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Batch Edit Media Plan Details

For those times when you need to update a field with the same value for multiple line items - you can now update them in batch!

 

Begin by selecting the line items in your media plan you want to update.  It works similar to Excel.

 

To select all rows in your media plan:

Click on the top Selection tab, similar to how you would select everything in Excel.

All rows will automatically be selected.

 

To select multiple lines together:

Click on the Selection tab for the first row of your selection.

Press the Shift key on your keyboard

Select the last line for the group of rows you want to edit.

The system will select all of the rows in between.

 

To select individual rows not together:

Click on the Selection tab for the first row of your selection.

Press the CTRL key on your keyboard

Select individual rows you want to edit.

To deselect a row, just click it again.

 

To update data

Press the Edit button at the top of the media plan.

 

Select the fields you want to update.

If you select Basics, Dates & Cost, or Custom Columns all values under them will be selected.

Otherwise you may select specific fields.

In this example we are editing the Start & End Dates and my custom column, Authorization Approved.

Press Next

You will be presented with the fields to update.

It will display the existing values for the fields if all fields currently display the same value.  Otherwise it will display Mixed.  If no values exist in any field, the field will display blank.

 

Enter the values you wish to apply to all of these line items.

Press Save

You will be presented with a confirmation screen once the update has been completed.

If there are any issues with updating line items the confirmation screen will display which line items had trouble.  This could occur if you attempt to make changes that break "rules".  For example, if you attempt to assign flights all the same start/end date it will fail because flights cannot cross over each other.

 

 

 

 

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