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Plan Bulk Constraints

Plan Bulk Constraints

Purpose

If you have multiple tactics that share the same investment or timing requirements, you can save time by applying these constraints in bulk.

Accessing the Feature

From within the Constraints tab of any optimization plan:

  1. Click the "Bulk Constraints" button in the top right corner

  2. Select the factors you wish to constrain with the same values and click Continue

  3. Apply the associated investment and/or timing constraints and click Save

Pro tip: Bulk actions work great for tactics that must be suppressed from a Plan (investment = $0), and for tactics that share flighting or other timing constraints.

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Applied Constraints

Upon clicking Save, you’ll see your edits reflected in the normal constraints table.

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Additional Edits

Once applied, constraints cannot be retroactively undone in bulk. Any further edits should be made via a new bulk apply action, or by clicking into any individual tactic and editing it.