OrgPlus includes a number of panels to help you navigate, search and analyze your organizational charts.
You can access all panels by clicking the View tab. Panels are listed in the Panels section.
· The Welcome panel is open when you launch OrgPlus. It includes links to recently open charts, access to sample charts and sample data, and other useful resources.
· The Templates panel displays all available design, view, box and branch templates. You can apply templates by dragging them from the panel onto your project.
· The Directory panel provides a tabular list of information based on the underlying chart data.
· The Reports panel enables you to create and view both static and dynamic reports based on your underlying chart data. (Premium version only)
· The Search panel allows you to search charts for all records that meet a set of criteria. The Search panel is useful for orphan management, succession planning, and data mining.
· The Sub-charts panel provides a tree-type view of all sub-charts in the current project.
· The Summary panel enables you to define summary calculations to be performed on formula fields and display the totals. (Premium version only)
· The Profile panel enables you to display additional information about a chart box without cluttering the chart. For example, an employee photo or pager number can be viewed without adding those fields to each box.
· The Comments panel allows you to quickly view and edit all comments associated with a particular chart.
· The Tree panel provides an alternate way to view, reorganize, add, change, or delete chart records.
· The Track Changes panel allows you to quickly view and edit all comments associated with a particular chart. (Premium version only)
· The Staging Area panel can be used as a holding area for boxes for later placement into the chart. It also contains any orphans after import.
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