Overview
This guide introduces recent updates designed to improve how you navigate, view, and manage workforce data. These enhancements include:
A redesigned top navigation aligned to Beamible
A new editable table view of workforce data
The ability to switch between read-only and edit modes
1. Updated Top Navigation
What’s Changed
The top navigation bar has been reorganised to better align with Beamible's methodology and provide a more intuitive structure.
Benefits
Faster access to key areas
Clearer grouping of features
Improved workflow across planning, data, and insights
How to Use
Use the top navigation to move between key sections
Explore grouped items to quickly locate relevant tools and data
2. Read-Only vs Edit Mode
Read-Only Mode
View workforce data without making changes
Ideal for reviewing or sharing information
Edit Mode
Enables editing capabilities within the table
Allows inline updates and data management
Switching Modes
Toggle between Read-Only and Edit Mode using the mode control
Edit Mode is only available if you have the appropriate permissions
Why It Matters
Protects data integrity
Provides clarity on when changes can be made
Supports controlled collaboration
3. View and Edit Workforce Data
You can now view workforce data in two ways:
Diagram View
Visual representation of workforce structure
Best for planning and understanding relationships
Table View
Structured, grid-based layout of workforce data
Ideal for reviewing and editing detailed information
Switching Views
Toggle between Diagram and Table views using the view switcher
Choose the view that best suits your task
4. Using the Editing Table
Build Your View
The table allows you to organise data in a way that works for you.
You can:
Sort columns
Scan and compare data easily
Structure the table to focus on what matters most
Benefits
Improved visibility of workforce data
Easier edits and updates
More control over how data is presented
5. Editing Table Data Inline
How It Works
In Edit Mode, the table becomes fully interactive.
Build your view of the data by sorting and organising the table
Click into any cell to update data directly
Make quick changes without opening additional panels
See updates immediately within the table
When to Use
Updating workforce roles or attributes
Making quick corrections
Performing bulk edits efficiently
How to Use
Select which dimension you'd like to see your data. For example, each row represents a role
Select which data you'd like to see connected to the dimension you are viewing. For example, roles connected to activities. Roles will be listed on each line and expanded they will list the activities that are connected to the role.
Click on the cell to edit and make changes. Note that edits will auto-save.
6. Best Practices
Use Diagram View for planning and structural changes
Use Table View for detailed edits and data management
Build your table view before making edits to stay focused
Confirm you are in Edit Mode before making changes
Summary
These updates are designed to make workforce planning more efficient and flexible:
Navigate more easily with the updated top navigation
Switch between visual and structured data views
Customise how you see your data
Edit workforce data quickly and directly in the table
Maintain control with clear read-only and edit modes
If you have any questions, please reach out to your support team.