OrgChart Platinum 11 continues what version 10 started adding new workforce planning features that streamline the user’s workflow, making it much easier to create organizational charts.
Multi-Record Grouping Boxes
Perhaps the most powerful feature in this release is the ability to group records with new formatting controls. Previously Vertical groups gave users the ability to have a single column grouping, and now the new Multi-Record box extends this grouping capability with multi-column formatting, shading, and data grouping. Personnel can be grouped by any criteria such as a team, project, job title or payroll group.
Before applying Multi-Record Team box.
After applying Multi-Record Team box.
Note that this new box can be created manually or by automated grouping during import. Either way it adds fresh grouping functionality and alternative to the normal hierarchy.
Users can now filter out boxes that meet particular criteria. By creating a rule, the planning function enables a filter of desired boxes. This can be helpful in times when you would like to create a chart only containing filled positions, for example.
The original chart with both filled and open positions.
Filtered for Open position only.
Filtered for all filled positions (Open positions excluded).
Free Move Box Placement
OrgChart Platinum always had preset box arrangement styles that positioned boxes programmatically. Now there is a free movement option allowing the user to override the preset arrangements and drag and drop the box where you want it placed.
Real-Time Conditional Formatting
Previously the different Conditional Formats were only applied through a series of dialogs. Now the Conditional formats have been made accessible through a dockable pane. The user can create, edit and apply conditional formats quickly and easily using this new configuration. This allows the user to conveniently toggle between different formats or perspectives during the workforce planning process.
One View: Name and title
Second View: Name, title and performance
Data and Divisions views moved to dockable panes
Previously the Data and Divisions were revealed in a fixed pane beneath the chart. For consistency and ease of use the data and divisions panes have been relocated to make the program easier to use. When navigating a larger chart the Division view is very powerful.
Upgraded Dynamic Reports
Dynamic reports have been upgraded to give users more reporting options and greater control over calculations and the presentation.
Real-Time Box Templates
Users typically like to make their own custom box styles. These are now available in a dockable pane. Some templates are delivered with the program, and others can be created and added by the user.