Foundational classes

Classes

Type of class

Plan entry - Hands-on learning for planners

This class covers; 

• What is Global plans?  
• Home page and navigation  
• Creating a new plan  
• Creating flights  
• Flight workflow 
• Approval and authorizations  

Approvers/authorizers - Hands-on learning for advertisers

This class covers; 

• What is Global plans  
• Home page and navigations  
• Viewing media plans  
• Approval and authorizations  
• How to build and save reports 

Admin - Overview of the platform for admin

This class covers; 

• User manager  
• Event manager  
• Data manager  
• Currency series manager 

Specialty classes

Reporting - Hands-on learning covering reporting

This class covers; 

• How to build and save reports 

Actualization (non-integrated) - This on-demand webinar is suitable for any Global plans user who will be manually adding Actuals to flights 

This class covers; 

• Splitting flights  
• Actualization using UI  
• Actualizing via Excel import  
• Customizing views  
• Reporting 

Customization - Customize your views 

This class covers; 

• Summary dashboard  
• Flowchart  
• Export options  
• Personal and shared views  
• History and comments

Export and import - Add vendor details from a spreadsheet 

This class covers; 

• Export the template 
• Working with the template  
• Importing 

eLearning;

Exporting Vendor Details 

Editing the Worksheet 

Importing Data 

Approvals - Approving plans 

This class covers; 

• Approval overview  
• Sending for approval  
• Requesting changes  
• Approving a plan  
• Viewing plan approval history 

Authorizations - Authorizing vendor spend 

This class covers; 

• Authorization overview  
• Sequence  
• Status  
• History 

eLearning;

About authorizations 

Sending for authorization 

Sequence and withdrawing  

Authorizing 

Reporting - Building and running reports 

This class covers; 

• View existing reports  
• Create reports  
• Customize and save reports 

Reporting Modules Comparison - This On-Demand webinar covers an overview of the changes between the old and new Global plans Reporting modules 

This class covers; 

• Changes between old and new reporting module

Tips and tricks - Helpful hints for using the platform

This class covers; 

• Home screen groupings  
• Flighting tips  
• Viewing tricks  
• Reporting filters  
• Fact sheet and plan ID 

Integrated planning (BETA) - Global plans and buyers  

This class covers; 

• Definition and benefits  
• Who uses integrated planning?  
• Workflow across products  
• How it works 

Sending goals for local TV/radio to DS/OX (BETA)  

This class covers; 

• Adding buy codes in Global plans  
• Entering goal details  
• Pushing goals from Global plans to DS/OX 
• Errors, revisions and re-syncing  
• Filtering buy goal status 

Integrated Actuals in Buyer workflow for Print - This on-demand webinar is suitable for any Global plans user who is wanting to learn how to use the integrated actuals functionality between Global plans and the Print side of Buyer workflow (North America)

This class covers; 

• Adding Buy Codes in Global plans
• Triggering actuals from the buying system
• Pulling in actuals into Global plans
• Notifications
• Manual sync of actuals
• Exceptions
• Overriding

Integrated Actuals in MX (UK) - This on-demand webinar is suitable for any Global plans user who is wanting to learn how to use the integrated actuals functionality between Global plans and MX (UK)

This class covers; 

• Adding Buy Codes in Global plans
• Triggering actuals from the buying system
• Pulling in actuals into Global plans
• Notifications
• Manual sync of actuals
• Exceptions
• Overriding

Integrated Actuals in Buyer workflow for digital (UK) - This on-demand webinar is suitable for any Global plans user who is wanting to learn how to use the integrated actuals functionality between Global plans and Buyer workflow (UK)

This class covers; 

• Adding Buy Codes in Global plans
• Triggering actuals from the buying system
• Pulling in actuals into Global plans
• Notifications
• Manual sync of actuals
• Exceptions
• Overriding

Integrated Actuals in Buyer workflow for digital (Noth America) - This on-demand webinar is suitable for any Global plans user who is wanting to learn how to use the integrated actuals functionality between Global plans and Buyer workflow (North America)

This class covers; 

• Adding Buy Codes in Global plans
• Triggering actuals from the buying system
• Pulling in actuals into Global plans
• Notifications
• Manual sync of actuals
• Exceptions
• Overriding

Integrated Actuals from Net & Spot (DS & OX) - This on-demand webinar is suitable for any Global plans user who is wanting to learn how to use the integrated actuals functionality between Global plans and DS/OX for Net & Spot

This class covers; 

• Adding Buy Codes in Global plans
• Triggering actuals from the buying system
• Pulling in actuals into Global plans
• Notifications
• Manual sync of actuals
• Exceptions
• Overriding

Reporting - This On-Demand webinar provides an overview of the Global Plans Reporting module.

This class will cover;

•Run an existing report
•Schedule reports (Jobs)
•Manage report templates