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Detailed information About this module can be found on the MEplan shelf

Note: Financial changes are amendments that impact the value of a booking or placement. Key ...

General Rules Non-financial changes are permitted on all booking statuses, including: P...

The Documents tab, located within the Detail tab on the plan, stores all documents related to the...

Note: The Totals tab provides a financial summary of the campaign, displaying overall budget al...

The general MEplan workflow structure is as follows: A ‘New Plan’ (Campaign) is created. The ‘...

MEplan offers multiple intuitive ways for users to navigate through the system efficiently. Th...

Each page within MEplan includes a question mark (?) icon located on the top ribbon. This icon ...

Once the user is logged in, the dashboard for that specific user is displayed as the central wo...

Before a schedule can be deleted, all associated plan lines and bookings linked to that schedul...

To edit a schedule header:  Select the options menu ( ) located on the right-hand side of the...

MEplan allows users to copy schedules from an existing plan into a newly created plan to streamli...

Once a plan has been created, a blank schedule automatically opens in the plan view. The user ...

Rate cards can also be viewed during the scheduling process:  When selecting a vendor on a pla...

To upload rate cards into the system: Navigate to the Vendor Card via the Master Data tab in t...

A plan can be deleted from the plan view by:  Selecting the plan's options menu () in the top-...

Plan Details An existing plan can be edited by selecting the plan's options menu (  ) on the p...

MEplan allows users to copy an entire plan to streamline campaign setup. Navigate to the plan ...

Creating a New Plan A user can create a new plan from multiple entry points within MEplan: ...

Accessing Plan Analysis To create or manage pivot layouts, a user can either: Navigate to P...