--- title: "Actualization Tab" canonical: "https://hub.freewheel.tv/space/OS/113704970/Actualization%20Tab" format: markdown --- Overview The Actualization tab provides a way to easily compare a media schedule plan to actual campaign delivery metrics. Users can pull in delivery metrics from external integrations with a single click, validate the metrics, and then send the actualized and approved payment amounts to the Agency's financial system. Access the Actualization Tab of a Campaign To go to the Actualization tab of a campaign, do the following: Go to the Media Campaigns page ( Campaign Management > Campaigns ). In the Media Campaigns grid, click on the name of the campaign to open it. By default, the campaign opens on its Overview tab. Click on Actualization to open the Actualization tab. Actualization  Tab UI Elements The  Actualization  tab displays information related to actualizing committed Cost Lines. The Actualization tab contains the following elements: Item Description Campaign Header The campaign header contains the name and ID of a campaign, information about campaign status, and access to campaign management tabs and settings. For more information, see Campaign Header Reference . Standard and Margin selection Click to switch between the Standard Actualization grid and the Margin Actualization grid. Filters  icon Click the Filters icon to open the filter pane and filter through the list of all committed Cost Lines within the campaign. Column icon Click the  Columns  icon to open the Actualization grid column picker and customize the columns displayed within the Actualization grid. Search  bar Search for a Cost Line by Entity (Supplier or Order Partner) or ID. Roll settings Click the Roll settings to select how any under- or over-delivery balance is carried over to future months: None : The balance is not distributed. Instead, the overall totals on the Schedule Grid line are updated Proportionally : The balance is evenly distributed over the remaining months of the campaign Next Month : The entire balance is carried over to the next month of the campaign Last Month : The entire balance is carried over to the final month of the campaign For more information, see Types of Delivery Balance Roll . Apply Source button   Click the Apply Source button to update the actual value columns: Standard Actualization grid actual value columns:  Actual Cost for Period , Actual Units , and  Actual Rate . Margin Actualization grid actual value columns: Vendor Net Cost (VC) , Client Net Cost (VC) , Actual Units , and Margin % Actual value source options: Committed Site 3rd Party Media (only applies to Assigned fees) Verified For more information, see Types of Actual Value Sources . Actualize button If no Actualization grid lines are selected, the  Actualize  button is inactive. If one or more Actualization grid lines are selected, the  Actualize  button is active. Click the Actualize button to actualize the selected lines. Billing Period(s) filter Click the Billing Period(s) filter to select the billing periods that are displayed in the Actualization grid. By default, only one billing period (month) is selected and displayed on the Actualization grid. If the campaign is in-flight, the default billing period is the previous month of the campaign If the campaign has not started yet, the default billing period is the first month of the campaign If the campaign has already finished, the default billing period is the last month of the campaign Actualization grid A list of a campaign's committed Cost Lines, grouped by order and broken down into the displayed billing period(s). By default, only one billing period (month) is selected: If the campaign is in-flight, the default billing period is the previous month of the campaign If the campaign has not started yet, the default billing period is the first month of the campaign If the campaign has already finished, the default billing period is the last month of the campaign For more information, see Actualization Grid Reference . Actualization Grid Reference There are two types of Actualization grids: Standard Actualization grid: Used to actualize standard Cost Lines Margin Actualization grid: Used to actualize margin Cost Lines The following table describes the default columns and column order of the Actualization grids: Actualization Grid Type Column Name Description Standard, Margin Read-only Line Type The level of the Actualization grid line: Order : The line represents an order. Placement , Media Package , Cost Package , or Fee : The line represents a Cost Line. Billing Period : The line represents a billing period. Standard, Margin Read-only Status The actualization status of the Actualization grid line. For orders, the possible statuses are: Not Actualized : None of the billing periods currently displayed under this order are actualized. Partially Actualized : At least one, but not all, of the billing periods currently displayed under this order are actualized. Actualized : All of the billing periods currently displayed under this order are actualized. For Cost Lines, the possible statuses are: Not Actualized : None of the billing periods currently displayed under this Cost Line are actualized. Partially Actualized : At least one, but not all, of the billing periods currently displayed under this Cost Line are actualized. Actualized : All of the billing periods currently displayed under this Cost Line are actualized. For billing periods, the possible statuses are: Not Actualized : The billing period is not actualized. Actualized : The billing period is actualized. Standard, Margin Read-only Invoice