There are two primary ways to access the multi-plan view: from the service plan listing or from an individual service plan.
From the service plan listing
Go to Service Planning > Plans from the left-hand menu and use the checkboxes next to the plans to choose the ones to load onto the multi-plan grid. Use the Filter button to quickly narrow the list first if needed.
With the plans checked, click Bulk Actions > Multi-plan grid.
Important: choose a maximum of 20 service plans to load.
From an individual service plan
The multi-plan grid can also be launched from a single service plan. Open the plan, then choose Actions > Multi-plan grid in the upper right.
A pop-up will appear to choose how many previous and future plans to load (relative to the plan currently being viewed). There is also an option to restrict the loaded plans to only those of the same service type.
Click Load plans to open the multi-plan grid.
The multi-plan view shows multiple service plans on a single screen, making it easy to compare a given week's service itinerary and volunteer schedule against future and past plans. Modifications can be made directly within the grid.
Below is an example of the multi-plan grid, which displays plan details, times, and the order of service.
Below is the section of the multi-plan grid for managing and scheduling volunteers on each plan.
Note: the primary row and column stay fixed in position while scrolling around the grid, so the section and plan you're viewing are always identifiable.
Grid actions
The Actions dropdown in the upper-right of the grid contains actions that apply across all plans and teams loaded into the grid:
Send email: send a serving request email (and optional text message, if enabled) to volunteers scheduled across the loaded plans. Recipients can be filtered and a custom message added. Note that requests can only be sent manually.
Auto schedule: automatically fill open positions across the loaded plans by selecting individuals who were last scheduled the furthest in the past, while respecting blockout dates, conflicts, and scheduling preferences. Assignments can be undone as long as you don't navigate away from the page.
Download assignments: download a spreadsheet of volunteer assignments across the loaded plans. An attendance-marking PDF can also be downloaded.
View blockout dates: view the blockout dates that affect volunteers across the loaded plans, useful when troubleshooting why someone wasn't auto-scheduled.
The Options dropdown in the upper-left controls grid display preferences (Visible sections, Show all positions).
For team-scoped actions, use the 3-dots menu on each team row inside the Serving section of a plan column. The same Send email and Auto schedule actions are available there but apply only to that team on that single plan, alongside Add people, Needed positions, Reset statuses, Clear assignments, and Remove team.
The 3-dots menu at the top of each plan column contains plan-level actions: Edit plan, Copy plan, Import template, Reschedule plan, and Hide plan. Use Hide plan to remove a plan from the grid view (this does not delete the plan).
Helpful tips
Most actions available on an individual plan are also available within the multi-plan view, in the section where you'd expect them (for example, time edits in the Time(s) section).
Volunteer assignments and order-of-service line items can be dragged from one plan to another.
To remove a plan from the grid, use the ⋯ 3-dots menu at the top of the column for that plan and choose Hide plan.