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:
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,Brandmetadata 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 costandActual costmetadata to content items in theCreate newpopup. 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
CAMPAIGNScolumn. 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 content item dependencies within a campaign to visualize their relationships and establish the completion order.
The campaign owner and the responsible person can establish dependencies on the Gantt chart.
You can establish parent-dependent relationships between content items when:
The parent has an earlier start date and deadline than the dependent. The dependency is displayed as a yellow dotted array.
The parent has an earlier start date and a later deadline than the dependent. The dependency is displayed as a red dotted array.
Several dependencies for the same parent content item aren't supported.
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 the dependent content item to set this dependency.
To delete the dependency between content items, click the dotted array 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.
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.
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 only one milestone to the campaign once it contains content items. For this:
Open more options of the campaign and click
Add milestone.In the
Add milestonepopup, 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 ADD. The 
symbols appear on the Gantt chart marking the time range of the added milestone.
To update or remove the milestone, click Manage milestone in the campaign more options and select Edit milestone or Delete milestone.
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 the entry metadata on the Details page | You can also apply the |
| Go to the item Details page in Library | The item Details page opens in a new browser tab. Not available for assignments. |
| Open the content item in Editor | The content item is opened in Editor in a new browser tab. Not available for assignments. |
| 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: |
| Change the entry metadata | The metadata change is interrelated between Planner and Library |
| Add a milestone to the campaign timeline | Applicable to campaigns with content items. |
| Delete the milestone or update its metadata | Upon clicking |
| 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
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:
A complete list of the entry more options is as follows:
Control | Action |
| Go to the Details page of your e-Detailer, email, module, banner, website, messenger ad, or template-based task in Library |
| Select the required content item status |
| 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 |
| Send your content item, except for the task, to a target system |
| Style the content item in Editor that opens in a new tab |
| Change the entry metadata |
| Create the content item copy |
| 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 DESCRIPTIONarea. To change the content item description, click it in the metadata field or selectEdit detailsin the item more options. You can also resize the height of the description text area with a sizing handle in its bottom-right corner.