Run Overhead Allocation

Overhead is allocated to disperse year-to-date indirect expenses evenly to all regular revenue-producing projects, based on direct labor or revenue.

To run Overhead Allocation, complete the following steps:

1. From the Vision Navigation menu, click 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 and then select the range of periods.
3. Select one of the following actions:
   • To ensure that Overhead Allocation Setup is set up appropriately, click Test Setup. Overhead Allocation always performs this test before allocating overhead; this option allows you to test your setup independent of actual allocation. If you forget to test and just run overhead, Vision still checks to make sure that overhead is set up properly. If it is not set up correctly, you receive a message that advises you to re-configure your overhead setup.
   • To schedule Overhead Allocation to run later, click Schedule and complete the fields on the Schedule dialog box.
   • To run the Overhead Allocation process, click Run. Vision shows you each stage of the process as it calculates, distributes, and allocates overhead.
   • To print the Overhead Allocation report, click Print.

     If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.