The Dashboard module can list your favourite (or pinned) media plans to highlight cost information and quickly access them.
Every user can have different media plan pinned on their dashboard.
What you pin on the dashboard is very flexible. You can pin:
- an entire media plan (e.g. "FY2019")
- a campaign within a media plan (e.g. "Summer Sale" within "FY2019")
- all the media plans of a given organization, or (e.g. "FY2019 / Hotel 1", "FY2020 / Hotel 1")
- all the media plans of the organizations of an organizations group. (e.g. If "RegionA" includes "Store 1" and "Store 2", then "FY2019 / Store 1", "FY2020 / Store 1", "FY2019 / Store 2", "Y2020 / Hotel 2")
Let's have a look a the different ways to pin media plans on the dashboard...
Pinning a Media Plan To the Dashboard
Follow these steps to pin a media plan to the dashboard:
Step 1. Go to the "Media Plans" module.
Step 2. Click on a media plan in the left pane. This will display the media plan's details in the right pane.
Step 3. Click on the "Pin to dashboard" in the action bar.
Step 4. Go to the "Dashboard" module. You'll notice that the new media plan in the Media plans section.
Pinning a Campaign To the Dashboard
Follow these steps to pin a campaign to the dashboard:
Step 1. Go to the "Media Plans" module.
Step 2. Click on a campaign under a media plan in the left pane. This will display the campaign's details in the right pane.
Step 3. Click on the "Pin to dashboard" in the action bar.
Step 4. Go to the "Dashboard" module. You'll notice that the new campaign in the Media plans section.
Pinning all Media Plans of an Organization To the Dashboard
Follow these steps to pin a all media plans of an organization to the dashboard:
Step 1. Go to the "Organizations" module.
Step 2. Click on an organization in the left pane. This will display the organization's details in the right pane.
Step 3. Click on the "Pin to dashboard" in the action bar.
Step 4. Go to the "Dashboard" module. You'll notice that all the media plans for the organization are in the Media plans section.
Pinning all Media Plans of Organizations of an Organization Group To the Dashboard
Follow these steps to pin a all media plans of all organizations of an organization group to the dashboard:
Step 1. Go to the "Organizations" module.
Step 2. Click on an organization group in the left pane. This will display the organization group's details in the right pane.
Step 3. Click on the "Pin to dashboard" in the action bar.
Step 4. Go to the "Dashboard" module. You'll notice that all the media plans all the organizations of the organization group are in the Media plans section.
Unpinning From The Dashboard
To unpin a media plan from the dashboard, follow the same steps as above and click the "Unpin from dashboard" button.
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