10min

Propose changes in a scenario

Packages: Basic | Standard | Premium

Roles: Recruiting editor | Owner | Technical owner

Once you've created or opened a scenario, you can go ahead and make the proposed changes to your ChartHop organization. All changes and totals are summarized at the top of the screen (for example, the number of new jobs added and projected annual cost).

The following tabs are available within every scenario:

  • Changes
  • Org Chart
  • Data Sheet
  • Map
  • Impact
The scenario details give you a summary of all the changes you have made.
The scenario details give you a summary of all the changes you have made.

Changes tab

As you make changes within your scenario, each change is reflected in the Changes tab. This tab displays a summary of all your changes, making it easy for you to view all changes at once and analyze those changes before merging to primary.

The Changes tab displays all the changes you have made in your scenario in a summary format.
The Changes tab displays all the changes you have made in your scenario in a summary format.

Org Chart tab

The Org Chart tab gives you all the capabilities of the standard Org Chart, but without committing any of your changes. You can use this tab to add/remove jobs, edit roles, and generally reorganize your ChartHop organization within a visual format.

Any nodes you move or add are highlighted within the Org Chart to make those changes easier to identify.

In the scenario org chart, you can add/remove jobs, move roles, and reorganize.
In the scenario org chart, you can add/remove jobs, move roles, and reorganize.

Data Sheet tab

The Data Sheet tab gives you the full power of the data sheet, without committing any of your changes. You can use this tab to make changes within the data sheet format.

The Data Sheet tab lets you make changes to your ChartHop organization within a data sheet format.
The Data Sheet tab lets you make changes to your ChartHop organization within a data sheet format.

Map tab

The Map tab lets you visualize your proposed changes over a global map. As you change data in a scenario, the map will accurately reflect your changes.

You can view all your proposed scenario changes on the Map tab.
You can view all your proposed scenario changes on the Map tab.

Impact tab

On the Impact tab, you can pull in pre-configured reports to make sure that the changes you've made to your ChartHop organization are in line with projected goals. Reports display side by side to show both the primary and scenario situations.

You can compare reports to see how your scenario changes impact your ChartHop organization.
You can compare reports to see how your scenario changes impact your ChartHop organization.



Updated 22 Jun 2022
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