Getting started

• Installation
• License activation
• Quick configuration

Configuration wizard

• Open configuration wizard
• Data source
• Views and filtration
• Design
• Templates
• Custom code
• General
• Reset configuration

HTML templates

• HTML templates

JavaScript framework

• Introduction
• Events
• Methods
• Configuration

Additional resources

• Video: Introducing Plumsail Org Chart
• Data caching
• How Org Chart pulls data from AD On-Premises
• Exclude disabled users in On-Premises
• Make sure that SharePoint has enough data
• Configuring profiles sync in On-Premises
• Exporting properties to a directory service

General

• Version history
• Licensing details
• Data protection and security
• Custom code security measures
• Billing and subscription management

Printing & Reports

• Printing organizational structure
• Generate multi-page PDF report
• Export to CSV and analyze in Excel
• Custom styles for printed Org Chart

Microsoft Teams

• Add Org Chart in Microsoft Teams tab

Display different types of employees

• Display dotted-line managers (SharePoint list)
• Display dotted-line managers (Entra ID)
• Display dotted-line managers (User Profiles)
• Display dotted-line managers (Excel/CSV)
• Display assistants (SharePoint list)
• Display assistants (Entra ID)
• Display assistants (User Profiles)
• Display assistants (Excel/CSV)
• Display vacancies

Filter and order boxes

• Create and manage filtered views
• Order employees boxes using a custom field

Customize boxes and styles

• Format boxes conditionally
• Customize box HTML template and CSS styles
• Display awards and conditionally format Org Chart
• Create an Org Chart with two root managers
• Change Org Chart skin
• Localize Org Chart

Show specific user on load

• Drill down to specific box using URL parameter
• Drill down to current user by default
• Drill down to manager of user from URL by default

Manage web part size and scale

• Open Org Chart in full-screen mode on load
• Make Org Chart use full page width
• Automatically scale boxes to fit visible area

Other examples

• Use advanced Org Chart navigation
• Use tenant properties to disable Org Chart features
• Include and use fields from an additional list
• Support of search in a list with more than 5000 items
• Org Chart based on a list data source for anonymous users

Documentation › Display dotted-line managers in Org Chart for SharePoint and Microsoft Teams (Excel/CSV)

Display dotted-line managers in Org Chart for SharePoint and Microsoft Teams (Excel/CSV)

In this article, we’ll review how to display dotted-line reports in the Plumsail Org Chart with Excel/CSV data source. It is quite a common scenario for companies with a matrix organization structure when there are direct managers and dotted-line managers.

As Plumsail Org Chart displays hierarchy, but not matrix, it is important to understand how dotted-line reports appear in the visualization. Please take a look at the example below.

If a solid line employee has a dotted-line manager, there will be displayed a small button next to the solid line box. It allows you to quickly navigate from the solid box to a dotted-line manager. If the employee has more than one dotted-line manager, you will navigate to the first one specified in the corresponding field.

Dotted-line managers for Excel/CSV data source

If you choose the Excel/CSV data source, specify mappings of the Excel/csv source file columns in the Data source - Field mappings section of the configuration wizard:

In my case, the source CSV file has a column named DottedLineManagerEmail, which stores information about an employee’s dotted-line manager.

You can see the configuration for the column below:

Thus, I created a column for a dotted-line manager email in the source CSV and specified it in the mapping of the configuration wizard. After that, clear the Org Chart cache to load the fresh data.

Excel/CSV data source doesn’t support multiple assistants and dotted line subordinates.

Note

Check out how to display dotted-line managers for the SharePoint list, User profiles, and Entra ID data sources. You can also refer to the blog post that covers all these options in one place with examples and visuals.