The Cost Summary sheet is separated into three sections:
Upper Section - Production Information
The upper section is where all the information about the production you’re working on will be displayed.
You can hide the Production Company ‘labels’ (consisting of cells B8-E12) and the Client ‘labels’ (consisting of cells K8-N12) via the Options button on this sheet.
Middle Section - Budget Summary
Most of this area will be filled automatically, based on the values entered on the detail budget pages.
You can change the names of Lines 19-23 by clicking into those cells and manually typing a new name. You may also enter amounts manually for those lines.
You can also enter amounts manually for Line 24 (Insurance), Line 25 (Production Fee), and Line 26 (Handling Fee, if enabled), but only by first setting them to manual entry in the Options menu on the ‘Prod Fee & Ins’ sheet.
You may change which totals are displayed in this section. To do so, click the ‘Display Options’ button in the top left of the sheet. A menu will appear where you can select which column(s) you would like to display.
Lower section - Comments area
This is an area where you can type important information for anyone that may be reviewing the budget. By default, this area has 11 rows, but it can have up to 30. To add a row, click the 'Add Rows' button.
There is a Comments Scratch Area to hold comments across multiple budgets. To display this section, click "Show Comments Scratch Area" button below the Comments area. This will allow you to quickly copy & paste previously used comments into the Comments area of your current file.
Options
Show Production Company & Client labels
To show Production Company labels (cells B8-E12) or Client labels (cells K8-N12), these boxes should be checked. Any entered data will be retained if you uncheck the boxes to hide them.
Show Insurance, Show Prod Fee, and Show Handling Fee
To Show Insurance (Line 24), Production Fee (Line 25), and Handling Fee (Line 26), check these boxes.
Note: the check box for Handling Fee will only be visible if you have enabled it on the General tab of the main Options menu.
Alert me if total on the logs does not match the ACTUAL total
To receive an alert when an item on one of the logs is missing a valid line number, this box should be checked. A warning message in red will appear in the cell directly below the Totals. You can click on this cell to display a text box with all log items without a valid line number. This will help avoid a mismatch between the amount on the Cost Summary and the log totals.
Allow me to change the Section Names
If you’d like to change the Section Names in the budget, check this box. You will then be able to change them directly on the Cost Summary sheet.
Number of “Other” columns to show
TrueBudget allows you to have up to 5 “Other” rows on the Cost Summary sheet. To choose how many to display, use this drop-down menu. (It will be set to 3 by default.)
Currency symbol to use
The default currency abbreviation next to ‘TOTAL’ is USD, but you may change it if you wish.
Show Contracted Total area
To see the Contracted Total field, this box should be checked. This amount does not include any Overages that may be calculated into the Estimate Total.
Currency Conversion
To convert a budget to another currency, check the box to Enable Currency Conversion.
Once this is checked, you will be required to complete two fields: one for providing a currency, and one for the exchange rate. The converted total will then appear to the left of the Cost Summary TOTAL.
To include Overages in the conversion, check the box labeled ‘Include Overages total (Line 27) in calculation’.
If you wish to see a column showing the Converted Total on each of the budget pages, check the box labeled ‘Show Conversion column on budget pages’.
Questions? Need more help?
Please email support at support@revolutiones.com or call 800-985-9238 M-F 7am-6pm (PST). If it's outside our business hours, we will get back to you as soon as we can.