Plan Statuses
There are three possible statuses for a plan:
Planning: the plan is in progress
Pending Commitment: the plan has been approved by the first set of approvers (Product Managers) and is reviewed by the second and last set of approvers (Marketing Directors) within Camphouse.
Committed: the plan is complete and approved by the Marketing Directors.
Changes in status are made automatically when:A plan is sent for approval
A plan is approved
A plan is rejected
Someone changes or adds data within an Approved plan, which will revert the plan status back to Planning.
Once committed, changes to all fields except Flight description, Retail Media, On-site/ Off-site, DSP tag, and Delivery Complete, will affect the plan status.
When the plan is fully Committed the informations are sent to SAP and the PO (Purchase Order) number is automatically populated in the Plan Setup.
Once the PO number is populated and the start date has passed, the Plan setup page is locked.
⚠️ The PO number can take a few minutes before it's populated. If it does not populate after some time, you have 2 options:
- If you are a L'Oréal user: create an incident ticket on Service Now.
- If you are an Agency user or don't have access to ServiceNow: reach out to our support; they will contact the MelodyConnect team for you.
Please note that the PO won't be populated if some entries are still under 'Pending Commitment' or 'Planning' status. The general status of the plan must be 'Committed'.(1)
Once the PO number is populated and the start date has passed, the Plan setup page is locked.
⚠️ If you need to perform changes after the plan is locked, only Camphouse team can help you with that. Please reach out to our support so they can unlock the plan for you.
The authorized changes are:
Plan name
End date
Campaign description
Adding media types
⚠️ Any other change (for example: Vendor) is not permitted, even if they may technically appear editable after unlocking. Changes outside the list above will not be taken into account in SAP and may cause inconsistencies.
Tracking Changes
All of the following user details are recorded in the Changelog when a plan's status has changed:
The user who sends a plan for approval
The user the plan is sent to for approval
The user who approves the plan
The user who manually updates a plan status
How to Change Status and Send for Approval
Send a plan for approval
To send for approval, some conditions must be met:
All Required Fields need to be populated.
Frozen Media must be marked as 'No' or stay empty in the sheet view across the entire media plan.
The Delivery Complete tag must be marked as 'No' or stay empty in the Plan Setup
No entry should be 'Planning - To be Defined', and needs to be replaced by an actual value for Media Owner, Media Vehicle, and Placement.
The plan must be set to 'public'.
The total cost you are sending for approval must not make the Forecast exceed by 2% above the total Target (Authorized Spend) for your signature's quarter.
To send for approval: click on the 'Send for Approval' blue button, located on the top right of the plan view.
Please note that you can still use this button even if most of your plan is already committed. Only what is left to approve will be sent for approval.
Approvers have been defined at the global level, based on the current approval step of your plan. When you send the plan for approval, the appropriate approvers will be selected automatically.
Each approver will receive an email (if enabled) with a request for approval and also a notification within Camphouse.
If the plan is approved, a version of the plan is automatically saved. Any further updates made to the plan will automatically change the status back to Planning.
Approve a plan
If you are an approver and want to set an approval status, simply visit the media plan that requested your approval, either through the email notification link or the in-tool link located in your notification window.
In the 'Approvals' section at the organization level or in 'Plan approvals' at the media plan level, select the request you want to act on and simply press the 'APPROVE all entries' / 'REJECT all entries' button, and leave an optional comment.
A notification will be sent to the sender.
Your comment will then be visible in the request by putting the mouse on the media entry decision, whether it's approved or rejected.
View a plan status
You can check all pending approvals for the plan you are viewing, specifically in the 'Plan approvals' section.
Also, if you want to get an overview of multiple plan statuses, we recommend using the 'Approvals' section at the Organization level.
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