04.6 · Direct Costs

Hiding and Apportioning an Item

Apportionment redistributes a cost that you don't want visible on reports into other visible items. It is the classic commercial trick of "burying" a cost in other rates.

Two Visibility Flags

Flag	What it means
`IsOmitted`	Excluded entirely. Not in any total.
`IsHiddenAndIncluded`	Hidden from the grid, but its total is distributed across visible items.

Typical Use Cases

A price support or contribution you don't want itemised.
A one-off consulting fee absorbed into crew rates.
Overhead items you want to appear inside direct cost rates (rather than as a separate overhead bucket).

Workflow

Select the cost item you want to hide.
Right-click → Apportion… (or toolbar).
An apportionment dialog opens. Choose:
Which items receive the apportioned amount.
Allocation method (below).
Preview the distribution.
Apply — TX1 sets IsHiddenAndIncluded = true and creates ApportionmentAllocation records linking source to each target.

Allocation Methods

Method	How the amount is split
Percentage	You enter a % per target. Sum must equal 100%.
FixedAmount	You enter a dollar per target. Sum must equal the source total.
Proportional (auto)	TX1 splits by each target's `BuildUpCost` ratio.
Equal (auto)	TX1 splits the source evenly across targets.

Construct Via DTOs (when scripting)

ApportionmentAllocationInput.ByPercentage(targetId, 25m);   // 25%
ApportionmentAllocationInput.ByFixedAmount(targetId, 500m); // $500

Where the Amount Goes

Each target item's ApportionedAmount increases by its allocated share. That in turn increases its BuildUpCost, which grows its markup and margin allocations, and ultimately its sell rate.

BuildUpCost   = DirectTotal + ApportionedAmount
SellRate      = DirectRate + (TotalAllocated / Qty)

Removing Apportionment

Right-click the (hidden) source → Remove Apportionment. TX1 clears all child allocation records and flips IsHiddenAndIncluded back to false. The row reappears on the grid.

Apportioning Overheads Too

Overhead items support the same mechanism. A hidden overhead distributes across direct cost items — useful when you want an overhead to vanish from the overhead pool and instead inflate specific trade rates.

ApportionmentGroupId

Every apportionment creates a unique ApportionmentGroupId. All allocations that belong to one source share this group ID, so TX1 can find and clear them atomically.

Warning

Apportionment must balance. If you use the Percentage or FixedAmount methods and your numbers don't reconcile to the source total, TX1 refuses to apply the allocation.