Creating a Plan with TeamOrgChart
- What-If scenarios
- Reorganisations
- Headcount planning
- Temporary org charts, for example multi-disciplinary Project Teams or bid teams.
Plans are created from an existing organization chart and can be shared with specific people or groups within your organization.
The " History Control "lets you walk through the proposed changes, step-by-step, making it simple to review the changes and to explain them to others.
Navigate to the position within the organization chart that you wish to start the plan.
You can do this by using the navigation arrows, bookmarks or by using the search facility.
And use the button to create the plan.
After clicking Create Plan you will be taken to the planning page.
and from here you can use the button to start ammending the plan.
Editing Plan is similar to the standard editing functionality.
To change the organization structure the plan should be put into Edit mode.
Boxes can then be moved, added, or removed from the chart by either dragging and dropping them or using the context menu.
Use the context menu on each box to make changes to the plan.
- Remove From Plan - removes the position, any direct reports are re-assigned to the manager of the position.
- Make Vacant - removes the individual from the box, leaves the reporting structure in place
- Split Position - creates an additional position
- Consolidate Position - merges two positions
As you make changes, these will be listed in the left-hand side under Plan Changes and categorised into Joiners, Movers, Leavers and Vacant positions.
The summary table above the chart shows the total number of changes of each type.
Once you have completed your plan it can be shared with other people within your organization.
Refer to Sharing a Plan for more details.