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Workforce Planning
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Help Centre
How to's
Getting Started
The Basics
Importing People
Sharing and Collaborating
Roles and Responsibilities
Workforce planning
Creating new scenarios
Org Design Guides
How to's
Importing
Sharing and collaborating
Designing your organization
Workforce Planning
FAQs
Product Release Notes
2023 Product Release Notes
2022 Product Release Notes
2021 Product Release Notes
Contact us
How to's
Want to learn more about a specific feature? Explore these guides and become a pro Functionly user
Onboarding guide: Planning a restructure
Exploring collaboration scenarios
How to I show and hide a people's Titles and Roles?
Importing
Update your organizational chart or data using a spreadsheet
Prepare a spreadsheet to generate your organizational chart in Functionly
How to import your spreadsheet into Functionly
Troubleshooting your spreadsheet import
Sharing and collaborating
How to create and manage org design workspaces
How to export your organizational chart and data
How to invite, share, and remove users
How to use shared links
How to tell who can see a scenario
See more
Designing your organization
How to create, edit and allocate, accountabilities, responsibilities and roles
How to use the view options on your organizational chart
How to use default and saved views
How to best use color in your organizational chart
How to use secondary reporting lines
How to use groups on your organizational chart
How to restore and copy earlier versions of your scenarios using "history"
How to add and manage custom properties to your organizational chart
How to navigate your org chart using zoom controls
How to use the Functional Chart
See more
Workforce Planning
How to use the view options on your your forecast sheet
How to add and manage compensation to your organizational chart
How to add and manage vacant positions
How to use the People & positions view