Use * syntax for faster search
Page History
| Section | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Overview
The Media buyers can use the Schedule grid to define 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 campaign and quickly build out different media schedule options. 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 and is located on the Schedule tab.
Once an agency is ready to move forward with a particular schedule option, they can commit lines on the Schedule Grid can be committed.
Schedule Terms and Concepts
grid and start the next step of the OneStrata campaign management workflow.
This page This section contains information about terms and concepts related to schedules in OneStrata.
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 six types of lines that can be added to the Schedule grid lines:
| Buy Type | Schedule Grid Line Type | Description | Graphic |
|---|---|---|---|
| Media | Placement |
|
|
|
|
| |
| Media | Media Package |
|
|
|  | |
| Media | Cost Package |
|
|
|
|
|
|
| ||||||||
| Non-Media | Entered Fee |
|
| ||||||
| Non-Media | Central Fee |
|
| ||||||
| Non-Media | Assigned Fee |
|
|
About Flight Periods, Billing Periods, and the Unit Calendar
Schedule grid lines can be divided into flight periods and/or billing periods, which are managed through the Unit Calendar.
About Flight Periods and Billing Periods
The following table describes flight periods and billing periods in OneStrata:
| Term | Description | Notes | Example | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
| Imagine a standalone Placement that runs from March 15th to May 22nd, with 300 units. By default, this Placement has three flight periods:
If the default cost distribution setting of the campaign is Pro Rata:
If the default cost distribution setting of the campaign is Even:
For more information on cost distribution settings, see: | |||||||||||
|
|
| Imagine a standalone Placement that runs from March 15th to June 30th, with the following flight periods:
This Placement, and any fees assigned to the Placement, has three billing periods, one for each month with at least one flight period:
There is no billing period for April, because there are no flight periods in April. |
| Anchor | ||||
|---|---|---|---|---|
|
| A Shared Block | ||
|---|---|---|
| ||
The flight periods and billing periods of a Schedule grid line can be viewed and managed through the Unit Calendar. The Unit Calendar has two parts:
|
| Unit Calendar Part | Description | Notes | ||||||
|---|---|---|---|---|---|---|---|---|
| A high-level summary of a Schedule grid line's flight periods or billing periods. If the Schedule grid line is a standalone / secondary Placement, Media Package, or Cost Package:
If the Schedule grid line is a Fee:
The cost of the flight period or billing period is displayed in the primary cost type, which is either Vendor Net or Vendor Gross. Primary cost type is an enterprise-level setting that is managed on the Administration > Cost Model Settings page. | Hover over a Unit Calendar bar to view more information:
| ||||||
| A detailed list of a Schedule grid line's flight periods and/or billing periods. If the Schedule grid line is a standalone / secondary Placement or Media Package:
If the Schedule grid line is a Cost Package or Fee:
For more information about the Flight Periods grid or Billing Periods grid, see Unit Calendar Widget Reference. | Open the Unit Calendar widget for a specific Schedule grid line by double-clicking its Unit Calendar bars, on the Schedule grid. Make flight-level adjustments through the Unit Calendar widget: |
| Anchor | ||||
|---|---|---|---|---|
|
Once a Schedule grid line has been filled out and customized as desired, the line can be committed.
Committing a Schedule grid line indicates that the line 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 Once a schedule line makes it Schedule grid line is committed, it becomes available throughout the rest of the OneStrata platform.:
| Include A Shared Block | ||||
|---|---|---|---|---|
|
| Info |
|---|
See also: |
About Soft Locks and Hard Locks
Once a Schedule grid line has been committed, its flight periods are automatically soft locked, as each flight period begins.
