Tabs Within the Plan

Each plan contains a set of tabs and sub tabs that organises all information and actions related to that specific plan or campaign. 

 General: 

 

 

 Schedules : Contains all schedules associated with the plan. 

 

 

 Profile : Displays the core plan details, including client information, duration, budget, and related metadata. 

 

 

 History : Records key audit information, including when the plan was created and who has created or edited it. 

 

 Totals : Highlights overall budget consumption, spend per purchase order, and spend by media type, clearly indicating areas where the plan has exceeded the allocated budget. 

 Resources : Displays the Resources which have been assigned to the plan/campaign. 

 Media Purchase Orders: Provides the ability to view and create media orders including associated media order functions.  

 

 Detail:  

 

 Documents : Stores all relevant documentation, including contracts, purchase orders, Telmar files, and related materials. 

 Authorisations : Displays outstanding and completed authorisations, such as contracts requiring approval or signature. 

 Comments : Provides a space for internal communication and collaboration related to the plan. 

 Campaigns: Lists all campaign which are linked to the plan.  

 Plan Lines : Contains all plan line items associated with the plan or campaign. 

 Vendor Contracts: Lists all OOH vendor contracts which are linked to the plan.  

 Compliance Images: All OOH proof of fighting images received from the vendor are stored here.  

 

 Budgets: 

 

 Customer POs: Provides the ability to view and create customer purchase orders. 

 Currency Deals: Stores and lists currency deals also allowing to create new currency deals.  

 Medium Types: Lists the budget by medium breakdown.  

 

 Reporting:  

 

 

 Analysis : Enables users to create customisable pivot report templates to showcase key data for the specific plan or campaign.  

 

 

 Compare: Allows comparison reports to be generated in order to compare plan revisions.  

 

 Plan Lines:  Displays all individual bookings on the plan with all associated data fields. 

 

 These tabs allow users to efficiently access, manage, and analyse all aspects of a plan from a single, structured view.