Audience: All users
As of August 5, 2025, OrgChart offers the following org chart and workforce planning solutions to suit your organization's needs:
Core - Increase visibility into your organization with automated org charts
Plus - Deepen insights into your organization with powerful chart tools and analytics
Pro - Drive strategic organizational change with advanced workforce planning and security features.
See the table below to compare our Core, Plus, and Pro offerings:
| Core | Plus | Pro | |
| Data integration | |||
| Scheduled and manual data refreshes | ✓ | ✓ | ✓ |
| Number of data source integrations | 1 | 3 | 6 |
| OrgChart Customization | |||
| Create an unlimited number of employee-based charts | ✓ | ✓ | ✓ |
| Change colors, fonts, backgrounds, highlights, and more | ✓ | ✓ | ✓ |
| Filter org chart information | ✓ | ✓ | ✓ |
| Number of custom formula calculations* | 3 | 6 | Unlimited |
| Create advanced charts with functional placeholders, grouping, matrix reporting, and more | ✓ | ✓ | |
| Create position-based org charts to visualize both filled and open positions | ✓ | ✓ | |
| Track changes on custom charts | ✓ | ||
| OrgChart Exports | |||
| Export charts to PDF, PPT, weblinks, and more | ✓ | ✓ | ✓ |
| Automate base chart exports (in PDF, PPT, or Excel) to email addresses | ✓ |
✓ | |
| Directory & Search | |||
| Employee directory | ✓ | ✓ | ✓ |
| Advanced search | ✓ | ✓ | ✓ |
| Historical Org Charts | |||
| Store historical org charts and track changes | ✓ | ✓ | |
| Workforce Planning, Powered by Position Management | |||
| Create employee- or position-based workforce plans that track metrics, KPIs, unassigned employees, and more | ✓ | ||
| Collaborate in real-time with coworkers while tracking plan changes | ✓ | ||
| Submit plans for approval, automatically notify reviewers, and track approval history all in one location | ✓ | ||
| Security & Compliance | |||
| Comply with GDPR, SOC 2 Type II, CCPA, ISO, and more | ✓ | ✓ | ✓ |
| Multi-Factor Authentication (MFA) | ✓ | ✓ | ✓ |
| Single Sign-On (SSO) | ✓ | ✓ | ✓ |
| Number of OrgChart access groups, which are customizable to limit sensitive data fields | 2 | 5 | Unlimited |
| Ability to set granular conditional formatting (and/or rules) for access groups | ✓ | ✓ | |
| Services & Support | |||
| Technical support | ✓ | ✓ | ✓ |
| Standard product training | ✓ | ✓ | ✓ |
| Advanced product training |
|
|
✓ |
*All OrgChart packages include standard formulas, such as headcount, span of control, and more.
Questions? Contact sales@theorgchart.com or go to theorgchart.com to learn more.
Not seeing your edition? You may have purchased an edition prior to our updated pricing & packaging. You can review the editions offered prior to August 5, 2025 below:
| Premium | Enterprise | |
| Automatically and Manually Sync with your HR System | ✓ | ✓ |
| Aggregate Data from Multiple Sources (up to 3) | ✓ | ✓ |
| Filter & Highlight Chart Records | ✓ | ✓ |
| Create Unlimited Custom Views | ✓ | ✓ |
| Modify, Add & Delete Chart Records | ✓ | ✓ |
| Easy Access to Charts in SharePoint/Intranet/HRIS Portal | ✓ | ✓ |
| Add Company Brand Logos, Tables, legends | ✓ | ✓ |
| Single Sign-On (SSO) | ✓ | ✓ |
| Model Reorgs, Acquisitions & Future Changes | ✓ | |
| Create Custom Metrics, Set Targets, Track Progress | ✓ | |
| Unlimited Data Aggregation | ✓ | |
| Access Historical Charts | ✓ | |
| Advanced Security Features: Granular Permissions | ✓ | |
| Multifactor Authentication | ✓ |
Interested in moving to one of our new packages? Contact clientsuccess@theorgchart.com.
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