Setting Up The Matrix

The Matrix lets you load many plans at once and can be accessed from different places in your account. If you load the Matrix from within a plan, it will load other plans from that same Service Type. If you load the Matrix from the top of the main plans page, it will load plans from all Service Types in the current folder.

Loading the Matrix

Once you have loaded the Matrix, you can add and remove plans from anywhere in your account. However, the way you get to the Matrix in the first place can start you off with your desired plans already loaded. There are 3 main places to get to the Matrix.

From a Plan

If you primarily want to load plans from one Service Type, you can click the Matrix button from within any plan. This loads how ever many previous and next plans you specify based off of the plan you are in, not the current date.

Matrix button from a plan

Hover over the Matrix button at the top right of a plan. Click directly on the button to load the matrix with the options shown in the popup, or change the options and then click the main button, or the load matrix button below.

If you change the amount of previous or next plans to load, it will save those numbers in your current internet browser as your new defaults for this Service Type and remember them whenever you load the Matrix anywhere in this Service Type in the future.

Matrix button hovering over a plan

You can also load the Matrix from this Service Type starting with a specific plan from the main Plans tab. It will use the same saved number of previous and next plans you specify in the step above, but using this particular button won't give you the option to change those numbers.

From a Service Type

If you primarily want to load plans from one Service Type, you can also click the Matrix button at the bottom of that Service Type on the main Plans page. This loads how ever many previous and next plans you specify based on the current date.

Matrix button on a Service Type

Hover over the Matrix button at the bottom of a Service Type on the Plans tab. Click directly on the button to load the matrix with the options shown in the popup, or change the options and then click the main button, or the load matrix button below.

If you change the amount of previous or next plans to load, it will save those numbers in your current internet browser as your new defaults for this Service Type and remember them whenever you load the Matrix anywhere in this Service Type in the future.

From a Folder

If you want to load plans from all Service Types within a Folder, you can click the Matrix button at the top right of the main Plans page. This loads how ever many previous and next plans you specify from the current folder, based on the current date.

Matrix button from a folder

Click directly on the button to load the matrix with the options shown in the popup, or change the options and then click the main button, or the load matrix button below.

If you change the amount of previous or next plans to load for the current folder, it will save those numbers in your internet browser as your new defaults for that folder. If you use the dropdown box to change the folder to a different folder or a service type, it will load the current defaults for that new selection, but any changes you make to the numbers will not be saved.

Loading Plans within the Matrix

Loading Plans within the Matrix

Once you've entered the Matrix, you can load additional plans from anywhere in your account. To add a plan, click on the 'Load A Plan' button in the upper right corner, and then select the desired folder, service, and plan from the list.

Removing Plans from your Matrix view

Removing Plans

To remove a plan, hover your mouse over a plan title and click on the red 'X'.

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