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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.
OneStrata 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
There are six types of lines that can be added to the Schedule grid:
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.
include-| Buy Type | Schedule Grid Line Type | Description | Graphic | |||||
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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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Represents an ad unit, with one format and one set of flight dates. |
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| Media | Cost Package |
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| Non-Media | Entered Fee |
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| Non-Media | Central Fee |
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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:
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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| Non-Media | Assigned Fee |
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The phrase "Cost Line" is the general term for a Schedule grid line that has associated costs. Not all Schedule grid lines are Cost Lines, because not all types of Schedule grid lines have costs. For example, a child Placement that is purchased as part of a Media Package is not a Cost Line, because the Media Package (which is a Cost Line) is paid for as a single item, and the individual children Placements are not paid for separately. Within a cost package or a standalone media package, the top-most line (the Cost Package line or the Media Package line) is always a Cost Line. |
The costs of a Cost Line are divided into monthly intervals called billing periods. Cost Lines and their billing periods are the level at which costs are actualized, clients are billed, and vendors are invoiced.
Other important actions in OneStrata also occur at the Cost Line level:
- Committing: Costs Lines are committed
- DSP integrations: Cost Lines are linked to DSP insertion orders
The following table describes which types of Schedule grid lines are Cost Lines:
| Schedule Grid Line Type | Cost Line? |
|---|---|
| Standalone Placement | Yes |
| Child Placement | No |
| Secondary Placement | No |
| Standalone Media Package | Yes |
| Secondary Media Package | No |
| Cost Package | Yes |
| Entered / Assigned / Central Fee | Yes |
Cost Line Cost Methods
The cost method of a Cost Line defines what type of cost-related fields are available or editable within the Cost Line, and how they are calculated. Each Cost Line can have a different cost method, depending on what cost methods are enabled within the OneStrata enterprise.
| Cost Line Cost Method Type | Description | |||||
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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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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:
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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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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 | |||
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The Schedule tab contains the following elements:
Item
Description
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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.
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| 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: | |||||
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Schedule Option List
A list of the campaign's schedule options, if multiple options exist. Also displays the status of the selected schedule option:
- Draft
- Active
- Archived
Click to select which schedule option is displayed in the Schedule Grid.
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).
Filters icon
| A Shared Block | ||
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Click the Filters icon to open the filter pane and filter through the selected schedule option's Schedule Grid lines.
Columns icon
| A Shared Block | ||
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Click the Columns icon to customize the columns displayed within the Schedule Grid.
Schedule Summary icon
| A Shared Block | ||
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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
Undo / Redo buttons
| A Shared Block | ||
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Click to undo or redo any changes to the Schedule Grid that have not been saved yet.
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.
Advertiser View button
Click to access Advertiser View, an advertiser-friendly view of the schedule where Agency and Advertiser approvals can be set.
Click to import or export the schedule, using the OneStrata Excel template.
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This button is only available if the Import/Export Allowed setting has been enabled. To view this setting, go to:
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Save Changes button
Click the Save Changes button to save any changes made to the Schedule Grid.
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.
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.
Add Row icon
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.
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):
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.
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.
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.
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).
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:
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| 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. |
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| A Shared Block | ||
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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:
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| Unit Calendar Part | Description | Notes | ||||||
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| 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:
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| 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: |
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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 is ready to move from a draft state to a "real" state, with financial implications. Once a Schedule grid line is committed, it becomes available throughout the rest of the OneStrata platform:
| Include A Shared Block | ||||
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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 | ||||||
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| 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
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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
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The following table describes the impact of soft locking or hard locking an item:
| Item | UI Location | Lock Status | Impact |
|---|---|---|---|
| Flight period | Flight Periods grid | Locked (soft locked or hard locked) | A locked flight period 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 | Schedule grid | Soft locked If every flight period in a Schedule grid line is locked, the Schedule grid line is soft locked. | The following values of a soft locked Schedule grid line cannot be changed, on the Schedule grid:
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| Schedule grid line | Schedule grid | 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 a 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 | Billing Periods grid | Hard locked If the Invoice Status of a billing period is Matched or Cleared, the billing period is hard locked. | When a billing period is hard locked, the following items are also hard locked:
A Schedule grid line that has one or more hard locked billing periods cannot be canceled. |
| Billing Period line | Standard Actualization grid, Margin Actualization grid | Hard locked If the Invoice Status of a Billing Period line is Invoiced, the Billing Period line is hard locked. | A hard locked Billing Period line cannot be edited. |
About Rate Types and Secondary Units
Schedule grid lines are required to have a rate type, which indicates the primary ad metric being tracked or purchased and its cost per unit. Schedule grid lines can also track other ad metrics, referred to as secondary units.
| Term | Description | Notes | |||||||||||
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For a Schedule grid line, its Rate Type value indicates what type of unit is represented in the Units value, and is required before entering rate, units, or cost information. For a list of available rate types, see Rate Type Reference. |
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Secondary Unit Type |
For example, the primary unit type of a placement might be impressions, but the agency might also want to track clicks, views, or acquisitions. Secondary units have no effect on the (net) cost of a media purchase, but can affect any fees assigned to the purchase:
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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". Any other schedule options are immediately archived and become read-only.
