How Do I Edit Allocations on a Proposal?

When viewing a proposal, users can change information associated with a product before submitting it to a sold order

 

When viewing a proposal, users can adjust information associated with the proposal such as adjusting the budget, dates, rates, and targeting.

  • Users can adjust their totals or the individual allocations
  • If there is a mismatch between the totals or the allocations, errors show
  • Admin users, or users with permissions, will be able to update the retail rate
  • Users can update either the retail budget or their goal amount to make changes (imps, views, ad spend)
    • Clicks will populate for products that have click goals. However, it will not be editable and is calculated off of the estimated impressions

  • Totals will be allocated evenly across months, rather than based on days in a month