Use chart builder

Chart administrator role required

Chart Builder is available in Edit Mode and provides an easy way to build a chart manually or add new chart boxes to an existing chart.

You can use Chart Builder in several ways.

Drag and drop

  1. Enter Edit Mode.
  2. Open Chart Builder from the Side Panel.
  3. Drag the required chart box type onto the chart box it should report to.
  4. In the Add New Role dialog, enter the required information or link the chart box to a Microsoft Entra ID account.
  5. Select Add.

Build from a selected chart box

  1. Select the chart box you want to build from.
  2. Choose the type of chart box to add, such as a permanent position, department, vacant position, or temporary position.
  3. Choose whether the new chart box should appear above, below, or as a peer.
  4. Select Add to Chart.

Quick actions

Quick Actions are available for the selected chart box and include common structure changes, such as inserting a manager or duplicating a reporting tree.

Add from directory

When creating a chart box, you can link it to a Microsoft Entra ID account when directory data is available. This keeps the chart box connected to the selected person's employee information.

To add or update information manually, double-click a field in the chart box or open the Information Window while in Edit Mode.