Moving forward, any changes to the campaign's media schedule can only be done on the active schedule option, now 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 option. During the initial planning phase, draft schedule options can be freely created, deleted, and renamed within the media campaign. However, as soon as one or more lines on a specific draft are committed, any other draft schedule options within the campaign become archived, 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. Archived schedules are read-only and cannot be edited or deleted. |
Column 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.
| totalrow | ,,, |
|---|---|
| hidelabels | false |
| ddSeparator | /‚ |
| sparkName | Sparkline |
| hidePane | Filtration panel |
| sparkline | false |
| default | , |
| isFirstTimeEnter | true |
| cell-width | 250,250 |
| hideColumns | false |
| customNoTableMsg | false |
| disabled | false |
| enabledInEditor | false |
| globalFilter | false |
| id | 1711650940088_2031897808 |
| order | 0,1 |
| hideControls | false |
| inverse | false,false |
| column | Column Type,Required by OneStrata |
| disableSave | false |
| separator | Point (.) |
| labels | Column Type‚Required by OneStrata |
| ddOperator | AND,OR |
| datepattern | dd M yy |
| updateSelectOptions | false |
| worklog | 365|5|8|y w d h m|y w d h m |
| isOR | AND |
Click to select one or more Schedule Grid lines.
The type of Schedule Grid line:
- Placement
- Media Package
- Cost Package
- Fee
N/A
Generated
Status (Schedule Grid Line Status)
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 new, 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.
N/A
Generated
ID
The unique, OneStrata identification number of the Schedule Grid line.
Yes
Selected
Start Date
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.
Yes
Selected
End Date
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.
Yes
Selected
Order Partner
The Order Partner assigned to the Schedule Grid line.
Yes
Selected
Payee
The Payee assigned to the Schedule Grid line.
The unique, OneStrata identification number of the Estimate associated with the Schedule Grid line.
Text,
Concatenated
The user-given name of the Schedule Grid line.
Yes
Selected
Format
The Format assigned to the Schedule Grid line.
No
Selected
Format Dimension
The Format Dimensions assigned to the Schedule Grid line. Automatically fills out, based on the Format value, but can be customized.
Yes
Selected
Cost Category
The Cost Category assigned to the Schedule Grid line.
No
Selected
Cost Method
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.
Triangulated
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.
| A Shared Block | ||
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Calculated and displayed in Vendor Currency (VC). |
Vendor Net Rate (VC)
Yes
Selected
Unit Calendar
A visual representation of how many units are scheduled to run per Flight Period, grouped by calendar month.
For more information, see About Flight Periods, Billing Periods, and Unit Calendar.
No
Selected
Fee Assignments
The Fees assigned to the Schedule Grid line.
For more information, see Assign a Fee to a Placement.
No
Selected
Technology Assignments
The ad server assigned to the Schedule Grid line.
For more information, see Assign an Ad Server to a Placement.
No
Calculated
Client Commission Rule
The default Commission rule is automatically applied. Additional Commission rules may be available, based on the configured Commission records and selections made within the Campaign and Schedule Grid line
No
Calculated
Client Commission Cost (CC)
| Include A Shared Block | ||||
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| A Shared Block | ||
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Calculated and displayed in Client Currency (CC). |
No
Client Total Cost (CC)
| Include A Shared Block | ||||
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| Include A Shared Block | ||||
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No
Calculated
Client Net Cost (CC)
| Include A Shared Block | ||||
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Include A Shared Block shared-block-key In-Client-Currency page About Schedules
No
Calculated
Margin Percentage
| Include A Shared Block | ||||
|---|---|---|---|---|
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No
Calculated
Other Income Cost (VC)
The difference between Vendor Net Cost (VC) and Client Net Cost (VC) for margin lines.
Include A Shared Block shared-block-key In-Vendor-Currency page About Schedules
No
Calculated
Allocated Amount (CC)
Client budget allocated to a cost line in the schedule which includes both the media cost and the fee costs.
Include A Shared Block shared-block-key In-Client-Currency page About Schedules
No
Calculated
Allocated Fee Cost (CC)
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.