MYOC offers you the possibility to store the budget reference figure and the individual budget components as templates for an agency group, agency, group or client. These are automatically preassigned when a campaign is created, but can still be changed if necessary.

MYOC always draws the more detailed specification. This means that if, for example, a template is stored for a client, this is always displayed. If no template has been defined for the client but for the group, the budget reference factor and budget components are displayed by the group. etc. If no template has been defined, the standard allocation is displayed.

All elements are located in the mask "Clients" and are only differentiated by their type.

Important: If you make a change in the template for the budget reference factor and/or the budget components for an agency group, agency, group, or client, this change is only transferred to newly created campaigns afterwards. In old campaigns, even if new variants and/or versions are created, the old entries remain.

To open the mask "Clients", search for "Clients" via the search element in the left navigation bar.

Tip: You can fix the mask in your home menu using the pin at the upper right edge, so that you don't have to search for it when you call it up again, but it will be displayed in the home menu by default.

In the displayed mask you can see all agency groups, agencies, groups and clients which you have the authorization for. By means of the type, you can see which element is involved.

HAGT = agency group
AGT = agency
KONZ = group
WT = client

Using the search window, you can search for the desired entry for which a budget reference value and/or components are to be stored.

Important: Please always pay attention to the corresponding type of the element.

Double-click on the line to open the mask for the desired element.

First switch to the tab " Various " and scroll down to the bottom.

In the selection list "Default Budget Calculation Type Id" you can define the budget reference value. The following elements are available:

• Gross
• Net
• Net Net
• Net Net Net

In the "Default budget components" section, you can also define the budget components that are to be included in the client budget. To add budget components, first click:

A selection list appears in which you can use checkboxes to specify which components are to be included.

Confirm your selection by clicking the "Apply selection" button at the bottom right.

Afterwards, please save your changes using the orange "Save" button at the bottom right and close the window.

If you want to edit an entry, open the entry by double-clicking on the corresponding table line.

You can now make the changes you want in the entry itself. Simply change the budget reference amount using the selection list.

To delete budget elements, click on the X icon on the far left of the entry in the table.  Add new budget components using:

Then save the entry using the orange Save button at the bottom right.