OrgChart Now Help Guide

Append Plan

Audience

Audience: Administrator Users Edition: Enterprise & Premium

Overview

After creating a plan, you may want to sync the plan with Master Chart data. The Append Plan feature allows Administrators to sync a plan with a Master Chart in order to visualize future changes within the context of your entire organization. The following article provides step-by-step instructions for appending a plan to a Master Chart.

Appending a Plan

  1. Log into OrgChart Viewer.

  2. Open the Master Chart to which you would like to append a plan.

    Note

    Note: You cannot append a plan to the same Master Chart from which you created it. Create a copy of the Master Chart used to create the plan in the Account Settings: Chart Management panel, and then append the plan to the copied chart.

  3. Click More > Chart Settings.

  4. Click on the Plus_light.png icon (under the Append Data heading). The Append Data Source panel appears.

    AppendData_AppendPlan.png
  5. Click on the Append Plan icon, and then click Select.

  6. Click on the Append Plan dropdown menu, and then select the plan you would like to append to the selected Master Chart.

    AppendPlan_ChartSettings.png
  7. Click Save and then Refresh.

Before Appending a Plan
BeforeAppendPlan.png
After Appending a Plan
AfterAppendPlan.png