Atlas structure charts give you a visual overview of your organization's entity relationships. This article explains how to access and customize a structure chart, including chart style, layout, and data visibility preferences.

Chart Preferences

1. Select any entity and click View Structure Chart.

2. Reveal or Hide the Key. Atlas' structure chart symbols represent the Tax Treatment entered during its creation. If the entity does not have a designated Tax Treatment, it will appear as an unknown symbol (leaf).

3. Click Chart Preferences and select the preferred viewing options.

• Chart Style: To customize the structure chart view, navigate to Chart Preferences in the upper right corner.
  • The chart preferences menu allows you to choose between the Ontra Style, Traditional Style, and the Custom Style. The Traditional Style shows your organization's structure with triangles, rectangles, and other shapes. This style may be more familiar to tax teams and advisors. The Ontra Style option offers a more streamlined appearance for entities and can include shape icons to indicate the entity type. The Custom Style option is tied to your preferences set in your Chart Styles tab and allows for you to utilize stylized attributes you have created.
• Layout & Line Styles: Within the same Chart Preferences menu, the layout and line style displayed may also be customized.
  • Staggered Spacing - Creates space between entity shapes to clearly see each one displayed.
  • Bezier Lines - Curvy lines instead of straight lines

• Data Visibility: Within the same Chart Preferences menu, the data visible may also be customized. By selecting the checkboxes to include entity data, including Relationship Types, Shapes, Ownership percentage (and Enable Rounding), Share / Unit class, Jurisdiction, Purpose, EIN, Notes*, and to Show Closed Entities, a custom chart can be created with a few clicks. 
  *Notes will appear as footnotes at the bottom of the chart.

  

• Bespoke arrangement of entities: Arranging Entities within the structure chart is also possible. Click and drag the entity to be moved to the desired location. 
  • Click on the three vertical dots to pin the entity to that location, privatize (blur) the entity, or collapse the entity.

• Chart changes using AI chart generation: Atlas Structure Charts include an AI Chart Generation tool that allows you to describe changes to your chart in plain text and have them applied automatically whilst you are in Draft Mode.
  • Click the blue sparkle icon in the bottom right corner to open the AI Chart Generation input box
    
  • Type in your desired change
  • Select the Arrow and await the for the desired changes to appear