All Collections
Advanced Org Design
Creating and Managing Scenario Charts
Creating and Managing Scenario Charts

Visualize organizational changes by duplicating a chart or creating one from scratch.

Rin avatar
Written by Rin
Updated over a week ago

For customers of our Advanced Org Design, Position Management, and Succession Planning modules.

Scenario charts allow you to visualize alternative org structures and changes to position data without impacting your official chart.

To create a scenario chart:

Note: Only Company Admins, HR Admins, and HR Managers can create scenario charts. To learn about assigning admin privileges, refer to: Understanding User Roles & Permissions.

  1. From the main menu, navigate to the Org Chart page. Click the chart dropdown at the top of the page.

  2. Click the + button to add a chart.

  3. Select duplicate your existing chart or build chart from scratch, then click Next.

    Note: Understanding how merging works can help you choose the best option.

When duplicating an existing chart:

  1. Click the Source Chart dropdown to choose the chart you want to copy.

  2. Choose how much of the chart you’d like to copy. Select duplicate the whole chart or portion of the chart.
    ​Note: When copying a portion of the chart, a field will open where you’ll specify the person or position who will appear at the top of the chart copy. For example, you can enter "VP of Operations" or the name of the person assigned to that position. The person or position you select and all positions below will be copied to the new chart.

  3. Name your chart using the New Chart Name field and include an optional description in the Description field.

  4. Click Create Chart.

  5. When you see the notification that the chart duplication is complete, refresh the page to load your chart. Duplicating larger charts may take longer.

  6. Once created, you can edit your chart copy and position data without affecting your official chart or source chart.
    ​Note: If your Built plan includes the Key Metrics feature, you can compare metrics in your edited chart copy with data captured from its source chart when you copied it. To display the Key Metric table, click the metrics icon in the upper right corner of the chart.

When building a chart from scratch:

  1. Name your chart and include an optional description.

  2. Click Create Chart.

  3. Build your chart by creating open or filled positions and applying org chart visualization tools.

To view or manage a scenario chart:

  1. From the Org Chart page, click the chart dropdown.

  2. Click the Charts tab to see a list of your charts.

  3. Click on the name of a chart to load it for viewing and editing, or hover over the chart name and click the three-dot menu to:

  • Load Chart: View or edit the chart.

  • Edit Details: Rename the chart or add a description.

  • Share: Adjust visibility settings, add collaborators, or copy a link to the chart. To learn more, refer to: Adjusting Visibility Settings in Scenario Charts.

  • Archive Chart: Remove the chart from your charts list.
    ​ Note: Archived charts are accessible by clicking the Show Archived Chart link beneath your active chart list. Hover over the chart name in the archived chart list and click the three-dot menu to: Load Chart, Edit Details, Restore, or permanently Delete the chart.

  • Merge Chart: Merge the chart with another chart. To learn more, refer to: Merging Charts.

    Note: After configuring approvers for a scenario chart, the merge chart feature will be disabled until the chart is fully approved. To learn more, refer to: Request Chart Approval.

Please contact our customer success team for additional assistance.

Additional Resources

Adjusting Visibility Settings in Scenario Charts

Merging Charts

Did this answer your question?