Plan Editor

The Plan Editor is a plan's order of service on a page of its own, without the tab bar. It is the same editor as a plan's Order tab: the same items, the same buttons, and changes made in one show in the other. Use it when you want the order full-page.

Where to find it

• Go to Plan > Service Metrics, pick a plan in the Plans list on the left, and click Open editor at the top right.
• On the web app you can also add /edit to a plan's address (/app/plan/:planId/edit). Older bookmarks to a plan's "run" or "plan editor" page open it too.
• Tech Manager opens the same page from Plan > Service Metrics.

To get back to the plan's tabbed page, click the arrow at the top left ("Back to plan details") or click the Service name and date beside it.

What is on the page

The editor has three panes:

1. Left, the plan at a glance: Times lists each of the plan's Times, then Starts, Ends, Runtime and Items. Sections lists each header with its item count and minutes; click one to jump to it. Teams shows who is serving, by position. These are read-only here.
2. Middle, the order: The toolbar (+ Item, Templates, Columns, View, Present, Print, and in Tech Manager Phone remote), then the list of items with their start times, lengths, titles and team note columns.
3. Right, the selected item: Click any row to open its details; the x at the top closes the pane.

Edit an item

1. Go to Plan > Service Metrics, pick the plan and click Open editor.
2. Click the item's row (or click + Item to add one).
3. In the right pane, change What is it?, How long?, Who's on it, Everyone's note and the Team notes.
4. Link a song with + Link a song or a file with + Attach media.
5. Click Save. Unsaved shows while you have changes that aren't saved yet.

The Order article walks through each of these, plus templates, columns, printing and Present, step by step.

Change the Times or the people serving

The left pane only shows them. To change Times, go back to the plan ("Back to plan details") and use the Details tab. To schedule people, use the plan's Teams tab.

Open the plan in Present or print it

• Present opens Present with a playlist built from the linked songs and media (a new browser tab on the web app; inside the app in Tech Manager).
• Print opens Print or export plan, where you choose what to include and print or save as a PDF.

Troubleshooting

The page only says "Plan not found."

The plan was deleted or the link is wrong. Open Plan > Services and find the plan there.

The left pane says "Couldn't load who's serving."

Click Retry. The rest of the editor still works.

The page says "Loading the plan…" for a long time

Check your connection and reload. In Tech Manager, check that the computer is online.

Good to know

• The Plan Editor plans; it doesn't run the service. To run it with timings, use the plan's Live tab.
• There is no menu row for the Plan Editor; you reach it from Plan > Service Metrics or by its address.
• The web app and Tech Manager show the same editor.