OrgPlus 7 User Guide

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OrgPlus User Guide ➣ To create an OrgUnit Chart: 1 Make sure the sub-chart panel is displayed by selecting Sub-charts from the View menu. 2 Click on the OrgUnit Chart button . 3 Define your OrgUnit Chart options as follows: Sub-chart levels: Specify the number of levels to include when creating the OrgUnit chart. Include Headcounts: Specify whether to include headcounts when creating the OrgUnit chart. 4 Click OK. An untitled OrgUnit Chart is created based on the selected options. Working with Multiple Charts OrgPlus projects can contain multiple charts, similar to the Microsoft Excel workbook and worksheet concept. Each chart within a project can show a unique view that displays different data fields, contains different formatting, and may even contain a different hierarchy. While the display of data may be different across multiple charts, the underlying data records are shared. Any changes made to data in one chart are always reflected in all other charts. The only exception is that a chart may have a unique hierarchy. For example, two project teams may contain the same individuals but with different reporting relationships. ➣ In this section… Creating New Charts page 7-41 Renaming or Deleting Charts page 7-42 7-40 Working with Charts: Advanced Charting
Working with Charts: Advanced Charting CHAPTER 7 Using Chart Tabs page 7-42 Creating New Charts New charts in a project either share the same hierarchy as the original chart or have a different hierarchy. ➣ To create a new chart in a project: 1 Select Chart from the Insert menu, or right-click the chart's tab and select New Chart from the context menu. The New Chart dialog box is displayed. 2 Define how you want the new chart to be created: Reporting: Indicate whether to keep the hierarchy synchronized with the current chart or whether to create a new hierarchy: • Share and maintain the project’s hierarchy across all charts: Copies the existing chart to a new chart. Changes to the hierarchy of the new chart are synchronized with the original chart. • Do not share, maintain unique hierarchy in this chart: Select from the following options: Empty Chart: Creates an empty chart with a new hierarchy. Entire Chart: Copies the existing chart to a new chart. Changes to the hierarchy of the new chart are NOT synchronized with the original chart. Reconnect all sub-charts: Remove all sub-chart breaks from the new chart. 3 Click OK. The new chart is created and a new chart tab is added at the bottom of the main window. Working with Multiple Charts 7-41
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OrgPlus 7 User Guide Release 7.0.0
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OrgPlus User Guide Program License
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OrgPlus User Guide 10 Limitation of
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OrgPlus User Guide About This Guide
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OrgPlus User Guide • Publish: The
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OrgPlus User Guide Table of Content
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OrgPlus User Guide Using Formulas..
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OrgPlus User Guide Appendix G, Glos
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Chapter 1 Introduction ➣ In this
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Introduction CHAPTER 1 The OrgPlus
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Introduction CHAPTER 1 OrgPlus has
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Introduction CHAPTER 1 Sophisticate
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Introduction CHAPTER 1 Hotspots Org
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Introduction CHAPTER 1 Optimized Ch
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Introduction CHAPTER 1 Free Form To
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Introduction CHAPTER 1 Data Synchro
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Introduction CHAPTER 1 Multiple Cha
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Introduction CHAPTER 1 XML Support
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Introduction CHAPTER 1 OrgPlus 7 Hi
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Introduction CHAPTER 1 Improved Pro
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Introduction CHAPTER 1 Improved Pic
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Chapter 2 Installation and Registra
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Installation and Registration CHAPT
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Chapter 3 Tutorials ➣ In this cha
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Tutorials CHAPTER 3 1 If OrgPlus is
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Tutorials CHAPTER 3 9 Click and ty
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Tutorials CHAPTER 3 18 Select one o
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Tutorials CHAPTER 3 If your chart i
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Tutorials CHAPTER 3 5 Make sure the
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Tutorials CHAPTER 3 12 Type Org Uni
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Tutorials CHAPTER 3 19 Position the
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Tutorials CHAPTER 3 Note: For this
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Tutorials CHAPTER 3 The Directory p
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Tutorials CHAPTER 3 16 Select Title
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Tutorials CHAPTER 3 OrgPlus creates
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Tutorials CHAPTER 3 26 Select Emplo
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Tutorials CHAPTER 3 Tutorial 4: Wor
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Tutorials CHAPTER 3 Navigating with
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Tutorials CHAPTER 3 11 Select Sub-c
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Tutorials CHAPTER 3 OrgPlus display
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Tutorials CHAPTER 3 4 Click Next to
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Tutorials CHAPTER 3 Saving Imported
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Tutorials CHAPTER 3 Note: If you do
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Tutorials CHAPTER 3 Publishing to P
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Chapter 4 Working with Charts: Basi
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Working with Charts: Basic Charting
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Chapter 5 Working with Charts: Navi
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Working with Charts: Navigation and
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Chapter 6 Working with Charts: Util
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Working with Charts: Utilities CHAP
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OrgPlus Panels CHAPTER 8 2 Add fiel
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OrgPlus Panels CHAPTER 8 Managing S
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OrgPlus Panels CHAPTER 8 Note: Clic
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Chapter 9 Importing and Exporting D
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Importing and Exporting Data CHAPTE
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Chapter 10 Publishing your Chart
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Publishing your Chart CHAPTER 10 Pa
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Publishing your Chart CHAPTER 10
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Publishing your Chart CHAPTER 10 6
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Publishing your Chart CHAPTER 10 8
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Publishing your Chart CHAPTER 10
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Publishing your Chart CHAPTER 10 No
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Chapter 11 Automation ➣ In this c
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Automation CHAPTER 11 Scheduling Ta
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Automation CHAPTER 11 Note: You can
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Automation CHAPTER 11 10 Click OK t
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Automation CHAPTER 11 OrgPlus Enter
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Appendix A Window Structure and Com
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Window Structure and Command Refere
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Appendix B Keyboard and Mouse Short
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Keyboard and Mouse Shortcuts APPEND
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Appendix C Tips and Tricks This app
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Tips and Tricks APPENDIX C Modified
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Tips and Tricks APPENDIX C 2 Select
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Tips and Tricks APPENDIX C 2 Select
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Tips and Tricks APPENDIX C Note: An
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Appendix D Troubleshooting ➣ In t
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Troubleshooting APPENDIX D Possible
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Troubleshooting APPENDIX D Using Or
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Appendix E Off-line Registration Th
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Off-line Registration APPENDIX E 5
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Command Line Reference APPENDIX F A
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Command Line Reference APPENDIX F R
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Appendix G Glossary Anchoring Use a
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GLOSSARY Co-manager One or more box
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GLOSSARY Object Linking and Embeddi
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Index Index A about file formats us
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Index printing, 4-66 utilities, 6-1
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Index defining and displaying, 4-17
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Index K keyboard shortcuts, B-2 cre
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Index OrgPlus Plulgin security opti
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Index formatting report elements, 8
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Index Groups, A-20 Insert, A-20 Pub
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