All guides, by feature
Edit a media plan
Open the plan, press Edit, change what you need on any tab, and save. The change is recorded in the plan’s Change Log.
Before you start
- Who can do this
- Agency Owner, Admin, Manager or Specialist
- You need
- The plan isn’t archived. Edit is hidden on archived plans until they’re unarchived.
- Where in Orbit
- Sidebar › Workspace › Media plans
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Media plans and select the plan.
Press Edit.
Change the overview on Plan Overview and the lines on . Use Next and Back, or the numbered tabs, to reach Creative Specs, Pixel Strategy and UTMs.
Press Save Media Plan.
When it worked
Orbit confirms “Media plan saved” and takes you back to the plan. The change appears in its Change Log.
If something goes wrong
Orbit showsRequired fields missing: Media Type and Channel are required for each line
On Plan Details, choose a Media Type and Channel on every line. If you chose Other, type a value in Specify….
Orbit showsRequired fields missing: Each shared budget needs a name, an amount, and at least one line
Give each shared budget a name and an amount above zero, and pick it on at least one line. Or remove it.
Orbit showsPlease fix the highlighted errors before saving
Check each tab for highlighted fields, correct them, then press Save Media Plan again.
You can’t see Edit.
The plan is archived. An Owner, Admin or Manager can press Unarchive on the plan’s page first.
You edited an approved plan, but its campaign didn’t change.
A campaign keeps the plan’s lines as they were at approval. Make the change in the campaign’s Build in Command Center instead.
How it works
Explainer: Plan and line fields: what’s required
A plan needs a Client, a Campaign Name, a Status and at least one line. Each line needs a Media Type and a Channel. Everything else is optional.
The Plan Details grid has one row per line, with these columns: Line Name, Media Type, Channel, Funnel Stage, Campaign Objective, KPI Metric, KPI Goal, Audience, Tactic, Geo, Flight Start, Flight End, Budget ($), CPM ($) and Impressions.
Ad formats and sizes, creative specs, pixel strategy, metadata and UTMs are on the Creative Specs, Pixel Strategy and UTMs tabs, with one card per line.
| Field | Required | Notes |
|---|---|---|
| Client | Yes | Carries through to the campaign and to The Trade Desk routing. |
| Campaign Name | Yes | The plan’s title. |
| Status | Yes | Starts as Draft. |
| Start Date, End Date | No | A duplicated plan starts with these empty. |
| MSA ID, Invoice ID | No | Your own references. |
| Notes | No | Shown on the plan’s page. |
| Media Type and Channel, on each line | Yes | Choose Other to type your own. |
| Every other line field | No | Such as Budget ($), CPM ($), Audience and Geo. |
- Media Type options: Programmatic, Social, Search and Other. Channel options: Display, Video, Social, CTV, Audio, OOH, Search, Native and Other. Other opens a Specify… box.
- Funnel Stage: Awareness, Consideration, Conversion or Retention. KPI Metric: CTR, CPA, CPL, ROAS, CPM or CPC.
- Changing a line’s Channel replaces its Ad Format, Ad Sizes and Creative Specs with that channel’s defaults. Display, for example, fills in 300x250, 728x90, 160x600, 300x600, 320x50 and 320x480.
- Each plan gets a number such as MP-2026-014, counted per agency and year. You can’t change it.
- Press Enter to move to the next field. Duplicate line puts a copy right below a line, and Remove line deletes one. The last line can’t be removed, and lines can’t be reordered.
Explainer: Shared budgets and how plan figures are worked out
A shared budget is one amount that funds several lines without splitting it between them. A plan’s total budget adds each line’s own budget to each shared budget, counted once.
Use a shared budget when a plan gives one figure for several placements with no split, such as “Meta — all tactics”. Add it on Plan Details with Add shared budget, then switch each line it funds from Own budget to the shared budget. Those lines show “Funded by” and its name, and have no budget of their own.
| Figure | How it’s worked out |
|---|---|
| Total budget | Each line’s own budget, plus each shared budget once. |
| Forecast imps. | Every line’s impressions added up. |
| Forecast CPM | Total budget ÷ forecast impressions × 1,000. |
| Flight | The number of days from the plan’s start date to its end date. |
| A line’s Impressions | Budget ÷ CPM × 1,000, until you type your own number. |
| Total Budget on the Media plans page | The budgets of all active plans added up. |
- A shared budget must be more than zero and fund at least one line.
- A line on a shared budget can’t have its own budget too. Picking the shared budget clears it.
- A shared budget can’t be split between its lines. To split an amount, give each line its own budget.
- Lines on a shared budget don’t work out impressions from budget and CPM. Type them in.
- Removing a shared budget puts its lines back on their own budgets, which start empty.
Explainer: Change Log: versions and restoring
Each time you save changes to a plan, Orbit keeps a copy of the plan as it was right before that save. Restore puts the plan back to that copy.
The Change Log is on the plan’s page, and on the History tab when you edit the plan. Each row shows a version number such as v3, the fields that save changed, and who saved it and when.
Restoring a row returns the plan to how it was before that row’s change, so that change and every later one are undone. First, Orbit saves the current plan as a new version noted “Restored from version 3”, so you can undo the restore the same way.
- Only saves that change something are recorded. Saving with no changes adds nothing.
- Approving and archiving a plan aren’t recorded as versions.
- A restore brings back everything in that version: client, campaign name, status, dates, notes, MSA and invoice IDs, lines and shared budgets.
- Only Agency Owners, Admins and Managers can restore a version.