With Planning Org Charts, you can create private charts to plan for the future of your organization. Use these org charts to explore ideas for reorganizing a team or the whole company, collaborate on hiring plans for the next quarter, find ways to improve efficiency, and get everyone into the right roles.
Admins and Executives can create multiple Planning Org Charts for the entire company. Reporting Managers can create a single Planning Org Chart for their section of the organization and below.
When collaborators are added to a planning org chart, their access level depends on their role: Admins, Executives, Team Managers, Reporting Managers, and users with the Collaborator platform role get edit access. Regular employees added as collaborators get read-only access.
To create a new Planning Chart, hover over the Org Chart menu and select Manage Org Charts. Use the +New Org Chart button to start a new chart.
On the Org Chart Management Page, select +New Org Chart to create a new chart.
Enter a title for your chart.
Choose whether you want to start with a copy of your Live Org Chart or a blank slate.
Start making changes, adding empty Role Cards, and moving people around – any additions or edits you make in a Planning Org Chart are only reflected within that specific planning chart.
Add people to a planning org chart
Anyone in your Directory can be added to a Planning Org Chart, but adding a person to Pingboard from within a Planning Org Chart is not allowed – we want to make sure your future hires aren't accidentally revealed to the rest of the team! Instead, add new employees to Pingboard like you normally would, or use an empty Role Card to represent them on your Planning Chart.
Change the name of a planning org chart
On the Org Chart Management page, select the More (...) menu next to the org chart you'd like to copy and choose Rename.
Create a new org chart based on a planning org chart
On the Org Chart Management page, use the More (...) menu next to the org chart you'd like to copy and select Duplicate.
Delete a planning org chart
On the Org Chart Management page, use the More (...) menu next to the org chart you'd like to copy and select Delete. Be sure to check with the person who created it first!
Print a planning org chart
Print planning charts the same way you would your Primary Org Chart – open the chart you want to download/print and use the Download button to save an image or PDF. The title of the downloaded file defaults to the name of your Planning Org Chart.
We're interested in adding more features to our planning Org Charts, so if you have ideas or would like to see new features, please let us know!