Create a New Plan Shell
Creating a new plan involves a set of steps, based on your organization's Plan settings. You can either create a new plan from scratch or copy an existing plan.
To create a new media plan you need to first navigate to the subsidiary where you would like to add this plan. Then you click on the option Create Plan at the bottom of your left-hand menu. A step-by-step guide will pop up, and before you start, you need to choose whether you would like to create a new plan or copy an existing one.
Option 1: Create a New Plan from Scratch
To create a brand new plan you need to go through the following steps:
General Settings
Set Plan Dates: Define the timeframe for your plan. Choose from custom dates or select from pre-defined options on the right to best suit your needs.
Media Type Selection: Specify which media types to include in your plan. Leaving this field blank defaults to including all existing media types in your organization.
Color Coding: Assign a color to your plan. This helps to distinguish it in various views such as Calendar view, Sheet view, and Reports.
Conventional Name Usage: If enabled, the name generated during the first four steps will automatically be assigned as your plan name.
Tags
Predefined Tags: Select tags that will be prefilled in your plan. This feature is designed to reduce manual input, especially when a tag category requires limited options per plan. However, these can still be changed in the sheet view.
Custom fields: These fields will appear if there are active plan fields associated with your account.
Brief
This step appears only if set to 'Required' in your settings. Use a brief template if available. When the Brief option is disabled, this step will not be shown. Read more about briefs here.
Set Permissions
Decide on the visibility of your plan:
Public: Accessible to everyone in the organization and can be included in reports.
Private: Restricted to specific individuals you select and will not appear in reports.
Finalize the Plan Shell
Click 'Create' at the bottom-right corner to complete the initial setup of your plan. This action directs you to the Plan Setup view, allowing you to review, modify, and enhance the details of your plan.
⚠️ A plan must be set to 'Public' when working with approvals. Once a plan enters any approval status, it cannot be reverted to private.
Option 2: Copy an Existing Plan
To duplicate the settings and data from the existing media plan, follow these steps:
Copy Existing Plan: Select the 'Copy existing plan' option and click 'Next'.
Select Plan to Copy: Choose the existing media plan you wish to copy from the dropdown menu.
New Start Date: Set a new start date for the copied plan. The duration will align with the original plan's timeframe.
Confirm Copy: Click on 'Copy' located in the bottom-right corner to proceed.
After these steps, you will be directed to the Plan Setup page, where you can modify the settings for the new plan as needed.
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