Create a New Planning Chart
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End User Help OrgPublisher 9

 Create a New Planning Chart

Note:
This topic is intended only for planning chart administrators.

  1. Open the planning-enabled chart in the web browser and click the Planning button Planning button. (This button may vary, depending on the type of planning charts selected.)
  2. Select Create new planning chart from the options list. The Create New Planning Chart dialog opens. The dialog indicates where the planning chart begins, such as "This chart will include boxes from (name) and down." For instance your chart administrator may publish the chart for you to work from your box down.
  3. The planning chart name defaults to "OrgPlan for" and names the top person in the chart, as well as the name of the original chart. Type a name for the chart if you do not want to accept the default name.
  4. If not already enabled by the chart administrator, you can select the Password protect this chart check box to require typing a password whenever the chart is opened.
  5. Type the Password then Retype password.
  6. You can limit the number of levels available to planners by selecting the Restrict planning chart size check box.
  7. If you want a shortcut to the planning chart to display on your desktop, select the Create a shortcut to the chart on my Windows desktop check box.
  8. Click Create and edit chart. The browser opens the OrgPlan chart with the Insert Toolbar, the Generate a change report Change Report button, and email buttons enabled.

    The planning chart saves to the folder specified when the original chart was published. PluginX planning charts can be saved to the local hard drive or the web server.

Note:
If you save multiple planning charts to the same web folder, you must specify separate storage folders in order to maintain user name and password security.

When you create a planning chart, verify that the box you have selected as top of chart is correct. Once the planning chart is created, drilling up from the designated top of chart is not available.

Planning charts do not contain a separate My groups tab in the Search View. If you already have groups in the My groups tab in the PluginX chart however, those groups are copied to the planning chart.

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