OrgPlus 7 User Guide

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OrgPlus User Guide Complex Hierarchies OrgPlus can handle data with a hierarchy that cannot be processed using only the ReportsTo and Position fields. For example, you can use an OrgUnit hierarchy, in which the reporting structure is defined by organizations and then by a position hierarchy within each organization. OrgUnits Containing Position If the Primary Position in your hierarchy is the OrgUnit and each OrgUnit reports to a ParentOrgUnit, you can define a Secondary Hierarchy to chart the reporting structure within each Orgunit. The following chart was created (using the table below) by adding a secondary hierarchy in which Supervisor ID reports to Department ID: Position Supervisor Department Parent Dept. Name Title 500 1 Chris Phillips CEO 501 500 1 Lynn Brewer CFO 100 2 1 Tina Nomura COO 101 100 2 1 Cathy Fineran Facilities 102 100 2 1 Dan Handalian HR 300 3 1 Larry Stevens VP 9-36 Advanced Import
Importing and Exporting Data CHAPTER 9 ➣ To define a Secondary Hierarchy 1 On the Verify Hierarchy page of the Import Wizard, click the Advanced… button to display the Advanced Hierarchy Options dialog box. 2 Select the Secondary Hierarchy: radio button. 3 Use the Position: and Reports To: drop down menus to define the reporting structure of the secondary hierarchy. 4 Click OK to continue with the import process. Advanced Import 9-37
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OrgPlus 7 User Guide Release 7.0.0
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OrgPlus User Guide Program License
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OrgPlus User Guide 10 Limitation of
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OrgPlus User Guide About This Guide
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OrgPlus User Guide • Publish: The
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OrgPlus User Guide Table of Content
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OrgPlus User Guide Using Formulas..
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OrgPlus User Guide Appendix G, Glos
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Chapter 1 Introduction ➣ In this
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Introduction CHAPTER 1 The OrgPlus
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Introduction CHAPTER 1 OrgPlus has
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Introduction CHAPTER 1 Sophisticate
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Introduction CHAPTER 1 Hotspots Org
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Introduction CHAPTER 1 Optimized Ch
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Introduction CHAPTER 1 Free Form To
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Introduction CHAPTER 1 Data Synchro
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Introduction CHAPTER 1 Multiple Cha
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Introduction CHAPTER 1 XML Support
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Introduction CHAPTER 1 OrgPlus 7 Hi
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Introduction CHAPTER 1 Improved Pro
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Introduction CHAPTER 1 Improved Pic
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Chapter 2 Installation and Registra
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Installation and Registration CHAPT
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Chapter 3 Tutorials ➣ In this cha
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Tutorials CHAPTER 3 1 If OrgPlus is
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Tutorials CHAPTER 3 9 Click and ty
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Tutorials CHAPTER 3 18 Select one o
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Tutorials CHAPTER 3 If your chart i
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Tutorials CHAPTER 3 5 Make sure the
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Tutorials CHAPTER 3 12 Type Org Uni
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Tutorials CHAPTER 3 19 Position the
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Tutorials CHAPTER 3 Note: For this
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Tutorials CHAPTER 3 The Directory p
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Tutorials CHAPTER 3 16 Select Title
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Tutorials CHAPTER 3 OrgPlus creates
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Tutorials CHAPTER 3 26 Select Emplo
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Tutorials CHAPTER 3 Tutorial 4: Wor
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Tutorials CHAPTER 3 Navigating with
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Tutorials CHAPTER 3 11 Select Sub-c
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Tutorials CHAPTER 3 OrgPlus display
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Tutorials CHAPTER 3 4 Click Next to
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Tutorials CHAPTER 3 Saving Imported
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Tutorials CHAPTER 3 Note: If you do
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Tutorials CHAPTER 3 Publishing to P
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Chapter 4 Working with Charts: Basi
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Working with Charts: Basic Charting
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Chapter 5 Working with Charts: Navi
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Working with Charts: Navigation and
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Chapter 6 Working with Charts: Util
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Working with Charts: Utilities CHAP
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Chapter 7 Working with Charts: Adva
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Working with Charts: Advanced Chart
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Chapter 8 OrgPlus Panels ➣ In thi
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OrgPlus Panels CHAPTER 8 The Report
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OrgPlus Panels CHAPTER 8 Element Fu
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OrgPlus Panels CHAPTER 8 8 Use the
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OrgPlus Panels CHAPTER 8 The left p
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OrgPlus Panels CHAPTER 8 2 Select a
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OrgPlus Panels CHAPTER 8 Using the
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OrgPlus Panels CHAPTER 8 Managing D
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OrgPlus Panels CHAPTER 8 5 Click OK
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OrgPlus Panels CHAPTER 8 Editing Da
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OrgPlus Panels CHAPTER 8 Profiles p
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OrgPlus Panels CHAPTER 8 Element Na
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Page 385 and 386: Appendix A Window Structure and Com
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Window Structure and Command Refere
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Appendix B Keyboard and Mouse Short
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Keyboard and Mouse Shortcuts APPEND
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Appendix C Tips and Tricks This app
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Tips and Tricks APPENDIX C Modified
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Tips and Tricks APPENDIX C 2 Select
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Tips and Tricks APPENDIX C 2 Select
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Tips and Tricks APPENDIX C Note: An
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Appendix D Troubleshooting ➣ In t
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Troubleshooting APPENDIX D Possible
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Troubleshooting APPENDIX D Using Or
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Troubleshooting APPENDIX D Disk Spa
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Appendix E Off-line Registration Th
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Off-line Registration APPENDIX E 5
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Command Line Reference APPENDIX F A
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Command Line Reference APPENDIX F T
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Command Line Reference APPENDIX F R
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Appendix G Glossary Anchoring Use a
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GLOSSARY Co-manager One or more box
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GLOSSARY Object Linking and Embeddi
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Index Index A about file formats us
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Index printing, 4-66 utilities, 6-1
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Index defining and displaying, 4-17
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Index K keyboard shortcuts, B-2 cre
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Index OrgPlus Plulgin security opti
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Index formatting report elements, 8
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Index Groups, A-20 Insert, A-20 Pub
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