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Understanding Views
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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Help Center
Understanding Views
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
Understanding Views
Get on the same page with customizable org chart, position, functional accountability, forecast & change views.
Org Chart View
How to use the view options on your organizational chart
How to use default and saved views
Position Table
How to use the People & positions view
Functional Chart
How to use the Functional Chart
Forecast Sheet
How to use the view options on your your forecast sheet
Change Plan
How to use the change plan
