Setting up Master Page
To create a background in the master page, go to your view tab, master page. From there you can use...
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CHARTING FUNCTIONS
Step by step functional charting guidance.
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Creating a Calculation
Within the OrgChart Software you can create a calculation within the software for things like, Headcount, span of Control, Median... -
Creating a Percentage
Within OrgChart Platinum you can create a percentage within the chart data set to display within the chart. Creating a... -
Creating a Salary Sum
To create a salary sum for the total organization you will want to make sure that you are importing a... -
Creating a Headcount with a Condition
Within OrgChart you can create a headcount with a condition to capture certain groups of people in the calculation from... -
Setting up Condition within the Format Painter
To have a headcount show up in specific boxes you can use the format painter to apply a condition to... -
Resync Properties and Resync Data
Before resyncing you will want to make sure that you have the box formatting set within the Box Properties. Resync:... -
PDF Page Order
The pages in OrgChart Platinum PDF are printed in a particular order in v12. The progression moves from left to... -
Create 9-Box Grids – Employee Performance
A 9-Box graphic is a popular way to illustrate an employee’s performance and potential when doing HR planning meetings. OrgChart offers a... -
File Attachments
Attachments: File attachment Data Menu This menu enables you to attach files to components. The File Attachment Data menu can be opened in the following ways:... -
Chart Design Palette
Org charts can be created by importing data, or they can be created manually by adding one box at a... -
Data Outline Customize Columns
The Edit Data View panel (see below) allows you to sort, add and delete columns. Customize Columns: Menu To access... -
Data Link Properties Screen
When importing OLE DB DataSource, the Data Link Properties screen is used to choose the database provider, test the connection,... -
Data Outline View
Located at the bottom of the work area, the Data Outline View is an area that allows the centralized management... -
Division View
Division View allows you to view and navigate complex charts easily. It does this by displaying the entire chart –... -
Find
Find allows the user to locate specific components through their data fields (such as name, address, business, title, etc.). It... -
Changing Box Color / Fill Style
There are a couple ways to change the color of a box, border or connection lines. One way is to... -
Font Style
This menu allows you to control font attributes in every OrgChart element where text can be applied. Font Style: Accessing... -
Preferred Styles
Preferred Styles are preset, custom box configurations. There are preset box styles that come with the application, and the user... -
Replace Person
Quickly assign people to new positions. OrgChart has the ability to find, replace and promote employees with desired skill sets...
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