Planning

Audience: Administrators

Overview

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

A planner can participate in one of the following three roles:

• Viewer - Read plans that have been shared with that user
• Collaborator - Update plans that have been shared with that user
• Plan owner - Synchronize plans you've created against the source data and share your plans with viewers or collaborators

Note

Not all users have access to Planning.

Your OrgChart administrator can grant you access by upgrading your role to read/write, and enabling Planning in your UI profile.

Important

Administrators can share, modify, delete, lock, and archive any plan within the account (even those that have not directly been shared with that user).

The following article provides information on:

• Accessing Planning
• Planning user interface overview

Accessing Planning

1. Click on the Planning button on the left-hand side of the screen.

2. The Chart explorer is opened to the Planning tab. Double-click on an existing plan to open it, or click on the Create button to create a new plan.

 

Reference the Creating and Updating Plans article for step-by-step instructions on plan creation.

Planning UI overview