Contractual Charges

A Charge is a cost associated to the budget at the Topsheet level, and can be a flat fee or a percentage calculation of the total ATL & BTL budget.

Access Charges

To access Contractual Charges either:

  • RIGHT-CLICK a row in the Topsheet and select Apply/Create Contractual Charge
  • Click Ch (charges) in the top navigation bar
  • Press CTRL + / on a PC or CMD + / on a Mac

The Setup page for Charges lists all the charges available in your budget in the left rail. Applied Charges (i.e., charges that are being used and added to your budget total) are shown with a blue dot next to their name.

Add a Charge

  • Click + ADD to create a charge
  • Edit the charge NAME
  • Select a Percent or Flat Fee for the Charge Type and follow the steps below.

Note: Once a charge is added, it still needs to be Applied to change your budget.

Creating Percent Charges

  • Enter the Percent Charge for the fee
  • Enter an Account Number if needed
  • Select if you want a Percentage displayed in the topsheet description
  • Select if you want the Excluded Amount displayed in the topsheet description
  • Click to Exclude Amt to add a flat excluded amount to the Excluded Table
    • Click to enter a description
    • Click the Total for that row to enter the value to exclude
  • Click to Exclude Groups to add specific groups to the Excluded Table
    • Select the Group from the drop-down menu
  • Remove any undesired Exclusions by clicking the row in the table then DELETE ROW

Percent Charges will be calculated as a Percentage of (Total Above-the-Line & Below-the-Line costs minus any Excluded Amt and the total of any Excluded Groups).

Flat Fees

  • Enter the Charge Amount for the fee
  • Select the Currency for the fee
  • Enter an Account Number if needed
  • Select if you want a Percentage displayed in the topsheet description
    • This will be calculated as the flat fee as a percentage of Total Above-the-Line & Below-the-Line costs and is for reference only
  • Select if you want the Excluded Amount displayed in the topsheet description
  • Click to Exclude Amt to add a flat excluded amount to the Excluded Table
    • Click to enter a description
    • Click the Total for that row to enter the value to exclude
  • Click to Exclude Groups to add specific groups to the Excluded Table
    • Select the Group from the drop-down menu
  • Remove any undesired Exclusions by clicking the row in the table then DELETE ROW

Flat Fees will be calculated as the Flat Fee minus any Excluded Amt and the total of any Excluded Groups.

Delete a Charge

Note: If you simply want to un-apply the charge from your budget but keep the calculation to use again in the future, see Un-applying Charges.

  • In the left rail, select the charge you want to delete
  • Click the DELETE button

The charge will be deleted from your budget and your totals recalculated automatically.