Short Description The Plan Grid offers both a tabular Grid view and a timeline Calendar view. This article explains what each is good for and how to switch between them.
What this article answers
- The strengths of each view.
- How to switch between them.
- View-specific features (Quick View popup, color coding).
Grid view
Grid view is the default tabular layout of the Plan Grid:
- Rows are plan objects (Plans, Campaigns, Programs, Tactics, Line Items) in hierarchy order.
- Columns are attributes (Name, Owner, Start Date, End Date, Planned Cost, Actual Cost, custom attributes, etc.).
- Roll-up values appear on parent rows showing aggregated child totals.
Grid view is best when you need to:
- Compare attribute values across many objects.
- Edit attributes inline.
- Sort by any column.
- Run bulk actions across a filtered set.
[SCREENSHOT NEEDED — Plan Grid in Grid view with rows and columns]
Calendar view
Calendar view displays the same objects on a timeline:
- Horizontal axis is time (days, weeks, months, quarters — zoomable).
- Vertical axis groups objects by hierarchy.
- Bars represent each object's date range.
- Colors distinguish Tactic Types (set in Admin → Theme → Tactic Type Colors).
Calendar view is best when you need to:
- See how tactics overlap in time.
- Spot scheduling conflicts or gaps.
- Communicate timing to non-Hive9 audiences (export to ICS for Google/Outlook).
- Get a visual sense of your marketing rhythm.
Switching between views
The view toggle sits on the Plan Grid's top control bar.
- Click the Calendar icon to switch to Calendar view.
- Click the Grid icon to switch back.
Your filter selections (Filter Panel) carry across — the same set of objects appears in both views.
The Quick View popup (Calendar view only)
In Calendar view, clicking a tactic's bar opens a Quick View popup with key attributes:
- Always shown: Name, Start Date, End Date, Planned Cost, Description.
- Plus any additional custom attributes your admin has configured under Theme → Calendar Popup Custom Attributes.
The Quick View is meant for fast scanning. To see the full Inspection Window, click into the tactic.
[SCREENSHOT NEEDED — Calendar view with Quick View popup open]
Color coding (Calendar view)
Calendar view colors bars by Tactic Type. Your admin configures the colors in Theme → Tactic Type Colors. The number of available colors matches the number of Tactic Types in your Model.
If many tactic types share similar colors, ask your admin to differentiate them — it improves at-a-glance readability significantly.
Exporting Calendar view
If your instance has Calendar Export turned on, you can export a Saved View's Calendar as an ICS feed and subscribe to it in Google Calendar or Outlook. See How do I export a Hive9 calendar view to Google or Outlook?
Common questions
Can I edit attributes from Calendar view? You can drag bars to adjust dates (if your role permits). Other attribute edits require opening the Inspection Window.
Why don't I see all my tactics in Calendar view? The same filter applies in both views. Check the Filter Panel — a date filter or status filter may be excluding the tactics you expect.
Can I zoom out to see a whole year at once? Yes — Calendar view supports day, week, month, and quarter zoom levels. Use the zoom controls in the view's toolbar.
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