Applicable Product:

• OrgPublisher

Applicable Release:

• V21 and later

Summary:

To set up a count, you will need to create a custom field set to the type of "Count" and then choose the population to count on, i.e. Head Count or  Planned Head Count.  The difference is that the latter counts open positions while the former does not.
 
Here's how you set up a custom Count field:

1. Log onto OrgPublisherAdministration
2. Navigate to your chart
3. In the "General" tab, depending on your requirements, check if the Exclude managers from their own summary totals switch is on or off:
   
4. Click on the "Fields" tab
5. Click the button and give the new field a name and a label (e.g. EmpCount)
6. In the Type droplist, choose "Count"
7. In the Assign to Section, choose "Person"
8. For Assign To Positions, you can choose all position types or for Managers only, which will mean that the field will only appear in Manager boxes
9. Then click on the "Summary" tab and choose whether you want Head Count or Planned Head Count; leave the Calculate based on: setting on "Hierarchy"
10. Click the button
11. Then navigate to the View to which you wish to add this new field
12. Next, click on "Format and Visibility" - the "Manager" position type should be selected by default
13. In the Available Box Items section, type "emp" in the search box and EmpCount should show up:
    
     
14. Click the "+" sign to add it to the box, and then poisition the field and its corresponsding label where you want them
15. Save the changes, publish the chart

 
In my example, here's what it would look like:

 
Note: The reason that the count is 5 is that I opted for "Head Count" instead of "Planned Head Count" which means that open positions are not counted.
 
 
  
Keywords: count, direct count, planned headcout, headcount


Created: Alvin Ee
Reviewed: Larryl Shaw/06/27/25