Charting How To - Revision history

John.devonshire at 19:31, 30 November 2015

2015-11-30T19:31:27Z

John.devonshire: /* Customizing Your View in Visual Charting */

2014-11-26T17:21:43Z

‎Customizing Your View in Visual Charting

John.devonshire at 17:19, 26 November 2014

2014-11-26T17:19:36Z

John.devonshire at 16:37, 26 November 2014

2014-11-26T16:37:19Z

Show changes

John.devonshire at 19:30, 6 August 2014

2014-08-06T19:30:48Z

Alex.tso at 13:42, 13 August 2013

2013-08-13T13:42:19Z

Administrator: /* Setting Targetting Requirements */

2013-07-29T19:35:19Z

‎Setting Targetting Requirements

Administrator: /* Viewing Current Conflict Information */

2013-07-29T18:20:58Z

‎Viewing Current Conflict Information

Administrator: /* Selecting Designs */

2013-07-29T17:45:36Z

‎Selecting Designs

Administrator: /* Scheduling Design Changes on a Face */

2013-07-29T16:08:37Z

‎Scheduling Design Changes on a Face

@@ Line 4: / Line 4: @@
 [[File:New_Subcontract_Counts.JPG]]
-To set the total number of Faces to schedule on the Subcontract, put the desired value in the Total field. You can then specify how many of these Faces you want Fixed (Faces that are to remain scheduled for the entire Subcontract) and Pre-emptable (Faces that can be sold to other clients without compensating this client). All other Faces will be treated by Ad Manager as Moveable (Faces that can be sold to other clients, but this client is to be compensated with another Face).
+To set the total number of Faces to schedule on the Subcontract, put the desired value in the Total field. You can then specify how many of these Faces you want Fixed (Faces that are to remain scheduled for the entire Subcontract) and Preemptable (Faces that can be sold to other clients without compensating this client). All other Faces will be treated by Ad Manager as Movable (Faces that can be sold to other clients, but this client is to be compensated with another Face).
 If a DEC (Daily Effective Circulation) or GRP (Gross Rating Point) is to be reached, this can be specified in the Circulation portion of the window. The value can be entered in and either DEC or GRP selected.
@@ Line 159: / Line 159: @@
 By default, Ad Manager considers a Face available if it has no scheduling of any kind for the designated time frame. Ad Manager also considers Faces that are only scheduled to Dead Proposals, Proposals or Expired Limited Holds during the designated time frame as available as well.
-The Take Over function allows you to specify what other scheduling conditions you wish to have Ad Manager treat as available. For example, you may want to consider Faces that are scheduled on Pre-emptable Bonus Subcontracts as available, in addition to the default conditions.
+The Take Over function allows you to specify what other scheduling conditions you wish to have Ad Manager treat as available. For example, you may want to consider Faces that are scheduled on Preemptable Bonus Subcontracts as available, in addition to the default conditions.
 ==== Adding a Take Over ====
-To add a Take Over item, simply select the desired criteria by clicking on the desired category and selecting the desired item(s). This can be done as one item from one column, or multiple items from multiple columns. For example, if you wish to make all Faces scheduled as Pre-emptable available, click on "Posting Type" and click on "Pre-emptable". If you wish to make all Faces that are scheduled as Pre-emptable Bonus or Pre-emptable Trade available, click on "Subcontract type" and click on "Bonus" and click on "Trade", and click on "Posting Type" and click on "Pre-emptable".
+To add a Take Over item, simply select the desired criteria by clicking on the desired category and selecting the desired item(s). This can be done as one item from one column, or multiple items from multiple columns. For example, if you wish to make all Faces scheduled as Preemptable available, click on "Posting Type" and click on "Preemptable". If you wish to make all Faces that are scheduled as Preemptable Bonus or Preemptable Trade available, click on "Subcontract type" and click on "Bonus" and click on "Trade", and click on "Posting Type" and click on "Preemptable".
 Once you have selected the desired item(s) to create your criteria, click on the Add to List button. The condition you have set will appear in the top half of the window. At this point you can add additional criteria if desired by following the same process.
@@ Line 319: / Line 319: @@
 Ad Manager's Visual Charting function displays all Subcontract/flights using the first set of selection criteria that the specific Subcontract/flight/face status meets. Criteria at the top of the list (legend) taking priority. In other words, if the criteria/status is met in the first item on the list the flight for that location is shown in that designated color.
-Other than the first criteria you will note the legend states "none of the above and" to indicate the face has not met any previous criteria. For this reason a user may want a number of different color schemes when looking at the information for different purposes. For example if a user needs to find already posted faces that are designated as moveable they could create a view that shows this at the top of the list to make this easy.
+Other than the first criteria you will note the legend states "none of the above and" to indicate the face has not met any previous criteria. For this reason a user may want a number of different color schemes when looking at the information for different purposes. For example if a user needs to find already posted faces that are designated as movable they could create a view that shows this at the top of the list to make this easy.
 ==== Changing the Criteria ====
@@ Line 347: / Line 347: @@
 | || Unlimited Hold || Doesn't Matter || Doesn't Matter
 |-
-| All Contracted, Pre-Emptable Locations || Contracted || Doesn't Matter || Pre-Emptable
+| All Contracted, Preemptable Locations || Contracted || Doesn't Matter || Preemptable
 |-
-| All Contracted Sold Locations that are Moveable || Contracted || Sold || Moveable
+| All Contracted Sold Locations that are Movable || Contracted || Sold || Movable
 |}

