Overview

Scheduling refers to the process of adding a schedule to a campaign in OneStrata. This is where specific details for a campaign are defined, using validated data and automated calculations. The information entered is used throughout the lifecycle of the campaign, from schedule entry to buying, campaign execution and actualization

The tactical details of a campaign—like selecting which placements to buy from which vendors—are defined and managed on the Schedule Grid, located on the Schedule tab.

The Schedule Grid is a spreadsheet-like interface that combines user-entered data with pre-defined reference data records and formulas, making it easy to build out a media buy and quickly calculate costs. When an Agency is ready to move forward, lines on the Schedule Grid can be committed.

OneStrata Schedule Terms and Concepts

Schedule Grid Line Types

When a new line is added to the Schedule Grid, there are five options:

• Placement
• Media Package
• Cost Package
• Entered Fee
• Central Fee

This section contains information about terms and concepts related to schedules in OneStrata.

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About-Committing About-Committing

About Committing 

In OneStrata, committing a schedule line is the process of indicating that a line on the media schedule is ready to move from a draft state to a "real" state with financial implications. Committing a schedule line makes it available throughout the rest of the OneStrata platform.

Types of Schedule Grid Lines

The Schedule Grid is a table of media and non-media buys, for a particular schedule option. There are five types of Schedule Grid lines:

"Commit" vs. "Send"

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Committing is the process of indicating in OneStrata that lines in the media schedule are ready to move from a draft stage to real state with financial implications. Once Committed, a line is available throughout the rest of the platform.

Sending is the process of sending a committed order to an Order Partner contact for Confirmation and updating the Order Status accordingly in OneStrata.

Media Campaigns > (Specific Campaign) > Schedule Tab UI Reference

The Schedule tab displays a list of a campaign's media placements.

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Schedule Tab UI Elements

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About-Schedule-Options About-Schedule-Options

About Schedule Options

A campaign can have multiple schedule drafts, in order to map out and consider different budgets and tactics during the planning process. These different options can be shared and reviewed with clients, and iterated on until a specific option is approved.

When one or more lines on a specific option are committed, that schedule option becomes Active and any other schedule options immediately become read-only Archived schedules. Moving forward, any changes to the campaign's media schedule can only be done on the Active schedule option, now just referred to as "the schedule". A campaign that has an active schedule cannot create new schedule draft options.

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There are three schedule option types/statuses:

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About-Flights About-Flights

About Flight Periods, Billing Periods, and Unit Calendar

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Flight-Periods Flight-Periods

Flight Periods

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Click to import or export the schedule, using the OneStrata Excel template.

Only available if the Enterprise or Agency has enabled the Import/Export Allowed setting: Administration > Application Settings > Media Schedule > (Specific Application Setting record)

A list of the selected schedule's media and non-media buys.

For more information, see Schedule Grid Reference.

Add Row icon

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Click to add a new Schedule Grid line:

• If Line Type is Media, click to add a Cost Package, Media Package, Placement, Entered Fee, or Central Fee line.
• If Line Type is Cost Package, click to add a Media Package or Placement line.
• If Line Type is Media Package, click to add a Placement line.
• If Line Type is Non-Media, click to add an Entered Fee or Central Fee line.

Discard Draft button

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Active

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Cancel button

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Active

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• The status of the selected line(s) changes from Committed to Draft - Cancelled.
• If a Draft - Cancelled line is selected and committed, its status becomes Cancelled.
• If a Draft - Cancelled line is selected and discarded, its status reverts to Committed and its pending cancellation flag is removed.

Commit button

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Active

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List of Schedule Field Types

For example, a Placement line that runs from March 15th to May 5th is automatically divided into three Flight Periods:

• The first Flight Period runs from March 15th to March 31st
• The second Flight Period runs from April 1st to April 30th
• The third Flight Period runs from May 1st to May 22nd

That Placement line's budget is distributed among the Flight Periods in one of three ways:

• Pro Rata: 

  Include A Shared Block Inline
  shared-block-key Cost-Distribution-Pro-Rata page About Media Campaigns

• Even:

  Include A Shared Block Inline
  shared-block-key Cost-Distribution-Even page About Media Campaigns

• Custom: The budget for each Flight Period is manually entered

The default cost distribution setting is defined at the campaign level. For more information, see Cost Distribution and Change a Campaign's Cost Distribution.

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Billing-Periods Billing-Periods

Billing Periods

Although Billing Periods correspond to calendar months, their exact start or end dates depend on the Flight Period(s) that occur within the Billing Period. For example, imagine a Placement line that has the following Flight Periods:

• Flight Period 1: March 15th to March 31st
• Flight Period 2: April 1st to April 30th
• Flight Period 3: May 2nd to May 10th
• Flight Period 4: May 15th to May 20th
• Flight Period 5: May 20th to May 22nd

This Placement line has three Billing Periods, one for each month:

• Billing Period 1 (March): March 15th to March 31st
• Billing Period 2 (April): April 1st to April 30th
• Billing Period 3 (May): May 2nd to May 22nd

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Unit-Calendar Unit-Calendar

Unit Calendar

To open the Unit Calendar editor, double click the Unit Calendar column on the Schedule Grid.

