Distributing Overheads (Apportionment Methods)

Once overheads are captured, TX1 distributes the pool across direct cost items to produce per-item allocated overhead. Four methods are available.

The Pool

OverheadPool = Σ (overhead.TotalWithChildren)
                where NOT IsOmitted AND NOT IsNotContributing

The Four Methods

Choosing the Default Method

Markup → Default Allocation Method on the Allocation Scenarios panel:

• Proportional (default).
• Equal.
• Custom — per-item entry.

Applying Apportionment to a Specific Overhead

If a single overhead item should be apportioned to specific targets (rather than the whole project), hide it:

1. Select the overhead row.
2. Right-click → Apportion….
3. Choose targets (individual direct cost items or the whole pool).
4. Choose a method.
5. Preview. Apply.

ApportionmentAllocation records are created; the overhead's IsHiddenAndIncluded becomes true; each target's ApportionedAmount gets its share.

Clearing Apportionment

Right-click the hidden overhead → Remove Apportionment. TX1 deletes all allocations for that ApportionmentGroupId and flips the flag off.

Worked Example

Three direct cost items with BuildUpCosts:

Overhead pool = $50,000, method = Proportional.

These amounts feed each item's AllocatedOverhead and appear on the sell-rate view.

Validating the Balance

Allocation Scenarios → Validate compares the sum of AllocatedOverhead across items with the pool total and reports any variance. A non-zero variance usually means stale manual overrides.