The organizational structure within Capexplan allows users to visually represent and manage the hierarchy of their business units. This guide walks you through the steps to build and edit your organizational chart effectively.
- From the main dashboard, click on Administration.
- Under Administration, click on Organizational.
Overview of the Organizational Chart
The organizational chart in Capexplan provides a hierarchical representation of your business units. Each unit is displayed as a box with connections to show reporting relationships.
Editing the Organizational Chart
When you click on a box in the organizational chart, you have several options in the pop-up window:
- Edit: Modify the details of the selected organizational unit.
- Add New Child: Create a new sub-unit under the selected unit.
- Delete: Remove the selected unit from the chart.
- Create Custom View: Customize the view of the organizational chart as per your requirements.
