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On a line item view, users can navigate through line item information on the left-hand side while viewing messages on the right-hand side. They can collapse and interact with the cards by clicking on the carrot dropdown.

On the left-hand side of the Line Item Details page, we have line item detail cards. This is where important information about the line item and what was purchased is stored.

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• Requester - Dropdown that searches for the user to add to the line item. It is required and cannot be cleared. This will only show admin users and users associated with the hierarchy on the line item.

• Assignee - Only admin and assignee level users will appear on this dropdown. External users do not see this input.

• Followers - External users can search and add users to this field, who can get message notifications and access to the ticket. If a user is unavailable in the follower dropdown, they can be added as a listener user.

• External ID - This is a field available and editable to all external users and accepts all numbers and letters only.

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• The General tab will change depending on the product and is only editable for internal users. However, all users can view this information.

• The columns that show on the Allocation table will vary based on the product and are only editable for internal users. All users can click the Download CSV button to export the table.

• The Billing tab is only available to admin users, external users do not see this tab option on their view.

Internal users and external Ops users with the Manage Owned Order Line Items permission can add allocations in bulk to a line item.

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1. Click the down arrow next to the Add Allocation button.

2. Click Bulk Add Allocation.

3. Click the blue button again; this time it should say Bulk Add Allocation.

4. In the modal that appears, enter the start and end dates for the next set of allocations you want to add.

   1. You can only add allocations. You cannot override or adjust existing ones. So it is important to take note of when the last row of current allocations ends; after that date, you can bulk add new allocations.

5. Enter in the Allocation Details. These fields change depending on the product selected. For example, you may see impressions, clicks, ad spend, etc.

6. Click Create. Make sure everything looks accurate and click Save Changes.

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The Targeting card will only show for products that offer targeting and may not display for most products. Additionally, the targeting information that is shown here will vary between products. This is also where you will find Audience targeting and Location targeting.

All users can see this information. Only Admin users are able to adjust targeting.

Information across both tabs, Audience and Locations, can be downloaded to a CSV.

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If the line item went through the AI media planner workflow, and a user did not switch over the audiences to segments, then the profiles will show instead of segments.

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The Assets tab is where users can view and download files that were uploaded during the order submission process.

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• Reporting

  • The reporting tab will only show data here if the integration has been set up and data is available for the date range selected

  • Users can update the date ranges by clicking on the Reporting tab

  • If users click view report, it will take them to the advertiser-level report

• Integrations

  • This is only available to internal users

  • Users should only see the platforms available that are associated with the product

  • For line items linked to a Trade Desk campaign, users can also click on the linked campaign to navigate directly to that campaign within Trade Desk.

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