In Mercury, every plan item has a status that indicates its current position in the approval process. You can manually adjust the status of one or more plan items. Please note the following rules:

The status phases can be roughly divided into two groups:

  • Planning and Approval Phase: This includes the statuses "In Planning," "Internally Approved," and "Externally Approved."
  • Booking Phase: This includes "Booking requested," "Booking declined," and "Booking accepted."

Changing the status of plan items

To change the status of a plan item, go to the respective campaign and select the desired plan item using the checkbox on the far left. If you want to adjust multiple plan items at once, simply select all the desired rows.

Once you have selected one or more plan items, a new bar with various buttons will appear above the plan table. Click on the button named Status. A dropdown menu will open, where you can select the next available status. Note that you will only be shown the status options for which you have the corresponding rights.

If you want to adjust multiple plan items at once, they must all have the same status. An exception is reverting to the "In Planning" status: you can reset rows with the statuses "Internally Approved" or "Externally Approved" to "In Planning" together.

Example: You have three plan items. One is "In Planning," and the other two are "Internally Approved." You can only move the two "Internally Approved" items together to the next status, "Externally Approved." The first item can only be advanced once it has reached the "Internally Approved" status itself.

Moving back and forth between status phases

Within the planning and approval phase, plan items can be moved back and forth between the statuses "In Planning," "Internally Approved," and "Externally Approved" at any time. For example, if a plan item is "Externally Approved," you can reset its status to "In Planning" at any time to restart the approval process.

However, once a plan item has reached one of the three booking statuses ("Booking requested," "Booking declined," or "Booking accepted"), this status is final. A plan item cannot be reverted from the booking phase back to the planning and approval phase. It also can no longer be deleted, but only canceled.