Tutorial 1: Creating Basic Charts
In this tutorial you will learn how to create a organizational chart.
Creating New Charts
This article describes how to break a large chart into smaller, linked sub-charts.
Procedure:
1. If OrgPlus is not already running, double-click the OrgPlus 8 icon
on your desktop or from the Windows Start menu select: All Programs
| HumanConcepts | OrgPlus 82. Select New from the File menu. The New Project dialog box is displayed.
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 the topic 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 (Microsoft Word in this tutorial) opens and displays a new chart.
5. Double-click the chart to edit it in OrgPlus.
Entering Field Information
A single box is displayed on the screen. You will now enter some information into it.
6. Click on the Select tool
.7. Select the box.
8. Click the box again to edit the contents. Click ( Name ) if it is not already highlighted and type Chris Phillips.
9. Click ( Title) and type President and CEO.
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), and then click on 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
and 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 on 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 is used to create a Manager box directly above the selected box.
Deleting Boxes
17. Click on the Select tool
.
18. Select one of the subordinate boxes that you just created.
19. Press ( Delete ). There are now four subordinate boxes.
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 you have never saved the current chart before, a Save As dialog box is
displayed.
27. Enter the desired file name and then click Save.
Congratulations! You have completed Tutorial 1.
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