The functional group chart

There are two charts. The Explorer draws the whole organisation; each group's page draws the Structure of that one group's positions. Both show the structure on the As-of day.

The Explorer

Open Delivery → Functional groups and choose the Explorer tab. The hierarchy is drawn as one connector tree on a canvas.

• Move around: drag the background to pan; scroll or pinch to zoom.
• Fit brings the whole chart into view, scaled so cards stay readable; on a wide chart it lands on the first top-level group and you pan from there. Reset returns to actual size.
• Each card shows the group's name, type, headcount and open seats, with the same FTE-gap dot and 30-day badge as the list. Hover them for what they counted.
• Open a group's seats: click the "n people" line on a card and its positions appear as a row of smaller cards on the connectors beneath it, above its sub-groups — each with who holds it and for how long. Click the line again to hide them. Click a position card to open it in the panel.
• Jump to the list: click a group's name to open it in the List tab.
• Fold a branch: groups with sub-groups carry a pill that folds their branch away.
• Find in view narrows the chart to matching groups.

Dragging moves the canvas, not the groups. To re-home a group, drag its row in the list. You can still make changes from here: right-click a group card for Edit, Add position, Add sub-group and Add manager, or a position card for Edit position, Fill position and Change reporting line.

Change the As of date to see the chart on another day: a planned area appears when its start date arrives, and a retired team leaves when its end date passes.

A group's Structure chart

Open a group from the list. Its page opens beside the list, on the Structure view.

Above the chart, a plain sentence names who is leaving or arriving within 30 days — "1 leaving in the next 30 days: Charlie Brown on 25 Sept" — with each name opening that person. It disappears when nobody is moving.

Then one card per position, joined by reporting lines:

• The seat's name and required FTE, and its end date if it has one.
• Each occupant, with the dates they hold the seat, or "Unfilled".
• A grip on the left: drag the card onto another card to make it report there, or onto the Top level strip so it reports to nobody. The change applies from the As-of day.
• Click the card to open the position in the panel; right-click for Open, Edit position, Fill position and Change reporting line.

Beneath the chart, a dashed Add position card appears as the pointer nears the bottom; it adds a seat to this group.

Reading a chart on another day

Because everything is dated, the chart is a time machine as much as a map. Three habits pay off:

• Before a restructure, set the As-of date to the day it takes effect and make the moves; earlier days keep the old shape.
• When a leaver is announced, end their occupancy; the chart shows the seat open from that day, and the list's 30-day badge and FTE gap count it.
• When recruiting, fill the seat with the vacancy; the chart and schedule show the arrival before the hire is made.

Doing it from Claude

The chart is a view, so the tools behind it are reads:

Show me the Cards & Payments structure as of 1 December, and which seats are still unfilled.

list_functional_groups { "asOf": "2026-12-01" }
get_functional_group  { "functionalGroupId": "<Cards & Payments id>", "asOf": "2026-12-01" }

list_functional_groups returns every group with its figures; get_functional_group returns one group with its seats, occupants and reporting lines on that day. Both take an optional planId for a scenario.