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Broadcast media plans are added like job tickets: first you’ll enter the new plan’s client, number, name/title, and description, then add the plan’s spot buys.  

Each broadcast media plan is identified with a plan number. New broadcast plans are numbered automatically by client, but can be changed. You can enter a name/title for the broadcast media plan, as well as a long description. Both fields appear on the broadcast media plan (so clients see this information). The broadcast media plan contains date fields (for date started and date ended), an optional campaign code, an optional brand code, and a budget amount. The budget amount is for reference only, and can be ignored; it has no effect on job costing. A broadcast media plan contains one job and task. They are copied automatically to the plan's insertion orders, and can be changed.

The broadcast media plan contains spots planned to run over a two-week period, called a flight. The flight schedule specifies the time frame over which the spots will be shown. Flight dates are customizable, and appear as column headings for the spot buys. When you enter in the first day of the flight, the following fourteen days are entered automatically.

A broadcast media plan has six optional user-defined fields. These fields are customizable, so they can contain any kind of information that isn’t already in the plan’s description. You can show these fields on custom reports for better media tracking.

Most of the information entered on a broadcast media plan is included on the printed broadcast plan that the client will approve. A broadcast media plan can be revised then reprinted any number of times.

	Learn how to add broadcast media plans in this Clients & Profits classroom video training session, with C&P Trainer Mindy Williams. Requires Apple Quicktime 7.0 or greater. Running time: 3:47

To add a broadcast media plan

1 From the Broadcast Media Plans window, click the add button.

The Add Broadcast Media Plan window opens.



2 Enter a client number, or press Tab to open the Clients lookup list.

3 Enter the broadcast media plan’s number, or press Tab to keep the automatically-created number.

New broadcast media plans are automatically numbered by client. The automatic number includes the client number, the next plan number, and a code indicating the plan’s kind (i.e., “B” for broadcast and “P” for print). The client’s media plan number will be incremented when the plan is saved.

4 Enter the broadcast media plan’s name/title, start date, end date, campaign, brand, and AE/team.

The name/title should briefly describe the plan’s objective. It appears on the printed media plan, so the client will see it. The start and due dates are used by media reports. The plan’s campaign, brand, and AE/team appear on the printed media plan for reference, but are optional.

5 Enter a job number and task for this broadcast media plan.

A broadcast media plan is opened for one job and task. The media plans themselves don’t affect job tickets; instead, only the broadcast orders generated from the media plans update a job and task. All broadcast orders created from a plan get the same job number and task. If a default media job and task is entered in the client window, it is copied here.

6 Enter the broadcast media plan’s description.

This description can explain in detail the media plan’s target market, demographic, scope, or any other kind of information you’d want the client to see on the printed media plan. It does not appear on the plan’s broadcast orders.

7 Enter the days of the plan’s flight (i.e., the days during which the spots will run).

8 Enter the plan’s user-defined fields.

The six user-defined fields can be used to store specialized information about a broadcast media plan that otherwise has no place. These fields don't effect job tickets or even the plan's broadcast orders. Instead, they only appear on the printed media plan and on custom reports you create with them.

9 Enter the plan’s status code and status note.

An optional status code can be used to track media plans from start to finish using the same Status Table as jobs. The status note appears on media status and traffic reports.

10 Enter the buyer’s initials, commission percentage, budget amount, and approval names then click Save.

The buyer’s initials are copied as the person adding the broadcast media plan, but can be changed. The commission rate is copied from the client file, but can be changed. The budget amount appears on the printed broadcast media plan for reference, but is optional. The approval names are the names of the people required to approve the broadcast media plan, whether they are inside or outside the agency.