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Overview

Plans are containers for campaign opportunity information in Permutive’s Planning product. Each plan stores advertiser details, RFP deadlines, and one or more audiences that you build to respond to campaign briefs. This guide walks you through creating a new plan, configuring plan fields, editing existing plans, and organizing your plans list.

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Creating a New Plan

1

Navigate to Planning

In the Permutive Dashboard, go to Planning to access your plans list.
2

Click Create Plan

Click the Create Plan button to open the plan creation form.
3

Enter required fields

Fill in the required plan information:
  • Plan Name: A descriptive name for the campaign opportunity (e.g., “Q1 Auto Campaign - BMW”)
  • Advertiser: The advertiser associated with the campaign
  • RFP Deadline: The deadline for responding to the brief
4

Add optional fields

Optionally, add additional details to help organize and filter the plan:
  • Agency: The agency managing the campaign
  • Budget: The campaign budget
  • Countries: Country filters to apply to all metrics and visualizations
  • Domains: Domain filters to apply to all metrics and visualizations
5

Save the plan

Click Save to create the plan. You’ll be taken to the plan details view where you can start building audiences.
Several of the fields for creating a Plan are also used as context for AI recommendations and search. You will see improved recommendations with more descriptive campaign names, advertiser information etc.

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Plan Fields Reference

FieldRequiredDescription
Plan NameYesA descriptive name for the campaign opportunity
AdvertiserYesThe advertiser associated with the campaign
RFP DeadlineYesThe deadline for responding to the brief
AgencyNoThe agency managing the campaign
BudgetNoThe campaign budget
CountriesNoCountry filters that apply to all metrics and visualizations
DomainsNoDomain filters that apply to all metrics and visualizations
Country and Domain filters set at the plan level apply across all metrics, visualizations, and Plan Insights for audiences within that plan. Use these filters when responding to briefs with specific geographic or site requirements.

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Editing an Existing Plan

1

Open the plan

From the plans list, click on the plan you want to edit.
2

Edit plan details

Click the Edit button or pencil icon to modify the plan information.
3

Update fields

Make your changes to any of the plan fields (name, advertiser, deadline, etc.).
4

Save changes

Click Save to apply your updates.

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Organizing Your Plans

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Sorting Plans

You can sort your plans list by the following columns:
  • Name: Alphabetical order by plan name
  • Advertiser: Alphabetical order by advertiser name
  • RFP Deadline: Chronological order by deadline date
  • Created Date: Chronological order by when the plan was created
Click on a column header to sort by that field. Click again to reverse the sort order.

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Finding Plans

Use the search functionality to quickly find plans by:
  • Plan name
  • Advertiser name

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Best Practices

Use descriptive plan names — Include the advertiser, campaign type, and time period in your plan name for easy identification (e.g., “Nike - Summer Running Campaign - Q2 2025”). Set accurate RFP deadlines — This helps prioritize which plans need attention and enables sorting by deadline to focus on urgent briefs. Apply filters early — If the brief specifies geographic or domain requirements, set the Country and Domain filters when creating the plan so all subsequent audience metrics reflect these constraints. Keep advertiser names consistent — Use consistent naming for advertisers across plans to make searching and filtering easier.

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What’s Next

After creating a plan, you’re ready to build audiences:

Building Audiences

Learn how to combine cohorts with boolean logic to build targeted audiences