# Orientation & Navigation

## 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):

| View              | Use for                                            | Keyboard Shortcut |
| ----------------- | -------------------------------------------------- | ----------------- |
| 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

## Related Articles

* [Making Position Changes](/scenarios/using-scenarios-basics/making-position-changes.md)
* [Scenario Directory](/scenarios/directory.md)
* [Scenario Forecast](/scenarios/scenario-forecast.md)


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