Media Campaigns > (Specific Campaign) > Schedule Tab UI Reference

The Schedule tab displays information about a campaign's media and non-media buys.

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Schedule-Tab-UI-Elements Schedule-Tab-UI-Elements

Schedule Tab UI Elements

The Schedule tab contains the following elements:

	Item	Description
1	Campaign Header	Include A Shared Block shared-block-key Campaign-Header-Reference page About Media Campaigns
2	Schedule Option Status	The status of the selected schedule option: Draft Active Archived
3	Schedule Option List	A list of the campaign's schedule options, if multiple options exist. Click to select which schedule option is displayed in the Schedule Grid.
4	Grouping Options	Click to select how Schedule Grid lines are grouped: No Grouping (Default): Schedule Grid lines are not grouped and are displayed in a flat view Group by Order ID: Schedule Grid lines are grouped by Order ID (the unique, OneStrata identification number of an Order).
5	Filters icon A Shared Block shared-block-key Filters-icon Image Added	Click the Filters icon to open the filter pane and filter through the selected schedule option's Schedule Grid lines.
6	Applied Filters bar	Displays any filters that have been applied to the Schedule Grid. By default, the (Schedule Grid Line) Status filter is applied, and canceled lines—Schedule Grid lines with the Cancelled status—are filtered out and not included on the Schedule Grid.
7	Columns icon A Shared Block shared-block-key Columns-icon Image Added	Click the Columns icon to customize the columns displayed within the Schedule Grid.
8	Schedule Summary icon A Shared Block shared-block-key Schedule-Summary-icon Image Added	Click the Schedule Summary icon to view any required approvals and spend information. Approvals: The status of any required Approvals Budget and Cost: A summary of planned spend and committed spend, in Client Currency: Planned: The sum of all schedule lines with a status of Committed or Draft Committed: The sum of schedule lines with a status of Committed Remaining: The difference between the campaign budget and the Planned or Committed sums
9	Undo / Redo buttons A Shared Block shared-block-key Undo-Redo-buttons Image Added	Click to undo or redo any changes to the Schedule Grid that have not been saved yet.
10	Advertiser View button	Click to access Advertiser View, an advertiser-friendly view of the schedule where Agency and Advertiser approvals can be set.
11	Import / Export button	Click to import or export the schedule, using the OneStrata Excel template. Info This button is only available if the Import/Export Allowed setting has been enabled. To view this setting, go to: Administration > Application Settings > Media Schedule > (Specific Application Setting record) > Import/Export Allowed
12	Save Changes button	Click the Save Changes button to save any changes made to the Schedule Grid.
13	Schedule Grid	A list of the selected schedule option's media and non-media buys. By default, Cancelled Schedule Grid lines are filtered out. For more information, see Schedule Grid Reference.
14	Add Row icon Image Added Image Added	Click the Add Row icon to add a new Schedule Grid line: If Line Type is Media, click to add a Cost Package, Media Package, Placement, Entered Fee, or Central Fee line. If Line Type is Cost Package, click to add a Media Package or Placement line to the Cost Package. If Line Type is Media Package, click to add a Placement line to the Media Package. If Line Type is Non-Media, click to add an Entered Fee or Central Fee line.
15	Discard Draft button Inactive Image Added Active Image Added	If no Draft - X Schedule Grid lines are selected, the Discard Draft button is inactive. If one or more Draft - X Schedule Grid lines are selected, the Discard Draft button is active. Click the Discard Draft button to discard changes to the selected Schedule Grid line(s): If Status is Draft - New, click to remove the line from the Schedule Grid. If Status is Draft - Revised, click to remove any uncommitted changes from the line. If Status is Draft - Cancelled, click to revert the line's status to Committed and remove its pending cancellation flag.
16	Cancel button Inactive Image Added Active Image Added	If no Committed Schedule Grid lines are selected, the Cancel button is inactive. If one or more Committed Schedule Grid lines are selected, the Cancel button is active. Click the Cancel button to flag the selected line(s) for cancellation, by changing the line's status from Committed to Draft - Cancelled.
17	Duplicate button Image Added	Click the Duplicate button to duplicate the selected Schedule Grid line(s). Duplicated lines are created at the top of the Schedule Grid, and have the status Draft - New.
18	Commit button Inactive Image Added Active Image Added	If no Schedule Grid lines are selected, the Commit button is inactive. If one or more Schedule Grid lines are selected, the Commit button is active. Click the Commit button to commit the selected Schedule Grid line(s).

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Schedule-Grid-Reference Schedule-Grid-Reference

Schedule Grid Reference

A table of the selected schedule option's media and non-media buys. By default, canceled Schedule Grid lines are filtered out.

