Scheduling Bookings

Creating Schedule Plan Lines 

To manually create a plan line within a schedule, select the blue options menu  and choose Create Plan Line.

Complete the required fields, such as:

• Media Owner

• Medium Unit

• Spot Kind

• Rate Per Unit

• Any additional required fields (These will differ according to the medium) 

Once all details have been entered, select the Save icon () to create the plan line.

Bookings can be scheduled in Day View by switching the layout to Day and entering the required number of bookings or spots directly against the date on the right hand side of the plan line. 

Copying Plan Lines

Individual plan lines can be copied by selecting the grey options menu on the line and choosing Copy Plan Line.

Once copied, the line can be edited as required. If the Medium Type is changed, the Vendor and Medium Unit fields will clear and must be reselected. The word Copy will be appended to the description and should be updated accordingly.

For bulk copying, users may select multiple lines using the checkboxes and choose Copy Selected from the blue options (•••) menu.

Copied lines will populate in the schedule and billing totals will update automatically. The schedule view displays:

• Plan Budget

• Total Billing

• Remaining Budget

Non-media totals are displayed on their respective tabs. Values are visible in both Planned and Actual states.

Calendar Scheduling

Bookings can be scheduled directly within the calendar panel which shows both Add and Subtract options on the pop-up. 

Select the corresponding cell on the right-hand side of the plan line to open the calendar scheduler.

The following scheduling options are available:

• Select a specific day to enter the number of spots or bookings for that date

• Select a day of the week to replicate bookings across the same weekday for the entire month

• Select a week number to apply bookings across the full week

Copying Bookings

In Month View, bookings can be copied by week or by month.

To copy bookings, select the copy icon located in the top-left corner of the selected area and choose Copy.

Navigate to the destination month and select Paste. Once the bookings have been applied, select Save All to confirm the changes.

Booking Deals

Booking Deals define the financial structure of a booking and are accessible in both Month and Day views.

Once plan lines have been scheduled:

• In Month View, left-click on a booking value to open the calendar scheduler, or right-click on the booking value and select Booking Deals.

• In Day View, right-click on a scheduled date and select Booking Deals.

The Booking Deal screen displays the financial calculations associated with the booking. These calculations can be reviewed on screen or exported to Excel.

Fields marked with a pencil icon are editable. Any changes made to booking deals will automatically synchronise back to NAV.