Cancel a Committed Schedule Grid Line

To cancel a committed Schedule grid line, do the following:

1. Navigate to the Schedule tab of the campaign that contains the Schedule grid to be canceled.
   
   
2. On the Schedule tab, do the following:
   
   
   1. Select the desired Schedule grid line.
      
      
   2. Click the Cancel button. The status of the Schedule grid line changes from Committed to Draft - Cancelled.
      
      
   3. Click the Save Changes button. 
      
      
   4. Optional: Depending on Agency or Enterprise settings, changes to a committed schedule may require re-approval. If the Commit button is inactive, re-obtain the necessary approvals before continuing.
      
      
   5. Select the desired Schedule grid line again.
      
      
   6. Click the Commit button to re-commit the schedule and cancel the Schedule grid line. The canceled line is removed from the Schedule grid.

Edit Flight Periods

Changes to a Placement or Media Package line's flight periods are made through the Unit Calendar widget, on the Flight Periods grid.

Change the Flight Period Cost Distribution

To change how a Placement or Media Package's budget is distributed across its flight periods, do the following:

1. Open the Unit Calendar widget for the desired Schedule grid line.
   
   
2. In the Flight Periods grid:
   
   
   1. Click the Cost Distribution dropdown.
      
      
   2. Select the desired cost distribution setting:
      
      
      • Pro Rata: 
        
        
      • Even:
        
        
      • Custom: The budget for each flight period is manually entered
        
        
3. At the bottom right of the Unit Calendar widget, click the Save button.

Edit the Start or End Date of a Flight Period

To edit the start or end date of a flight period, do the following:

1. Open the Unit Calendar widget for the desired Schedule grid line.
   
   
2. In the Flight Periods grid:
   
   
   1. Locate the desired flight period. If the flight period is locked, unlock it.
      
      
   2. Double-click the Start Date or End Date cell, and select the desired new start date or end date.
      
      Flight periods cannot overlap, meaning that any dates that occur within another flight period (for the same media line) cannot be selected.
      
      
3. At the bottom right of the Unit Calendar widget, click the Save button.

Edit the Units or Cost of a Flight Period

To edit the units or cost of a flight period, do the following:

1. Open the Unit Calendar widget for the desired Schedule grid line.
   
   
2. In the Flight Periods grid:
   
   
   1. Locate the desired flight period. If the flight period is locked, unlock it.
      
      
   2. Double-click the Units or Cost cell and enter the desired value.
      
      If the Units value is entered, the Cost value is automatically calculated and filled in, and vice versa. This is because the Units, Rate, and Cost values are linked by a triangulation rule. The Rate value cannot be edited within the Unit Calendar widget, only on the Schedule Grid itself.
      
      
3. At the bottom right of the Unit Calendar widget, click the Save button.

Add a Flight Period

To add a flight period, do the following:

1. Open the Unit Calendar widget for the desired Schedule grid line.
   
   
2. In the Flight Periods grid:
   
   
   1. Click the Add button.
      
      
   2. In the newly created row, double-click the Start Date and End Date cells, and select the start and end dates of the flight period.
      
      Flight periods cannot overlap, meaning that any dates that occur within another flight period (for the same media line) cannot be selected.
      
      
   3. Optional: If the Cost Distribution value is Custom, double-click either the Units or Cost cell, and enter the desired value.
      
      If the Units value is entered, the Cost value is automatically calculated and filled in, and vice versa. This is because the Units, Rate, and Cost values are linked by a triangulation rule. The Rate value cannot be edited within the Unit Calendar editor, only on the Schedule grid itself.
      
      If the Cost Distribution is Pro Rata or Even, the Units and Cost values will be automatically calculated and filled in. 
      
      
3. At the bottom right of the Unit Calendar widget, click the Save button.

Delete a Flight Period

To delete a flight period, do the following:

1. Open the Unit Calendar widget for the desired Schedule grid line.
   
   
2. In the Flight Periods grid:
   
   
   1. Select the desired flight period by clicking the checkbox to its left.
      
      
   2. Click the Delete button.
      
      
3. At the bottom right of the Unit Calendar widget, click the Save button.

Export or Import a Schedule

In addition to building a schedule on the Schedule grid, schedules can be built using a schedule import Excel template.

Export a Schedule

To export a schedule / to download a schedule import template, do the following:

1. Open the desired campaign.
   
   
2. Go to the Schedule tab.
   
   
3. Above the Schedule grid, select Import/Export > Export Schedule.

The schedule is exported as an Excel sheet that also functions as a schedule import template. For more information, see Import a Schedule.

Import a Schedule

To import a schedule, do the following:

1. For the desired campaign, download a schedule import template.
   
   
2. Following the instructions on the Instructions worksheet, edit the schedule import template in Excel as desired, keeping the following in mind:
   
   
   1. Since schedule import templates are protected worksheets, sorting rows requires selecting the appropriate rows (excluding the header row) and using Excel's Custom Sort feature.
      
      
   2. Deleting a row in a schedule import template does not cancel the corresponding Schedule grid line, once the template is imported back into OneStrata. Canceling a Schedule grid line must be done directly in the Schedule grid.
      
      
3. After saving the changes to the schedule import template, return to OneStrata.
   
   
4. Above the Schedule grid, select Import/Export > Import Schedule.
   
   
5. Upload the edited schedule import template.

Filter Schedule Grid Lines By Status

There are five Schedule grid line statuses:

• Draft - New
  
• Committed
  
• Draft - Revised
• Draft - Cancelled
• Cancelled

By default, canceled lines (Schedule grid lines with the Cancelled status) are filtered out and not included on the Schedule grid. However, canceled schedule lines—and any combination of Schedule grid line statuses—can be included by manually adjusting the Status filter.

A manually applied Status filter remains active until one of the following events occurs:

• The current browser tab is refreshed
• The same schedule is opened in a new browser tab
• The Status filter is manually changed again, during the same browsing session 

To filter Schedule grid lines by status, do the following:

1. Open the appropriate media campaign.
   
   
2. Navigate to the campaign's Schedule tab.
   
   
3. In the Applied Filters bar (see Schedule Tab UI Elements, item 6), click the Status filter dropdown.
   
   
4. Select the desired combination of Schedule grid line statuses.

Open the Unit Calendar Widget

The Unit Calendar widget displays a detailed list of a Schedule grid's line flight periods or billing periods.

To open the Unit Calendar widget for a specific Schedule grid line, do the following:

1. Open the media campaign that contains the desired Schedule grid line.
   
   
2. Navigate to the campaign's Schedule tab.
   
   
3. In the Schedule grid, double-click the Unit Calendar bars of the desired Schedule grid line.