Project Org Chart by Umbu Solutions

Project Org Chart Visual for Power BI

Bring clarity to your project team structure with a fully dynamic, data‑driven org chart—always up‑to‑date and completely customizable.

For project managers and PMOs in medium to large enterprises, our Project Org Chart Visual for Power BI eliminates manual updates by syncing directly to your data model, so your reports always reflect the current hierarchy and roles without extra effort.

Key Benefits & Features

• Dynamic Sync & Real‑Time Updates: Changes to team structures, roles, or responsibilities in your data are instantly reflected—no more stale, static diagrams.
• Unlimited Hierarchy Levels: Model multi‑tiered organizations with ease. Assign both primary and supporting roles at any level to capture complex governance and project reporting lines.
• One‑Page Scaling for Export: Automatically scales your entire org chart to fit on a single Power BI report page—ideal for exporting to PowerPoint or PDF. Other visuals often overflow; ours keeps everything visible at a glance.
• Customizable Styling & Theming: Match your corporate branding by tweaking backgrounds, colors, and category labels via the Power BI formatting pane. Full support for Power BI theme colors ensures seamless integration.
• Advanced Role & Stakeholder Mapping: Define and visualize multiple roles—Project Leads, Finance, Legal, HSE, and more—using color‑coded categories to highlight departments, responsibilities, or custom classifications.
• Scales with Your Organization: Whether it’s a single project team or a program, the visual handles small to mega‑scale structures without performance degradation.
• Interactive Exploration: Leverage Power BI’s native selection, highlighting, bookmarks, and cross‑filtering to drill into individual roles or view your entire project ecosystem at a glance.

Getting Started

1. Try It for Free & Download the Sample Report: Explore the Org Chart visual in Power BI Desktop at no cost—download the sample .pbix and see it in action.
2. Connect Your Data: Hook up your team‑structure dataset to the visual for instant, personalized hierarchy views.
3. Customize Formatting: Use the Power BI formatting pane to tweak colors, shapes, and labels to fit your report style.
4. Assign Licenses: Desktop use is free, but a license is required to share the visual via Power BI Service—distribute licenses to your report builders and viewers.
5. Publish & Share: Publish your report to Power BI Service and collaborate with stakeholders across your organization.
6. Seek Assistance: Have questions or need advanced customizations? Reach out for support anytime.