Ministry Centered Technologies
PCO Manual ยป The Plans Page (Dashboard)

Topics

  • Getting Started 5
    • An Introduction to Planning Center
    • Responding to Scheduling Emails
    • Managing Your Schedule
    • Updating Your Personal Information
    • Viewing Service Details & Files
  • Setting Up 6
    • Creating A Service Type & Setting Up Dates and Times
    • Adding Items to your Plan
    • Adding People and Assigning Them To Positions
    • How to Schedule Your People
    • How to Use Songs, Arrangements & Keys
    • Accessing Planning Center's Sample Account
  • Account Administration 12
    • Canceling Your Account
    • Changing A Payment Method
    • Changing The Name of Your Account
    • Declined Payments or Delayed Checks
    • Enabling Extra File Storage
    • Enabling/Disabling Music Stand
    • Printing Receipts and Viewing Previous Payments
    • Changing the Primary Account Admin & Adding an Secondary Account Admin for Billing
    • Upgrading/Downgrading Your Account
    • Allowing Administrators to Delete
    • Changing Your Country
    • Locating your Organization and User ID Numbers
  • Apps 3
    • How To Install and use the Facebook App
    • iPhone App
    • Android App
  • Attachments 5
    • Adding Attachments
    • Uploading an Attachment
    • Linking to an attachment
    • Linking to iTunes or AmazonMp3
    • Linking to YouTube
  • Reporting 3
    • Custom Reports Wiki
    • Creating Reports on Frequency
    • Changing Custom Report Options
  • The Matrix 4
    • Setting Up The Matrix
    • Using The Matrix To Schedule
    • Using the Matrix Libraries Sidebar
    • Matrix Reports
  • Media 4
    • Adding and Uploading Media
    • Attaching media to items in your plan
    • Adding Custom Properties to Media Items
    • WorshipHouseMedia Integration
  • Music Stand 5
    • What is Planning Center Music Stand?
    • Using the web-based version.
    • iPad Music Stand App
    • Annotations in Music Stand
    • Hardware for Music Stand
  • Personal Profiles 11
    • Block-Out Dates: Adding and Deleting
    • Changing Your Password
    • Setting Up Text Notifications
    • My Calendar
    • How to Link with iCal or Outlook 2007
    • How to Link with Google Calendar
    • Master Calendar
    • Adding or Changing a Profile Picture
    • Forgotten Password, Login Issues and Error Message
    • Linking Accounts
    • Setting Your Scheduling Preferences
  • People 16
    • Adding a new person
    • Changing Permissions
    • Creating groups or teams for scheduling
    • Can't Add a Person - Duplicate Record Error
    • Filtering Your People
    • How to Email from the People Page
    • Print Report Options
    • Setting Up Custom Properties
    • Welcome Emails
    • Importing People using CSV files
    • Exporting a CSV File
    • Positions: Assign People Directly vs. Assign Using Custom Properties
    • Auto-scheduling
    • Setting Up Back-Up People for Positions
    • Disabling Users
    • Enabling Disabled User Accounts
  • Projector 2
    • FAQs
    • Enabling Projector on Your Account
  • Service Types & The Dashboard 10
    • The Plans Page (Dashboard)
    • Creating a New Service Type
    • Editing Or Deleting A Service
    • Reordering Your Service Types
    • Recovering Deleted Service Types
    • Creating a Folder
    • Moving a service into another folder
    • Deleting Folders
    • Adding a One Time Special Service
    • Accessing Past Plans
  • Plans 34
    • Individual Plan Pages
    • Displaying Service Times
    • Adding Notes Columns to Plans
    • Setting Up Different Teams for each Service Time
    • Changing the Replies To person for a People Category
    • Copying A Plan
    • Deleting a Plan or Recovering Deleted Plans
    • Adding and Editing Times
    • Hotkeys for Plans Page
    • How to Create a New Plan
    • Rearranging the order of a plan
    • Removing Items from Only One Plan Time
    • Scheduling A Person
    • Sending Notification Emails
    • Scheduling: Conflicts and Block-Out Dates
    • Scheduling Groups or Teams
    • Setting Up Reminder Emails
    • Adding and Editing People Categories
    • Reordering People Categories
    • Setting Up Positions
    • Setting Up or Editing Needed Positions
    • Item Note Categories
    • Adding or Editing Plan Notes & Categories
    • Resetting LIVE times
    • Setting up Ustream for Planning Center LIVE
    • Streaming and Downloading Songs in a Plan.
    • Using the Stage Layout feature
    • Commenting and Subscribing to Plan Items
    • Changing Options For Viewing a Person's Last Scheduled Date
    • Recovering Deleted Categories
    • Adding an Attachment to a plan item
    • Understanding Conflicts and Scheduled Times
    • Adding Series Artwork to your plans and linking multiple plans to that series
    • Emailing Your Categories and Positions
  • Templates 4
    • Creating & Editing a Template
    • Editing Or Deleting A Template
    • Exporting a Template from an Existing Plan
    • Importing a Template (or Plan) to an existing plan
  • Site Settings 5
    • Site Settings
    • PCO Settings
    • Package Options
    • Billing Options
    • Attachment Types
  • Songs 20
    • Songs: An Overview
    • Adding a New Song
    • Adding Song Arrangements
    • Adding Keys to a Song Arrangement
    • Adding Attachments to Songs
    • Moving files from one arrangement to another
    • Transposing an Mp3
    • Transposing Chord Charts & Making Lyrics PDFs
    • Enabling and Disabling Downloading of MP3s
    • How to Convert to Mp3 Files in iTunes
    • Adding or Editing Song Sequences
    • Song Custom Properties
    • Filtering on the Songs Page
    • CCLI Reporting
    • SongSelect Integration
    • Preventing Charts from Shifting Using Chord Pro
    • Adding a SongSelect Chart to to your Songs
    • RehearsalMix Integration
    • Adding RehearsalMix mp3s to your Songs
    • Sending your team RehearsalMix Instructions
  • Webinars 1
    • Webinar Schedule

Last Updated

Jan 03, 2012

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The Plans Page (Dashboard)

The main Plans page, or Dashboard, is where you navigate through all your Service Types and Folders to access individual plans. This lesson explains the different parts of the Dashboard.

Anatomy of the Plans Page

Media_1325550886016_display Zoom
  1. My Schedule- Expanding this bar will show you all of the upcoming plans and positons you are personally scheduled for in your account.
  2. FOLDER- a folder contains services are used simply for organizational purposes. You could create as many folders as you wanted to and place your services in them, but they are simply there to organize your plans page and add another level of permission. A good example of using a folder would be to have one titled "Student Ministries" and then within that folder, have services called "High School Ministry", "Jr. High Ministry", and "College-Age Ministry". Or you can use rooms, like in the example above with "Main Auditorium".
  3. SERVICE- a service is the main area in which you will plan for one particular service that happens throughout your week. As shown above, there are two service types listed: Children's and Youth. These are the service types referred to in our pricing structure.
  4. PLANS- a plan is an individual service flow that is usually created on a weekly basis. It contains all of the scheduled people and items for that particular service day. Any plans that you are scheduled in will be shown in bold.
  • Prev: Enabling Projector on Your Account
  • Next: Creating a New Service Type