Campaign planning is a widget for creating the roadmap of your campaign and filling it with content items.

The widget consists of two main areas.

[1] The top panel with the following controls:

Control	Action
	Initiate the campaign, task, or item creation process
	Display entries where you're the owner, responsible person, or production partner
	Sort the entries by a date range
	Filter the entries by a brand, responsible person, or an owner

[2] The list of campaigns with their details in the table view.

Contact the administrator to configure:

Campaign details on the widget page.
Content item dependency and campaign milestone management on the Gantt chart.
Day view for the selected time range on the Gantt chart.

Depending on the selected time range and screen size, weekday names may also be displayed.

Here, you can do the following:

Unfold the list of campaign content items with the button. Unfolded campaigns remain in their state, allowing you to navigate through them easily and streamline access to content items when you refresh the page, view content item details, or switch between widgets.
Add content items to campaigns. For this, use the + button next to the required campaign name.

The created content item inherits the Responsible, Country, and except for assignment, Brand metadata values of the campaign it's added to. If multiple brands are assigned to the campaign, the content item inherits the first brand from the list. You can edit the brand values if required.

A newly created or edited content item is highlighted in the campaign list.

Once you add content items, the campaign unfolds, and the timeline appears. The campaign begins on the earliest start date of its content items and ends on the latest end date.

The content items within the campaign are sorted chronologically by start date, with the earliest appearing first. If multiple content items share the same start date, they are further sorted by creation date, with the most recently created appearing first.

To configure the metadata inheritance, contact your administrator.

Set dependencies between the campaign content items on the Gantt chart if you're the campaign owner or its responsible person.
Set the campaign estimated and actual cost values. The owner, responsible person, production partners, or collaborators can assign the Estimated cost and Actual cost metadata to content items in the Create new popup. The campaign cost is the sum of its content item values. It's automatically recalculated when you:

1. Edit cost values for content items in this campaign.

2. Assign content items to another campaign.

3. Delete content items.

Add and track campaign milestones to visualize important points, such as key deadlines, approvals, or launch dates.
Resize the width of the CAMPAIGNS column. For this, use the column resize mouse pointer that appears on the cell border when hovering over it.

Dependencies

On the Gantt chart of the Campaign planning widget, you can add dependencies between content items and link them to milestones. Dependencies help visualize relationships and set the order in which tasks are completed.

The campaign owner and the responsible person can establish dependencies on the Gantt chart.

You can add dependencies as follows:

From several content items to a milestone.
From a content item to one or two dependent items or to a dependent item and a milestone.
Set parent-dependent relationships for content items when:
- The parent has an earlier start date and deadline than the dependent. The dependency is displayed as a yellow dotted arrow.
- The parent has an earlier start date and a later deadline than the dependent. The dependency is displayed as a red dotted arrow.

The following dependencies aren't supported:

From a milestone to a content item.
From the same content item to both the start and end date of the same milestone.
From the same content item to several milestones.
From a content item to another content item or to a milestone in a different campaign.

To establish set dependencies between content items, do the following:

Unfold the list of content items in a campaign.
Hover over the parent content item timeline and click on its right.
Drag the dotted arrow to a content item to set it as dependent or to a milestone to create the dependency.
You can add a dependency from a content item to a milestone start or end date.

To delete the dependency between content items, click the dotted arrow with the mouse, then select Remove, or press Delete on the keyboard.

The dependency is rebuilt when you change the start or end date of the content item or milestone.

The dependency is deleted when:

The start date of the dependent content item becomes earlier than that of the parent.
The content item is assigned to another campaign.
The content item is deleted.

When you copy a campaign or create a template-based campaign, dependencies are inherited from the source campaign.

Dependencies of filtered-out content items aren't displayed.

Milestones

Milestones mark key campaign goals, showing the time remaining until each milestone and the period that follows. These visual indicators help you track progress, assess critical content items, and take timely action to keep your campaign on track.

The campaign owner and the responsible person can manage milestones.

