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Org Design Guides
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Workspace Homepage & inviting users
Import or Connect a Data Source
Create a Current Scenario
Create a Future Scenario
Designing Scenarios
Drag, Drop & Edit
Understanding Views
Org Chart View
Position Table
Functional Chart
Forecast Sheet
Change Plan
Org Design Guides
Current Org Chart Readiness
Restructure & Optimize
Workforce Expansion
Executive Accountabilities
Workforce Contraction
How To Master...
Scenario Navigation, Sharing & Access
AI-Assisted Org Design, Templates & Libraries
Add, Import & Update Scenarios
Undo, Redo & Scenario History
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Product Feedback
FAQs
Plans & Billing
Security & Authentication
Other Questions
Product Release Notes
2024 Product Release Notes
2023 Product Release Notes
2022 Product Release Notes
2021 Product Release Notes
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Help Center
Org Design Guides
Start Here
Workspace Homepage & inviting users
Import or Connect a Data Source
Create a Current Scenario
Create a Future Scenario
Designing Scenarios
Drag, Drop & Edit
Understanding Views
Org Chart View
Position Table
Functional Chart
Forecast Sheet
Change Plan
Org Design Guides
Current Org Chart Readiness
Restructure & Optimize
Workforce Expansion
Executive Accountabilities
Workforce Contraction
How To Master...
Scenario Navigation, Sharing & Access
AI-Assisted Org Design, Templates & Libraries
Add, Import & Update Scenarios
Undo, Redo & Scenario History
Contact Support
Product Feedback
FAQs
Plans & Billing
Security & Authentication
Other Questions
Product Release Notes
2024 Product Release Notes
2023 Product Release Notes
2022 Product Release Notes
2021 Product Release Notes
Org Design Guides
Org design guides help with specific use cases and jobs you need to get done with other users in Functionly.
Current Org Chart Readiness
Org Design Guide: Create a "current state" organizational chart
Restructure & Optimize
Org Design Guide: How to build matrix teams on your organizational chart
Workforce Expansion
Org Design Guide: Workforce expansion
Executive Accountabilities
Org Design Guide: Building an executive accountability chart
Workforce Contraction
Org Design Guide: Workforce reduction