In this tutorial you will learn how to create a chart.
In this tutorial…
Tip: You can press the <F1> key at any time for application help.
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.
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.
When you start a new project in OrgPlus, a single box appears on the screen. You will now enter some information into it.
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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à |
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9 Click <Title> and type President and CEO.
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à |
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Tip: Use the <Tab> key to advance to the next field.
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:
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Subordinate |
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Left Co-Worker |
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Right Co-Worker |
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Manager |
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Assistant |
10
Select the Assistant tool ,
then select the box containing Chris Philips to add an assistant.
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.
17
Click the Select tool .
18 Select one of the subordinate boxes that you just created.
19 Press <Delete> to delete the selected box..
20
Add subordinates using the Subordinate
tool ,
as shown in the following diagram.
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.
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.