• Connection to a live database via the ODBC/Oracle adapter or import data using common formats including XLS, TXT and XML.
• One-click data refresh eliminates the need to re-import data every time an update is made to the database.
• Identify and correct gaps in 'reports-to' information using the Hierarchy Mapper.
• Validate data for accuracy and completeness.
• Merge fields during imports.
• Specify assistants, chart breaks, chart collapse points and branch styles during import.
• Filter data to create charts for specific departments or levels.

Chart Formatting

• Windows Office-style interface and toolbars.
• Type names, titles and information into each box- they shrink or expand to fit text.
• 36 pre-made chart and box style templates.
• Create multiple, unique, customized tabs within one file, providing a global view.
• Define an underlying background page that is common to all chart pages- one-stop feature for updating global changes to your charts.
• Import and manipulate pictures to boxes and backgrounds.
• Customize charts with fill effects including gradients and textures.
• Automatically break large charts into smaller, more manageable sub-charts for refined analysis.

Integrated Data Management and Reporting

• Create phone lists, salary tables, headcount roll-ups, directories and profiles.
• Perform spreadsheet functions on data in chart boxes, such as roll-up totals, averages, fractions and standard deviation.
• Show or hide sensitive data.
• Insert links to other files that contain employee-related information including budgets, employee resumes or mission statements.
• Search and sort chart data within charts.

Chart Publishing and Sharing

• Distribute charts by publishing directly to a corporate intranet or shared network.
• Create PowerPoint presentations, MS-Word booklets or PDF documents complete with title page, table of contents and index, as well as a hyperlinked slide or page for each sub-chart.
• Distribute charts via email from within OrgPlus.
• Set up schedules to refresh and distribute your published files automatically- daily, weekly, or monthly.

Planning Tools

• Calculate salaries, headcount roll-ups, averages, fractions of total, standard deviation and more.
• Create budgets from chart data.
• Utilize drag-and-drop calculating and dynamic hierarchical reporting tools.
• Define criteria to view pre-defined groups at a glance.
• Uncouple hierarchy between charts in different tabs for scenario planning, without affecting the primary chart.
• Conditional formatting allows you to automatically format your chart to create customized views that help you better understand your organization.

Integration with Microsoft Office

• Open MS-Word and PowerPoint organizational chart files in OrgPlus.
• Create, view and edit OrgPlus-created files from within Microsoft Office.
• Use charts in Microsoft Office applications with object linking and embedding (OLE).
• Export chart or report data to Excel for further analysis.