Before Beginning

Here are some things to know before building a schedule:

• Schedule data and functionality will vary based on agency-specific data and administration settings, OneStrata environment configuration, and user access/permissions.

Add a Media Line to a Schedule

Adding one or more media lines to a schedule is the first step of building a schedule.

Add a Placement, Media Package, or Cost Package to a Schedule

To add a Placement, Media Package, or Cost Package to a schedule, do the following:

1. Open the appropriate media campaign.
   
   
2. Navigate to the campaign's Schedule tab.
   
   
3. In the Schedule Grid, on the Media parent row, click the + icon.
   
   
4. Choose one of the following options:
   
   
   • To create a new Placement, select Placement.
     
     
   • To create a new Media Package, select Media Package.
     
     
   • To create a new Cost Package, select Cost Package.
     
     
5. Click the Save Changes button.

Add A Placement or Media Package to a Cost Package

To add a Placement or Media Package to a Cost Package, do the following:

1. Open the appropriate media campaign.
   
   
2. Navigate to the campaign's Schedule tab.
   
   
3. In the Schedule Grid, on the desired Cost Package line, click the + icon.
   
   
4. Choose one of the following options:
   
   
   • To create a new Placement, select Placement.
     
     
   • To create a new Media Package, select Media Package.
     
     
5. Click the Save Changes button.

Add a Placement to a Media Package

To add a Placement to a Media Package, do the following:

1. Open the appropriate media campaign.
   
   
2. Navigate to the campaign's Schedule tab.
   
   
3. In the Schedule Grid, on the desired Media Package line, click the + icon.
   
   
4. Click the Save Changes button.

Next Steps

• Enter details of the newly created media line
  
  
• Optional: Edit the newly created media line's Flight Periods
  
  
• Optional: Add another media line to the schedule
  
  
• Optional: Assign an ad server to a Placement
  
  
• Optional: Assign a Fee to a Placement
  
  
• Optional: Add a non-media line to the schedule

Enter Media Line Details

A media line must have all of its required fields filled out, either by having data manually entered by the user or by inheriting information from a parent row, before it can be committed. However, changes to the Schedule Grid, like creating a new media line or partially filling out media line details, can be saved at any time.

The required media line details, or fields, depend on how the Agency has been configured.

To fill out a field on the media line, do the following:

1. In the Schedule Grid, on the desired media line, scroll horizontally until the desired field is reached.
   
   
2. Double-click the field to enable editing. 
   
   
3. Depending on the column type of the field, select or enter the appropriate information. For information on Schedule Grid column types, see Schedule Grid Reference.
   
   
4. Click the Save Changes button.

Optional: Assign an Ad Server to a Placement

OneStrata provides direct integrations with the following ad servers:

•  Amazon Ad Server (formerly Sizmek)
• Campaign Manager 360
• Flashtalking

An ad server can be assigned to a Placement. When the Placement is committed, OneStrata automatically creates one or more corresponding Ad Placement lines that can then be directly uploaded to the integrated ad server for ad serving or ad tracking.

For more information, see About External Integrations.

To assign an ad server to a Placement, do the following:

1. In the Schedule Grid, on the desired Placement, double-click the Technology Assignments field.
   
   
2. In the Tech Assignments pane, do the following:
   
   
   1. For Assigned, select the desired combination of Provider and Service Type. The Provider value is the ad server, and the Service Type is the advertising-related service that the ad server provides. Only one Provider per Service Type can be selected.
      
      
   2. For Payable Source, select a Provider to use as the payable source in the External Integrations tab.
      
      
   3. Click the Assign button.

Optional: Assign a Fee to a Placement

In OneStrata, Assigned Fees are pre-defined, media-related fees that can be added to Placements in order to track additional costs required to run ad activity, like ad serving and DSP fees.

When an Assigned Fee is added to a Placement, the Schedule Grid automatically creates a non-Media Fee line that contains cost information about the fee, if one does not exist already. If a non-Media Fee line for that Assigned Fee already exists (in other words, the Assigned Fee has already been added to at least one other Placement), then the fee costs are aggregated into the existing non-Media Fee line.

Assigned Fees can only be added to Placements; if a Media Package or Cost Package contains multiple Placements that should all have the same Assigned Fee, the Assigned Fee must be individually added to each Placement.

To add an Assigned Fee to a Placement, do the following:

1. In the Schedule Grid, on the desired Placement, double-click the Fee Assignments field.
   
   
2. In the Assigned Fees pane, do the following:
   
   
   1. Select the desired Assigned Fee.
      
      
   2. Click the Assign button.
      
      
3. Click the Save Changes button.

Optional: Add an Non-Media Entered Fee or Central Fee to a Schedule

Fees can also be manually added to a schedule, normally as a general service charge. There are two types of non-media fees that can be added to a schedule:

• Entered Fee: 
• Central Fee:

Add a Non-Media Entered Fee to a Schedule

To add an Entered Fee to a schedule, do the following:

1. In the Schedule Grid, on the Non-Media parent row, click the + icon. 
   
   
2. Click Entered Fee.
   
   
3. In the newly created non-media Fee line, edit the fields as desired.
   
   
4. Click the Save Changes button.

Add a Non-Media Central Fee to a Schedule

To add an Entered Fee to a schedule, do the following:

1. In the Schedule Grid, on the Non-Media parent row, click the + icon.
   
   
2. Click Central Fee.
   
   
3. In the Central Fee Records pane, select the desired Central Fee.
   
   
4. Optional: If the selected Central Fee is editable within a schedule, edit the fields of the newly created Fee line as desired.
   
   
5. Click the Save Changes button.

Optional: Edit a Placement or Media Package's Flight Periods

A core part of the media schedule is the Unit Calendar, which is a set of columns with a visual representation of when units within a media line are scheduled to run. The Unit Calendar is also where units can be specified in Flight Periods, these are allocated at Campaign set up based on Pro Rata or Even distribution and be customized further on the schedule.

To edit a Placement or Media Package's Flight Periods, do the following:

1. In the Schedule Grid, on the desired Placement or Media Package, double-click the Unit Calendar field, the field that contains calendar columns.
   
   
2. In the Unit Calendar pane, do one of the following:
   
   
   • Delete a Flight Period: Select a Flight Period and then click the Delete button.
     
     
   • Edit a Flight Period: Click a Flight Period's Start Date, End Date, Units, or Vendor Net Cost values and edit as desired.
     
     
   • Add a Flight Period: Click the Add button. On the new Flight Period line, enter the desired Start Date and End Date. The start and end Dates must fit within the campaign's end dates, and cannot overlap with any of the flight dates of already existing Flight Periods.
     
     
   • Change the Distribution Method of the Unit Calendar: Click the Distribution Method dropdown and select a new Distribution Method: Pro Rata, Even, or Custom.
     
     
3. In the Unit Calendar pane, click the Save button.
   
   
4. Click the Save Changes button to save the changes made to the Schedule Grid.