Checklist: Setting Up Overhead Allocation

If you are new to Vantagepoint, 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 Procedure Related Information
1 Ensure that all overhead projects are set up. Create a Project Manually
2 Ensure that all promotional projects are set up. Create a Linked Promotional Project for an Existing Project
3 Enter historical overhead amounts for your projects, if needed. Run Overhead Allocation
4 Set up the system overhead structure for your enterprise. Set Up System Overhead Structure
5 Set up any additional account number(s) that contain expenses to include in the overhead allocation base. Set Up Overhead Allocation Accounts