Status The invoice status of the Actualization grid line. For orders, the possible statuses are: Not Invoiced : None of the billing periods currently displayed under this order are invoiced. Partially Invoiced : At least one, but not all, of the billing periods currently displayed under this order are invoiced. Invoiced : All of the billing periods currently displayed under this order are invoiced. For Cost Lines, the possible statuses are: Not Invoiced : None of the billing periods currently displayed under this Cost Line are invoiced. Partially Invoiced : At least one, but not all, of the billing periods currently displayed under this Cost Line are invoiced. Invoiced : All of the billing periods currently displayed under this Cost Line are invoiced. For billing periods, the possible statuses are: Not Invoiced : No invoice has been created for the billing period. Invoiced : An invoice has been created for the billing period. Standard, Margin Read-only Entity Name The name and identifier of the entity or entities associated with the Actualization grid line. For orders, the values are: (Name) : The Order Partner of this order, as a link. Click the link to open the Order Details page of the order. ID (Order ID): The OneStrata identifier of the order. For Cost Lines, the values are: (Name) : The Supplier assigned to this Cost Line. ID (Cost Line ID): The OneStrata identifier of the Cost Line. For billing periods, the values are: (Month Year) : The calendar month and year of this billing period. ID (Billing Period ID): The OneStrata identifier of the billing period. Standard, Margin Read-only Line Name The name of the Actualization grid line, if any. Standard, Margin Read-only External ID This value is only available for billing periods. The identifier of the billing period in an external, non-OneStrata system. This value is only available if the Billing Period line has been exported to an external financial system. Standard, Margin Read-only Start and End Date The start and end dates of the Cost Line or billing period, as defined by the schedule. Standard, Margin Read-only Contract Total The committed vendor cost of the Actualization grid line: Standard Actualization grid: This value is Vendor Net Cost or Vendor Gross Cost , depending on the cost type of the campaign. Margin Actualization grid: This value is Vendor Net Cost . Standard, Margin Read-only Rate Type This value is only available for Cost Lines. The rate type of the Cost Line, as defined by the schedule. Standard, Margin Read-only Rate The committed vendor rate of the Cost Line or billing period: Standard Actualization grid: This value is Vendor Net Rate or Vendor Gross Rate , depending on the cost type of the campaign. Margin Actualization grid: This value is Vendor Net Rate . Margin Read-only Client Net Rate (VC) The committed Client Net Rate (VC) of the margin Cost Line or billing period. Standard, Margin Read-only Units The number of units committed for the Actualization grid line. Standard, Margin Read-only Current For Period The current committed vendor cost of the Actualization grid line, for the displayed billing period(s). Standard Actualization grid: This value is Vendor Net Cost or Vendor Gross Cost , depending on the cost type of the campaign. Margin Actualization grid: This value is Vendor Net Cost . At the billing period level, Current For Period is the same as Contract Total . Standard, Margin Read-only Pre-Actualized The pre-actualization vendor cost of the Actualization grid line, for the displayed billing period(s). Standard Actualization grid: This value is Vendor Net Cost or Vendor Gross Cost , depending on the cost type of the campaign. Margin Actualization grid: This value is Vendor Net Cost . If the line has never been actualized, the Pre-Actualized value is equal to its Current for Period value. Once the line is actualized, the Pre-Actualized value becomes locked and no longer changes, even if the Current for Period value changes. For example, imagine a Cost Line that has never been actualized: Its Current for Period value is $100 . Its Pre-Actualized value is set to the Current for Period value is, which is $100 . If the Cost line's Current for Period value changes, its Pre-Actualized value also changes. Then, the Cost line is actualized: At the time of actualization, its Current for Period value is $100 . The Pre-Actualized value is locked to $100. Afterwards, if the Cost Line's Current for Period value changes (for example, it increases to $125 ), its Pre-Actualized value does not change. Standard, Margin   Read-only Balance The cost balance (the difference between the actualized and committed values) of the Actualization grid line, for the displayed billing period(s). This value is calculated according to the following formula: Balance = Actual Cost for Period - Current for Period Standard, Margin   Read-only Actual Source The actual value source(s) of the Actualization grid line: Manual Committed Site 3rd Party Media Verified For more information, see Types of Actual Value Sources . Standard Actual Cost For Period This value is part of a triangulation set. For more information, see Standard Actualization Triangulation . The actual vendor cost of the Actualization grid line, for the displayed billing periods(s). When a billing period is actualized, this value is sent to the external finance system. Standard Actualization grid: This value is Vendor Net Cost or Vendor Gross Cost , depending on the cost type of the campaign. Margin Actualization grid: This value is Vendor Net Cost . If the Actual Source value is Site , 3rd Party , or Media , the value of