Company Units

Company Units define the types of production units used in a budget. You can use the system’s default Company Units or create your own custom units as needed.

Company Units help represent the scale or structure of the production — for example, First Unit, Second Unit, or Stunt.

The Company Units screen in Element Manager is initially populated based on the selections made during Budget Builder setup. Once the budget is created, you can add, edit, and manage Company Units directly from this screen.

Working with Company Units

Company Units are applied to lines in the Details level of the budget through the Company Units (Co. Unit) column.

A Company Unit designates the work on a line to a particular production unit for resource allocation and unit expense tracking.

Figure: Example of Company Units in the Details level of the budget

Company Units are included by default in every budget:

• System Company Units cannot be deleted.
• They are optional to use, depending on your workflow.

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Company Units Table

Company Units can be created, edited, or removed from the Company Units table.

Adding a New Company Unit

1. Press the Add button at the bottom of the table.
2. A new Company Unit is automatically assigned a default name (e.g., CoUnit1). Custom Budget Units follow this naming pattern: CoUnit1, CoUnit2, CoUnit3, etc.
3. Update the new Company Unit with a custom name.
4. Enter a Description (optional).

Editing a Company Unit

• Click into any cell to update the data. Changes are saved automatically when you click out of the cell.
• System default Company Units cannot be edited.

Table Column Details

Column	Description	Data Type
Order	Drag the handle icon to reorder items in the table.	Draggable Icon
Use	Toggle this checkbox to enable or disable the selected company unit. Disabled items remain visible in the budget but are excluded from total calculations.	Checkbox
Name	Set the name of the company unit for use in the budget. Default company units can not be renamed.	Text
Description	Provides a description for the Company Unit. This field is optional.	Text
Assigned Pay Hours	Assigns one of the four pay hour categories defined in Preferences > Core Data for use in hourly pay calculations.	Dropdown
Labor	Displays the overall real-time total value of all Labor lines assigned to this company unit in the budget.	Numerical
Purchase	Displays the overall real-time total value of all Purchase lines assigned to this company unit in the budget.	Numerical
Rentals	Displays the overall real-time total value of all Rental lines assigned to this company unit in the budget.	Numerical
Allowance	Displays the overall real-time total value of all Allowance lines assigned to this company unit in the budget.	Numerical
Total	Displays the overall real-time total value of all lines assigned to this company unit in the budget.	Numerical
In Use Lines	Displays the number of budget lines assigned to this company unit. Clicking the report icon generates a detailed breakdown.	Numerical
Options (Three-Dot Icon)	Opens a dropdown menu with additional actions for the selected company unit, including renaming and deleting.	Dropdown

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Options Menu

Clicking the three-dot icon in the Options menu reveals additional actions available for the selected element.

• Rename - renames the selected Company Units.
• Delete - deletes the selected Company Units from the budget.

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Deleting a Company Unit

Rules: System default Company Units cannot be deleted.

• Behavior:
  • When deleting a custom Company Unit that is not in use on any lines in the budget, it is deleted immediately.
  • If the Company Unit is in use, the user is prompted with a confirmation warning.

• If the user chooses to continue with deletion:
  • The Company Unit is removed from the budget.
  • All lines that previously used that Company Unit are reset to blank in the Company Unit column in the details level.