Applying Add-Ons to Media Plans

You must have Payment Terms and Planning permissions to apply add-ons to media plans. The service provider isn't part of the negotiation process and doesn't receive an IO.

Apply add-ons to a media plan campaign while it's in planning. To apply add-ons to a live or approved media plan, create a revision first. Add-ons appear below the line items. If you want to apply add-ons to a tactic, select the Add-Ons tab on the tactic editor.

Before you can apply add-ons, you must create a service provider.

To apply add-ons to a media plan:

  1. Go to Main Menu [] > Campaigns.

  2. Select the campaign and media plan.

  3. Select Actions > Add-ons.

  4. On the Add-ons panel, select Add [] to select the add-ons that you want to apply.

    1. Use the menu at the top of the panel to filter the list of add-ons by type (for example, Brand Study).

  5. Select Apply to plan. Add-ons appear below the line items.

  6. After applying add-ons to the media plan, include a description, start and end dates, and costs for each one.

    1. Select Edit above the media plan's add-ons.

    2. Enter the description for the add-on.

    3. Select the starts and ends dates.

    4. Enter the add-on and gross costs. Basis calculates the gain or loss automatically based on the different between the add-on and gross costs.

      • add-on is the amount that the service provider charges.

      • gross is the total service cost including miscellaneous fees.

  7. If you need distribute the service fee throughout the campaign or split out the billing of the fees based on different start and end dates, select the add-on's Options [], then select Duplicate to create a copy. Then, enter the new description, dates, and costs.

  8. To remove add-ons from the media plan, select Options [] > Delete.

  9. Select Save to apply your changes, then select Exit to stop editing add-ons. You can save add-ons without providing every detail, but client approval requires information in this section.