Set up Production Plan for your media types
Production Plan helps you break media entry rows into multiple production entries so you can track creative work at a more detailed level. Before you can start adding production entries, you need to set up production fields for each media type.
This setup also helps keep Sheet View cleaner. Creative-specific details (such as formats or asset requirements) can live inside Production Plan instead of cluttering the main planning sheet.
Add media fields to a media type
Open Media Types & Fields: Go to Settings and select Media Types & Fields.
Choose a media type: In the dropdown at the top, select the media type you want to configure (for example Paid Social).
Add media fields: Open the Production tab and click and add your fields.
If you click the blue link “Add production fields,” the default fields Start date, End date, and Media vehicle are added automatically.
You can add more fields using the field library on the right, either by dragging and dropping from the list or by clicking the plus icon next to a field. If a field has a green check mark, it has already been added.
You can also create a brand new field by clicking +Add field.
Save the setup: You have now created a Production Plan sheet view.
You’re now ready to start populating Production Plan.
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