List of Schedule Column Types

Columns in the Schedule Grid are one of the following types:

List of Schedule Grid Columns

A non-exhaustive list of the most common Schedule Grid columns. Depending on how an Agency or Enterprise has been configured, the Schedule Grid may contain additional columns, in a different order.

Field Type

Description

OneStrata calculates and populates several fields with a variety of formulas and rules to increase efficiency, reduce errors, and handle complex pricing scenarios. These include:

• Fields based on formulas and rules to determine value such as total costs that include tax and commissions and payable/billable amounts in a different currency.

Editable fields with triangulation rules such as rate, unit cost, and cost where changing one value updates the others.

Concatenated fields auto-populate with data from other fields according in the format defined by a formula. Often used to apply naming conventions quickly and easily, these fields auto-populate based on other field values according to a formula. 

The formula and ability to manually edit or reapply the formula depends on Agency configurations.

Automatically generated by OneStrata.

Text

Text fields can be typed in manually with a few variations:

• No format: Alphanumeric text can be entered manually in no particular format. There may be a character limit.
• Number fields accept numerical characters 
• Enter flight dates by typing or double clicking the cell for the calendar widget.
• Currency type (e.g., USD, EUR, GBP) is enforced in columns with financial data.
• Percentages in percentage format

Selected

Data is entered by selecting from a pre-defined list, typically in a drop-down menu.

List of Schedule Grid Columns

A non-exhaustive list of the most common Schedule Grid columns. Depending on how an Agency or Enterprise has been configured, the Schedule Grid may contain additional columns, in a different order.

Click to select one or more Schedule Grid lines.

The type of Schedule Grid line:

• Placement
• Media Package
• Cost Package
• Fee

The status of the Schedule Grid line:

• Draft - New: The line is not committed.
• Committed: The line is committed.
• Draft - Revised: The line was previously committed, but now has uncommitted changes.
• Draft - Cancelled: The line was previously committed and is now pending cancellation. The line will be fully cancelled once it is committed again.
• Cancelled: The line was previously committed, was flagged for cancellation, and was committed again to complete its cancellation.

The unique, OneStrata identification number of the Schedule Grid line.

The start date of the Schedule Grid line.

By default, the Start Date value of a newly created Schedule Grid Line is the start date of the campaign.

The end date of the Schedule Grid line.

By default, the End Date value of a newly created Schedule Grid Line is the end date of the campaign.

The Supplier assigned to the Schedule Grid line.

The Order Partner assigned to the Schedule Grid line.

The Payee assigned to the Schedule Grid line.

The unique, OneStrata identification number of the Estimate associated with the Schedule Grid line.

The user-given name of the Schedule Grid line.

The Format assigned to the Schedule Grid line.

The Format Dimensions assigned to the Schedule Grid line. Automatically fills out, based on the Format value, but can be customized.

The Cost Category assigned to the Schedule Grid line.

The Cost Method assigned to the Schedule Grid line:

• Standard
• Margin
• Allocated

Pricing model by which the Schedule Grid line is being purchased, such as CPM (Impressions), CPC (Clicks), Fixed, etc.

The Rate Type value determines the type of Unit represented in the Units value. Rate Type is required before entering rate/units/cost information in a line.

Three fields with number of units, unit cost or rate, and cost are linked by a triangulation rule. When two values are entered, OneStrata automatically calculates the third. 

The default rules for Units/Rate/Cost are:

• If Rate is being edited, soft-lock Cost and calculate Units.
• If Units is being edited, soft-lock Rate and calculate Cost.
• If Cost is being edited, soft-lock Rate and calculate Units.

However, the rules and relationships between Units/Rate/Cost may vary depending on Agency or Enterprise settings.

The Flights Periods and Billing Periods of the Schedule Grid line.

For more information, see Unit Calendar.

The Fees assigned to the Schedule Grid line.

For more information, see Assign a Fee to a Placement.

The ad server assigned to the Schedule Grid line.

For more information, see Assign an Ad Server to a Placement.

The difference between Vendor Net Cost (VC) and Client Net Cost (VC) for margin lines.

Client budget allocated to a cost line in the schedule which includes both the media cost and the fee costs.

Client net cost of any fees applied to the media line which are based on the Allocated amount. If the fee is applied to more than one line, this is the portion of the fee in relation to this media line.

Advertiser View provides a separate view of a schedule that Agency users can share with a Client for review and sign off.

Use Advertiser View to export campaign information in a client-friendly format and handle Advertiser approvals as required in the schedule. Agencies can customize Advertiser View via templates set up in Administration to suit different advertiser or agency needs.

Access the Advertiser View of a Schedule

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To access the Advertiser View of a particular schedule, do the following:

Schedule Tab > (Specific Schedule) > Advertiser View UI Reference

Advertiser View summarizes essential campaign information to facilitate review and approvals with the client. It provides the following sections and functions depending on agency customization.

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Item

Description

Any required Advertiser Approvals and Agency Approvals.

Use this widget to action these approvals and download approval documentation. Approval requirements are enabled via Application Settings in Administration.