# Making Position Changes

All position editing happens in Scenarios - Main Org is view-only. Hover over any position card to reveal action buttons.

## Basic Actions

#### Add a Direct Report

1. Hover over a manager card and click **+**

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FqGL77lNZsgGZPWOhwKTd%2FScreenshot%202026-03-04%20at%2011.13.47%E2%80%AFAM.png?alt=media&#x26;token=154d851b-1087-4c4a-8a9b-47deccb12cf4" alt=""><figcaption></figcaption></figure>

2. A new blank position appears below. Click **Edit** to fill in details (title, department, salary, location, etc.)

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FDWFWqUY4lmDGy19t5Hxf%2FScreenshot%202026-03-04%20at%2011.16.41%E2%80%AFAM.png?alt=media&#x26;token=5918a64f-d1a9-430f-ae8e-5cb50343ab20" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2Fi3TDrKlQYFhjNPLn6TTO%2FScreenshot%202026-03-06%20at%2011.14.57%E2%80%AFAM.png?alt=media&#x26;token=14ef234c-e3af-4834-bc28-9c789e4c9988" alt=""><figcaption></figcaption></figure>

New positions are marked with a green indicator in the bottom-left corner.

#### Edit a Position

* Hover > click **Edit** (✏️) > modify fields in the right panel > **Save**
* **Editable:** title, department, manager, salary, pay grade, location, custom fields
* **Not editable:** employee name (use Assign/Detach), employee ID, calculated fields (SOC, layer)

#### Move a position (drag-and-drop)

* Click and hold a card, drag to the new manager, and release
* To move an entire team, drag the manager card — all direct reports move with it
* **Alternative:** Hover > **⋮** > **Change Manager** > select from dropdown (better when the target is far away in the chart)

#### Close a Position

* Hover > click **❌** > select a reason (Layoff/RIF or Exit/Voluntary) > **Confirm**
* Closed positions stay visible (grayed out) and are tracked in the OpEx Panel as cost savings
* Always use **Close** instead of Delete when modeling real reductions - it preserves the audit trail

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FsCMfgvKQoHje0oUDSscH%2FScreenshot%202026-03-04%20at%2011.17.15%E2%80%AFAM.png?alt=media&#x26;token=cd994d20-ed22-406a-8942-623815caa74d" alt=""><figcaption></figcaption></figure>

#### Duplicate a Position

* Hover > click **📋** > enter quantity > **Duplicate**

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FDpXzw2vmIALfenuyyyu7%2FScreenshot%202026-03-04%20at%2011.46.50%E2%80%AFAM.png?alt=media&#x26;token=966b1e98-5be2-4450-8704-7155aa90bb6e" alt=""><figcaption></figcaption></figure>

* All copies share the same attributes - edit each individually to customize

#### Delete a Position

* Hover > **⋮** > **Delete** — permanently removes the position from the scenario with no OpEx Panel record

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FMXDIyA9dR2RnKCum9Uh9%2Fimage.png?alt=media&#x26;token=c8249e58-28ad-4cd4-8134-a5d276083f4f" alt=""><figcaption></figcaption></figure>

* Use only for test positions or mistakes, not for modeling real reductions

#### Employee Assignment

**Assign an employee to a vacant position**

* Hover > click **📎 Assign** > search and select an employee > **Assign**

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2F2ODcFH4C7AbK4RiS01wh%2FScreenshot%202026-03-04%20at%2011.49.32%E2%80%AFAM.png?alt=media&#x26;token=4f52dcd1-74f6-4d3c-b14b-20a464786461" alt=""><figcaption></figcaption></figure>

**Detach an employee**

* Hover > click **📎 Assign** > **Detach Employee**

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FRheC3rTSXp6Wqlw2ha4A%2Fimage.png?alt=media&#x26;token=46eb2a05-0241-407c-953b-fd23f0aa9c71" alt=""><figcaption></figcaption></figure>

## Advanced Actions (⋮ Menu)

**Add backfill** - Closes the current position and creates a new replacement with the same details. Use for succession planning or modeling departures.

**Add dotted line** - Creates matrix reporting to a secondary manager. The position keeps its primary (solid line) manager and gains a dotted-line relationship.

**Make root** - Elevates the position to top-level (no manager). Use for modeling separate org units or new subsidiaries.

**Select team** - Selects the manager and all direct reports for bulk actions.

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2F2CIvMQ0aFB6Ht8fTdauw%2FScreenshot%202026-03-04%20at%2011.57.38%E2%80%AFAM.png?alt=media&#x26;token=38633d2a-7009-4022-807f-9b3aa0066cba" alt=""><figcaption></figcaption></figure>

## Selecting Multiple Positions

**Single:** click the card

**Multiple:** Cmd+click (Mac) or Ctrl+click (Windows), hovering over a card and pressing "x" on your keyboard

**Entire team:** Hover over manager > **⋮** > **Select Team**

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2F6mePoQlQasUKN3jQqarJ%2FScreenshot%202026-03-04%20at%2012.00.32%E2%80%AFPM.png?alt=media&#x26;token=27229225-3b03-4402-a514-34defb9a5e69" alt=""><figcaption></figcaption></figure>

Once selected, you can change the manager for all, close multiple positions, or edit attributes in bulk. See [Bulk Operations](https://docs.agentnoon.com/scenarios/using-scenarios-basics/bulk-operations).

## Adding Comments

Hover > **⋮** > **Comment** — add notes, explain decisions or ask questions inline on a specific position.

<figure><img src="https://2094208261-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCZc46qaaBbVmMuYXPfgz%2Fuploads%2FIw6aR5XGeSHUf7cNh7Fz%2FScreenshot%202026-03-04%20at%2011.59.14%E2%80%AFAM.png?alt=media&#x26;token=d8c307c6-0f33-4927-ab10-416a6bd7bf8c" alt=""><figcaption></figcaption></figure>

## Reordering Cards

Use ← → buttons to move cards left or right within the same manager level. This is cosmetic only — it doesn't change reporting relationships.

## Troubleshooting

| Problem                                   | Solution                                                                                                                                                                                           |
| ----------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Can't make any changes                    | Confirm you are not in the Main Org. Check if you have permissions to edit certain attributes/fields (contact your admin). Confirm you have a stable internet connection, and refresh the browser. |
| Changes aren't showing up                 | Confirm you have a stable connection to the internet, and refresh the browser.                                                                                                                     |
| Drag-and-drop not working                 | Use **⋮** > **Change Manager** and select from the dropdown instead                                                                                                                                |
| Can't find position to assign employee to | Ensure the position you would like to assign an employee to exists. If it does, please reach out to support for help.                                                                              |

## Related Resources

* [Bulk Operations](https://docs.agentnoon.com/scenarios/using-scenarios-basics/bulk-operations)
* [Working with People](https://docs.agentnoon.com/scenarios/using-scenarios-basics/working-with-people)
* [Scenario Tracking & Analysis](https://docs.agentnoon.com/scenarios/using-scenarios-basics/broken-reference)
* [Time-Based Planning](https://docs.agentnoon.com/scenarios/time-based-planning)