Why is my overhead so high?
If your overhead is suspiciously high, this is likely because you have very little time tracked, or because you have a disproportionate amount of time tracked against internal projects. Please check your overhead history.
How should I set my averaging period?
There is no one correct answer here. The best guideline is to set the averaging period to coincide with the time that you have decent time tracking in.
If you only started properly tracking time in April, and your March data is not that precise, set the averaging period to include April as the first month.
What is the best way to set my overhead calculation date?
The calculation date needs accurate data for the previous month(s). As such, it is a good idea to have everyone track their time for the previous month before this calculation is done.
Why can't I change my calculation date?
You can't set a calculation date to a day before today's date. Either wait for the day that you are trying to set to be in the past, or place the calculation date in the future.
How do I calculate my facility costs?
Lump together your software licences, utilities and other predictable and steady expenditures. Add them all together - these are your facility costs.
I tracked time in the past, can I recalculate overhead values?
You sure can. Head to Settings > Overhead and select the month you need to recalculate the data for. Then select the Recalculate overhead button.
Alternatively, if you make any edits to the calculation, the Save and Recalculate button will appear at the bottom.
Can I recalculate my projection data?
No, recalculating projection data the same way that you would for your historical data is not possible.
If I disable Overhead Cost, will past costs, budgets, and profitability be recalculated without overhead?
Disabling overhead at the organization level does not remove overhead from past time entries or previously logged data. Any data recorded while overhead was enabled will retain its overhead calculations.
However, overhead will not be applied to new time entries or other data logged after overhead is disabled.
Is there a way to disable overhead costs for a specific team member?
Yes. If you disable Overhead Cost on a person’s cost rate in their profile (Cost Rates tab), overhead will not be applied to their cost per hour, even if overhead costs are enabled at the organization level (Settings > Overhead Cost).
Leave this box unchecked on their active cost rate if you don’t want overhead to apply to that person.
For more details, check out our Help Center article: Understanding and Setting Up Cost Rates in Productive.