Overview

The Media Plan is one unified output split into three visible sections: MEDIA PLAN OVERVIEW at the top, then CHARTS, then PLAN DETAILS. This page covers the first section plus the cross-cutting behaviors that govern the whole plan: editing, auto-save, validation, version history, and sharing.

What it shows

The Overview section renders seven fields.

• Campaign — editable text label for the plan.
• Strategic Focus — editable dropdown chip carried in from Goals strategy. Pick from one of six predefined options (Awareness & Consideration, Acquisition & Conversion, Performance Efficiency, Activation & Product Engagement, Retention Expansion & Loyalty, Launch & Market Entry).
• Total Budget — currency dropdown plus amount. Displays as {currency} {formatted_number} (for example, USD 1,250,000).
• Start Date — date picker, validated against the campaign date range.
• End Date — date picker, must be on or after Start Date.
• Duration — read-only, computed in days from Start and End Date.
• Problem Statement — textarea for the brief's core problem.

A Source link to the upstream Strategy run sits in the page header above the Overview section, alongside the request name, created/updated timestamps, and any attached Documents.

Editing, auto-save, and validation

The page header shows a status pill (Draft, Ready, or Cancelled in normal use; Running or Failed during initial generation) and three buttons: Edit, Save, Cancel.

• Edit — clones the current Ready version into a working draft. Fields across all three sections become editable.
• Save — commits the draft to a new Ready version and exits edit mode.
• Cancel — discards the draft and returns to the previous Ready version.

In edit mode, changes save automatically about 1.5 seconds after you stop typing. A draft only lives until you Save or Cancel; leaving the page without saving does not preserve it.

A validation banner appears at the top of the page when the plan has issues, such as a budget total that doesn't match the channel rows or dates outside the campaign window. The banner is non-blocking: you can still save with warnings, but it flags problems to fix before sharing.

Version history

Every Save creates a new version. The clock icon in the page header opens version history, where you can hover any entry for a relative timestamp and restore prior versions in place. Detailed mechanics live in Refine.

Sharing and exports

The Download button supports Excel and Markdown formats and is only enabled when status is Ready. The Open in New Tab button opens a read-only standalone view at /view/media-plan/[id], also Ready-only; the tooltip prompts you to mark the plan Ready first if it isn't. Format coverage and caveats live in Exports & sharing.

Limits and known issues

• Validation is non-blocking. The banner warns but does not prevent Save. Treat it as a checklist to clear before sharing, not a hard gate.
• Download and Open in New Tab require Ready status. Drafts cannot be exported or opened in a standalone view.
• Beta software. Outputs are not infallible. Treat the plan as a working draft and validate budgets, dates, and channel allocations with your team before sharing externally.