Opening a Plan

When an order is booked for a particular issue date, a new plan is automatically created, so the most common workflow would be to log into Plan Web and then select "Open Plan" to start working on a layout with ads that have already been booked and imported into Plan. If using Plan Automate, the template may already be selected and ads may already be on pages.

Opening an existing Plan for the first time

If this is the first time opening the plan, the New Plan dialog box opens so that a user can select the template to use for this issue date.

The New Plan dialog box:

Item	Description
Plan Name text box	The name of the selected plan. When you save a plan with a new name, you must follow your site’s naming conventions and observe technical restrictions on file names.
Select a Date text box	Shows the run date. Read only.
Product text box	Displays the Product for this plan. Read only.
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.
Info One/Two/Three/Four text boxes	Optional metadata. Labels can be changed in Setup if desired. This is sometimes used when outputting to another system.
Use Plan Template popup	Select a plan template. Select none to create a plan without a template. If you select a template, all other boxes on the custom tab become read‐only.
Desk	Optional. Used sometimes in NCS Content Implementations to indicate Planning Desk.
Number of Pages text box	Shows the number of pages.
Grid	Use to select a grid. Grids are created in Naviga Plan Setup.
Width	The page width. Click the dropdown to change to pts, in, mm, cm, or pica pts.
Height	The page height. Click the dropdown 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 text box	The top margin for each spread in the plan.
Inside text box	The total inside margin for each spread: The total inside distance between the grids of the two pages in a spread.
Bottom text box	The bottom margin for each spread in the plan.
Outside text box	The outside margins for each spread in the plan.
Columns text box	The number of columns on each page.
Gutter text box	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.

1. If you want to change the plan name, enter a new name in the Plan Name text box. Important: When you save a plan with a new name, follow your site’s naming conventions, and observe technical restrictions on filenames.

2. In the Use Plan Template, select a template or select “none” to design your own plan.

3. If you are designing your own plan, complete the information in the dialog box.

4. If desired, enter new margins. The margins apply to every spread in the plan, rather than the individual pages. Even if you enter different inside and outside margins and later do something that causes the pages in the plan to move to other spreads, the margins for each spread remain constant. This can save you time and effort since you no longer have to fix right- or left-page transposition problems. Important: The Inside margin is the total distance between the inside edges of the two grids in a spread.

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

The plan opens in Naviga Plan. You can have multiple plans opened simultaneously. If more than one plan is open, there will be tabs for each opened plan:

The selected plan's name will also be displayed in the browser tab: Note: If you have designed your own plan, you can create a template from it. See Using plan templates

Re-opening a plan that has been opened before

Note: Plans that have a template applied show up in the Open Plans panel with more than 0 pages in the Pages column.

1. Do one of the following:

   • If on the Plan Launch screen select Open Plan from the dialog box:

   • If another plan is already open, Choose File -> Open Selected Plans.

   • Press Ctrl-O (Windows or Mac OS).

2. Double-click on the plan in the Plans list. The selected plan opens in its own Plan tab. If a previously placed ad has been killed, if a size has changed, or any other event causing a warning, you will see that popup on open: If you close the window and need to see the warning again, Refresh the window Planning -> Refresh Plan (F5) before saving, and the popup will open again.