Setting Levels for Planning Charts

End User Help

Selecting Levels for Planning Charts

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

When creating a new planning chart, you can determine how many levels to allow in the planning chart.

In the published planning enabled chart, click the Organizational Planning button . This button may vary, depending on whether or not Succession Planning has been enabled.
If planning charts exist, the Organizational Planning Charts dialog opens with a list of existing planning charts. Click the New button .

If no planning charts currently exist, the New Organizational Planning Chart dialog opens automatically.
Select the Restrict planning chart size check box.
Use the down-arrow to select the number of levels you want to Limit chart size to field.
Click Create and edit chart to open the new planning chart.