The Main Toolbar

The Main Toolbar is located below the Page Header. From the Main Toolbar, you can:

        Change the Organization you are viewing

        Create a new  Plan.

Note: The ability to edit or create new organizational plans is dependent on the permissions established by your administrator.

        Publish a chart to PDF, Microsoft PowerPoint, or HTML  formats.

        Export a chart to Microsoft Excel format.

        Reopen the Dashboard by clicking the Show Dashboard button.

        Search the chart for any person or box.

For information on working with the Main Workspace settings, see The Primary Workspace.