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Once the user is logged in, the dashboard for that specific user is displayed as the central workspace. This dashboard provides a clear, real-time overview of the user’s activity and responsibilities within the system. Recent plan activity is shown on the l...

The general MEplan workflow structure is as follows: A ‘New Plan’ (Campaign) is created. The ‘Plan’ view houses a topline view of each medium’s schedule that has been created for that particular campaign/plan. The Plan holds the schedules. A user can see m...

Each page within MEplan includes a question mark (?) icon located on the top ribbon. This icon provides users with instant access to the built-in Tour Guide for that specific page. When selected, the Tour Guide launches an on-screen, step-by-step walkthroug...

MEplan offers multiple intuitive ways for users to navigate through the system efficiently. The main navigation tabs are displayed on the left-hand side of the screen and provide access to key areas of the system, such as the Dashboard, Plans, Overviews, an...

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, includi...

Creating a New Plan A user can create a new plan from multiple entry points within MEplan: Selecting the blue plus icon () from the dashboard Navigating to Plan > Create New Plan from the left-hand menu Creating a plan directly from the plan li...

Plan Details An existing plan can be edited by selecting the plan's options menu (  ) on the plan. Choose Edit Plan. The user may update the campaign name, date range, objectives, target market, and other plan details.An option is available to update sche...

A plan can be deleted from the plan view by:  Selecting the plan's options menu () in the top-right corner. Choosing Delete Plan. Note: A plan cannot be deleted unless all plan lines and schedule headers associated with the plan have first been delete...

MEplan allows users to copy an entire plan to streamline campaign setup. Navigate to the plan list, select the black options menu () next to the relevant plan. Choose Copy Plan. A pop-up window will appear where the brand and product (if available) can ...

Once a plan has been created, a blank schedule automatically opens in the plan view. The user must complete the required schedule header information, including: Brand Master Medium Type Medium Type Division Code Any additional required fields ...

To edit a schedule header:  Select the options menu ( ) located on the right-hand side of the schedule line Choose Edit Schedule. The user may update schedule details such as the Customer Purchase Order number, dates, or other editable fields. Once chan...

MEplan allows users to copy schedules from an existing plan into a newly created plan to streamline campaign setup. Before copying schedules, a new plan must be created using the same key parameters as the source plan, including Customer, Brand, and Date Ra...

Before a schedule can be deleted, all associated plan lines and bookings linked to that schedule must be removed. Once these dependencies have been cleared, the schedule header can be deleted by:  Selecting the schedule line options menu (  ) on the sc...