Work with plans in the Sheet View
The Sheet View is the main workspace where planners enter and manage planning data in Camphouse. It works similarly to a spreadsheet, allowing you to enter and edit data directly in cells.
The structure of the sheet is defined by your account setup. If changes are needed to the structure, fields, or configuration, an admin can update this in the account settings.
Customize what you see with View Settings
While the structure of the sheet is managed by admins, users can customize how the sheet is displayed by creating View Settings.
With View Settings you can decide:
Which fields are visible
The order of fields
How information is displayed
You can save different View Settings and switch between them depending on your workflow or team needs. Read more about view settings in this article.
Switch between Media Types
At the bottom of the sheet, you can switch between different Media Types.
Each Media Type can have its own structure and its own View Settings. This allows different types of media to be planned using fields and layouts that match their specific requirements.
Use Full Screen for more space
If you need more space while planning, select Full Screen on the far right above the sheet to expand the workspace.
Enter data in the sheet
Each row in the sheet represents an item in your plan. Data is entered directly into cells, similar to working in Excel. Read more about entering plan data in this article.
Depending on how your account is configured, you may work with several types of fields:
Number fields for numeric values
Text fields for free text input
Tag fields that contain predefined dropdown options
Calculation fields that automatically calculate values based on number fields
Money fields for financial values
Generated fields that automatically populate based on predefined rules (for example naming conventions)
File fields for uploading files
Calculation and generated fields appear greyed out because they are populated automatically.
Read more about the different media fields in this article.
Status messages above the sheet
Above the sheet you will see system messages related to your plan.
These messages indicate:
When all data has been saved
If something requires attention
If there are hidden fields in the current view
Import and export planning data
Planning data can be imported from Excel if you already have data prepared outside of Camphouse.
You can also export planning data when needed.
You can export:
The entire plan
Selected parts of a plan
Export templates can be created to reuse the same export structure in future exports. Read more about exporting data in this article.
Filter your planning data
Filters help you focus on specific parts of your plan.
You can create multi-layer filters and save them for later use, making it easier to return to commonly used views. Read more about filters in this article.
Send plans for approval
Once planning data has been entered, the Sheet View is where plans can be sent for approval.
If you only want to send part of a plan for approval, use the multi-select option to select the relevant rows before starting the approval. Tick Select mode to display the select column where you can choose the rows you need.
For more details, see this article about approvals.
Create media orders
If Media Orders are enabled in your account, they can also be created directly from the Sheet View once the plan is ready. Read more in this article.
Save and restore plan versions
You can save versions of your plan while working. This allows you to return to an earlier version if changes need to be undone or reviewed. Read more in this article.
Access conversations, changelog, and brief
In the top right corner, you will find the contextual menu.
From here you can access:
Conversations, where you can message teammates and keep discussions connected to the plan
The Changelog, which shows what changes have been made
The Brief, if one has been added to the plan
This keeps communication, documentation, and planning data connected in the same place.