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Articles in this section

  • Cap Table Overview
  • Add a New Project
  • Add and Edit Classes
  • Building a Multi-Tiered Project
  • Show and Hide Classes on Org Chart
  • Update Project Status and Close Date
  • Building a Fund Project

Show and Hide Classes on Org Chart

Overview: When building out the Org Chart in your project, you may wish to show the classes to see every detail of the structure as it grows. IMS will show your classes by default. If your internal Org Chart does not show class breakout, you may wish to hide these for a 'cleaner' look.

Step-By-Step: 

1. Select the Projects tab from the top navigation bar. Select Project List from the drop-down menu.

2. Navigate to the project you wish to update, or use the search bar to find the project name that you wish to update. Select the project to continue.

3. Select Project Actions. Select Edit Project.
mceclip2.png

4. Scroll down to the bottom of the page. Under 'Show classes on Organization Chart?' turn the toggle to the ON position to show your classes. Turn the toggle to the OFF position to hide your classes.

mceclip1.png

5. Select Save.

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Related articles

  • Update Project Status and Close Date
  • Building a Multi-Tiered Project
  • Cap Table Overview
  • Add a New Project
  • Attaching a Template to Your Offering

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