Duplicate Org Charts

The Duplicate Org Chart feature allows users to quickly generate a copy of an existing org chart, preserving its structure, layout, and (some) data. It is designed for:

- Reusing templates

- Exploring alternate organizational designs

- Archiving versions of a chart without modifying the original

One-Click Duplication - Use the "Duplicate chart" button to instantly create a copy of your chart.
Preserves Employee Structure - Hierarchies, reporting lines, and role assignments are retained in the duplicated chart.
Retains Layout/Positioning - The visual placement of employee cards is carried over to avoid rework.
Does Not Copy Custom Fields - According to Unaric docs, custom fields are not duplicated across charts.
Connection Fields Are Copied - Connection fields (e.g., dotted-line relationships) are duplicated into the new chart.
Editable After Duplication - The duplicate becomes an independent chart - freely editable without impacting the original.

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Saves Time: Eliminates the need to manually recreate charts from scratch.
Supports Scenario Planning: Test out organizational changes (e.g., reorgs, mergers) without altering your live chart.
Enables Template Reuse: Use an existing department or region as a model for new teams.
Supports Version Control: Archive snapshots of charts before big structural changes.
Ideal for Multiple Stakeholders: Share different versions of charts with execs or department leads for feedback.

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Reorg Planning
→ Duplicate your current org chart, then simulate changes like reassigning teams or removing layers of management.

Departmental Expansion
→ Use a successful team’s structure as a base to scale into new regions or product lines.

Client Org Mapping (Consulting/Advisory)
→ Keep a copy of the client’s original org chart, and build alternate versions for proposals.

Annual Review Prep
→ Save a version of the org chart at a specific point in time for compliance, performance, or budget reviews.