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:
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Schedules: Contains all schedules associated with the plan.
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Profile: Displays the core plan details, including client information, duration, budget, and related metadata.
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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:
These tabs allow users to efficiently access, manage, and analyse all aspects of a plan from a single, structured view.