Table of Contents
Overview
The Estimates Details page contains detailed information about specific estimates and any linked media campaign(s).
Estimates Details - Details Tab
The Details tab contains the following elements when reviewing an existing estimate:
| Section | Column Name | Description |
|---|---|---|
Applicable Entity | Read-only Agency | The Agency assigned to the estimate. |
Applicable Entity | Read-only Business Unit | The Business Unit assigned to the estimate. |
Applicable Entity | Read-only Client | The Client assigned to the estimate. |
Applicable Entity | Read-only Product | The Product assigned to the estimate. |
Applicable Entity | Read-only Media | The media type assigned to the estimate. |
General | Name | The name of the estimate. |
General | Start Date | The start date of the estimate. |
General | End Date | The end date of the estimate. |
General | Budget | The budget of the estimate. |
General | Cost Type | The cost type of the estimate budget. |
General | Optional External ID If the estimate export feature is not enabled, this field can be edited. If the estimate export feature is enabled, this field cannot be edited. | If using an external system to track the estimate, the identifier used by the external system for the estimate. |
General | Optional Estimate Group
| The SBMS estimate group of the estimate. When the estimate is exported:
|
Approval Process | Read-only Last Status
| The most recent approval status of the estimate. The value of the Last Status field can be:
|
Approval Process | Read-only Last Approver | The most recent approver of the estimate. If Approved, the value of the Last Approver field will display the approver's name. If in any other status (Pending Approval, Approved, Declined), the Last Approver field will display the name of the person who created the estimate/requested the approval. |
Approval Process | Read-only Last Comment | Any comment added to the estimate by the most recent estimate approver. The value of the Last Comment displays any comments added by approvers. |
Approval Process | Assign Approvers | The person assigned to approve the estimate(s). A request to approve the estimate is sent by email to the selected approver(s) upon estimate creation. |
Estimates Details - Media Campaigns Tab
The Media Campaigns tab within the Finance > Estimate Details page provides a look into any media campaigns linked with a given estimate. Here users can review media campaign details, and link or unlink media campaigns from estimates.
Media Campaigns Grid
| Column | Description |
|---|---|
| Name / ID | The name and identifier of the media campaign. |
| Agency | The Agency of the media campaign. |
| Business Unit | The Business Unit of the media campaign. |
| Client | The Client of the media campaign. |
| Product | The Product of the media campaign. |
| Media | The Media Type of the media campaign. |
| Valid From | The date from which the media campaign is valid. |
| Valid To | The date until which the media campaign is valid. |
| Campaign Group | The Campaign Group of the media campaign. |
For more information, see the Media Campaign details page.
Unlink or link a Campaign From an Estimate
To learn how to link or unlink an estimate from a media campaign, please see Manage Estimates > Link or Unlink a Campaign.