In OneStrata, there are two types of locks, soft locks and hard locks. Items that are soft locked or hard locked must be unlocked before they can be edited, ensuring that any changes with potential financial impacts are done carefully.
| Lock-related term | Description | Items That Can Be Locked | ||||||
|---|---|---|---|---|---|---|---|---|
| Once a flight period that is part of a committed Schedule grid line begins (its start date is in the past), the flight period is automatically soft locked. Flight periods that are part of a Schedule grid line that has not been committed are not automatically soft locked, because non-committed lines are considered drafts that can be freely edited without financial impact. However, flight periods can be manually soft locked at any time, whether they are part of a committed Schedule grid line or not. Schedule grid lines can also be manually soft locked. Soft locked items are indicated by a dark grey lock icon, and can be unlocked within OneStrata. To unlock a soft locked item, click the lock icon. | Schedule grid
| ||||||
Invoice lock  | Once a billing period has been invoiced (by actualizing the corresponding Billing Period line and matching or clearing its invoice in the external financial system), the billing period, any paired flight periods, and the corresponding Billing Period line are automatically hard locked. Hard locked items are indicated by a light gray lock icon, and cannot be unlocked within OneStrata. To unlock a hard locked item, unlock its corresponding invoice within the external financial system. | Schedule grid
Actualization grid
|
The following table describes the impact of soft locking or hard locking an item:
| Item | Lock Status | Impact |
|---|---|---|
| Flight period | Locked (soft locked or hard locked) | The locked flight period, managed on the Flight Periods grid, cannot be edited. Locked flight periods cannot be manually changed by the user or indirectly changed by a unit or cost redistribution. In other words, the units or cost values of a locked flight period do not change, even if the units or cost of the entire Schedule grid line changes. |
| Schedule grid line | Soft locked If every flight period in a Schedule grid line is locked, the Schedule grid line is soft locked. | The following values of the soft locked Schedule grid line cannot be changed, on the Schedule grid:
|
| Schedule grid line | Partially soft locked If at least one flight period, but not all, in the Schedule grid line is soft locked, the Schedule grid line is partially soft locked. | The following values of the partially soft locked Schedule grid line cannot be changed, on the Schedule grid:
The number of units or vendor cost of a partially locked Schedule grid line can be changed. However, since locked flight periods are protected from unit or cost redistribution, the new units or cost value of the Schedule grid line cannot be less than the lowest minimum value, the sum of the units or cost of any locked flight periods. The difference in units or cost is redistributed among the unlocked flight periods, according to the default cost distribution setting (Pro Rata or Even) of the media campaign. |
| Billing period | Hard locked If the Invoice Status of a Billing Period line is Matched or Cleared, the billing period is hard locked. | When a billing period is hard locked, any paired flight periods and its corresponding Billing Period line are also hard locked. A Schedule grid line that has one or more hard locked billing periods cannot be canceled. |
| Billing Period line | Hard locked If the Invoice Status of a Billing Period line is Invoiced, the Billing Period line is hard locked. | The hard locked Billing Period line, located on the Actualization tab, cannot be edited. |
Anchor About-Schedule-Options About-Schedule-Options
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 schedule option are committed, that schedule option becomes Active and any "active". Any other schedule options are immediately archived and become read-only Archived schedules.
Moving forward, any changes to the campaign's media schedule can only be done on the Active active schedule option, now just referred to simply 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 | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| When a media campaign is first created, the campaign automatically has a single Draft schedule draft schedule option. During the initial planning phase, draft schedule options can be freely created, deleted, and renamed within the media campaign. However, as As soon as one or more lines on a specific draft are committed, any other Draft draft schedule options within the campaign become Archived schedulesarchived, and no new Draft draft schedule options can be created.
| ||||||||
| An Active schedule active schedule has one or more committed lines, and any number of uncommitted lines. A media campaign has at most one Active scheduleactive schedule. | ||||||||
| During the initial planning phase, a media campaign may have multiple Draft 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 draft schedule options become Archived schedulesarchived. Archived schedules are read-only and cannot be edited or deleted. |
| A Shared Block | ||
|---|---|---|
| ||
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.
| Info |
|---|
See also: |
| A Shared Block | ||
|---|---|---|
| ||
Billing periods represent the committed financial details of a given month of service for a schedule line, and are used for client/vendor billing and actualization. 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
| A Shared Block | ||
|---|---|---|
| ||
The flight periods and billing periods of a Schedule grid line can be viewed and managed on the Unit Calendar. The Unit Calendar has two parts:
|
. |