Plan Page Overview

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Individual plan pages hold all of the service times, items, files, and scheduled teams for a service.

Check out this clip from Planning Center University.

Header

The plan header gives an overview of the current plan and allows you to move to the next plan.

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  1. Move back and forth between plans.

  2. Print a plan report or export a plan.

  3. Click to access the Matrix

  4. Action Menu includes: print, export/copy, clear order, delete, series and title tools, contributors, and settings

Left Panel

The left panel has sections that can be expanded or collapsed to view service times, scheduled teams, plan files and notes, and plan contributors.

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When expanded, you also have the additional options to reschedule your plan.

Order Tab

The order tab of a plan page contains plan items, notes, as well as access to Services LIVE and rehearsal tools.

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  1. List the service items in the order you want them to occur.

  2. Print a report from this plan

  3. Open the Matrix from this plan

  4. Print, export, delete, set or remove plan title, set or remove series info, contributors, settings

  5. Connect to Services LIVE, delete all items, or share the plan.

  6. Access rehearsal tools.

  7. Add items to the plan.

  8. Choose which information to display about plan items and adjust the plan view.

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    1. Choose the times, songs, and notes that display for each item.

    2. The Expanded view displays larger text and allows white space between items. The Condensed view allows more item details to display on the screen.

Teams Tab

The Teams tab holds all of the information on the people and teams scheduled to the plan.

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  1. Schedule people to individual teams, send scheduling emails, or enable signups.

  2. View the status of team members scheduled to the plan, or adjust needed positions for the team.

  3. Send a scheduling email to all people scheduled to the plan.

  4. Take action on all teams in the plan, including:

Rehearse Tab

The Rehearsal Tab allows your Rehearsal Teams to access all the tools they need for rehearsal in one place.

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  1. Song List

  2. Media Player

  3. Download and print a Songbook

  4. Open Web Music Stand

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