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Overview
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
This section contains information about terms and concepts related to schedules in OneStrata.
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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.
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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:
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Media |
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Non-Media | Entered Fee |
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Non-Media | Central Fee |
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AnchorAbout-Schedule-Options About-Schedule-Options
About Schedule Options
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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.
There are three schedule option types/statuses:
Schedule Option Status | Description | ||||||||
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| When a media campaign is first created, the campaign automatically has a single Draft schedule option. During the initial planning phase, draft schedule options can be freely created, deleted, and renamed within the media campaign. As soon as one or more lines on a specific draft are committed, any other Draft schedule options within the campaign become Archived schedules, and no new Draft schedule options can be created.
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| An Active schedule has one or more committed lines, and any number of uncommitted lines. A media campaign has at most one Active schedule. | ||||||||
| During the initial planning phase, a media campaign may have multiple Draft schedule options. When a specific draft is chosen and moved forward, and one or more lines on that draft is committed, any other Draft schedule options become Archived schedules. Archived schedules are read-only and cannot be edited or deleted. |
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AnchorFlight-Periods Flight-Periods
Flight Periods
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A media line on the Schedule Grid is divided into one or more Flight Periods, which defines how many units will be placed during the span of specified start and end dates. By default, Flight Period dates are bounded by calendar months, but individual Flight Period start dates and end dates can be changed as desired. |
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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Flight Periods are aggregated into monthly Billing Periods. Billing Periods are used for client/vendor billing and actualization, and each Billing Period has a corresponding Billing Period line on the Actualization Grid. |
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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Flight Periods and Billing Periods can be viewed and managed on the Unit Calendar. The Unit Calendar has two parts:
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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.
AnchorSchedule-Tab-UI-Elements Schedule-Tab-UI-Elements
Schedule Tab UI Elements
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The Schedule tab contains the following elements:
Item | Description | |||||||||||
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1 | Campaign Header |
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2 | 3 | Schedule Option Status | The status of the selected schedule option:
| Schedule Option List | A list of the campaign's schedule options, if multiple options exist. Also displays the status of the selected schedule option:
Click to select which schedule option is displayed in the Schedule Grid. | |||||||
43 | Grouping Options | Click to select how Schedule Grid lines are grouped:
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54 | Filters icon
| 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. | ||||||||||
5 | Columns icon
| 7 | Columns icon
| Click the Columns icon to customize the columns displayed within the Schedule Grid. | ||||||||
86 | Schedule Summary icon
| Click the Schedule Summary icon to view any required approvals and spend information.
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97 | Undo / Redo buttons
| Click to undo or redo any changes to the Schedule Grid that have not been saved yet. | ||||||||||
8 | Search & Scroll bar | Select the name of a column in the Schedule Grid, and the Schedule Grid will automatically scroll to and highlight the column. | ||||||||||
9 | Advertiser View button | Click to access Advertiser View | 10 | Advertiser View button | Click to access Advertiser View, an advertiser-friendly view of the schedule where Agency and Advertiser approvals can be set. | |||||||
1110 | Import / Export button | Click to import or export the schedule, using the OneStrata Excel template.
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1211 | Save Changes button | Click the Save Changes button to save any changes made to the Schedule Grid. | ||||||||||
12 | 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. | ||||||||||
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 | Click the Add Row icon to add a new Schedule Grid line:
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15 | Discard Draft button Inactive Active | 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):
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16 | Cancel button Inactive Active | 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 | 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 Active | 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). |
AnchorSchedule-Grid-Reference Schedule-Grid-Reference
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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.
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Note: Data and functionality available in Schedule will vary based on Agency user access/permissions, Agency Administration settings, and OneStrata environment configuration. |
List of Schedule Column Types
Columns in the Schedule Grid are one of the following types:
Column Type | Description |
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Calculated | 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:
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Triangulated | Editable fields with triangulation rules such as rate, unit cost, and cost where changing one value updates the others. |
Concatenated | 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. |
Generated | Automatically generated by OneStrata. |
Text | Text fields can be typed in manually with a few variations:
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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.
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