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Help Center
Start Here
Start Here
Homepage & inviting users
Import or Connect a Data Source
Create a Current Scenario
Create a Future Scenario
Designing Scenarios
Understanding Views
Org Chart View
Position Table
Functional Chart
Forecast Sheet
Change Plan
Org Design Guides
Restructure & Optimize
Current Org Chart Readiness
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
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Get your workspace set up, book a setup call, understand our data model, and start your first scenario.
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Homepage & inviting users
Understanding positions, roles, accountabilities, and responsibilities
Understanding superfunctions, functions, and activities
Communicating and sharing your org chart
Import or Connect a Data Source
How to import your people and positions data from a CSV spreadsheet
Import via integration
Create a Current Scenario
Building your org chart
Create a Future Scenario
How to copy scenarios