For customers of our Advanced Org Design, Position Management, Succession Planning, and Headcount Planning modules.
Scenario charts allow you to visualize alternative org structures and changes to people and position data without impacting your official chart.
To create a scenario chart:
Only Company Admins, HR Admins, and HR Managers can create scenario charts. Learn about org chart permissions.
From the main menu, navigate to the Org Chart page. Click the chart dropdown in the upper-left corner of the page.
Click the + button to add a chart.
Select duplicate your existing chart or build chart from scratch, then click Next.
​Understanding how merging works can help you choose the best option.
When duplicating an existing chart:
Click the Source Chart dropdown to choose the chart you want to copy.
Choose how much of the chart you’d like to copy: the whole chart, or a portion of the chart.
​When copying a portion of the chart, you’ll be prompted to specify the person or position at the top of the chart copy. For example, you can enter "VP of Operations" or the name of the person assigned to that position. The person or position you select, as well as all positions below, will be copied to the new chart.Enter your chart’s name in the New Chart Name field and include an optional description.
Click Create Chart.
When you see the notification that the chart duplication is complete, refresh the page to load your chart. Duplicating larger charts may take longer.
Once created, you can edit your chart copy without affecting your official chart or source chart.
​Compare key metrics in your edited chart copy with data captured from its source chart when it was copied. To display the Key Metrics box, click the metrics icon next to your visualization tools in the upper-left corner of the chart.
When building a chart from scratch:
Name your chart and include an optional description.
Click Create Chart.
Build your chart by creating open or filled positions.
Your org chart visualization tools allow you to enhance clarity and insights by adjusting your display and data options, applying color-coding, comparing time-travel data, and more.
To view or manage a scenario chart:
Click the chart dropdown at the top of the Org Chart page, then click the Charts tab to view a list of your charts.
Select a chart to load it for viewing and editing, or hover over the chart name and click the three-dot menu to take other actions:
• Edit Details: Rename the chart or add a description.
• Share: Adjust visibility settings, assign Collaborators, or copy a link to the chart.
• Merge: Merge the chart with another chart.
​Once an approval flow has been configured, merging will be disabled until the chart is fully approved. Learn more about requesting chart approval.• Archive: Remove the chart from your charts list.
​Archived charts are accessible by clicking the Show Archived Chart link beneath your active chart list. Hover over the chart name in the archived chart list and click the three-dot menu for additional options: Edit Details, Restore, or Delete. (Deleted charts cannot be restored.)• Delete: Permanently delete the chart.
When adding people to your account from a position in a scenario chart, the person and their position will not be searchable via other charts. However, the person’s profile will be searchable via the Jump to a Profile field at the top of the main navigation. The person’s data will also appear on your People list, reports, and exported data files.
Please contact our Customer Success Team for additional assistance.
Additional Resources
Adjusting Scenario Chart Visibility and Assigning Collaborators