Duplicate an org chart

Chart administrator role required

It can be useful to create a duplicate of an organization chart to experiment with different configurations or capture a snapshot of a chart at a particular time.

Duplicate a chart

  1. Enter Edit Mode.
  2. In the Side Panel, under Chart Actions, select Duplicate Chart.
  3. Choose whether to include vacant and temporary positions and additional roles in the duplicate.
  4. If the chart uses a data source such as Microsoft Entra ID, choose whether to retain the connection to the existing data source or duplicate the chart as an Excel-based chart.
  5. Select Copy Chart to create the duplicate.