Create a New Plan

If no ads have been booked for an edition, you can create an unscheduled or “advance” plan from scratch in Naviga Plan. You can also create a template from scratch.

1. Do one of the following:

   • In Naviga Plan Web Launch Screen, select New Plan

   • If already in a Plan, the menu bar will be at the top and the user can then select File -> New to create a new Plan. On a Mac, you can also do ⌥-N or on a PC, use Alt-N.

2. The New Plan dialog box opens. It is similar to the dialog box that opens when you open a scheduled plan for the first time but this one has a Select a date dropdown.

The New Plan (from scratch) dialog box:

Item	Description
STANDARD TAB
Plan Name text box	Enter the name of the template. When you save a template with a new name, follow your site’s naming conventions and observe technical restrictions on filenames as this name is often used as part of the output file name going to your editorial system.
Select a date	This is the run date. Click the calendar icon to enter a date here
Product	The Product in which the plan will run. Use the dropdown to select a product. The list is in order of the Product ID
Channel text box	This will be populated based on the channel set in setup. It will only be used if your Editorial System is NCS Content.
Publication text box	Optional metadata. Enter the name of the publication, for example. This is informational and/or can be used in output feeds if the output product name needs to be different than what the product was called in Naviga Ad and Naviga Plan
Info One/Two/Three/Four text boxes	Optional metadata. Labels can be changed in Setup if desired
Template dropdown	Click the arrow to select a predefined template.
Running order	Select Running order from the dropdown (may only have one option - depending on setup)
Desk	Select if applicable in your workflow. Not all Editorial systems will use a desk
CUSTOM TAB	This tab will be grayed out if a template was already selected. If this is the plan which is creating a new template, fill in applicable fields here.
Version	Enter a version number (if applicable)
Number of Pages text box	The number of pages.
Grid	Use to select a grid. Grids are created in Naviga Plan Setup.
Page Width	The page width. Click the popup to change to pts, in, mm, cm, or pica pts.
Page Height	The page height. Click the popup to change to pts, in, mm, cm, or pica pts.
Margin Units	Click to select units for the margins: pts, in, mm, cm, or pica pts.
Top Margin	Each page’s top margin size.
Outside Margin	Each page’s outside margin size.
Bottom text box	Each page’s bottom margin size.
Inside Margin	Each page’s inside margin size.
Columns text box	Number of columns on each page.
Gutter text box and popup	The width of the gutter between columns. Click the popup to change to pts, in, mm, cm, or pica pts.
Width text box	The width of one column. Click the popup to change to pts., in., mm, cm, or pica pts.
Cancel button	Click to cancel changes and close the New Plan dialog box.
OK button	Click to save the plan and open the Plan.

1. Enter a plan name in the Plan Name text box. Note: Your site should have a naming convention for plan templates that includes the day of the week, edition, number of pages, number of page sets, and so forth. Important: When you save a plan with a new name, you must follow your site’s naming conventions and observe technical restrictions on filenames.

2. Click Set Run Date.

   • The Run Date Calendar opens.

3. Select the product from the Product popup.

4. Select the run date from the date box

5. Do one of the following:

   • Select a template.

   • Select “none” to design your own template. Important: The Use Plan Template popup includes any templates for the same Product.

6. If you are designing your own template, complete the information on the custom tab, including designating the number of pages, selecting a grid, defining the margins, and defining the columns.

7. Click Ok to close the New Plan dialog box and open the new plan.