Define overhead costs to apply to labor, parts, tools, or service lines to include when estimating CU costs.
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Select Work > Projects > Compatible Units > Compatible Units Overhead Codes.
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Click New Record.
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Specify this information:
Organization - Specify the organization to which the overhead code belongs.
Overhead Code - Specify a unique code identifying the overhead code, and then enter a description of the code in the adjacent field.
Apply To - Select to apply this overhead to the estimate for labor, parts in stock, non-stock parts, tools, or services.
Overhead Factor - Optionally, select the factor by which to multiply the overhead cost.
Overhead Type - Select the type of overhead this code represents. For example, if the overhead represents utility costs, specify this as a utility type overhead.
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Optionally, select the Out of Service check box to prevent the overhead code from displaying in lookups across the system.
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Click Save.