Create Planning Org Charts

With Planning Org Charts, Admin and Pro users can create private org charts to plan for the future of your organization. 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.

To create a new Planning Chart, navigate to the Org Chart Management page by hovering over the Org Chart button on the navigation menu and clicking Manage Org Charts. Click +New Org Chart to start a new chart.

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  1. On the Org Chart Management Page, click New Org Chart to create a new chart
  2. Enter a Title for your chart
  3. Choose whether you want to start with a copy of your Live Org Chart or start with a blank slate
  4. Start making changes, adding Open Roles, and moving people around – any additions or edits you make in a Planning Org Chart are only reflected within that specific planning chart

Add people to a planning org chart

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Anyone already in your Directory can be added to a Planning Org Chart, but adding a person to Pingboard from within a Planning Org Chart is not allowed – we want to make sure your future hires aren't accidentally revealed to the rest of the team! Instead, add new employees to Pingboard like you normally would, or use an Open Role to represent them on your Planning Chart.

Change the name of a planning org chart

On the Org Chart Management 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 Org Chart Management page, click the overflow menu next to the org chart you'd like to copy and select Duplicate.

Delete a planning org chart

On the Org Chart Management 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!

Print 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 of the file is the name of your Planning Org Chart.

We're interested in adding more features to our planning Org Charts, so if you have ideas or would like to see new features, please use our contact form and let us know!

Still need help? Let us know.

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