You can add milestones to the campaign once it contains content items. For this:

Open more options of the campaign and click Milestone.
In the Manage milestone popup, you can do the following:

Add a new milestone to the MILESTONES list with the button.
The number of milestones you can add is limited to the available dates within the campaign timeframe. The Add new button is locked if no dates remain for creating milestones.
Click a milestone header to collapse the metadata fields.
Delete a milestone with the button.
Enter the milestone name and select a date or time range within the campaign start and end dates.
You can enter up to 100 characters in the Name field.

3. Click SAVE.

Milestones are added to the campaign timeline in chronological order. The symbols appear on the Gantt chart marking the time range of the added milestone.

To update or remove milestones, click Milestone in the campaign more options and select Manage or Delete all.

You can delete a milestone in the Manage milestones popup, or click the required one on the campaign timeline with the mouse and select Remove.

If you delete all milestones in the Manage milestones popup, you can:

Add metadata fields for a new milestone with the + CREATE NEW button.
Apply your changes with the SAVE button.

When you change the earliest start or latest end date of the campaign content items, the campaign timeline shortens without extending beyond the milestone dates.

Once you delete content items from the campaign, the campaign timeline matches the milestone time range. Editing this milestone is locked.

Hover over any milestone to view its name and time range.

Entry more options

Depending on the Campaign planning entry ownership, its more options menu can cover different functionality.

To open the entry more options, hover over the required entry and unfold its more options.

A complete list of the entry more options in Campaign planning is as follows:

Option	Action	Notes
`View details`	View the entry metadata on the Details page	You can also apply the `Comments`, `Open in Library`, `Open in Editor`, `Change status`, `Edit details`, `Make a copy`, `Delete` options and the `VIEW` button on the Details page.
`Open in Library`	Go to the item Details page in Library	The item Details page opens in a new browser tab. Not available for assignments.
`Open in Editor`	Open the content item in Editor	The content item is opened in Editor in a new browser tab. Not available for assignments.
`Make a copy`	Create the content item copy	When you make a copy of a content item, the copy inherits the metadata of the original, the copy workflow is restarted, and limitations are applied to approval and readiness for MLR as follows: - In the `Make a copy` popup, select the `Include content from all tabs` checkbox to duplicate files and links from the LAYOUTS, ASSET COMPONENTS, ATTACHMENTS, and URL LINKS tabs of the original content item to its copy. - The copied ZIP archive with InDesign package changes its `APPROVED` status to `—`. You can't mark the ZIP archive with the InDesign package as MLR-ready in the content item copy. - The copy has the `DRAFT` status and is displayed in the same campaign as the original content item. The responsibility is assigned to the person copying the content item. You can also find the content item copy in eWizard Library. Available for template-based assignments. - Copy of the e-Detailer, email, email fragment, module, website, or assignment initiates the epic creation in Jira.
`Edit details`	Change the entry metadata	The metadata change is interrelated between Planner and Library
`Milestone`	Add a milestone to the campaign timeline	Applicable to campaigns with content items. For campaigns with milestones, two options are available: • `Manage`—update milestone metadata or delete a milestone. This applies to campaigns with content items. • `Delete all`—remove all milestones from the campaign timeline. This applies to all campaigns.
`Manage milestone`	Delete the milestone or update its metadata	Upon clicking `Manage milestone`, two options become available: - `Edit milestone` for campaigns with content items. - `Delete milestone` for all campaigns.
`Save as template`	Add the campaign, its content items, and their dependencies to templates	Applicable to campaigns with content items.
`Delete`	Remove the entry from Planner and Library	A campaign is deleted along with its content items and can't be restored. Note: You can't delete a campaign if any of its content items are open in Editor. Close all open content items before deleting the campaign. When you delete a content item in Library, it's also removed in Planner. You can restore the removed content items from the Deleted space in Library within the time period set by your administrator. In this case, restored content items become available only in Library.

The availability of options depends on the entry, its ownership, and the permissions of the responsible person, production partners, or collaborators.

To return to the Planner home page, click its logo on the top panel.

