Tutorial 1: Creating Basic Charts

In this tutorial you will learn how to create a chart.

In this tutorial…

Creating New Charts

Entering Field Information

Adding and Deleting Boxes

Changing Branch Styles

Saving your Work

Tip: You can press the <F1> key at any time for application help.

Creating New Charts

Charts can be created directly in OrgPlus or from within Microsoft Office products (Word, Visio, Excel and PowerPoint). OrgPlus Express users can create charts ONLY from within Microsoft Office products. If you are an OrgPlus Express user or you want to create charts within an Microsoft Office application please start this tutorial with step 4.

1        If OrgPlus is not already running, double-click the OrgPlus 7 icon  on your desktop or from the Windows Start menu select:

All Programs | HumanConcepts | OrgPlus 7

2        Select New from the File menu to display the New Project dialog box.

3        Select Blank from the list of templates and click OK. You can also try selecting one of the other chart templates.

The OrgPlus main window displays a blank chart.

Continue with step 6 in Entering Field Information.

4        Alternately, to create a chart in a Microsoft Office application, launch Microsoft Word (or any other Microsoft Office application) and click the New Chart icon  on the toolbar.

The Microsoft Office application (in this tutorial – Microsoft Word) opens and displays a new chart.

Note: In Microsoft Office 2003 and earlier, the OrgPlus toolbar appears automatically if you selected that option at installation. To display the OrgPlus toolbar icons in Microsoft Office 2007, select the Add-Ins Tab.

5        Double-click the chart to edit it in OrgPlus.

Entering Field Information

When you start a new project in OrgPlus, a single box appears on the screen. You will now enter some information into it.

6        Click the Select tool .

7        Select the topmost box.

8        Click the box again to edit the contents. Click <Name> if it is not already highlighted and type Chris Phillips.

 

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9        Click <Title> and type President and CEO.

 

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Tip: Use the <Tab> key to advance to the next field.

Adding and Deleting Boxes

To add boxes to your chart, select the type of box you want to add from the Insert toolbar (on the left), then click any existing box. There are five types of boxes:

 

Subordinate

Left Co-Worker

Right Co-Worker

Manager

 

Assistant

Adding Assistants

10   Select the Assistant tool , then select the box containing Chris Philips to add an assistant.

Adding Subordinates

11   Select the Subordinate tool  and select the box containing Chris Philips to add a subordinate.

12   Click the Select tool .

13   Select the box you just created.

14   Click the box again to edit the contents. Click <Name> if it is not already highlighted and type Lynn Brewer.

15   Click <Title> and type CFO.

16   Select the Right co-worker tool , and then click four times on the box containing Lynn Brewer. Four co-worker boxes are added.

Tips:

·         The Left co-worker tool  adds boxes to the left of the selected box.

·         The Manager tool  creates a Manager box directly above the selected box.

Deleting Boxes

17   Click the Select tool .

18   Select one of the subordinate boxes that you just created.

19   Press <Delete> to delete the selected box..

Adding More Boxes

20   Add subordinates using the Subordinate tool , as shown in the following diagram.

Changing Branch Styles

You may want to change the branch style for aesthetic or space reasons. OrgPlus offers a large variety of branch styles, which can be applied to any branch in your chart or the entire chart.

21   Make sure the Select tool  is selected.

22   Select Lynn Brewer’s subordinates by double-clicking on one of the boxes containing Lynn’s subordinates.

 

23   Click the Styles button  at the bottom of the window.

24   Select  (one column vertical style).

The boxes under Lynn Brewer are reformatted as shown below:

Select other sets of subordinates by double clicking them and then change their styles to match the diagram below.

Remember to use the Styles button  to change the style once a set of subordinates has been selected.

25   Optionally you can enter the names and titles as shown above.

Saving your Work

You should save your work periodically.

26   Select Save from the File menu.

If your chart is embedded in a Microsoft Office document, click the Save  icon at the top of the Microsoft Office application.

If you have never saved the current chart before, a Save As dialog box appears. Enter a file name and click Save.

Congratulations! You have completed Tutorial 1.