Using the Tree Panel

To access the Tree panel:

·   Click the View tab and select Tree from the Panels section to display the Tree Panel.

You can edit records directly in the Tree panel by double-clicking a record. The Level drop-down list allows you to easily expand and collapse the displayed tree.

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The Tree panel has the following elements:

Element

Name

Description

Print Tree

Print the displayed tree.

Print Preview

Preview how the currently displayed tree will look when printed.

Send tree to Excel

Export the current tree to an Excel spreadsheet.

Add a Position

Add a position following the selected position.

Delete a Position

Delete the currently selected position.

Move up

Move the selected record up with respect to its peers.

Move down

Move the selected record down with respect its peers.

Modify Tree Settings

Modify the Tree properties.

Modifying Tree Settings

In the default setting the Tree panel displays the name of each member of the organization in a hierarchical tree structure.

To modify tree settings:

1        Click the  button to display the Tree Settings dialog box.

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2        Add fields to the tree view by selecting them in Available Fields and clicking the Add button.

3        Remove fields from the tree view by selecting them in the Selected Fields and clicking the Remove button.

4        Use the Move Up and Move Down buttons to adjust the positions of the Selected Fields.

5        Use the Format button to change the formatting of a Label or Field.

6        Click OK when finished.

Note: To change a label name, click on the label (Name, Title, and so on) and update the name as necessary. You can reset the label to the original text by right-clicking on a label and selecting the Use Original Label menu item.

Using the Tree Panel to Reorganize your Chart

The Tree panel is a great way to move boxes across different branches of your chart. You can drag and drop records within the Tree panel. You can also drag a record from the Tree panel to the current chart. You can even drag a record from the chart to the Tree panel.