Setting Up The Matrix

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The Matrix enables you to view many plans at once, so that you can schedule many weeks at a time. You can set up the Matrix so that the plans that you want to access show in the initial view, and you can also load and remove plans individually.

Load the Matrix

You can load a Matrix from four different places, as described in the following sections.

From a Plan

Load plans from the same Service Type that are scheduled either right before or right after the plan you are in.

Matrix button from a plan
  1. To load the matrix from a plan, hover over the Matrix button at the top right of a plan.
  2. If necessary, change the number of previous plans and next plans,
  3. Click to load the Matrix with the plans you've selected.

If you change the amount of previous or next plans to load, those numbers will be saved in your current browser as your new defaults for this Service Type, and they will be loaded into the Matrix anywhere in this Service Type in the future.

From a Service Type

Load the Matrix from a Service Type if you want to view the plans right before or right after the current date.

Matrix button hovering over a plan
  1. Click to load the Matrix from a Service Type with the current defaults.
  2. To change the number of previous plans to load and next plans to load, click the dropdown next to the Matrix button, adjust the number of plans up or down, and then click the Matrix button.

If you change the amount of previous or next plans to load, those numbers will be saved in your current browser as your new defaults for this Service Type, and they will be loaded into the Matrix anywhere in this Service Type in the future.

You can also type M while hovering over a specific plan in a Service Type and open the matrix with that plan as the base plan.

For example, if you want September 27 as the base plan, you can hover over it and type M.

This will load the Matrix according to your settings, with one plan before September 27 and three after it.

From a Folder

Load the Matrix from a folder if you want to load all the plans from all of the Service Types in the folder.

  1. Click to load plans from all Service Types within a folder using the current defaults.
  2. Click the arrow to change the folder or Service Type you are loading from.
  3. To change the number of Previous plans and and Next plans that load, click the dropdown next to the Matrix button, adjust the number of plans up or down, and then click the Matrix button.

If you change the amount of previous or next plans to load for the current folder, those numbers will be saved in your browser the 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.

From My Schedule

Load the Matrix from My Schedule to view the plans that you are scheduled for.

From a folder, click the dropdown next to the Matrix button, then click the right arrow to show the My Schedule link.

After you click My Schedule, the plans will load in the Matrix, according to your settings based on the current date.

Load Plans

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 of the Matrix, and then select the desired folder, service, and plan from the list.

Loading Plans within the Matrix

Remove Plans

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

Removing Plans
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