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Preparing the Source Planning Chart |

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Publishing Planning Charts |
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► Organizational and Succession Chart Differences |
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► Enable Planning |
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► Source Chart Considerations |
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► Planning Storage, Export and Report Settings |
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► Limit Access to Planning Charts |
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► Format Context Menus |
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Using Organizational Planning |

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Using Succession Planning |
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► Create an Organizational Planning Chart |
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► Create a Succession Planning Chart |
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► Storing the Chart |
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► Storing the Chart |
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► Span of Control Limit on Secured Chart |
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► Span of Control Limit on Secured Chart |
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► Return to a Planning Chart |
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► Return to a Planning Chart |
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► Delete a Planning Chart |
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► Delete a Planning Chart |
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► Toolbar Button Functionality |
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► Using Views |
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► Insert Feedback |
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► Create a Successor |
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► Modify a Job Title |
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► Using Search View to Create a Successor |
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► Modify a Name |
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► Using 9 Box to Create a Successor |
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► Modify Data |
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► Move a Successor |
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► Move a Box |
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► Place a Person in a Second Successor Position |
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► Move an Organization |
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► Delete a Successor |
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► Insert Photos |
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► Rearrange Successors |
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► Cut and Paste |
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► Edit Successor Data |
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► Change Display Icon |
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► Change Display Icon |
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► Using Views |
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► Modify the Change Report |
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► Modify the Change Report |
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► Export Data |
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► Export Data |
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► Distribute Planning Chart and Report |
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► Distribute Planning Chart and Report |
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