HOPEX Business Process Analysis > Organizational Charts and Responsibilities > Managing a organizational chart > Creating an Organizational Chart
Creating an Organizational Chart
To create an Organizational Chart from the Processes navigation pane:
1. Select Hierarchy.
2. Expand the Org-Units folder.
The list of existing actors appears.
3. Right-click an org-unit and select
4. New > Diagram.
The Diagram type selection dialog box opens.
5. Select Org-Unit Organizational Chart.
The corresponding organizational chart opens. It is automatically initialized with the component org-units of the described org-unit.
Drawing an Organizational Chart
Searching for objects 
To simultaneously add all the org-units involved in your processes that were not automatically inserted at diagram initialization:
1. In the query tool, select the Org-Unit object and click the Find button .
The result dialog box appears.
2. Select the desired org-units holding the <Shift> key down.
*When you click on an object while holding down the Ctrl key, you add it to the list of selected objects if it was not previously selected, or you remove it from the selection if it was.
3. Drag-and-drop the selected objects from the result dialog box into the diagram.
*When an org-unit appears in a diagram, you can describe it with a new organizational chart using its pop-up menu.
4. Draw the links between these org-units.
*Note that certain links might already exist.
When you create a link between two org-units, always drag from the org-unit higher in the hierarchy down to the subordinate. Once the link is drawn, an arrowhead indicates the direction of the hierarchy.
Specifying org-unit properties 
To specify the properties of an org-unit:
1. Open the Characteristics property page of the Org-Unit.
2. In the Org-Unit-Type list box, select the org-unit type.
There are several types of org-units:
• “Vendor"
• “Institution”
• “Company”
• “Public Department”
• "Structure" (for example, Sales Management).
• “Function” (for example, Sales Engineer)
• “Accountable” (for example, Sales Manager)
• “Generic”: corresponds to a role to be played during a project (Writer, Requester,...).
*You can also specify its details (company name, e-mail address, telephone number, etc.).
Associating a person with an actor 
You can connect Person (System) with an Org-Unit.
*A person (System) represents a person in the enterprise. This person can be assigned a login and a role (or a profile depending on the connection mode). The login provides access to the HOPEX Application. The role (or the profile) defines the access to product functions and repositories. A system person, if assigned a login, has a specific desktop in each database, and can connect to this desktop from any workstation in a given environment.
The name of the persons linked to the org-unit appear in the org-unit frame.
To associate a Person (System) with an Org-Unit:
1. Expand the Responsibility section of the Characteristics property page of the Org-Unit.
*To display the Responsibility section, open the Options window and check that HOPEX Solution > Common Features > System Person Management is activated.
2. In the Org-Unit member tab, select the Person (System) concerned.
Associating a site with an org-unit 
You can also add sites where the org-units are located.
*A site is a geographical location of an enterprise. Examples: Boston subsidiary, Seattle plant, and more generally the headquarters, subsidiaries, plants, warehouses, etc.