This video explains how to build and manage an org chart in the system and integrate it into the left menu. You can add or delete boxes (nodes) at any level by selecting a parent and choosing “add child” or “delete,” with a diagnostic check ensuring no CAPEX is linked before deletion. Categories like “continent” or “business unit” are customizable and color-coded. You can manage these categories by renaming, reordering, and assigning colors for both default and mouse-over states. Once saved, new categories and nodes appear in both the org chart and the left menu.
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