Whats New

In addition to general editorial changes and corrections, this release of the documentation contains the following main changes in the release of the Nakisa Strategic Org Design 2026.R1:

General

A new Field Security page has been introduced in the Nakisa Org Chart Admin section, allowing administrators to control access to individual fields across the application. They can define which fields are visible based on roles or permissions, ensuring that sensitive information is restricted to authorized users. This provides more granular control over data access and supports compliance with internal security requirements.
- This page replaces the old Admin > Settings > Global Settings > Field Management page.
In addition to general useability enhancements made to advanced exports, there is now a new option to copy the chart as an image to your clipboard, and a new setting to set the width of the org chart nodes.
Multi-currency support and conversion display: This enables global organizations to report and analyze workforce data in multiple currencies, with configurable display and conversion settings that ensure financial consistency and regional relevance.
- To configure this feature, the setting "Default Currency" has been added to Admin > Settings > Global Settings in Nakisa Org Chart.

Nakisa Strategic Org Design

The Org Unit Reporting Structure is now supported in Nakisa Strategic Org Design.
A new Data Management feature has been introduced, allowing users to sync their scenario with the latest source system data while preserving existing scenario changes. Users can also modify the scenario key date during the sync process and review differences between source and scenario data, including conflicts and non-conflicting updates.
Work areas can now be created within a scenario to delegate ownership of specific parts of the organizational structure to another person. This enables collaborative scenario modeling by allowing assigned owners to manage only their designated area, while all changes remain up to date across overlapping work areas and the main scenario.
The new Target Summary tab allows users to monitor progress immediately with a target summary view showing all scenario targets and their status.
Users can understand the impact of a scenario with the new Delta Dashboard comparing baseline data to scenario changes.
Scenario edits now support mass actions (from both the org chart and directories), which enable users to quickly apply bulk edits, moves, deletions, and clones to multiple nodes at once.
Dotted-line support for Position Reporting Structures allows users to view and fully maintain these secondary relationships as part of supporting organizational design.
Users can now attach notes to org chart nodes and make them visible to all users with permissions to the scenario.
A data refresh option has been added that recalculates and updates analytics, dashboards, reports, and search, to ensure that you are working with all the latest changes (e.g., when there are multiple collaborators).
Users can now easily identify records with tags on them and build dashboards with this filtered data and export listings with these records.
Users can easily identify modified records and build dashboards with this filtered data and export listings with these records.