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.

To configure the set of campaign details on the widget page, contact the administrator.

Here, you can do the following:

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.

To configure the metadata inheritance, contact your administrator.

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

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 items 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.

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.
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.

The list of entries is sorted by their creation date. The most recent entries appear first in the list.

Once you add content items, the campaign unfolds, and the timeline appears. The campaign begins with the earliest start date of its content item. The latest date of the content item marks the end of its parent campaign.

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
`Delete`	Remove the entry from Planner and Library	The option is locked for a campaign with content items. When you delete a content item in Library, it's also removed in Planner. You can restore the removed content items in the Deleted space in Library within the period set by your administrator. The entry is restored 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.

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
Upload assets and modules from Veeva Vault
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.

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.