Creating an Overhead

Quick Workflow

1. Open the Overheads view.
2. Click Add Overhead on the toolbar or press Enter on the last row.
3. Fill:
4. Item (e.g. "Site Manager").
5. Qty (e.g. 26) and Unit (e.g. "wk").
6. Resource (link if you have one; otherwise type a rate).
7. Rate (per unit).
8. Save — Total computes as Qty × Rate.

Minimum Required

Just the Item name. Zero-qty / zero-rate overheads work as headers.

Typical Overhead Patterns

Status and Visibility

• Status — same workflow as direct cost items (Draft / Review / Approved / Complete).
• Omit — excludes from all totals.
• IsNotContributing — stays visible in the overhead grid but does not join the pool or receive allocations.
• IsHiddenAndIncluded — hidden from the grid, still apportioned to items (see 05.4).

Categorising

Group overheads using indents (max 6 levels) just like direct costs. Pattern:

Preliminaries
  Site Management
    Project Manager
    Site Engineer
  Facilities
    Sheds
    Amenities
Insurances & Bonds
Design & Approvals

Formatting and Formulas

Identical to direct cost items — formatting per row, formulas in Qty / Rate / Total / custom columns.