Setting Up the Matrix

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The matrix lets you view many plans at once, so you can schedule many weeks at a time. Set it up so the plans you want to access show in the quick load, and you can also load and remove plans individually.

Warning

If you have more than one window of the matrix open in your browser, you may experience errors.

Check out this clip from Planning Center University.

Load the Matrix

You can load a matrix from four different places.

Plan

Load plans that are scheduled either right before or right after the plan you are in.

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  1. Click the dropdown to choose the plans to load. Click Matrix to load the matrix with the plans you've selected.

  2. Change the number of previous plans and next plans that you want to see in the matrix.

    Notice

    The previous and next plan numbers will be saved in your current browser as your defaults for this Service Type until you change them again.

Service Type

Load the matrix from a service type if you want to view the plans right before or right after the current date in the same service type.

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  1. Click the dropdown to choose the plans to load. Click Matrix to load the matrix with the plans you've selected.

  2. Change the number of previous plans and next plans that you want to see in the matrix.

    Notice

    The previous and next plan numbers will be saved in your current browser as your defaults for this Service Type until you change them again.

  3. Type M while hovering over a specific plan to open the matrix with that plan as the base plan.

Folder

Load the matrix from a folder if you want to load all the plans from all of the service types in the folder.

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  1. Click the dropdown to choose the plans to load from each service type. Click Matrix to load the matrix with all the plans you've selected.

  2. Click the arrow to change the folder or service type you are loading from.

  3. Change the number of previous plans and next plans that you want to see in the matrix.

    Notice

    The previous and next plan numbers will be saved in your current browser as your defaults for this folder until you change them again.

My Schedule

Load the matrix for your schedule to view only the plans that you are scheduled in.

From a folder, click the dropdown next to the Matrix button, and then click the arrow to Load more folders. From there, click My Schedule.

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The plans will load according to the current date.

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Create a Custom Matrix

If you regularly schedule for a specific set of plans, create a custom matrix and select it at the time of scheduling to quickly load your plans or templates.

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  1. Click the dropdown to choose a matrix or create a new one.

  2. Select an existing matrix.

  3. Create a new custom matrix.

Once you've chosen a matrix, click the gear to make any changes to it.

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  1. Add the service type and plans you want to see in the matrix.

  2. Add any templates to the matrix.

  3. Choose which sections you'd like to see for plans in the matrix.

Remove Plans

To remove a plan from your matrix view, hover your mouse over a plan title and click on the red x.

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Quick Load Plans

If you need to make temporary changes to your matrix, you can use the dates at the top of the matrix to quick load any additional plans.

Click one of the arrow buttons to load the previous or next plan in the selected service type.

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You can quickly change this view to make updates to multiple plans, but anything you load here will not be a saved view.

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  1. When you click the date range, you'll see the Quick load plans modal.

  2. Click to add more service types to the matrix.

  3. See the current service type listed in the matrix.

  4. Select or deselect plans to show.

Matrix Views

Hover over any person or item in the order, and click the target icon in the floating action menu to see the repeated item in the matrix.

Every instance of that item or person will be highlighted in yellow. To turn it off, click the button again or Exit target view in the top right.

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You can also highlight all the columns for a specific Service Type by clicking an empty space in the column header, or by opening the action drop and and clicking Highlight Service Type.

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The condensed view lets you shrink each plan column, see more plans at one time, and scroll a bit less. It's particularly useful when you have more than five plans loaded.

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