Manage Custom Money Columns

Here’s how to manage custom money columns in your administration settings in Bionic for Agencies.

Money columns are a type of Custom Column that represent monetary values that you need to track for your media plan placements. Money columns enable you to represent these monetary values in your media plan that are not part of the Cost of a placement.

This data is often used for information or tracking purposes and can also be a calculation based on Costs.

Here, we’ll cover how to manage your custom money columns:

1. Access Your Organization’s Money Columns
2. Understand Money Columns in Bionic
3. Sort and Filter the Money Columns Table
4. Search the Money Columns Table
5. Add a Money Column
6. Update a Money Column
7. Deactivate a Money Column
8. Reactivate a Money Column
9. Delete a Money Column

Access Your Organization’s Money Columns

Here is how to get to the Money Columns tab to manage your custom money columns:

1. Click on Your Company Name in the Upper Right Corner.
2. Click on Administration.
3. Click on the Money Columns tab.

Understand Money Columns in Bionic

Created Custom Money Columns that appear here in the Money Columns table will be available to all users to add as default columns for Advertisers and Campaigns.

Each custom money column has the following attributes:

• Name – The name of the money column.
• Status – Active vs. Inactive. Only Active Money Columns will be selectable for Advertisers and Campaigns.
• Campaigns – How many campaigns the money column has been used in.
• Calculation Method – There are 2 options: Earned and Calculated. By selecting Calculated, this will be how your values will be calculated based on Calculation rules you choose. You can choose from several “Cost Per” or “Percentage of” options.
• Default – The default rate that will automatically pull in when this Money Column is selected.
• Overage Buffer – The default percentage (if necessary).
• Created Date -Date of money column creation.
• Created By – The User who created the money column.
• Currency – Default currency of the money column.

Sort and Filter the Money Columns Table

You can sort and/or filter the Money Columns Table by column header. Here’s How:

1. Sort by Column Header
2. Filter by Status

Sort by Column Header

Here’s how to sort:

1. Click on the sortable Column Header you’d like to sort by.

Filter by Status

You can filter the Money Columns by Status. Here’s How:

1. Click on the All Status
2. Select Active or Inactive
3. Click Apply.
   
   

Search the Money Columns Table

In addition to sorting and filtering, you can also search for a specific money column using the search bar. The list of money columns will be narrowed by keywords entered.

1. Type in the Search Bar (the full or partial) money column name.

Add a Money Column

Here is how to add a new Task Name for your organization:

1. Click on New Column
2. Enter a Descriptive Name in the Name
3. There are two options to select from when adding a new Money Column:
   1. Entered
   2. Calculated

Select Entered

  4. Choose a Currency.

  5. Click Save.

Select Calculated

   4. Select Calculation Method.
   5. Choose a Currency.
   6. (Optional) Enter a Default value.
   7. (Optional) Enter an Overage Buffer percentage.
   8. Click Save.

Update a Money Column

Once a Money Column has been added, you can update some of its attributes such as name, currency and default (if applicable).

Here’s how to update a Money Column:

1. Click on the Money Column name in the Name header.
2. Update the editable fields.
3. Click Save.

Screenshot of Editable fields for Entered option

Screenshot of Editable fields for Calculated option

                                                                        

Deactivate a Money Column

Money columns that are no longer in use but have campaigns tied to them should be deactivated. Deactivating a money column will restrict it from being used in future campaigns.

Here is how to deactivate Money Column:

1. Use the checkbox next to the name to select which Money Column(s) to deactivate.
2. Click on the Deactivate button.

 

Reactivate a Money Column

Money columns that were previously deactivated can be reactivated.

Here’s how to reactivate a money column:

1. Use the checkbox next to the name to select which Money Column(s) to reactivate.
2. Click on the Activate button.

Delete a Money Column

Here’s how to delete a Money Column:

1. Use the checkbox to select which Money Column(s) to delete.
2. Click on the Delete button.

 

Next Steps:

• Set Advertiser Default Custom Columns
• Set Campaign Custom Columns
• Manage Custom Cost Columns
• Manage Custom Fields