Plan Statuses
There are five possible statuses for a plan, with the first three steps managed in Camphouse:
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.
In Realization: is a step managed by Melody Connect, and means that the invoice is currently being created in SAP.
Realized: is a step managed by Melody Connect, and means that the invoice has been created and you can no longer edit the plan.
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.
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 a plan for approval, click on the 'Send for Approval' button, located on the top right of the plan view.
Right-click on the entries you want to send for approval, then select 'Send plan for approval' from the drop-down menu.
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 by your notification window.
In the 'Approval Requests' section, on top of the media plan, select the request you want to act on and simply press the 'APPROVE all entries' / 'REJECT all entries button', leave an optional comment, and select your status. A notification will be sent to the sender.
View a plan status
You can check all pending approvals at the top left corner of the plan view, in 'Approval Requests'.
Also, if you want to get an overview of multiple plan statuses, we recommend using the 'Approval request' section at the Organization level.
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