🧭Orientation & Navigation
Finding your way around scenarios
Interface Layout
When you open a scenario, you'll see:
Main content area: Org chart, directory, forecast, or hub depending on the selected view
Top toolbar: Switching scenarios
Side toolbar: Search, filters, Highlight, Spotlight, Views, Export, Share, Activity log
OpEx Panel panel: Real-time impact display (toggle with the 👀 icon)
Modules
Switch modules using the dropdown in the toolbar (or keyboard shortcuts):
Org Chart
Drag-and-drop reorgs, visualizing structure
1
Directory
Bulk edits, filtering and analysis
2
Forecast
Time-based planning, seeing phased changes
3
Workforce Hub
Validating org health, before/after analytics
4
Activity Analysis
Identifying key processes and allocating resources
5
Before / After / Changes Toggle
Show After - Working mode: see results as you make changes
Show Changes - Review mode: see only what's different from baseline (i.e., the Main Org data)
Show Before - Reference mode: current state data (i.e., the Main Org data)
Toolbar Tools
Available in Main Org and Scenarios:
Search - Find by name, position title, position id, and agentnoon id
Filter -Show only positions matching criteria (department, location, salary range, custom fields)
Highlight - Color-code cards by attribute (e.g., "Project" to visually scan positions working on different projects)
Card Content - Control which fields appear on position cards
Spotlight - Color selected positions (through a criteria) to focus attention when presenting
Views - Create combinations of filters, highlights and card content and save them in a customer view
Scenario-only tools:
Activity Log - Review and download an audit log of all changes made in a scenario since creation
Share - Add collaborators into the scenario
Export - Scenario data, Comparison CSV (before & after), PPT, Orgchart image
Comments - Discussion takes place within that scenario
Non-Toolbar Tools
Available in Home Page
Compare - Side-by-side comparison with other scenarios
Approvals - Submit through approval workflow
Share - Add collaborators within scenario
Available in Scenario
OpEx Panel - All modifications with cost/headcount impact; keep open while working
Timeline - Changes by effective date for phased planning
Org Chart Navigation
Pan: Click and drag the background
Zoom: Scroll wheel or pinch gesture
Fit to screen: Click the fit icon in the corner
Expand/collapse: Click arrow icons on manager cards
Find a person: Press search and type their name
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