Sharing a Plan
The planning feature within TeamOrgChart lets users quickly create organisation charts to support a wide range of scenarios such as;
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.
- 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.
Open the Sharing Window
A plan can be shared with one or more people.
Everyone with access to the plan can make changes, there is no "read-only" mode for the plan. To begin click the Private button which is located on the right-hand side of the chart menu bar.
Grant Additional Access
Search for the additional people or security groups that you wish to have access to the plan
Once you have added the appropriate people select the plan to Published and finally use the to apply the changes.
Locating your Plans
Plans that you have either created or have been given access to are listed on the TeamOrgChart home page.
