This page describes how to use the Proposal Builder to amend the following individual proposal items:
- Digital proposal items of any type of buy.
- Static proposal items.
Note: Dynamic Screen Selection proposal items cannot be amended.
Note: Only users with the Admin role (see User Privileges by Role) can amend proposal items. However, it is possible to assign the Amend privilege to other roles by contacting Broadsign Services.
To amend a proposal item, it must have one of the following status:
- Held
- Submitted
- Booked
- Live
When amending proposal items, you can perform the following modifications:
- Modify the name of the proposal item.
- Modify the start date (except for live proposal items).
- Modify the end date.
- Add or remove screens.
A proposal item with a shared goal cannot be amended.
Note: If digital screens in a proposal have fixed slot duration values, these values are taken into account when amending the proposal. For more information, see Screens and Fixed Slot Duration.
Tip: It is possible to amend Booked and Live digital proposal items in Broadsign Direct. However, you must notify your Broadsign Control Operations team to review the schedule. For more information, see Schedules in the Broadsign Control documentation.
To amend a proposal item:
- Access the Proposal Builder.
- In the Proposal Builder, go to the proposal item that you want to amend.
- Click the Amend button of the proposal item.
- For a digital proposal item, the digital inventory modal window opens and you can select or deselect screens.
- For a static proposal item, the static inventory modal window opens you can select or deselect faces.
- Perform one of the following actions:
- Add or remove screens or faces (exclude packages). See Select Inventory.
- Change the start date and flight duration of a digital proposal item. See The Ad Settings Panel.
- Extend or reduce the flight duration of a static proposal item. See The Flight Duration Selector.
- Extend or reduce the flight duration of a Live proposal item (cannot change start date)
If you are amending a proposal item that is Held or Booked, Broadsign Direct performs an availability check with the screens or faces that are selected. The check is performed only on the changes that you have made, that is, it checks the delta between what was already held or booked and what you have amended. For example, if you have a selection that is Partially available, and you extend the flight duration by another week, the availability check is done on the added week. If the selection is available during that added week, the status will not be Partially available, but Available. For more information, see Availability Check Feature.
Asynchronous Amendment allows you to request campaign amendments even while existing bookings or rebalancing operations are still in progress.
With Asynchronous Amendments, you can submit amendment requests and continue working without interruption. The system intelligently queues amendment requests, processes them in the correct order, and executes them asynchronously, similar to how bookings are handled.
If an amendment fails, an email notification is automatically sent to both the proposal creator and owner with details of the failure.
Why it matters:
- Improved flexibility and workflow efficiency
- No more waiting on long-running booking or rebalancing tasks
- Much faster performance during large bookings
- Clear visibility and notifications if something goes wrong
With Shared Goals, multiple proposal items can contribute toward a single delivery goal. You can amend contributing items in the same way as standard items. You can update attributes such as flight dates and screen selection while keeping the item attached to the shared goal. The system automatically accounts for these changes and ensures the shared goal continues to be delivered correctly.
This capability improves flexibility when managing shared goals, reduces the need for disruptive campaign changes, and allows teams to adapt campaigns more easily as requirements evolve.
