The PubWorks Overhead Allocation module provides the ultimate in ease and flexibility when
the time comes to distribute an overhead figure across activities.
Overhead is allocated based on the settings in the Overhead Allocation Parameters group. The check
boxes on the left-hand side of this group tell PubWorks what activity cost components to use as the
basis of the overhead allocation. For example, if only Labor Costs and Equipment Costs are checked,
PubWorks will calculate a total activities cost based on labor and equipment costs alone for the time
frame selected. If Material Costs were also checked, this calculated total would also include material
costs for the time frame.
The method of allocation is determined by the radio buttons in the Overhead Allocation Parameters group as follows:
- Allocate Overhead Annually - Use this if you spread a single overhead number across activities at year-end.
- Allocate Overhead Monthly - Use this if you spread a monthly overhead number across activities at the end of each month (this can be further refined by telling
PubWorks to use just the month's activities or all activities month-to-date for the overhead cost basis calculation).
Once the allocation method is established (PubWorks will remember the method you use for overhead allocation so
that you don't have to configure it with each use), you simply enter the overhead dollar amount, select the
allocation time frame and click the OK button. PubWorks will update all appropriate activity records with a
calculated overhead value and add a row to the Overhead History grid recording the exact nature of the overhead calculation used.
An overhead allocation can be easily removed by clicking the row in the history grid you wish to have removed and
then clicking the Remove button.
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