OrgChart Now Help Guide

Table of Contents

Creating Plans


Audience: Administrators & Read/Write Users Edition: Enterprise


The following article provides information on how to create a new plan.

Creating a Plan

  1. In the Plan Explorer, click on the New Plan... button. The Plan Builder dialog is displayed.

  2. Name the Plan (e.g. 'Q4 Marketing Plan').

  3. Use the Top Position option to set the employee record to display as the top box for your plan.

  4. Designate the number of levels below the top box to include in the plan (using the Levels to include dropdown).

  5. Specify Additional Options as needed (see table below).

  6. Click on the Go button to create a plan. Once a plan is created you can update the plan as needed.

Additional Options

Effective Dating check box

Checking this option will allow you to specify an Effective Date for any change. For example, you can specify the effective date for changing an employee’s manager.

Reference the Effective Dating article for more information.

Sharing & Collaboration tab

Share the plan with other team members.

You can also update sharing settings using the Plan Dashboard.

Editable Fields tab

Specify which fields can be updated when editing a plan.

For example, you can enable a planner to update an employee’s location or department. Reference the Editable Fields article for more information on this topic.

Metrics and Visualization tab

Specify the metrics to track in the Plan Dashboard (e.g. Headcount, budget, or FTE count).

You can also update metrics settings from the Plan Dashboard. Reference the Plan Metrics article for more information on this topic.


Specify a top position from a list of recently used top positions.