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Define the Allocation with a Query to Select Cost Items – Estimates

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help
  1. Open a job in the Manage Estimates screen.
  2. From the Estimate tab, select the financial cost item you want to allocate.
  3. Click Edit on the speedbar.
  4. From the Cost Detail tab, click Allocate.
  5. In the Allocate Financial Cost Item popup window, select one of the following options for the Allocation type:

    • None

    • Allocated (Profit) - Allocations made to profit increase the billing amounts in the bid functions.

    • Allocated (Overhead) - Allocations made to overhead increase the budget amounts in the bid functions.

      CAUTION: There are eight additional allocation types (Allocated3 through Allocated10) that are not supported in the accounting functions such as bid reports, print proposals, and project manager worksheet. Allocations made to any of these allocation types do not affect the billing or budget amounts. However, you may want to use one of these allocation types if you are exporting estimating data.
  6. For the Method of Allocation, select Select cost item by query.
    1. Click Show Query.
    2. Fill in the fields as described in the Find Items Screen Reference.
    3. Click Find to locate cost items based on the criteria you entered. The cost items that match the criteria display in the bottom half of the window.
    4. Click OK.
  7. Select one of the following options to Spread Allocation Across Cost Items:

    • Pro-rate by cost – Pro-rate the financial cost item based on cost.

    • In equal amounts – Distribute the allocation in equal amounts.

      Note: The results from selections in steps 5-7 are displayed in the Summary area of the Allocate Financial Cost Item popup window.
  8. Click OK.
  9. Click OK.
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