Introduction to Media Planner

Introduction to Media Planner

JobBag's Media Planner lets you schedule media bookings, create purchase orders for media and talent, and handle related invoices.

You can build and export media schedules for clients and save different booking options.

It also takes care of markups, commissions, rebates, and third-party fees.

JobBag supports multiple currencies, so you can work with suppliers and clients who use different currencies.

Digital media management requires more budget flexibility than traditional media. JobBag’s Media feature supports this by allowing progressive budget updates with fewer restrictions, and may not require purchase orders (depending on organizational rules).

Navigate to JobBag menu > Jobs > Media tab

Privileges

A media license is needed to access the Media feature and there is an additional fee for a media license. Media users can create/amend/delete bookings, manually change the status of bookings and change the status on invoiced media bookings.

• Go to: File menu > Administration > User Maintenance > Media
• Edit the Media user group or create a new media group to add media functions.
• Allow access to Media Supplier Invoices.
• Allow access to Media Purchase Orders.

Settings

• Set up Media Job type: File menu > Configuration > Job Types
• Set up Media Kind codes: JobBag menu > Kinds Set up Kinds
• Set up related Address book records (Suppliers, Outlets, Owners) 
• Set up foreign currencies where applicable
• Can I change supplier after client is invoiced? 

Process flow charts

Step by step: Manage digital media jobs

1. Track costs (digital spend, management fees, production fees) using Kinds separately within a single media job.
2. Set up:
   • Kinds for internal production (e.g., Project Management, SEO, Design).
   • A "Digital Media" job type.
   • Default planning templates using the created Kinds.
3. When a digital job is created, the default tasks load automatically. Timesheets are logged against these tasks, but invoices aren't generated from them.
4. Set up your team as a Media Supplier or create an In-house Media Supplier address book record..
5. Create a media plan with two lines: one for external supplier work, one for internal costs.
6. Mark internal costs as “Booked” (no PO needed).
7. Raise a PO for the external supplier line, but wait to approve it until month-end to reflect actual spend.
8. At month-end, update the media plan and PO to match supplier invoices.
9. Invoice the client for the month’s work.
10. Repeat monthly as needed.

Reports

Media listing report

Feature Glossary

• Media Plan: Editing, Phases, and Media Booking lines
• Production costs
• 3rd party commission
• Info lines
• Vouchered feature 
• Snapshots feature
• Mark up, Commission, Rebate and Markup + Commission
• Foreign currency 
• Print a media plan for your client
• Create Media Purchase Orders 
• Reverse Media Purchase Orders 
• Media Supplier invoices and Credit notes
• Client invoicing