The Flat Plan Overview Screen

 

The flatplan overview screen is accessed by clicking on the issue from the dashboard (Home screen) or the Publication screen. The flat plan overview screen gives you a condensed view of the flat plan.

 

On the left of the Flat Plan Overview Screen, the Navigation Menu Bar and the Actions Menu are displayed.

You can hide or show these menus by clicking the three-bar toggle icon at the top left of the screen.

The colours correspond to the statuses of artwork, adverts and content:

  • Green: Advert is ready
  • Light green: Content is ready
  • Amber: Advert awaiting action from a customer
  • Light amber: Content awaiting action from a customer
  • Pink: Advert not ready
  • Light pink: Content not ready
  • Grey: Page partly filled
  • Other colours: you may see other colours if you have set categories with other colours, or if you have set statuses with your own custom colours.

If you hover over one of the pages, a pop up of the page will appear displaying the uploaded artwork.

 

The Navigation Menu

The Navigation Menu found on the left sidebar of the Flat Plan Overview links to the following screens- more detail on each section is given below

  • Manage Averts –  Shows the artwork of the booked adverts for the issue.
  • Manage Content – Shows the artwork of the booked content for the issue.
  • Quick Layout - Provides an overview of all the content & adverts on the flatplan and the main settings of the layout for each page.
  • Advertisers Index – Shows the Advertisers index.
  • Content Index – Shows the Content index.
  • History – A record of changes made on the flat plan.

The Actions Menu

The Actions menu found on the left sidebar of the Flat Plan consists of white buttons giving you the following options:

  • View Flat Plan – go to the Flat Plan
  • AutoPublish Option
  • Add/Remove Pages
  • Place Adverts- Copy a previous flat plan
  • Flatplan Notes
  • Manage Sections

The Manage Adverts and Manage Contents lists

If you click on Manage Adverts in the navigation menu bar, you will see a list of all your advert bookings for the issue you are working on. Similarly, if you click on Manage Contents in the navigation menu bar, you will see a list of all your content bookings.

The list is colour-coded by the artwork status, so you can see at a glance which bookings are complete and which are not. If the booking has been set on the flat plan, you will see the page number in the Page column.

By clicking on the up-and-down icon at the top of each column, you can sort the list by each of the column fields. 

You can also use the search box to find a particular company, or to find all the bookings assigned to one of your users.

Clicking on a company name will take you to the bookings for that company.

Clicking on the booking title will take you to the artwork details for the booking, where you can update the status, upload artwork or add notes.

The Adverts Index and Contents Index lists

If you click on Adverts Index in the navigation menu bar, you will see a list of all your advert bookings for the issue you are working on, including the section. Similarly, if you click on Contents Index in the navigation menu bar, you will see a list of all your content bookings.

TIP: Clicking on any booking in the list will take you to that booking in the Flat Plan

These lists are simpler than the Manage Adverts and Manage Contents lists, and provide a simple way get an overview of your advert and content and locate these in the flat plan.

 

Flat plan history

You can find a history of your team’s actions placing and moving bookings on the flat plan from the flat plan history screen.

 

Go to the flat plan overview screen of the publication and issue you want, and click on History in the Navigation menu on the left.

 

Quick Layout Screen

Provides an overview of all the content & adverts on the flatplan and the main settings of the layout for each page.

 

From the flatplan overview screen > Click Quick Layout in the navigation sidebar.  The video above provides an overview of the screen & the settings.

Screenshot_2022-05-17_142932_Quick_layout_box.jpg

 

 
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