Table of Contents

Schedule Tab UI Elements

The Schedule tab displays information about a campaign's media and non-media buys.

OneStrata User Guide > Schedule Tab UI Reference > ui_campaigns-module_media-campaign-page_schedule-tab.png

The Schedule tab contains the following elements:

Item

Description

1

Campaign Header

The campaign header contains the name and ID of a campaign, information about campaign status, and access to campaign management tabs and settings.

For more information, see Campaign Header Reference.

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 open the Schedule grid column picker and 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 the Advertiser View version of the schedule. The Advertiser View page is a read-only, customizable view of the schedule that can be downloaded.

10

Import / Export button

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

Click to import or export the schedule, using the OneStrata Excel template.

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

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

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

Remove Approval button

This button is only available if agency schedule approvals are enabled.

To view this setting, go to:

Administration > Application Settings > Approvals > (Specific Approval Setting record) > Agency Schedule Approval

If the selected Schedule grid line has not been approved yet, the Remove Approval button is inactive.

If the selected Schedule grid line has already been approved, the Remove Approval button is active.

Click the Remove Approval button to remove agency approval from a previously approved line.

19

Approve button

This button is only available if agency schedule approvals are enabled.

To view this setting, go to:

Administration > Application Settings > Approvals > (Specific Approval Setting record) > Agency Schedule Approval

If the selected Schedule grid line already been approved, the Approve button is inactive.

If the selected Schedule grid line has not been approved yet, the Approve button is active.

Click the Approve button to begin the approval process.

20

Commit button

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

The columns and column order of the Schedule grid are defined by the Media Schedule template. For more information, see Media Schedule Template and System Default Media Schedule Template.

Unit Calendar Widget UI Elements

The Unit Calendar widget displays information about the flight periods (if any) and billing periods of a specific Schedule grid line.

The Unit Calendar widget contains the following elements:

Item

Description

1

Schedule Grid Line Name

The name of the Schedule grid line.

2

Flight Periods grid

Only available if the Schedule grid line is a standalone / secondary Placement or Media Package.

A list of the Schedule grid line's flight periods.

For more information, see Flight Periods Grid Reference.

3

Billing Periods grid

A list of the Schedule grid line's billing periods.

For more information, see Billing Periods Grid Reference.

4

Cancel button

Click to close the Unit Calendar widget without saving any changes.

5

Save button

Click to close the Unit Calendar widget and save any changes made to the Flight Periods grid.

Unit Calendar Widget Reference

If the Schedule grid line is a standalone / secondary Placement or Media Package:

The Unit Calendar widget displays the Flight Periods grid and the Billing Periods grid.

If the Schedule grid line is a Cost Package or Fee:

The Unit Calendar widget displays the Billing Periods grid only.

Flight Periods Grid Reference

The Flight Periods grid contains the following columns:

Column Name	Description
Start Date	The start date of the flight period.
End Date	The end date of the flight period.
Units	The number of units purchased for the flight period.
Rate	Depending on the primary cost type: The Vendor Net Rate of the flight period. The Vendor Gross Rate of the flight period. Primary cost type is an enterprise-level setting that is managed on the Administration > Cost Model Settings page.
Cost	Depending on the primary cost type: The Vendor Net Cost of the flight period. The Vendor Gross Cost of the flight period. Primary cost type is an enterprise-level setting that is managed on the Administration > Cost Model Settings page.

Billing Periods Grid Reference

By default, the Billing Periods grid contains the following columns:

Column Name	Description
Start Date	The start date of the billing period.
End Date	The end date of the billing period.
Units	The number of units purchased in the billing period.
Rate	Depending on the primary cost type: The Vendor Net Rate of the billing period. The Vendor Gross Rate of the billing period. Primary cost type is an enterprise-level setting that is managed on the Administration > Cost Model Settings page.
Cost	Depending on the primary cost type: The Vendor Net Cost of the billing period. The Vendor Gross Cost of the billing period. Primary cost type is an enterprise-level setting that is managed on the Administration > Cost Model Settings page.
Actualization Status	The actualization status of the billing period: Actualized: The billing period has been actualized in OneStrata. Not Actualized: The billing period has not been actualized in OneStrata.
External ID	The identifier used by an external finance system to refer to the billing period, if any. A billing period only has an external ID if it has been exported to an external financial system.
Invoice Status	The invoice status of the billing period: Not Invoiced: The external finance system does not have an invoice record reconciled against the billing period. Matched: The external finance system has an invoice matched against the billing period. Cleared: The external finance system has cleared an invoice for payment against the billing period.
Invoiced Amount	The sum of all invoices that have been matched or cleared against the billing period.
Cleared Invoiced Amount	The sum of all invoices that have been cleared against the billing period.

Additional cost-related fields can be added to the Billing Periods grid by doing the following:

Click the Columns icon to open the Billing Periods grid column picker.
Select the desired columns.