Create Planning Org Charts

With Planning Org Charts, Admin and Pro users 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 or Pro user on a Team plan or above, 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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Choose your starting point

When creating a new Planning Org Chart, choose whether to start with a copy of the Live Org Chart, or begin with a blank slate.

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You can make any changes you like to your Planning Org Charts, including updating Job Titles and adding Open Roles 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 Live Org Chart (which is what the entire company views) at any time.

We have many ideas for additional features, planning for specific departments and exporting changes. Please tell us what you'd like to see!

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.

Choose your collaborators

When you first create a planning chart, it's only visible to you.

If you'd like to give others Pro or Admin users the ability to view and collaborate on your chart with you, you can add collaborators by clicking the + button next to the word "Collaborators" in the upper right corner of your chart. Any Pro or Admin you add to that list will be able to see and edit the chart you're working on.

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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.

Promote a Planning Chart to LIVE

When your planning chart is complete and the restructure you've been working on is implemented, you can set your planning chart to Live. On the org chart management page, click on the overflow menu next to the chart you want to use and select Replace Live Org Chart. That chart will replace your current Live Org Chart, and all changes made on your planning chart will immediately take effect in Pingboard, including Job Title and Reports To updates for your employees.

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When you replace your current live org chart with a planning chart, your previous Live chart will be archived on your org chart management page, titled with the date it was archived. The archived chart will be owned by the person who promotes the new Live Org Chart, but collaborators can always be added to archived charts so that all Pro and Admin users can see them.

Still need help? Let us know.

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