How to use Organization structure
Organization structure is a form of a tree hierarchy where every user in the organization, except the top one (CEO), is subordinate to a single another user. This arrangement helps define how activities such as task allocation, coordination, and supervision are standardly directed toward the achievement of organizational aims. It also determines who is eligible to approve vacation requests submitted by users.
How to get the plugin
Organization structure is a standalone plugin for Easy Project. Since it is not included in the basic project management, it has to be purchased separately in the Client zone.
How to activate the plugin
Organization structure is a global module so it has to be enabled in Administration » Plugins » Other » Easy - organization structure.
By clicking on the "Configure" button, you can set up some basic features of the plugin such as node width, node background colors differentiated by type (root, parent, worker), whether you prefer to show avatar, common fields, custom fields, and user types. To save the changes, click on the "Update settings" button.
How to use the plugin
Go to More (or Administration) » Users » Organisation structure.
On the right side, there is a list of users who are not yet linked to their supervisor. In the first step, drag the one user who has no supervisors (typically CEO) and drop him into the empty space of organization structure. He represents the top of the organizational tree structure. To create the second level of management, simply continue by dragging his direct subordinates (typically managers) and drop them right on CEO in the structure. That will automatically create a relationship (link) between the two, indicated by a connecting line and color distinction as pre-defined in the plugin configuration. Then proceed with creating a third level of the structure by dragging other users from the list and dropping them on managers in the structure. The tree structure supports an unlimited number of levels.
Just as simply you can remove a user from the structure. Just drag and drop him back to the list. Please note that you cannot remove a user from the structure if any subordinates are linked to him, so you need to remove his subordinates first. To change supervisor of a user, just move him to another user. In this case, all linked subordinates will also be moved accordingly. In addition to that, a supervisor can be linked to a subordinate also from his user profile where is a field called "Supervisor" with the selectable list of users.
Personalized page module
Organization structure is also available as a module to add on your personalized page. Just click on the "Customize this page" button down on the left and select the module from the list. Don't forget to save the settings.
The result might look like this.
When you are on the users' list and want to see your subordinates only, just filter them using <<My subordinates>> in the filters list.
- External users are excluded from Organization structure and as such cannot have a supervisor selected in the user profile.