Media Process Digital Media
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    Media Process Digital Media

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    Article summary

    You must have media planning enabled for your JobBag licence to use this.
    Contact your team (?) or a JobBag consultant if you need this enabled.

    Have you set up digital media in the Configuration menu yet?
    Do this before getting started on media plans.

    Digital Media Process (process is obsolete)

    1 Create a job using “digital media” type

    2 When a digital type job is created, the tasks in the default planning template are loaded into the job i.e. the planning window is updated with the tasks;

    3 Enter the number of hours and value against the tasks in the planning TAB. A client invoice is not created from these tasks. Staff record time against these tasks

    4 Create a media plan for the external work;:

    • create a PO for the external supplier but do not approve the PO because a digital media plan is always amended.

    at month-end or at the end of the campaign (whichever is earlier), the PO is deleted

    the plan is amended to reflect what really happened

    a new PO is created and approved

    and this PO will match the supplier invoice

    5 Create a media plan for the internal work i.e. the inhouse hours spent on production work eg design, copy, etc. Change the status of this plan to “booked”. A purchase order is not required because it is an internal process.

    6 At month-end, amend the media plan and PO to match the amount spent on the digital platform. The PO will be equal to the supplier invoice received from the digital platform

    7 Use the “Create invoice” tab in the media planning module to create an invoice for the work completed.

    8 Repeat process for the next month

    Create a "digital media" type job

    The following is an example of how to plan, track, reconcile digital media plans and production costs.

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    1 Create the job

    2 Default tasks are automatically loaded into planning TAB


    3 Enter the number of budgeted hours


    4 Enter time against the task


    5 Planning TAB after time was entered


    6 Financial TAB after time was entered


    Create Media Plan

    1 Click on Media Planning TAB


    2 Create two phases

    Create a phase for media and for internal production costs


    3 Create a plan for internal production work


    4 Create a plan for digital media campaign


    5 Media plan with two lines

    One line is for digital media and another line is for internal production work,

    Mark Inhouse production plan as "booked"

    Right-click on the “production line” and mark it as “booked”

    The “production line” is an internal cost and does not require a supplier PO - therefore it is marked as “booked”


    Media plan with “production line” with status “booked”


    Create a purchase order for external media work

    Note: Digital campaigns usually do not progress according to the initial plan. They are amended when required. Therefore do not approve PO until either month-end or the end of the campaign whichever is earlier.

    1 Click on

    2 Select a plan and click on to create PO


    3 Unapproved PO

    Leave PO as “unapproved” till the end of the campaign or month end


    4 Financial TAB now shows unapproved PO


    Month End or End of Campaign Process

    1 If the plan was amended, cancel the PO

    2 Amend the media plan for external work to reflect realoity

    3 Create a new PO and approve the PO

    4 Click on to create client invoice


    5 Test client invoice


    6 Financial TAB after client invoice is logged


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