OrgPlus Panels

OrgPlus includes a number of panels to help you navigate, search and analyze your organizational charts. These features are available only in OrgPlus Standard and Professional.

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 common functions in OrgPlus, new features, sample charts and 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 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 Reports panel enables you to create and view both static and dynamic reports based on your underlying chart data.

·         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.

·         The Quick Chart panel is an easy way to move and edit boxes in the current project.

·         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.

 

In this book:

Working with Reports

Working with Directories

Working with Profiles

Working with Trees

Searching Charts

Viewing Summary Information

Working with Comments