firm.
5	Set up any additional account number(s) that contain expenses to include in the overhead allocation base.