With Planning Org Charts, you and your fellow Admins can create private org charts to plan for the future of your company. Use these org charts to explore ideas for reorganizing a team or the whole company, collaborate on hiring plans for the next quarter, find ways to improve efficiency, and get everyone into the right roles.
Here's how it works
As an Administrator on a Team plan or above, click on your Org Chart in Pingboard - you'll see an Org Charts menu next to the Org Chart's search bar. Click on that menu to create a new Planning Org Chart, manage existing ones, or quickly switch to a recently active one.
When creating a new Planning Org Chart, choose whether to copy the Primary Org Chart or start with a blank slate.The org charts and any changes you make are only visible to Admins. These are designed for collaboration, so any Admin can edit a visible Planning Org Chart even if someone else created it.
You can make any changes you like to your Planning Org Charts, including updating job titles and adding Placeholders for future hires. All additions and edits in a Planning Org Chart are only reflected within that specific org chart. You can switch back to the Primary Org Chart (which is what the entire company views) at any time.
We have many ideas for additional features, including sharing with specific people, planning for a single department, and exporting changes. Please tell us what you'd like to see!
Change the name of a planning org chart
On the Planning Org Chart page, click the overflow menu next to the org chart you'd like to copy and select Rename.
Create a new org chart based on a planning org chart
On the Planning Org Chart page, click the overflow menu next to the org chart you'd like to copy and select Duplicate.
Export a planning org chart
The same way you would your Primary Org Chart – click the download icon to save an image or PDF. By default, the title is the name of your Planning Org Chart.
Delete a planning org chart
On the Planning Org Chart page, click the overflow menu next to the org chart you'd like to copy and select Delete. Be sure to check with the person who created it first!
Change a person’s title or other information in a planning org chart
Editing someone's info works the same way as it would on your Primary Org Chart. Hover your cursor over their card, click Edit, then Edit Info. The changes you make will only be shown in that Planning Org Chart.
Add people to a planning org chart
Anyone who is in your Directory can be added to a Planning Org Chart. You can't add a person to Pingboard from within a Planning Org Chart – we want to make sure your future hires aren't accidentally revealed to the rest of the team! You can add them to Pingboard like you normally would, though, or use a Placeholder in your Planning Org Chart.
Still need help? Let us know.