View All Estimates

To view all estimates, do the following:

• Go to the Estimates page. On the Estimates page, the Estimates grid displays all estimates.

View All Campaigns Linked to an Estimate

To view all campaigns linked to an estimate, do the following:

1. Open the estimate.
   
   
2. Go to the Media Campaigns tab of the estimate. This tab displays all campaigns linked to the estimate.

Edit an Estimate

To edit an estimate, do the following.

1. Open the estimate.
   
   
2. On the Details tab, make the desired changes.
   
   Estimates have the following restrictions on editing:
   
   
   • The Agency, Business Unit, Client, Product, and media type of the estimate cannot be changed; only fields in the General section can be edited.
     
     
   • The date range of the estimate must completely span the total date range of any committed Cost Lines linked to the estimate:
     
     
     • The start date of the estimate must be the same date or earlier than the earliest start date of all linked and committed Cost Lines.
       
       
     • The end date of the estimate must be the same date or later than the latest end date of all linked and committed Cost Lines.
       
       
3. Click Save Changes.

Filter Estimates

To filter the estimates displayed on the Estimates grid, do the following;

1. Go to the Estimates page.
   
   
2. Click the filter icon to open the Filters widget.
   
   
3. In the Filters widget:
   
   
   1. Apply the desired filters.
      
      
   2. Click Apply.

Link or Unlink a Campaign

Estimates have two levels of linking:

• An estimate can be linked to a campaign.
• Once an estimate is linked to a campaign, the estimate can be linked to Cost Lines within the campaign. A Cost Line must be linked to an estimate before the Cost Line can be committed.

Link a Campaign to an Estimate

Within a campaign, users can manage the estimate(s) linked to that campaign. Within an estimate, users can manage the campaign(s) linked to that estimate.

To link a campaign to an estimate, do the following:

1. Open the estimate.
   
   
2. Go to the Media Campaigns tab of the estimate.
   
   
3. Click Link Media Campaigns to open the Link Media Campaigns widget.
   
   
4. In the Link Media Campaigns widget:
   
   
   1. Select the desired campaign(s). Only campaigns that have the same Agency, Business Unit, Client, Product, and media type as the estimate can be linked.
      
      
   2. Click Link Media Campaigns.

Unlink a Campaign from an Estimate

To unlink a campaign from an estimate, do the following:

1. Open the estimate.
   
   
2. Go to the Media Campaigns tab of the estimate, which displays the campaigns linked to the estimate.
   
   
3. Select the desired campaign(s).
   
   
4. Click Unlink Media Campaigns.

Open an Estimate

To open an estimate, do the following.

1. Go to the Estimate page.
   
   
2. In the Estimates grid, in the ID / Name column, click the name of the desired estimate. The estimate opens on the Details tab.