Planning

Related topics: User-Permissions, Client Approvals and Vendor IOs, Ad Serving, Analytics Reporting

If you have Planning permissions enabled, you can manage campaign details. You can perform actions in the planning overview, message center, media plan, and line items along with the RFPs and proposals.

Planning Permissions

Actions

Campaigns Dashboard

Create campaign (button)

Create [+] icon (top nav menu) Create New Campaign or From Existing Campaign

Campaign Overview

Edit campaign Details

Create, edit, and archive/unarchive media plans

Revise media plan

Messages center Enables Archive vendor from the Options Menu under the Vendors tab.

Media Plan page (Overview)

Enables Add button for Direct, Search, Social and DSP sections [DSP]

View settings button: Enables Reorder rows (off)

Actions button:

Enables Manage Add-ons link

Enables Bulk Edit Line Items link

Enables Controls: Edit mode for line items

Enables Options Menu selections

Direct, Search, and Social Line Items

Enables Direct Actions drop menu:

RFP

Delete Direct

Enables Add properties button

Create and edit line items

Create, edit, and send RFPs (RFP Overview page), proposal updates

Enables Send Update link

Enables Proposals drop menu

DSP Line Items

Enables New line item button

Create and edit line items

Enables DSP Actions drop menu:

Delete DSP

Planning Permissions - Dashboard, Campaign Overview, and Media Plan Pages Examples

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Disabled Planning Permissions

If you Planning permissions are disabled, you can view planning information under the communications, campaigns, campaign overview, media plan, and analytics. You cannot edit these details.

You also have access to enable Sort, Focus, Additional Metrics, edit media plan Notes, send messages, add account team members, view the approvals panel, and download the terms and conditions.