Organisation Chart - edmozley/freeitsm GitHub Wiki

๐Ÿข Organisation chart

People โ†’ Organisation shows who reports to whom, from the manager FreeITSM already holds against each person: the one directory sync brings in from LDAP or Entra ID, or the one set by hand in Tickets โ†’ Users. Nothing needs setting up, and nothing on it changes a reporting line - those are changed where they always were.

Shipped in 4.8.0. Proposed in #241 and built in PR #242 by vsc55; the wheel, the totals and Mouse and keyboard came in PR #265, also by vsc55, in the release after 4.11.0. Developers: Organisation chart - Developer Guide. The review: Organisation chart - PR review.

The questions it answers

  • Who is above this person, all the way to the top?
  • Who is in a director's whole branch?
  • Which managers have left while people still report to them?
  • Who has no manager at all in the directory?

Two views of the same data

View What it shows
Tree (the default) The whole organisation, starting with the people who manage somebody and have nobody above them. Each branch opens one level at a time. Three layouts: Cards, Compact (job title and department in columns) and Columns (one column per level, for deep organisations). Expand all / Collapse all; what is open survives a refresh.
Chart Boxes and lines. The whole organisation from the top or, with somebody chosen: In the organisation - the line from the top down to them, each manager's team beside it, and their own team below - or only Their part.

Find someone opens the tree down to a person. On anyone's page in People, Show in the chart opens it on them.

How many are under somebody. Each manager shows two numbers: how many report to them, and after a dot how many are under them in all, at every level - 2 ยท 13 is a director with two direct reports and thirteen people in their whole branch. In Compact the second number is in brackets, (13); in Columns it reads 2 ยท 13 โ€บ. The side panel says it in words: 2 report to them, 13 in all under them. When nobody is under the team's members the two would be the same, so only one shows. Like everything on the chart it counts only people you can see, and leavers only when Show leavers is ticked.

The chart

  • Levels below the person: three unless you choose another - a few presets, All, or a number of your own (0 means all, 32 at most).
  • At most 150 people in one chart; past that it says where people were left out. A chart bigger than that stops being readable.
  • Compact stacks people with no team of their own under their manager; Left to right turns it sideways, which often suits an image.
  • The mouse wheel scrolls the chart, as it scrolls any page; Shift + wheel scrolls sideways.
  • Ctrl + wheel (Cmd + wheel on a Mac), or pinching a trackpad, zooms around the pointer - the chart's zoom, not the browser's. Drag to move; click the size to go back to 100%.
  • Switching Cards / Compact or Top to bottom / Left to right keeps the zoom you chose, so the same boxes do not change size.
  • Mouse and keyboard, at the foot of the sidebar while the chart is showing, lists every gesture and key.
  • Click somebody to see who they are and how to reach them in the side panel; double-click (or Draw from here) to draw from them; Reports to goes up a level.
  • Dim the others fades everybody but the person chosen.
  • Each department keeps its own colour wherever it appears.

Export

Export saves what the chart shows as an image - PNG, SVG or PDF - or as data - CSV, JSON or XML. The data exports carry both numbers for each person: who reports to them and how many are under them in all. The images are drawn from the data, not screenshots, so they are sharp at any size.

Gaps

The sidebar's Gaps lists:

  • Leavers who still manage people - their reports need a new manager in the directory.
  • No manager in the directory - current people a directory keeps up to date, with no manager and nobody under them. People typed in by hand are left out: customers often have no manager, and that is not a gap.

Both are worth fixing at the source, in the directory.

Leavers

Hidden unless you tick Show leavers - except a leaver who still has people reporting to them, who is always shown, marked, because hiding them would hide the gap.

Who sees what

Only people in the companies you can access, exactly as on the People list. A manager in a company you cannot access is never named: the people under them start a branch of their own, as if they had no manager. Anyone with access to People can open the chart.

Related pages