magnifying-glassScenario Directory

Table view in scenarios with change highlighting

The Scenario Directory is a spreadsheet-style table of all positions with change highlighting, bulk selection, and export. Unlike the Main Org Directory (view-only), Scenario Directory lets you select, bulk edit, and export changed data.

How to Access: Click the Directory icon in the toolbar, select it from the Org Chart dropdown, or press 2.

Filtering for Changes

Use filters to focus on specific change types:

  • Change Type = Addition — Review all new positions before submitting

  • Change Type = Reduction — Audit all RIFs

  • Change Type = Modification — See what was edited and at what cost

Common combinations:

Department = "Engineering" AND Change Type = "Addition" (all new Engineering hires); Change Type ≠ "No Change" (all changes only, for export to Finance).

Bulk Selection and Editing

Scenario Directory supports mass selection for bulk actions:

  • Click checkbox to select individual rows

  • Click header checkbox to select all visible (filtered) rows

  • Shift+click to select a range

Once selected, the bulk edit panel opens. Available actions: Edit Attributes, Change Manager, Close Positions, Detach Employees, Move to Bench, Export Selection.

Learn more: Bulk Operations

Exporting from Directory

  1. Set filters and visible columns as desired

  2. Click Export > choose file (CSV, Comparison CSV) and scope (all/selected fields)

  3. Export includes all visible columns: change indicators, before/after values, cost impact, effective dates

Troubleshooting

Problem
Solution

Scenario status column missing

Click column settings > check "Scenario status"

Bulk selection not working

Confirm you're in a Scenario (Main Org Directory is view-only)

Color-coding not showing

Refresh the page

Can't edit in Directory

Confirm that you are in a scenario. Select positions > use bulk edit panel, or click a position to open the edit panel.

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