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.

• Budgets: Provides the ability to view and create Customer Purchase Orders and manage Currency Deals.

• 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: 

 

Budgets:

 

Reporting: 

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

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

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

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

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

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