How to Update Allocations within a Proposal
Ricky Cutler
11 steps
2 minutes
Ui
1
Navigate to the Proposal you wish to update the allocations on.
2
Click "Next" on the Product page.
3
Navigate to the line item you want to update the allocations on.
4
The budget you entered in when selecting products will display here. You can edit this overall budget at anytime.
5
Clicking "UPDATE ALLOCATIONS" will update the allocations in the table to match the totals. Hover over the button to see the changes before you make them. Clicking "UPDATE TOTALS" will update the total section and **keep the allocation table as is.** Hover over the button to see the changes before you make them
6
Click the "Proposed Ad Spend" field and the same thing applies if you were to update this field.
7
Click the "Custom Rate" field to override the rate. ⚠️ Only specific users with this permission will see this toggle.
8
You are also able to update the table by each row. Just double-click into each field to update the dates, budget, impressions, clicks, etc.
9
⚠️ If the allocation amount is below the minimum amount required on your rate card, the validation alert will change to a red "X" and an alert will show on the Allocations table.
10
An Admin user can click "Approve Override" to approve the line item can go below the rate card minimums. Otherwise, you must keep your allocations within the required minimums.
11
You can also add another allocation row by clicking "Add Allocation".
How to Update Allocations within a Proposal
Ricky Cutler
11 steps
2 minutes
Ui
1
Navigate to the Proposal you wish to update the allocations on.
2
Click "Next" on the Product page.
3
Navigate to the line item you want to update the allocations on.
4
The budget you entered in when selecting products will display here. You can edit this overall budget at anytime.
5
Clicking "UPDATE ALLOCATIONS" will update the allocations in the table to match the totals. Hover over the button to see the changes before you make them. Clicking "UPDATE TOTALS" will update the total section and **keep the allocation table as is.** Hover over the button to see the changes before you make them
6
Click the "Proposed Ad Spend" field and the same thing applies if you were to update this field.
7
Click the "Custom Rate" field to override the rate. ⚠️ Only specific users with this permission will see this toggle.
8
You are also able to update the table by each row. Just double-click into each field to update the dates, budget, impressions, clicks, etc.
9
⚠️ If the allocation amount is below the minimum amount required on your rate card, the validation alert will change to a red "X" and an alert will show on the Allocations table.
10
An Admin user can click "Approve Override" to approve the line item can go below the rate card minimums. Otherwise, you must keep your allocations within the required minimums.
11
You can also add another allocation row by clicking "Add Allocation".
