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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: 

  • 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: 
  • Plan Lines: Contains all plan line items associated with the plan or campaign.
  • Vendor Contracts:
  • Compliance Images:

Budgets:

  • Customer POsPOs:
  • Currency DealsDeals:
  • Medium TypesTypes:

Reporting: 

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

  • Compare

  • Plan Lines

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

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