Make a copy

When you make a copy of a campaign or content item:

A campaign copy duplicates the content item order, dependencies, attachments, links, and metadata of the original.
A copied content item in a copied campaign inherits country and language metadata from the campaign copy, and other metadata from the original content item.
A copied content item—not as part of a campaign copy—inherits metadata from the original content item.

Use the Make a copy popup to:

Customize the copy metadata, except for the brand of the copied campaign.
Automatically adjust dates for content items copied within a campaign. Dates are calculated based on the start dates and durations of the original content items, as well as the start date selected for the campaign copy.
Select Include content from all tabs to replicate content from the LAYOUTS, ASSET COMPONENTS, ATTACHMENTS, and URL LINKS tabs of the original content item to its copy.

Contact the administrator to configure the following:

Metadata editing in the Make a copy popup.
The default state of the Include content from all tabs checkbox in the Make a copy popup.
How a copied content item in a copied campaign inherits metadata from the campaign copy and original content item.

When a content item is copied, its workflow restarts with the following limitations related to approval and MLR readiness:

The copied ZIP archive with InDesign package changes its APPROVED status and is marked as —. It can't be marked as MLR-ready in the copied content item.
The copied item has the DRAFT status, and responsibility is transferred to the user who copied the content item. The content item copy is also added to eWizard Library. This applies to template-based assignments.

The campaign copy triggers the initiative creation in Jira.

Copy of the e-Detailer, email, email fragment, module, website, or assignment initiates the epic creation in Jira.

If the content items control feature is configured, the availability of the Make a copy option for campaigns and the visibility of content items in the copied campaign depend on metadata set in a user profile.

Entry details

On the Details page, you can edit the entry metadata, apply action buttons and more menu options to comment on the entry, manage the content item, open it in Editor and Viewer.

The Details page contains tabs where you can do the following:

Add tasks to the content item checklist.
Calculate the content item cost.
View analytics reports for entries.
Upload assets and modules from Veeva Vault PromoMats.
Attach files of any format and size to the content item and task.
Add URL links to the entry.
Find links to style guides and instructive documents.
View the list of item versioning changes.

Contact your administrator to configure the placement and display of metadata fields and tabs on the entry Details page.

To go to the entry Details page:

1. Open the Campaign planning widget.

2. Find the required entry in the list.

3. Open its more options menu.

4. Select the View details option from the menu.

You can also go to the Details page right after completing the content item creation. For this, use the OPEN DETAILS button in the status notification.

On the Details page, you can view a full set of metadata fields assigned to the entry with the SHOW MORE button.

The Members metadata field contains checklist task assignees, collaborators added to content items in Library, and custom group users with whom the content item is automatically shared. To view all members, click the button. In the ALL MEMBERS list, use the search box to find the required member. Hover over any member for more information.

Here, you can also do the following:

Open the e-Detailer, email, module, banner, website, messenger ad, or template-based task in Viewer with the button.
Comment on the entry with the comments button.
Apply more options to the entry. For this, unfold the entry more options from the quick access bar.

A complete list of the entry more options is as follows:

Control	Action
`Open in Library`	Go to the Details page of your e-Detailer, email, module, banner, website, messenger ad, or template-based task in Library
`Change status`	Select the required content item status
`Update`	Create a new version of the content item except for the task. Not applicable to tasks or to e-Detailers when the template-based tasks functionality is configured
`Publish`	Send your content item, except for the task, to a target system
`Open in Editor`	Style the content item in Editor that opens in a new tab
`Edit details`	Change the entry metadata
`Make a copy`	Create the content item copy
`Delete`	Remove content items from Planner and Library or campaigns without content items from Planner

Change the e-Detailer, email, module, banner, website, messenger ad, and template-based task metadata with the button. You can also use this button to edit calculations for e-Detailers and emails.

The availability of options, the and buttons, depends on the entry, its ownership, and the permissions of the responsible person, production partners, or collaborators.

Add the content item description with the button in the DESCRIPTION area. To change the content item description, click it in the metadata field or select Edit details in the item more options. You can also resize the height of the description text area with a sizing handle in its bottom-right corner.