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Org Chart Header Fields

 
Org Chart Header Fields
1

Section Expand/Collapse

1. Section Expand/Collapse
Section Expand/Collapse
2

Based On* Field

2. Based On* Field
Required. This is a system list. Select "Projects", "Locations", or "System".
3

Program* Field

3. Program* Field
Required. This list is filtered by the Based On field.
4

Project* Field

4. Project* Field
Required. This field is filtered by the Program field.
5

Org Chart ID* Field

5. Org Chart ID* Field
Required. An alphanumeric ID for the record.
6

Description Field

6. Description Field
Description Field
7

Status Field

7. Status Field
Status Field
8

Revision Field

8. Revision Field
Revision Field
9

Recap By Field

9. Recap By Field
This determines how data is subtotaled in the Recap Section. Select "Category" or "Resource Type".
10

Default resource category from Field

10. Default resource category from Field
This determines how the resource's Category is calculated when you drop them on a group in the chart. Select "Group Default" or "Resource's Title".
11

Display Resource IDs in chart Checkbox

11. Display Resource IDs in chart Checkbox
If checked, the resource ID is displayed next to the resource's name.
12

Allow a resource to be added more than once Checkbox

12. Allow a resource to be added more than once Checkbox
If checked, a single resource can be added to more than one group.
13

Recap Section

13. Recap Section
Read only. This section counts the resources assigned in the tree and subtotals them according to the selection in the Recap By field.