How to create a new scenario

Creating a new scenario to generate an organizational chart is as simple as a few clicks.

 

 

Contents:

• How to create a new scenario
• Scenario setup options

 

 

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How to create a new scenario

You can create a new scenario from your homepage or with another scenario already loaded, below we lay out the steps for each.

 

In this section:

• Create a new scenario from your homepage
• Create a new scenario from a scenario

 

Create a new scenario from your homepage

1. Click "+ Create a new scenario"
2. Input the name for the scenario
3. Choose your functional library
4. Choose your import method
5. Click "Create scenario"

 

Create a new scenario from a scenario

1. Click the dropdown menu next to the scenario name
2. Select "+ Create"
3. Input the name for the scenario
4. Choose your functional library
5. Choose your import method
6. Click "Create scenario"

 

 

 

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Scenario setup options

In this section:

• Select a library template
• Import people from

 

Select a library template

A functional library is a collection of functions, roles, accountabilities, and responsibilities that can be allocated to positions within your organizational chart.

 

Import people from

When creating a new scenario, you can import people from multiple methods, including Slack, CSV, and other scenarios.