Save a Copy

Using plan versions

Versions are alternate copies of a plan that have the same run date, edition, and ad list as the parent plan. Use plan versions to try out various layout configurations, then finalize and output the version you like best.

  • You can give each version its own plan, version, info, and publication names.

  • You can save any number of versions.

  • When you save a new version, it opens with all its ads unplanned and does not include any editorial from the parent plan.

  • The version name appears in the Plan title bar.

  • You can merge ads from the ad list into a version.

  • You cannot save a version of a version.

Saving a copy of a plan

You can save a copy of a plan, either as a template that you can use again, or as one or more versions you can use to explore alternate layouts.

To save a copy of a plan as a template or a version:

  1. Do one of the following:

    • Open the plan, do one of the following:

    • Choose File -> Save Copy.

    • Press Ctrl+Shift-S (Windows or Mac OS).

The Save Copy window opens.

Item
Description

Type

Select Version, Version & Positions, Template or Template with Furniture

Plan Name

Enter a new name for the version or template.

Date

Displays the run date. (Info only)

Product

Displays the Product. (Info only)

Version

If desired, enter a version name or number for the version or template.

Channel

NCS Content Channel. (Only used if connected to NCS Content System)

Publication

The plan’s publication name (for example, Metropolis Daily News). You can change it here. This information can be used in folios.

Info One/Two/Three/Four

Site definable field. For informational purposes, may be exported to editorial system

Running Order

Default Running order for the Plan (can be manually changed later if there are more than one available running order.

Desk

Will be populated if you set up Planning Desks in Plan Setup. There is no explicit function within plan to utilize desks other than sending that information to the editorial system.

  1. From the Type, select one of the following:

  • To make a copy with all the ads unplanned and returned to the Ad List, select Version.

  • To make a copy with the ads still in place on the pages, select Version & Positions,

  • To save the copy as a template, select Template.

  • To save the copy with page furniture like Headers, Banners and Fillers, select Template with Furniture. (space reservations will save on both Template and Template w/Furniture options.

  1. Make any other changes.

  2. Click Save.

The system saves a copy of the plan as a template or a version, available to any other plans that have the same edition.

If you saved a copy of the plan as a template, it saves to the same run date as the original plan.

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