Existing Plans

Modifying a Plan

Plan Details

An existing plan can be edited by selecting the blue options menu on the plan and choosing Edit Plan.

The user may update the campaign name, date range, objectives, target market, and other plan details. An option is available to update schedules and schedule lines automatically by selecting the relevant checkbox.

If the plan date range changes and no bookings have been committed to NAV, the date range can also be updated on the schedules (plan view) and on the schedule lines (schedule view).

Plan Brand Management

User Setup

To allow a user to change a customer’s brand on a plan, the Allow Brand Change option must be enabled on the User Card within security setup.

Rules: Brand Changes and Plan Line Status

Brand changes are permitted when plan lines are in a Planned or Booked status. Brand changes are not allowed once plan lines are locked, such as when they have been Customer Invoiced or Vendor Invoiced.

Changing the Brand on a Plan with a Brand Already Specified

If a brand was assigned during plan creation and schedules already exist, open the plan’s blue options menu  and select Change Brand.

A pop-up window will appear allowing the selection of a new brand and product (if applicable). Select Proceed to confirm.

Once completed, the plan and all associated schedules will adopt the new brand and the related brand coordination defined in MEvision.

Changing the Brand on a Plan without a Brand Specified

If no brand was specified at plan creation and the brand was later applied at schedule level, open the schedule’s black options menu and select Change Brand.

Select the required brand and product (if available), then select Proceed. The plan and schedules will update accordingly based on the MEvision brand configuration.

Multiple brands may be assigned per medium type, resulting in a separate campaign number for each brand.

Changing the Brand When Copying a Plan

To change a brand when copying a plan, navigate to the plan list and select the black options menu  for the plan to be copied. Choose Copy Plan.

A pop-up window will appear where a new brand and product (if available) can be selected. Select Proceed to create the copied plan using the chosen brand.

Changing the Brand When Copying a Schedule

Brand Specified on Plan Creation

If a plan has a brand specified at creation, copied schedules will automatically inherit the plan’s current brand. From the plan view, open the blue options menu   and select Copy Schedules.

Select the customer brand and associated plan, then choose Filter Schedules to display available schedule lines. Select the required schedule line(s) and choose Copy with Schedules.

The copied schedules will appear in the plan using the plan’s brand.

Brand Not Specified on Plan Creation

If no brand was specified when the plan was created, copied schedules will retain their original brand. Follow the same Copy Schedules process. The copied schedules will appear in the plan with their existing brand unchanged.