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OrgChart Help Guide

Plan Dashboard

Audience

Audience: Administrators & Read/Write Users Edition: Enterprise

Overview

The Plan Dashboard displays information about the current plan. Information shown includes:

  • Plan Status (Active or Locked)

  • Time the plan was last synchronized with the source data

  • Plan Metrics

  • List of team members with whom the plan has been shared

Accessing the Plan Dashboard

  1. If you are not currently in the planning mode, you will need to open or create a plan. Reference the Plan Explorer topic for more information.

  2. Click on the Dashboard tab. If the Dashboard tab is not shown click on the Planning_ExpandMenu.png button (on the right side of the screen).

    5_2_1_PlanDashboard.png

Plan Information

The following information is shown at the top of the Dashboard Tab:

Plan Name

Plan name as specified by the plan owner. The plan name can be modified using the Plan Explorer.

Plan Status

  • Active – Plan can be modified.

  • Locked – Plan cannot be modified.

  • Archived – Plan has been archived (and cannot be modified unless reactivated).

Last Modified

Last time plan was modified by a collaborator or owner.

Last Sync

Last time plan was synchronized with source data. Reference Synchronizing Plans for more information on this topic.

Plan Metrics

The Plan Metrics table allows your team to model toward a goal. The Headcount metric is automatically included when creating plan. Reference the Plan Metrics  topic for more information on adding additional metrics to your plan.

For each metric, the following information is available:

Name

Metric associated with the Starting, Current, and Target values to the right.

Starting

Value of the metric when the plan was created.

Current

Value of the metric, calculated in real-time as the plan is updated.

The difference between the starting value and the current plan value is displayed in parenthesis to the right of the Current value, denoting the changes that have been made.

Target

This is the desired (or goal) value for a metric. To set a target, click on the Planning_Edit_Metrics.png icon (at the top of the Plan Metrics table).

The difference between the current plan value and the target value is displayed in parenthesis to the right of the Target value, denoting the distance to achieving the goal.

Team Members

The Team Member table displays:

  • A list of team members (with whom the plan has been shared)

  • The role of each team member (Viewer, Collaborator or Plan Owner). Reference Sharing Plans for more information on this topic.

The plan owner can use the crisp_share.png to share a plan with other team members.

Note

Note: The green dot to the left of a team member indicates if a team member has the current plan open. All changes made by team members are reflected within the plan in real-time.