@@ Line 311: / Line 311: @@
 Before you decide to customize a view, determine which items you wish to see displayed on the screen in different colors. Select the System Default Scheme with the appropriate number of colors.
 ==== Order of Priority ====
@@ Line 364: / Line 367: @@
 Once you have customized the criteria and colors, you have the ability to Save your settings for use at a later time. To save your settings, click on the Schemes button ([[File:New_schemes_button.JPG]]), and select Save As. From here you can name your settings and select OK. Your settings will now appear on the list.
 == Comparing Your Progress to Your Scheduling Requirements ==

@@ Line 56: / Line 56: @@
 For example, " I must have Faces where Movies are not restricted" would show in the top left pane as Movies (under name)-blank (under the restrcition column)-Yes (under Mandatory).
 == Manually Assigning Face ==
@@ Line 128: / Line 119: @@
 [[File:New_Chart_Options.JPG]]
 ==== Allow Availibility Date Margin ====
@@ Line 188: / Line 150: @@
 You can identify multiples of the desired posting period length available. For example, if you selected 28 days as your posting period length, locations that were scheduled to become available 28, 56, 84, or 112 days (etc.) earlier would be considered. The software also allows you to identify the leeway desired. For example, if you were to choose 30 days +/- 3 days, locations that were scheduled to become available 25-31 days, 53-59 days, 81-87 days or 109-115 days (etc.) would be considered.
-==== Overriding the Default Settings ====
 If you are tight for space during a particular time frame or want to find Faces that may be acceptable that aren't currently considered available, you can use the Take Over features to generate a larger pool of Faces to select from.
@@ Line 196: / Line 188: @@
 If you make any changes to the original settings, the Chart window will display [[File:New_overridden_button.JPG]] in the bottom right corner of the Status bar, indicating that an item has been changed.
-==== Ignoring Conflicts ====
+=== Ignoring Conflicts ===
 Ad Manager automatically checks for a variety of conflicts. However, if you wish to schedule Faces despite the fact that they generate certain types of conflicts, you can do so by going to the Tools menu and selecting Ignore Conflicts.
@@ Line 420: / Line 412: @@
 To add or move scheduling to a Face please refer to [[Charting How To#Charting with Visual Charting|Charting With Visual Charting]].

← Older revision		Revision as of 19:30, 6 August 2014
Line 1:		Line 1:
−	~~How To Page for Charting.~~
−
−
	== Charting with Visual Charting ==		== Charting with Visual Charting ==
	Visual Charting provides users with a spreadsheet style interface that allows drag and drop charting. Each item can be customized to provide an interface that shows you exactly what information you need to help in your decision making.		Visual Charting provides users with a spreadsheet style interface that allows drag and drop charting. Each item can be customized to provide an interface that shows you exactly what information you need to help in your decision making.

@@ Line 15: / Line 15: @@
 If you wish to change the start and/or end date to lengthen or shorten the campaign, move your mouse over the end of the charting bar. The mouse cursor will change to an arrow. Hold down the mouse button and drag the start or end date to the desired day. When you release the mouse button, Ad Manager will make the changes to the scheduling for that Face.
-When using Visual Charting, all changes are automatically made in all areas of the program. Similarly, changes made elsewhere in the system are reflected here as well.
+When using Visual Charting, all changes are automatically made in all areas of the software. Similarly, changes made elsewhere in the system are reflected here as well.
 == Comparing Your Progress to Your Scheduling Requirements ==
@@ Line 31: / Line 31: @@
 [[File:New_Load_Faces.JPG]]
-Once you have selected the group of Faces you want to work with the Face Data window in the program will show those Faces .
+Once you have selected the group of Faces you want to work with the Face Data window in the software will show those Faces .
 [[File:New_Faces.JPG]]
@@ Line 43: / Line 43: @@
 [[File:New_Load_Subcontracts.JPG]]
-Once you have selected the group of subcontracts you want to work with the Subcontract Data window in the program will show those Faces.
+Once you have selected the group of subcontracts you want to work with the Subcontract Data window in the software will show those Faces.
 [[File:New_Subcontracts.JPG]]
@@ Line 405: / Line 405: @@
 In order to avoid this situation, you can use the Gaps feature.
-You can identify multiples of the desired posting period length available. For example, if you selected 28 days as your posting period length, locations that were scheduled to become available 28, 56, 84, or 112 days (etc.) earlier would be considered. The program also allows you to identify the leeway desired. For example, if you were to choose 30 days +/- 3 days, locations that were scheduled to become available 25-31 days, 53-59 days, 81-87 days or 109-115 days (etc.) would be considered.
+You can identify multiples of the desired posting period length available. For example, if you selected 28 days as your posting period length, locations that were scheduled to become available 28, 56, 84, or 112 days (etc.) earlier would be considered. The software also allows you to identify the leeway desired. For example, if you were to choose 30 days +/- 3 days, locations that were scheduled to become available 25-31 days, 53-59 days, 81-87 days or 109-115 days (etc.) would be considered.
 === Modifying Subcontract Default Settings ===

