Estimate Definition

Use Estimate Definition to establish estimates for a client and its products. Although you may buy units for a client before adding products to the estimate, other functions such as product allocation, billing, and paying, cannot be done until products are added. There must be a Buying Profile, created in Maintain Buying Profile (22), for each product before the product estimate can be created.

  1. Key valid codes in the Media, Client, and Estimate fields.

CAUTION: Avoid All Special Characters

  1. When defining any unique code in Network, avoid all special characters, as they cause some reports from Cognos® to have problems.

  2. Click the Advance icon to display the Estimate Detail Screen.

Estimate Detail Window

  1. Key the required Estimate name.

  2. Key or select from the Calendar tool, the Start/End Dates for the estimate. The three month popup calendar enables you to locate and select the dates. When you have the Start/End date range displayed, double click it to load to the window.

  3. If the Buying Profile, Require Estimate Daypart? field, is set to Y you must key a valid Daypart code. If the field is set to N, an estimate daypart is optional.

  4. Accept the Average Audience default for the Audience Type or select a different Audience Type.

  5. Accept the R (Regular) default for the Estimate Type or key or select the estimate type code.

  6. Estimate Lock? field is blank to indicate that it is available. To indicate if the estimate is locked against adding, deleting, and changing of buys, click to check the field.

  7. Key the required HUT Average.

  8. In the Weekly, Monthly, or Quarterly HUT field, accept the default of Weekly, or select another code to specify which HUTs are used for the calculation of estimated demographics.

Adding Demos to an Estimate

  1. To add demos at the Client level, key or select demos to add to the estimate. These demos default to the product estimate, where you may also add or delete demos.

  2. If you need additional demos, up to a total of 50, click the quantity from the drop-down number icon at the top of the window, then click the Add button. New demo fields will be added to the bottom of the worksheet.

Adding Products to an Estimate

  1. To add products to this estimate, click to highlight a product on the Available Products list. Click the right arrow (->) to add the product to the Selected Products list.

  2. You may also use <Shift + Click> to select two or more sequential products or <Ctrl + Click> to select products not adjacent to each other. Then use the right arrow  to move the whole set of products to the Selected Products column.

  3. When finished, click the Save icon.

  4. Accept, change or delete the demos that default from the Client Buying Profile, up to 50 demos.

Deleting an Estimate

It is possible to delete an estimate if no products are assigned and there are no buys using this estimate. These are the steps.

  1. If products are currently assigned to an estimate, but buying has not occurred using this estimate, you may begin by removing the Selected Products to the Available Products column.

  2. Save the estimate. The Prompt window displays.

  3. Now you may delete this Estimate, because it has no buys or products attached. From the Prompt window, click the Next icon.

  4. At the Detail window, click the Delete icon.

Estimate Fields