Chart mode and basic navigation

Audience: All users

Overview

OrgChart features several different modes and modules that allow you to interact with your chart data:

• Chart mode
• Edit mode
• Directory
• Planning

The following article provides a brief overview of OrgChart's main user interface, Chart mode.

Chart Mode

Chart mode is the typical launch point for all OrgChart users. In Chart mode, users will be able to navigate and interact with base charts and custom charts.

Chart Mode : UI Overview

Note

Options that are available in the screenshot above are dependent on a user's role and access group.

Edit Mode

Edit mode allows user with Admin and Read/Write roles the ability to filter and modify chart data and formatting. Edit mode is used to create custom org charts with specific branch styles and formatting that cannot be automated, or to create light-weight hypothetical plans.

Edit Mode : UI Overview

Directory

In Directory, users can view, search, filter, and sort employee data in a tabular format.

Directory: UI overview

Planning

The Planning module is designed to facilitate workforce planning exercises. Multiple planners can collaborate in real-time to restructure any branch of an organization.

Planning : UI Overview