Forum Discussion
Organisation Chart in O365/ SharePoint
We're currently looking at having an organisational chart for our company, which display the structure of teams etc. and individual staff info.
Ideally we want this to be accessible via our SharePoint intranet, either as a link or embedded frame.
Does anyone know of an 'out of the box' solution for this? I know there is the O365 People app, which is basically pulling from AD/ the address book, however it doesn't show a chart when you click on an individual.
So if there is an O365 solution that would be good, or if anyone knows a 3rd party software that does the job that would also be good to know.
Any help would be much appreciated!
Michael Butterfield
Rugby Borough Council
52 Replies
Hi!
Take a look at the https://plumsail.com/sharepoint-orgchart/ developed by our company.
It supports different layouts, skins, assistants, dotted manager, etc. In addition, it is quite customizable. If you need Microsoft Teams support, https://medium.com/plumsail/how-to-add-org-chart-to-microsoft-teams-tabs-10411b482c82.
For wide structures with many employees we have https://medium.com/plumsail/compact-org-chart-for-sharepoint-online-in-office-365-that-fits-your-page-c15bb32e3ba9 that allows you to put all employees in specific number of columns. Thus, they will fit the page.
You can find overview of the web part in https://medium.com/plumsail/org-chart-for-sharepoint-online-in-office-365-and-on-premises-e2f241cae59b.
We also need an org chart web part and have currently decided to build it as a replica of the one in the people card using SharePoint Framework.
It's relatively simple so shouldn't be too much of an effort to build it but it would be nice to have it as an out-of-the-box web part.
- I've recently built something similar with SPFx. It uses a daily Azure function to generate a JSON file of the structure and then a SPFx web part consumes the JSON to create a full organisation chart
Raymond Little would you be prepared to share any details?
Hi, I have this requirement also. On our home site, under 'About <companyname>" I want to provide a page that let's employees interact with the org chart. We already maintain the hierarchy relationships and other data in AD. It needs to sit within the page so I can provide supportive text around it such as
- how to use it
- how to change things
- who to go to have restricted fields amended - possibly even linking to a form and workflow.
I have used a trial of the app Plumsail from the store and it was okay.
I also tried using the people part, starting with the CEO. The People part shows the most promise and I'm hoping that some of the smarts already developed could be turned into a webpart(s).
The first image shows hovering over the People webpart on the page which is of the CEO. The second image shows the organisation detail - in effect drilling down but it's in a pop-up and I can't grab any of it. So someone has already done the hard thinking about the user interface and flows - we just need some ways to leverage this in Sharepoint Online as content authors. One example might be evolving the People part to let you specify what to show - Profile or Relationships etc.
We are in build mode so before we spend on 3rd party apps, I'd like to know what's in the pipeline or on the drawing board for this. (I've tried the roadmap site but having trouble logging on.
One last point, the company directory remains the most valued app or service on any company Intranet (sad but true), as an Intranet Manager, I need to deliver a modern interactive one that supports people coming to grips with who's who.
Many thanks
Deb
PS I've put the detail & images here so hopefully you and others won't need to replicate in order to understand. I appreciate that some on this thread will be familiar with the images
- Michael Butterfield Sorry I hijacked your thread. This was supposed to be about SharePoint and Org Chart which caught my attention because we want to do the same thing. But I am also trying to figure out if Teams is something worth using in our Org.
Forrest_H That's ok, just proves this is something a lot of places are desperately looking for a decent solution for!
I did look in to the Teams organisation chart view, however I find Teams to be a very messy and not an ideal place to go to easily look at the organisational structure.
We are also looking for the same thing. The rich people cards integrated throughout O365 is fantastic to be sure, but new people in the business are also interested in simply browsing an entire chart from the top-down before needing to search for a particular individual. Effectively what we'd love to see is a web part or section in Sharepoint, or even an O365 app, which lands the user in an engaging, clickable, searchable org chart. Currently we need to link off to an ageing 3rd party application to satisfy this need. The bones are there, we just want to be able to link someone to it!
Doesn't appear to do the whole org, just my peers and the manager above.
- On an individual user's Delve page it does show who they report to and who reports to them. Our biggest struggle is keeping this information up to date.
- The ‘out of the box’ options for organisation structure is available throughout Office 365. People Cards leverage Active Directory and personal information provided by users in their profiles. Microsoft Teams also leverages this and displays this in an Organisation Structure style. Delve has been the entry point into people and relationships in Office 365 but this has been left for some time without significant updates. Microsoft is also now investing in LinkedIn integration to further support finding people but also their skills and wider profile. SharePoint exposes people information throughout the modern UX. There are many out of the box choices! The key is creating relationships within Azure Active Directory and maintaining them. There are third party tools to make managing AAD simpler but it’s not difficult within the Microsoft interface. If you need specific third party tools a search will provide some quality options perhaps Jeremy Thake might guide you here :) I believe there is there are many options within Office 365 which will meet your needs out of the box, be dynamic and grow and improve over time. Hope this helps! John
- Is there a more recent post on how to do this? We're looking at doing this now.
Can you share these tolls you mention in O365?
- Taking the time to get manager data into your AD is well worth the effort for all the out of box features that light up in Delve, Who Bot, Bing for Business, etc.
The manager delegate option in OneDrive for Business is also a life saver.
