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How org chart upload works?

  • The upload org chart via XLS feature is fairly new and currently is limited in its functionality:
    • This can only create new org chart groups, it does not remove any existing org chart groups
      • If groups have been renamed, these renamed groups will be added as new groups without any data relationships
      • Existing groups with the outdated naming will not be removed and will retain the relationships to audience, initiative, impacts & activity data
    • The uploaded XLS does not alter the relationship between existing org chart groups
    • Currently there is no way to move an org chart group in a way that maintains its connections to initiatives, impacts, activities.
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