Plan media spend with the Media Planner

1. Open the project and click Media Planner in the project menu.
2. Click Add New Media.
3. Enter the Media Plan Name, check the Service Organisation and Account Manager, then choose the Budget Timeline, Start Date and End Date. Add a Description.
4. Choose the Payment Method: Agency if your agency pays the media supplier and invoices the client, or Client if the client pays the supplier directly while you manage the plan.
5. Click Save.

The animation below walks through these steps.

The Media Planner lists the project’s plans under Active, Won, Lost and Deferred. Use the Media filter and search to find a plan.

• Set the ledger account and auto-invoicing for media under Admin Console → Accounting → Billing → Media Services. See Configure your finance settings.
• Plan media tasks alongside the rest of the work. See Work with one-off and recurring tasks.