Create a new project

Create a project before you create a media plan. A project groups related plans, reports, insights, and creative context for a client, brand, initiative, or campaign family.

Open the Projects area

Click “Projects” from the workspace dashboard.

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Click the create button to start a new project.

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Add the project details

Enter a clear project name. Use the name your team will recognize when they are choosing where to build media plans or review reporting context later.

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Choose a parent project only when this project belongs under a larger client, brand, region, campaign family, or initiative. If the project should stand on its own, leave the parent project blank.

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Turn on “Transactionable” only when this project should support transaction tracking or reconciliation workflows. If the project is only used for planning, reporting, or organizing related media plans, leave it off unless your workspace admin has told you otherwise.

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Create the project

Click “Submit” when the project name, parent project, and transaction setting are correct.

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