End User Help OrgPublisher 9

 Working with Organizational Planning for Administrators

Note:
This topic is intended only for planning chart administrators.

With OrgPublisher Premier, you can publish a web-based chart for org model planning as well as succession planning. This topic covers organizational planning; see the Work with Succession Planning topic for details about succession charts. Planners can create a new planning chart, modify an existing chart, or delete a chart using the Planning button .

Note:
When you create a planning chart, verify that the box you have selected as top of chart is correct. Once the planning chart is created, drilling up from the designated top of chart is not available. 

 

Planning charts do not contain a separate My groups tab in the Search View. If you already have groups in the My groups tab in the PluginX chart however, those groups are copied to the planning chart.

Planning charts can be saved to the end user's local hard drive or to your web server in a subfolder automatically created by OrgPublisher. End users can see a list of planning charts created by themselves and their subordinates. If more than one user tries to open the same chart, a message notes that someone else is modifying the chart and a read-only option is available.

Once planning charts are opened in OrgPan, a special menu and toolbar are available. Planning charts are always in Build Mode. Build Mode does not reflect special formatting, such as multi-level peer display, reports in the same box as their manager, or the advanced box layout settings. In addition to most of the basic chart functions as descibed in the OrgPublisher End User Help topic. The planning-enabled chart menu and toolbar also offer several new options to planners which enable you to create, modify, or delete planning charts, as well as generate a change report or view a revision history.

In addition, several planning chart provisions apply.

Select one of the following items to review "how to" instructions.

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