Sometimes you’ll find that you need to add a new row that doesn’t exist for you on screen. This often happens when a new Outlet is acquired / sold to, a buy is coming from a new Office, or you know ahead of time that an Advertiser is switching Agencies. There are likely more scenarios, but those are a few common to help explain the need.
- The Add a Row button exists at the bottom of the Projections entry page and is always in view
- Clicking it will require you to fill out the Outlet, Office, Salesperson, Account, and Agency that you wish to put a Projection, Market, and Share value against just like any other row that you may have already worked with.
Once saved, the row will be created and displayed at the bottom of the screen with a “NEW” icon next to it. This indicates any rows that were manually created by a person and were not automatically generated by the system.- This row is ONLY created for the quarter in view. If the same row is desired for a future (or past) quarter then it must be created separately.