The Society insurance is allocated monthly to projects based on the project’s current month revenue. 

1. Open the prior month insurance worksheet
2. Save as: “MM Insurance allocation” in Box
3. Run the NetSuite Saved Search “MakeWay Project Revenues (Insurance Allocation) for the current period:
   • Get current month insurance expense of The Society operation from NetSuite
   • Delete “0” rows and recalculate percentage of the project’s revenue
   • Copy Netsuite Designation List
   • Add a column and use Vlookup function to get project designation internal ID
4. Save the worksheet.
5. Open MM 2017 Project Insurance Uploading  CSV file
   • Enter new month’s information
   • Copy the amount and internal ID from worksheet and paste into uploading file.
6. Save the file in CSV format.
7. Once the file is saved, open NetSuite
8. Navigate to Setup > Import/Export > Saved CSV Imports
9. Select Saved CSV Import “MakeWay-Standard Journal Entry”
10. Following the standard import process