--- title: "Schedule Tab" canonical: "https://hub.freewheel.tv/space/OS/114851894/Schedule%20Tab" format: markdown --- Overview On the Schedule tab, users can create tactical media schedules that include placements and packages, defining key details through validated data and automated calculations. The Schedule grid provides a spreadsheet-like interface where media buyers can input tactical campaign details, leverage predefined reference data, and use built-in formulas to efficiently build and compare multiple schedule options. Once an agency selects a preferred schedule option, it can commit the schedule lines on the grid to initiate the next step in the OneStrata campaign management workflow. Access the Schedule Tab of a Campaign To go to the Schedule tab of a campaign, do the following: Go to the Media Campaigns page ( Campaign Management > Campaigns ). In the Media Campaigns grid, click on the name of the campaign to open it. By default, the campaign opens on its Overview tab. Click on Schedule to open the Schedule tab. Schedule Tab UI Elements The  Schedule  tab displays information about a campaign's media and non-media buys. The Schedule tab contains the following elements: Item Description 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 . Schedule Option dropdown A list of the campaign's schedule options , if multiple options exist. Also displays the status of the selected schedule option: Draft Committed Archived Click to select which schedule option is displayed in the Schedule grid. Grouping Option dropdown 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 Click the Filters icon to open the filter pane and filter through the selected schedule option's Schedule grid lines. Columns icon Click the Columns icon to open the Schedule grid column picker and customize the columns displayed within the Schedule grid. 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 Undo / Redo buttons Click to undo or redo any changes to the Schedule grid that have not been saved yet. Advertiser View button Click to access the Advertiser View Page version of the schedule. The Advertiser View page is a read-only, customizable view of the schedule that can be downloaded. 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. 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 options' 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. If Line Type is Non-Media , click to add an Entered Fee or Central Fee line . 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. 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 . 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 . 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. 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 has 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. 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 . The Schedule grid displays information about the (planned or committed) media and non-media purchases in the schedule. By default, canceled Schedule Grid lines are filtered out. The following table describes the default columns and column order of the Schedule grid: Input Type Column Name Description Selected Line Type The type of the Schedule Grid line: Placement Media Package Cost Package Fee Generated 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. Cancelled:  The line was previously committed, was flagged for cancellation, and was committed again to complete its cancellation. Generated ID The OneStrata-generated identification number of the Schedule grid line. 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. 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 start date of the campaign. Selected Supplier The Supplier entity assigned to the Schedule grid line. Selected Estimate ID The OneStrata-generated identification number of the estimate associated with the Schedule grid line. Entered, Concatenated Name The name of the Schedule grid line Selected Format The format type of the Schedule grid line. Selected Format Dimension The dimensions of the Schedule grid line. If  Format  is a display type like  Square  or  Banner , the  Format Dimension  value is in pixel dimensions If  Format  is a video type like  Preroll  or  Midroll , the  Format Dimension  value is in seconds Selected Cost Category The cost category of the Schedule grid line. Selected Rate Type The rate type of the Schedule grid line. Triangulated Vendor Net Rate (VC) The cost per unit to the agency after any discounts are added but before any commissions or taxes are added. Triangulated Units The number of units being purchased. Triangulated Vendor Net Cost (VC) The cost to the agency after any discounts are added but before any commissions or taxes are added. Selected Unit Calendar A high-level summary and visual representation of a Schedule grid line's flight periods. For more information, see Unit Calendar Bars . Selected Fee Assignments Any fee(s) assigned to the Schedule grid line. For more information, see Assign a Fee to a Placement . Selected Technology Assignments Any Ad Server provider(s) assigned to the Schedule grid line. For more information, see Assign an Ad Server to a Placement . Calculated Total Fee Cost (CC) The total cost of the fee(s) assigned to the Schedule grid line. Applied, Selected Client Commission Rule The Commission record applied to the Schedule grid line, if any. Depending on Commission record settings, campaign settings, and Schedule grid line values, a default Commission record may be automatically applied. Calculated Client Commission Cost (CC) The agency commission charged to the client. Triangulated Client Total Rate (CC) The cost to the client after any discounts and commissions are added but before any taxes are added. Triangulated Client Total Cost (CC) The cost to the client after any discounts and commissions are added but before any taxes are added. 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 Schedule grid Line Name The name of the Schedule grid line. 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 . Billing Periods grid A list of the Schedule grid line's billing periods. For more information, see Billing Periods Grid Reference . Cancel button Click to close the Unit Calendar widget without saving any changes. 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. Training Resources