Table of Contents
Filter Schedule Grid Lines By Status
There are five Schedule grid line statuses:
- Draft - New
- Committed
- Draft - Revised
- Draft - Cancelled
- Cancelled
By default, canceled lines (Schedule grid lines with the Cancelled status) are filtered out and not included on the Schedule grid. However, canceled schedule lines—and any combination of Schedule grid line statuses—can be included by manually adjusting the Status filter.
A manually applied Status filter remains active until one of the following events occurs:
- The current browser tab is refreshed
- The same schedule is opened in a new browser tab
- The Status filter is manually changed again, during the same browsing session
To filter Schedule grid lines by status, do the following:
- Open the appropriate media campaign.
- Navigate to the campaign's Schedule tab.
- In the Applied Filters bar (see Schedule Tab UI Elements, item 6), click the Status filter dropdown.
- Select the desired combination of Schedule grid line statuses.
Open the Unit Calendar Widget
The Unit Calendar widget displays a detailed list of a Schedule grid's line flight periods or billing periods. Flight-level adjustments, like changing the start or end date of a flight period, can be made through the Unit Calendar widget.
To open the Unit Calendar widget for a specific Schedule grid line, do the following:
- Open the appropriate media campaign.
- Navigate to the campaign's Schedule tab.
- In the Schedule grid, double-click the Unit Calendar bars of the desired Schedule grid line.
Edit a Placement or Media Package's Flight Periods
Changes to a Placement or Media Package line's flight periods can be made through the Unit Calendar widget, on the Flight Periods grid.
Change the Cost Distribution of a Placement or Media Package
To change how a Placement or Media Package's budget is distributed across its flight periods, do the following:
- Open the Unit Calendar widget for the desired Schedule grid line.
- In the Unit Calendar widget, in the Flight Periods grid, do the following:
- Click the Cost Distribution dropdown.
- Select the desired cost distribution setting:
- Pro Rata: Budget is distributed proportionately, according to the number of days in each flight period.
- Even: Budget is distributed evenly among flight periods, with each flight period receiving the same amount.
- Custom: The budget for each flight period is manually entered
- Pro Rata: Budget is distributed proportionately, according to the number of days in each flight period.
- Click the Cost Distribution dropdown.
- At the bottom right of the Unit Calendar widget, click the Save button.
Edit the Start or End Date of a Flight Period
To edit the start or end date of a flight period, do the following:
- Open the Unit Calendar widget for the desired Schedule grid line.
- In the Unit Calendar editor, in the Flight Periods grid, do the following:
- Locate the desired flight period. If the flight period is locked, unlock it.
- Double-click the Start Date or End Date cell, and select the desired new start date or end date.
Flight periods cannot overlap, meaning that any dates that occur within another flight period (for the same media line) cannot be selected.
- Locate the desired flight period. If the flight period is locked, unlock it.
- At the bottom right of the Unit Calendar widget, click the Save button.
Edit the Units or Cost of a Flight Period
Manually editing the Units or Cost value of a flight period automatically changes the media line's Cost Distribution value to Custom.
To edit the units or cost of a flight period, do the following:
- Open the Unit Calendar widget for the desired Schedule grid line.
- In the Unit Calendar editor, in the Flight Periods grid, do the following:
- Locate the desired flight period. If the flight period is locked, unlock it.
- Double-click the Units or Cost cell and enter the desired value.
If the Units value is entered, the Cost value is automatically calculated and filled in, and vice versa. This is because the Units, Rate, and Cost values are linked by a triangulation rule. The Rate value cannot be edited within the Unit Calendar widget, only on the Schedule Grid itself.
- Locate the desired flight period. If the flight period is locked, unlock it.
- At the bottom right of the Unit Calendar widget, click the Save button.
Add a Flight Period
To add a flight period, do the following:
- Open the Unit Calendar widget for the desired Schedule grid line.
- In the Unit Calendar editor, in the Flight Periods section, do the following:
- Click the Add button.
- In the newly created row, double-click the Start Date and End Date cells, and select the start and end dates of the flight period.
Flight periods cannot overlap, meaning that any dates that occur within another flight period (for the same media line) cannot be selected. - Optional: If the Cost Distribution value is Custom, double-click either the Units or Cost cell, and enter the desired value.
If the Units value is entered, the Cost value is automatically calculated and filled in, and vice versa. This is because the Units, Rate, and Cost values are linked by a triangulation rule. The Rate value cannot be edited within the Unit Calendar editor, only on the Schedule grid itself.
If the Cost Distribution is Pro Rata or Even, the Units and Cost values will be automatically calculated and filled in.
- Click the Add button.
- At the bottom right of the Unit Calendar widget, click the Save button.
Delete a Flight Period
To delete a flight period, do the following:
- Open the Unit Calendar widget for the desired Schedule grid line.
- In the Unit Calendar editor, in the Flight Periods section, do the following:
- Select the desired flight period by clicking the checkbox to its left.
- Click the Delete button.
- Select the desired flight period by clicking the checkbox to its left.
- At the bottom right of the Unit Calendar widget, click the Save button.