Copying Schedules

MEplan allows users to copy schedules from an existing plan into a newly created plan to streamline campaign setup.

Before copying schedules, a new plan must be created using the same key parameters as the source plan, including Customer, Brand, and Date Range.

From the new plan:

1. Open the schedule list options menu ().
2. Select Copy Schedules.
3. In the plan lookup window, select the plan from which schedules should be copied.
4. The Brand can be updated if required. Any brand-specific financial rules will be inherited from the selected brand.
5. After selecting the source plan, choose Filter Schedules to display the available schedules.
6. Select the checkbox next to the schedule(s) to be copied. Within the Schedule Management section, the user can choose additional copy options:
   • Ratings: Copies plan line ratings (applicable to Television)
   • Discounts: Copies plan line discounts
   • Purchase Order: Copies the customer purchase order number
7. Selecting Copy will copy only the schedule header. Selecting Copy with Schedules will copy both the schedule header and all associated plan lines.
8. Once completed, the newly copied schedule will appear on the destination plan.

Note: The Customer field is disabled (greyed out) as only plans linked to the same customer are available for selection.