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Last created plans

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Create new plan button

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Recently viewed dashboards & reports

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Create your first widget

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Contextual menu

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Camphouse AI (if enabled)

Access Camphouse AI

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Query data via Camphouse AI

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View query history

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Add predefined questions in Camphouse AI settings

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Targets

View

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Timeline - Create target

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Overview - Create target

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Target overview - view

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Filter target in target overview

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Target timeline - view

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Changelog - view

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View Target

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Edit target

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Open & view Target entry

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View Target - popup

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Change date range

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Settings - edit view settings

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Filter Targets

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Send targets for approval

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Approve reject/targets

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Timeline - Planning

Calendar view

Export

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Open view settings active

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Filter by media data

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Filter active

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Clear filter active

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Bookmark - create

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Sheet view

Filter by media data

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Bookmark - create

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Create order

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Export

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Settings - open

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Settings - update all

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Input/Delete data

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Import data

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Delivery plan

Bookmark - create

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Export

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Filter by media data

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Mark as delivered

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View - Not delivered

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Delivered

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Show all

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Split by media type

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Results

Add new entry

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Import data from file - button

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Filter by date

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Settings

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Send for approval

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Approve Results

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Reports

Reports charts - view

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Reports charts - select different report

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Add Public report

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Add Private Report

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Edit global report

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Edit public report

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Edit own report

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Full screen

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Export

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Files

View folders

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Toggle off empty folders

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View files

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Download file

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Import file

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Subsidiaries

Select another subsidiary

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Display subsidiaries

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Create Subsidiary

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Settings

General

Users & Roles

Users and Roles - view all

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Users and Roles - edit roles

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Add users

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Remove users

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Create/Edit/Delete Teams

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Add/remove Team Members

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Manage protected tags & restricted fields

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View teams permissions

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Explanation of roles

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Plugins

View Plugins section in Settings

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Media types and Fields

Add/Edit/Delete Media Types

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Media inventory at Parent Level

Configure Overall Media Inventory Structure & Layout

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Restrict Media Inventory Access to Read Only

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Modify Media Inventory (Add, Edit, Delete)

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⚠️ They can, if given Editor access to the Parent account (a Subsidiary Admin may have Viewer access to the Parent account).

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Media inventory at Subsidiary Level

Add/Edit/Delete elements specific to Subsidiary level inventory

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Media vehicles at Parent Level

Add, Edit, and Delete Media Vehicles

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⚠️ They can, if given Editor access to the Parent account (a Subsidiary Admin may have Viewer access to the Parent account).

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Merge Vehicles

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⚠️ They can, if given Editor access to the Parent account (a Subsidiary Admin may have Viewer access to the Parent account).

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Disable Media Vehicles

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Media vehicles at Subsidiary Level

Add, Edit, and Delete Media Vehicles within the subsidiary scope

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Merge Vehicles from subsidiary scope

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Disable Media Vehicles from subsidiary scope

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Tags at Parent Level

Tags - import data from file

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⚠️ Providing they have been given Editor access to the Parent account (a Subsidiary Admin may have Viewer access to the Parent account).

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Add tag

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⚠️ Providing they have been given Editor access to the Parent account (a Subsidiary Admin may have Viewer access to the Parent account).

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Disable tag

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⚠️ Providing they have been given Editor access to the Parent account (a Subsidiary Admin may have Viewer access to the Parent account).

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Delete tag

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Create tag category

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Add sub category

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Tag catagory settings

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⚠️ Read-only

​

⚠️ Read-only

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Lock tag category

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Add description

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Hide tag category from plan set up

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Require tag category

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Tags at Subsidiary Level

Add local tag

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Disable local tag

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Disable tag created at Parent Level (from Subsidiary)

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Delete local tag

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Delete tag created at Parent Level (from Subsidiary)

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Make local tag global

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Lock tag category created at Parent Level (from Subsidiary)

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Approval flow

Configure Approval Flow

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Set approval steps (e.g., Working → Approved)

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Enable resolution comments

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Set rule-based conditiondial approvals

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Assign approvers

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Use Direct Approvals

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Plan fields

Create plan fields

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Delete plan fields

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Naming conventions

Edit naming convention

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Generated codes

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Copy selected

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Create Generated codes

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Media Orders

General terms and conditions update text

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External data

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Integrations

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Add integration

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Manage integration

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Danger Zone

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Delete organisation

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Subsidiary level only

Media orders

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Show documents / templates toggle

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Filter table

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Cost estimate - view

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Settings - file history

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Settings - Edit name

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Settings - Delete cost estimate

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Step 1 - Select data

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Step 2 Add information

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Step 3 Send or download (download selected)

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Step 3 Send or download (send selected)

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Plans

General Plan Access

Create, modify, or delete folder hierarchies (Global & Subsidiary level)

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Set default folder hierarchy (Global or Subsidiary)

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Create and manage private folder hierarchies

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View plans within folder hierarchy

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Calendar view

Filter by media data

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Export

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Settings - open

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Version

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Save as a version

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Compare version

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Plan version history

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Sheet View

Filter by media data

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Bookmark - create

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Create order

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Export

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Settings - open

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Settings - update all

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Input/Delete data

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Import data

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Version

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Save as a version

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Compare version

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Plan version history

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Plan Approval

Send for approval

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Respond to approval requests

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Export

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View settings

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View settings defaults

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Select layout

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Sort order

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Select timeline preferences

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Personal plan settings

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Select grain

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Select measure

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Select hierarchy

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