Overhead Allocation Report

The Overhead Allocation report shows the overhead allocated to all regular projects as of the last overhead allocation. The report includes overhead allocated either through proration or assignment. It is recommended that you print the Overhead Allocation report after you complete overhead allocation to review the results of the allocation process.

The YTD Overhead column on this report should match the total indirect expenses on your Income Statement.

Organizations and Overhead Allocation

If you are using organizations, Vision sorts the report by organization, and the report contains two additional sections:

• Organization Distribution Summary — This section includes the following for each non-operating organization that distributes its overhead to other organizations:
  • Pass on which overhead was distributed
  • Method, rate, and basis used to distribute overhead
  • Amount of overhead expenses distributed

  The report only shows information in this section for organizations for which Distribute to Operating Organizations is selected on the Overhead tab of the Individual Organization Setup form.

• Organization Allocation Summary — This section includes the following for each operating organization that receives distributed overhead from non-operating organizations and allocates it to revenue-producing projects:
  • Method, rate, and basis used to allocate overhead
  • Additional accounts included in the allocation base
  • Organization overhead
  • Amount allocated to the organization
  • Overhead variance (if you are using the assignment method)

  The report only shows information in this section for organizations for which Distribute to Operating Organizations is not selected on the Overhead tab of the Individual Organization Setup form.

Configuration

This report is not available if None is selected in Scope on the Overhead Allocation Configuration form (Configuration > Accounting > Overhead Allocation).

Multicompany

If you are using the Multicompany feature, this report only shows overhead allocation data for the active company.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.