Table of Contents

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
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	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	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	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 Schedule grid displays the selected schedule option's media and non-media buys. By default, canceled Schedule Grid lines are filtered out.

The table below describes the default Schedule grid columns. If a OneStrata enterprise has created their own custom Media Schedule template, the Schedule grid may contain fewer or more columns, in a different order.

For more information, see Media Schedule Template and Input Types.

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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 assigned to the Schedule grid line.
Selected	Rate Type	The pricing model by which the Schedule Grid line is purchased, such as CPM (Impressions), CPC (Clicks), or Fixed. The Rate Type value determines the type of unit represented in the Units value, and is required before entering rate, units, or cost information.
Triangulated	Vendor Net Rate (VC)	The cost per unit that the vendor charges, after any discounts are applied but before any taxes are added.
Triangulated	Units	The number of units being purchased.
Triangulated	Vendor Net Cost (VC)	The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added.
Selected	Unit Calendar	A visual representation of how many units are scheduled to run per Flight Period, grouped by calendar month. For more information, see Unit Calendar.
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 amount of commission that the client is charged.
Triangulated	Client Total Rate (CC)	The cost per unit that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.
Triangulated	Client Total Cost (CC)	The amount that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.

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.

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. Units = Vendor Net Cost / Vendor Net Rate
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 during the billing period. Units = Vendor Net Cost / Vendor Net Rate
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.
Actualization Status	The actualization status of the billing period: Not Actualized: The billing period has not been actualized yet Actualized: The billing period has been actualized
External ID	The identification number used by an external finance system to refer to the billing period, if one exists.
Invoice Status	The invoice status of the billing period: Not Invoiced: The finance system does not have an invoice record reconciled against the billing period Matched: The finance system has an invoice matched against the billing period Cleared: The 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.

Content

Space Tools

Schedule Tab UI Elements

Schedule Grid Reference

Unit Calendar Widget UI Elements

Unit Calendar Widget Reference

Flight Periods Grid Reference

Billing Periods Grid Reference

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Content

Space Tools

Schedule Tab UI Reference

Schedule Tab UI Elements

Schedule Grid Reference

Unit Calendar Widget UI Elements

Unit Calendar Widget Reference

Flight Periods Grid Reference

Billing Periods Grid Reference

Provide feedback on this article