Overheads Overview
Overheads are the indirect costs of running a project — site supervision, scaffolding hire, insurances, temporary services. In TX1, overheads live in their own view with their own grid, and get distributed to direct cost items via apportionment.
What Lives in Overheads
Identical structure to Direct Costs, but in a separate pool. Each Overhead has:
| Column | Purpose |
|---|---|
| Item | Description (e.g. "Project Manager", "Site Sheds"). |
| Qty / Unit | Measure (e.g. 26 wk). |
| Resource | Optional link. |
| Rate | Rate per unit. |
| Total | Qty × Rate or sum of breakdowns. |
| Status | Draft / Review / Approved / Complete. |
| IsHiddenAndIncluded | Hides from overhead grid, apportions to target items. |
Overheads Roll Up Into a Pool
The sum of every active overhead's TotalWithChildren is the overhead pool. By default, that pool is distributed proportionally across direct cost items' BuildUpCost, producing each item's AllocatedOverhead.
Workflow Summary
- Add overhead items like you would direct costs (02 — Creating an Overhead).
- Use breakdowns for detail (03 — Overhead Breakdowns).
- Choose a distribution strategy (04 — Apportionment Methods).
- Review sell rates — each direct cost item now carries its share of overhead.
Separate But Linked
- Overheads have their own pricing-mode-equivalent controls (
IsNotContributing,IsHiddenAndIncluded). OverheadMarkupPercentageexists per resource type at the project markup level — overhead recovery, on top of the allocated overhead, can have its own markup.
Formatting and Formulas
Identical to Direct Costs: rows support formatting, formulas in Qty / Rate / Total, and custom columns.