Use Automated Overhead Allocation

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Module:  Utilities    

Applet:  Overhead Allocation

 


Description: How to use Automated Overhead Allocation.

 

Note: Selecting this option will produce a warning that it will delete all overhead transactions for the given period.

 

Step 1 - Click the Automate Allocations button located in the toolbar.

Utilities_OverheadAllocAutoAllocButton

 

 

 

Step 2 - Fill out the pop-up grid.

 

Grid Descriptions Below

Utilities_OverheadAllocPopup

 

 

G/L Period - General Ledger accounting period to use for posting and labor transaction evaluation.

 

SPECIFIED MULTIPLIERS

Options

DPE - When checked, this allocation is for DPE.

 

Overhead - When checked, this allocation is for overhead.

 

G/L Period or Work Date

Period - When checked, only labor transactions processed by labor distribution for the given period are to be included.

 

Work Date - When checked, all labor transactions whose work date falls within the given period are to be included.

 

Multiplier - Multiplier used when the Overhead Allocation tool is run.

 

OH Allocation Script - When selected, an OH Allocation Script to run Overhead Allocation can be selected.

 

 

Step 3 - Clicking Run will make a transaction for all WBS bottom nodes worked on in the period. These can later be edited, deleted, or added to manually.