April 2022: Secondary reporting, manager view, position accountabilities, and draggable roles

1. Secondary reporting

2. Manager view and filter

3. Position accountabilities 

1. Secondary reporting

Secondary reporting is now here for you to plan, visualise, and communicate the unique nuances of your organization. 
To create a secondary (or dotted) reporting line, drag a role from any position in your chart and place it under the position that the secondary role reports to. 

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When a position has multiple roles, you can drag these out to demonstrate that these roles report to another position in the org.

A common situation in an organization is with cross-functional teams. For example, A UX Designer in a team will report to their design manager, however they may also report to a product manager within a product team, as demonstrated in the image above.

We have dragged the role 'Design Lead' from the UX Designer's position, and it now sits under the Product Manager for the Mobile team as a secondary reporting line. 

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When a role is made secondary, you'll notice a number of visual changes, including:

  • The colour of the parent position moves with the secondary role
  • A dotted line will appear connecting the secondary role to the position that it reports to
  • If the position is filled, the person's avatar or initials will display in the bottom right corner of the secondary role
  • The role icon will appear at the top of the secondary role, signifying that it is different to a 'position'
  • When the secondary role is hovered over, a direct line will appear, connecting it to the position it sits under 

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To add, edit, and display secondary roles, make sure the 'Roles' property is toggled to 'on' in the Properties tab on the top right of your org chart. 

Roles can report to roles, like you may see in a project teams for example. Roles and secondary reporting is also exportable, and works with saved views



2. Manager view and filter 

Zoom in on a manager's world with the most exciting new filter in Functionly. 
Manager view is a complete, and isolated look into any department, team, division, or person in your organization. It's exportable, and able to be set as a 'saved view' for easy and fast access. 

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To take a look at a person or position's world within your org, select the Filter tab on the top right-hand side of your screen (as seen above). 
The new menu addition, 'Manager', enables you to search your entire organization and select the person or position's view you'd like to isolate.  

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This filter is a distraction-free look into specific parts of your organization, and offers a sharing opportunity where isolation of a specific team or department is needed. 
Once you're finished with that view, click on the top node (above the person/position you're viewing) to head back to your wider org chart, or previous view. 
 Screenshot 2022-05-27 at 6.23.05 PM
Not only is the manager view now available on your chart, it's also up and running in your people and position table. 
Here you can get a complete listed summary of each manager, along with calculated totals below each column to get a quick visual of a team's total cost, FTE, and size. 
 Screenshot 2022-05-27 at 6.26.12 PM
To get to the manager view within your people and positions table, you'll need to select the 'Group' tab on the top right hand side of your screen, then select 'Manager', as seen below:

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3. Position accountabilities

Accountability functionality has now been extended inside position modals in your org chart. 

This capability offers easy drag and drop functionality, and an in-modal easy allocation of accountabilities to a position. 

To open the position modal, click on the white space (as indicated below) of a position node in your org chart: 

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Once opened, accountabilities can be managed directly within the modal. 

Start by clicking 'Add an accountability'... 

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Once you begin typing, a pre-populated list of functions within your organization will appear. 

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You can choose to allocate accountabilities this way, or you can open the 'Functions' tab on your left-hand menu to drag across to the position you're working with. 

In the Functions tab, grey dots are visible alongside functions to indicate that these have not yet been allocated to a position, and are therefore a 'gap' in your organization. 

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Not seeing everything you need? You can add business functions directly into a category in the Functions tab on your left-hand menu.

Your business functions can also be managed in your functions library. Scroll down to the bottom of your Functions tab in the left-hand menu and select 'edit functions', this will bring up a modal where you can customize all of the functions that are in your library, including adding and removing entire categories.

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Accountabilities are also easy to remove. If a removal of an accountability is needed, select the accountability and begin dragging it towards the bottom-right of your screen. A red drop location will appear to indicate where to release the mouse and remove the accountability. 

 Screenshot 2022-05-27 at 6.54.02 PM


This update may seem a little shorter than last month's release notes, however we can assure it was still a lot of work to release all the new features listed above. 
However... we have been working on something new behind-the-scenes, so keep an eye out for a new feature that *should* make building and re-designing your organization a lot easier and faster. 

Click here to check out the release notes for March 2022.