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:

SectionColumn NameDescription

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

NameThe name of the estimate.

General

Start DateThe start date of the estimate.

General

End DateThe end date of the estimate.

General

BudgetThe 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

  • For enterprises connected to SBMS, when an estimate is exported, the value of the Estimate Group field is also sent to SBMS.
  • For enterprises not connected to SBMS, the Estimate Group field has no effect on estimate exports to the external media finance system.

The SBMS estimate group of the estimate.

When the estimate is exported:

  • If an SBMS estimate group with the same name as the Estimate Group value exists, the estimate is added to that estimate group.

  • If no such estimate group exists, a new SBMS estimate group is created. Its name is the same as the Estimate Group value.

  • If the estimate is created during the media campaign creation as part of a campaign group, the Estimate Group will be populated with the campaign group name, but still editable. 

Approval Process


Read-only

Last Status

 

The most recent approval status of the estimate.

The value of the Last Status field can be:

  • Approval Required.
  • Pending Approval
  • Approved
  • Declined

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

ColumnDescription
Name / ID

The name and identifier of the media campaign.

AgencyThe Agency of the media campaign.
Business UnitThe Business Unit of the media campaign.
ClientThe Client of the media campaign.
ProductThe Product of the media campaign.
Media

The Media Type of the media campaign.

Valid FromThe date from which the media campaign is valid. 
Valid ToThe 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.