Actual Rate is calculated according to the following formula: Actual Rate = Actual Cost / Actual Units Standard Actual Rate This value is part of a triangulation set. For more information, see Standard Actualization Triangulation . The actual vendor rate of the Cost Line or billing period: When a billing period is actualized, this value is sent to the external finance system. Standard Actualization grid: This value is Vendor Net Rate or Vendor Gross Rate , depending on the cost type of the campaign. Margin Actualization grid: This value is Vendor Net Rate . Standard, Margin Actual Units This value is part of a triangulation set. For more information, see Standard Actualization Triangulation . The number of actual units for the Cost Line or billing period, for the displayed billing periods(s). When a billing period is actualized, this value is sent to the external finance system. Margin Vendor Net Cost (VC) This value is part of a triangulation set. For more information, see Margin Percentage Triangulation or Margin Actual Units Triangulation . The Vendor Net Cost (VC) of the Actualization grid line, for the displayed billing period(s). Margin Margin % This value is part of a triangulation set. For more information, see Margin Percentage Triangulation . The margin percentage of the Cost Line or billing period, for the displayed billing period(s). At the Cost Line level, Margin % is calculated by averaging the margin percentage of all billing periods currently displayed under the Cost Line. Margin Client Net Cost (VC) This value is part of a triangulation set. For more information, see Margin Percentage Triangulation or Margin Actual Units Triangulation . The Client Net Cost (VC) of the Cost Line or billing period, for the displayed billing periods(s). Standard Calculated Fee Cost This value only applies to Assigned fees. For more information, see Media (Source) . The system-calculated vendor cost ( Vendor Net Cost or Vendor Gross Cost , depending on the cost type of the campaign) of the Assigned fee, for the displayed billing period(s). Margin Fee Calculated Vendor Cost This value only applies to Assigned fees. For more information, see Media (Source) . The system-calculated Vendor Net Cost (VC) of the Assigned fee, for the displayed billing period(s). Margin Fee Calculated Client Cost This value only applies to Assigned fees. For more information, see Media (Source) . The system-calculated Client Net Cost (VC) of the Assigned fee, for the displayed billing period(s). Standard Fee Calculated Units This value only applies to Assigned fees. For more information, see Media (Source) . The system-calculated number of units of the Assigned fee, for the displayed billing period(s). Standard, Margin   Site Cost This value only applies to Cost Lines linked to an external entity in a DSP, Search, or Social provider. Retrieved from the  Site source : The vendor delivery cost of the Actualization grid line, for the displayed billing period(s): Standard Actualization grid: This value is Vendor Net Cost or Vendor Gross Cost , depending on the cost type of the campaign. Margin Actualization grid: This value is Vendor Net Cost . Standard, Margin   Site Units This value only applies to Cost Lines linked to an external entity in a DSP, Search, or Social provider. Retrieved from the  Site source : The number of units delivered for the Actualization grid line, for the displayed billing periods(s),  Standard, Margin   3rd Party Cost This value only applies to Cost Lines linked to an external placement in an Ad Server provider. The system-calculated vendor delivery cost of the Actualization grid line, for the displayed billing period(s): Standard Actualization grid: This value is Vendor Net Cost or Vendor Gross Cost , depending on the cost type of the campaign. Margin Actualization grid: This value is Vendor Net Cost . Standard, Margin   3rd Party Units This value only applies to Cost Lines linked to an external placement in an Ad Server provider. Retrieved from the 3rd Party source : The number of units delivered for the Actualization grid line, for the displayed billing periods(s),  Standard, Margin Verified Units The value only applies to Cost Lines that: Are linked to an external ad server placement with ad verification; and Have an impression rate type.     Retrieved from the Verified source : The number of verified units delivered for the Actualization grid line, for the displayed billing period(s),  For IAS, this value is equivalent to the IAS Viewable Impressions metric. Standard, Margin Variance The value only applies to Cost Lines that: Are linked to an external ad server placement with ad verification; and Have an impression rate type.     The difference between the verified delivered units and delivered units for the Actualization grid line, for the displayed billing period(s). This value is calculated according to the following formula: Variance = 3rd Party Units - Verified Units Margin       Other Income (VC) The margin amount (the difference between the  Client Net Cost (VC) and Vendor Net Cost (VC) values) of the Actualization grid line, for the displayed billing period(s). This value is calculated according to the following formula: Other Income (VC) = Client Net Cost (VC) - Vendor Net Cost (VC) Standard, Margin Invoiced Amount The sum of all invoiced amounts that have been matched or cleared against the Actualization grid line, for the displayed billing period(s). Standard, Margin Cleared Invoiced Amount The sum of all invoiced amounts that have been cleared against the Actualization grid line, for the displayed billing period(s). Training Resources