Overhead Allocation Report

The Overhead Allocation report shows, project by project, how overhead was distributed as of the last time Overhead Allocation was run.

The report shows:

• The allocation method (assignment or proration).
• The allocation base by project. This column includes the amounts posted to accounts you chose to include in the allocation base.
• Current, year-to-date, and project-to-date overhead for your individual regular projects.
• The budgeted overhead rate and effective overhead rate.

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

• Organization Distribution Summary — This section includes the pass on which overhead was distributed; the method, rate, and basis used; and the total amount of expenses to distribute from this organization.
• Organization Allocation Summary — This section includes the method, rate, and basis used; the additional accounts included in the allocation base; the organization overhead; the amount allocated to the organization; and the overhead variance (if using the assignment method).