Data Refresh and Consolidation

Once consolidation is set up, you can use the data refresh functionality to refresh the master chart if any one of the underlying charts has changed. You can also update the OrgTree file if your organizational structure changes. Click the Data tab and select Data Refresh to refresh your chart. See Refreshing Data for more details.

Use the Consolidation tab in Refresh Properties dialog to update any consolidation parameters. Click the Data tab and select Refresh Properties from the Import section.

Note: You can combine collaboration with OrgPlus automation features. See Automation, for more information.