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Index

Org Chart Details Tab

 
Org Chart Details Tab
1

Resources Table Flyout

1. Resources Table Flyout
This table shows all active labor and equipment resources (see Portfolio/Lists/Resources). Resources can be dragged from this table and dropped on a group in the chart to assign them. Use the Layouts Button to create and save multiple resource views.
2

Pin/Un-pin Toggle Button

2. Pin/Un-pin Toggle Button
Use this button to pin and unpin the Resource Table. When it is unpinned, the right edge of the table flyout can be dragged left or right to make the table wider or narrower on the page.
3

Group

3. Group
In this example, "President" is a group and "Program Manager Karen Watson" is an assigned resource. Group
 
4

Expand/Collapse Toggle Button

4. Expand/Collapse Toggle Button
Click this toggle button to expand or collapse branches in the chart.