@@ Line 411: / Line 411: @@
 Ad Manager allows you to override targeting requirements, counts and distribution settings set on the Subcontract. To override any item, click on the appropriate page and change the desired information. This will not affect the default values set on the Subcontract, it will only affect the charting for this Subcontract. When an item has been changed, Ad Manager will display [[File:New_overridden_button.JPG]] in the Status bar at the bottom of the window. To clear all changes that you have made to the default settings, click the Reset([[File:New_reset_button.JPG]]) button or go to the Tools menu and select Reset Overriden options.
-== Setting Targetting Requirements ==
+== Setting Targeting Requirements ==
 A user can identify any desired conditions (or Face characteristics) that they may want to meet. Similarly, there may be certain conditions attributed to a Face that a user may wish to avoid. Ad Manager allows you to store these criteria with the Subcontract for future reference, or to create/change them during the Assignment process. Note that criteria changed while assigning Faces is not saved with the Subcontract.

← Older revision		Revision as of 18:20, 29 July 2013
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	If any conflicts exist, Ad Manager will display a window listing all Face assignments that have conflicts. To see more information about the conflict, double click the Face and click the Conflicts Page. Ad Manager will provide you information explaining the conflict that has been found. Once you are aware of the conflict, you can decide whether it requires any action, and can proceed accordingly.		If any conflicts exist, Ad Manager will display a window listing all Face assignments that have conflicts. To see more information about the conflict, double click the Face and click the Conflicts Page. Ad Manager will provide you information explaining the conflict that has been found. Once you are aware of the conflict, you can decide whether it requires any action, and can proceed accordingly.

−	Once you have finished reviewing all the conflicts, close the Conflicting Postings window by clicking the "X" in the top right corner of the window. For an explanation of what each conflict means, see View Conflicts.	+	Once you have finished reviewing all the conflicts, close the Conflicting Postings window by clicking the "X" in the top right corner of the window. For an explanation of what each conflict means, see [[General#View Conflicts\|View Conflicts]].

@@ Line 353: / Line 353: @@
 The Excluded Face Properties check box allows you to specify all criteria that a Face must not have in order to be scheduled with this Design. Fill in the appropriate information, and click OK when finished. The Excluded Face Properties check box will have a check mark, indicating a filter has been set.
-These filters are only considered by Ad Manager when assigning Designs randomly (through the Tools-Assign Designs menu item from the Assigned Page of the Subcontract). For more information on assigning Designs randomly, see Assigning Multiple Designs.
+These filters are only considered by Ad Manager when assigning Designs randomly (through the Tools-Assign Designs menu item from the Assigned Page of the Subcontract). For more information on assigning Designs randomly, see [[Contract How To#Assigning Multiple Designs|Assigning Multiple Designs]].
 == Setting Number of Faces to Chart ==

@@ Line 237: / Line 237: @@
 == Scheduling Design Changes on a Face ==
-Ad Manager allows users to schedule Design changes for Faces during the life of the Subcontract. You can schedule Design changes for a Face on a Subcontract as frequently as daily. After you create Design changes, you will notice that the same Face will now appear on the Assigned Page more than once. For each Design change created, the Face will be listed a corresponding number of times (known as the Face assignment), showing the date range for each of the Design changes created. You can assign the desired Design to the appropriate date range by highlighting the Face assignment and [[Contract How To#Assign a Design to a Face|assigning a Design to the Face]].
+Ad Manager allows users to schedule Design changes for Faces during the life of the Subcontract. You can schedule Design changes for a Face on a Subcontract as frequently as daily. After you create Design changes, you will notice that the same Face will now appear on the Assigned Page more than once. For each Design change created, the Face will be listed a corresponding number of times (known as the Face assignment), showing the date range for each of the Design changes created. You can assign the desired Design to the appropriate date range by highlighting the Face assignment and [[Contract How To#Adding a Design to a Face|assigning a Design to the Face]].
 To schedule a Design change, select the affected Face(s) using CTRL+click and SHIFT+click, and then right click and select Design Change (or [[File:New_design_change_button.JPG]] on the toolbar). Ad Manager will then display the following screen.