How do I move/copy a section of a chart?

Question

How to move or copy a section of a chart (e.g., Department)? 

Answer 

Click the More Options button (3 dots) on the department/section that you wish to copy / move to a new chart, then click Save as new chart. 

In this example, we will move the Engineering department to its own sub-chart.

1. From your organization's dashboard, open the org chart.
2. Hover your mouse over the Engineering department.
3. Click the More Options icon.
4. From the pop-up menu, select Save as new chart.         
5. From the Copy / move Engineering to a new chart screen:
   • To copy the chart, click the Copy Sub-chart radio button
   • Click Copy Sub-Chart               
   • To move the chart out of the current chart, click the Move Sub-chart radio button
   • If after the move you wish to link to the original chart, put a checkmark in the Insert chart link after move checkbox
   • Click Move Sub-Chart               

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6. Click the More Options link to customize your chart layout.

Your new sub-chart appears on your dashboard.   

Related articles:

• How do I drag and drop roles in a chart?
• Why are some fields missing from my chart?

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