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.

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:

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.

There are three schedule option types/statuses:

About Flight Periods, Billing Periods, and Unit Calendar

Flight Periods

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: 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

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

Billing Periods

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

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.

Schedule Tab UI Elements

The Schedule tab contains the following elements:

	Item	Description
1	Campaign Header
2	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.
3	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).
4	Filters icon	Click the Filters icon to open the filter pane and filter through the selected schedule option's Schedule Grid lines.
5	Columns icon	Click the Columns icon to customize the columns displayed within the Schedule Grid.
6	Schedule Summary icon	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
7	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, an advertiser-friendly view of the schedule where Agency and Advertiser approvals can be set.
10	Import / Export button	Click to import or export the schedule, using the OneStrata Excel template. 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
11	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: 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 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. If Status is Draft - Cancelled, click to revert the line's status to Committed and remove its pending cancellation flag.
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).

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.