Campaign Snapshot
Security Settings | Options | Hours | Amounts | Billing
The Campaign Snapshot is a module summarizing the current financial information of the Campaign. Divided into three sections, it allows a user to see, at a glance, where the campaign stands in terms of budgeted vs. actual time costs and billings. This section is hidden by default.
Campaign Snapshot - Security Setting
To display the Campaign Snapshot, From the Campaign Dashboard>click ...More > System Settings. Select to display at the Company default level for all employees to view the Campaign Snapshot or select a specific Security Group and Override Company settings to allow only a select group to view the snapshot.
Campaign Snapshot - Options
The calculations on this page are performed each evening during the server reset. Click the Apply button from the Snapshot Options to have the campaign recalculate immediately.
Include unapproved transactions: Includes time & expenses that have not been approved in the calculations.
Include sales tax: includes sales tax from Invoices in the calculations.
Hours
Campaign Current Budget Hours: Sum of all labor hours from approved Campaign estimates & change orders.
Less Total Project Actual Hours: Sum of all timesheet hours logged against the projects linked to the Campaign. Hours shown are determined by the setting in the Snapshot Options area, approved or approved + unapproved.
Remaining Campaign Budget Hours: Total Campaign budgeted hours - total project actual hours.
Currency - Currency of the Campaign
Amounts
Budget from Approved Campaign Estimates: Sum of all gross labor & expenses from approved Campaign estimate(s) not including taxes.
Budget from Approved Campaign Change Orders: Sum of all gross labor & expenses from approved Campaign change order(s) not including taxes.
Total Approved Campaign Budget: Equals budget from all approved Campaign estimates + budget from approved change orders.
Less Total Project Actual Billable: Total approved Campaign budget – total actual billable amount. Note: This includes unbilled Open orders.
Remaining Campaign Budget Amount: Total of approved Campaign budget – total actual billable amount.
Campaign Currency: Currency of the Campaign.
Billing
Campaign Total Advance Billings: Total amount Advance Billed on the Campaign.
Campaign Open Unapplied Advance Billings: Sum of all approved Campaign invoice lines, where the invoice has been marked advance billed, and that have not been reconciled to the client revenue invoice.
Campaign Amount Billed: Sum of all approved client invoice lines generated from the Campaign budget.
Campaign Total Amount Billed: Sum of Campaign Advance Billed Unapplied amount and Campaign Amount Billed amounts.
Total Approved Campaign Budget: Equals budget from all approved Campaign estimates + budget from approved change orders.
Remaining to Bill on Campaign Estimate: Campaign Current Total Budget - Campaign Total Amount Billed.
Campaign Revenue to Recognize: Sum of Campaign Advance Billed Unapplied + Remaining to Bill on Campaign Estimate.
Currency: Currency of the Campaign