Change Box to Assistant Style using Markers The easiest way to put the assistant into an assistant style is to use the markers located in the Data...
Adding a field to Boxes The Org Chart has its own database. Any fields showing in a box are taken from the database. The name...
Concatenate (Join) Two Data Fields There may be times when you have two fields that you want to put together. A possible example would be...
Resize Boxes – Format Painter The OrgChart software defaults to automatic (Auto Adjust Size) box sizing. This feature ensures that all boxes are always being...
Adding Photos to the Org Chart In this article you will learn two ways to add employee photos to your chart. The easiest way to add...
Add a Box Layout to a Preferred Style To add a box layout to a preferred style to use on new charts. You will first want to create...
Adding a Title to a Field in a Chart Box Any field showing in a chart box can have field title. For example, the following box has three fields: Name,...
Assistant Box Using Markers The easiest way to put the assistant into an assistant style is to use the markers located in the data...
How to Change a Box Shape Box Shape: Properties To change the box shape within the OrgChart Software you will want to right click on any...
How to Change Dotted Line Color You can change the color of the dotted line for a duel reporting box. You will want to right click...
Chart Arrangement, Layout, and Balancing In OrgChart Platinum, there are numerous ways to customize the ways in which the information in a chart—specifically, the boxes...
Moving Boxes There may be occasions when users need to manually move a box in their org chart from one location to...
Creating Assistants An org chart can show individuals as Team Members or as Assistants. Most commonly charts are only created with Team...
How to Create a Headcount with a Condition To create a headcount with a condition, go to your data tab and over to chart data set. Creating Headcount:...
How to use Format Painter to Clear out Markers Within the OrgChart software you have the ability to clear out the color codes that you have put into the...
Setting up a Summary Field Calculation There will be times when a calculation, such as a numeric summary total will be needed. For example, if a...
Create and Apply Templates Creating and using chart templates greatly simplifies the chart creation process in OrgChart Platinum. This document will discuss how to...
Grouping Techniques Grouping: Vertical grouping techniques The basics of chart arrangement, including grouping, have been discussed elsewhere in OrgChart Platinum help documentation....
Views, Box Styles, and Branches OrgChart Platinum has a new and improved Presentation panel in its interface which users can employ to visualize their data...
Query OrgChart Platinum’s query function allows users to narrow the scope of their charts, displaying only one department or branch of...