Organization charts can be used to show an organization's structure or the relationships of people and positions. For example, you can use organization charts to create family trees, show a chain of command, diagram a process, or illustrate a workflow.
In this section, you'll learn about
creating and saving organization charts
adding and editing text in organization charts
working with organization chart box fields
selecting organization chart branches and levels
adding and replacing positions in organization charts
viewing organization charts
formatting organization chart boxes
changing organization chart branch structures and orientation
changing box connector line properties in organization charts
copying organization charts
Creating and saving organization charts
Before you begin creating an organization chart, here are some suggestions for presenting information effectively:
Try to avoid showing too much information on one chart; break up large, complex charts into separate ones.
Try to start each box the same way, for example, with either a position title or a person's name.
There are many different pre-defined organization chart layouts to choose from when you create an organization chart. The layout determines the structure and orientation of an organization chart. You can save an organization chart style so that you can use the same box options and attributes, font properties, and other chart characteristics for other organization charts.
The following illustration shows an organization chart.
To create an organization chart
1 Click Insert Organization chart.
2 Drag diagonally to define a chart area.
3 Click a chart layout.
To save an organization chart style
1 Double-click an organization chart.
2 Click Chart Save style.
3 Choose the drive and folder where you want to save the chart style.
4 Type a filename in the Filename box.
5 Click Save.
Note
The filename extension of a chart style file is (.chs).
Adding and editing text in organization charts
You can type text in each of the boxes in an organization chart and include names, titles, and other information. You can also edit this text.
If you no longer want to include text in a chart box, you can clear it.
To add text to an organization chart
1 Double-click an organization chart.
2 Double-click one of the following fields in a box:
Name
Title
3 Type the text in the field.
Tip
You can change the font of text in an organization chart by clicking the Font button on the toolbar.
To edit text in an organization chart
1 Double-click an organization chart.
2 Click a box.
2 Click Edit Edit text.
3 Edit the text.
To clear text from an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Edit Clear text only.
Working with organization chart box fields
You can add fields to a box. For example, adding fields lets you add additional information, such as telephone numbers, Fax numbers, or department names, to any position in an organization chart.
You can also rename the placeholder text in box fields, move box fields, and delete box fields.
To add a box field to an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box fields.
4 Type the name of the field in the Add new field box.
5 Click Add.
Note
You can add a maximum of eight fields to each box.
To rename a box field
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box fields.
4 Click Rename.
5 In the Rename box field dialog box, type a name in the To box.
To move a box field
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box fields.
4 Choose a field from the Current fields list.
5 Click one of the following:
Move up
Move down
To delete a box field
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box fields.
4 Choose a field from the Current fields list.
5 Click Delete.
Selecting organization chart branches and levels
You can select a branch or all of the branches in an organization chart. You can also select organization chart levels, specifying how many of the organization chart levels you want to select, which is helpful if you want to apply a change to many positions at once; for example, if you want to change all manager and subordinate box frame borders to double lines.
To select an organization chart branch
1 Double-click an organization chart.
2 Click a subordinate box.
3 Click Edit Select Branch.
Note
In organization charts, manager positions are represented by the highest boxes in the chart, subordinate and staff positions by the next level of boxes, and co-worker positions by the lowest level of boxes.
To select all branches in an organization chart
1 Double-click an organization chart.
2 Click Edit Select All.
To select a level in an organization chart
1 Double-click an organization chart.
2 Click Edit Select Levels.
3 Type a value in the Starting level box.
4 Type a value in the Number of levels box.
Adding and replacing positions in organization charts
In organization charts, manager positions are represented by the highest boxes in the chart, subordinate and staff positions by the next level of boxes, and co-worker positions by the lowest level of boxes. You can add staff and subordinate positions to an organization chart, and you can add co-worker positions to a chart. You can also add managers.
You can replace managers in an organization chart. When you replace a manager with a subordinate, the contents of the subordinate box replace all previous information in the manager box.
To add a staff or subordinate position to an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Insert, and click one of the following:
Staff
Subordinate(s)
4 Type a value in the Number to insert box.
Tip
You can also add a subordinate position to an organization chart by opening the Subordinate picker on the property bar and clicking a number.
To add a co-worker position to an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Insert Co-workers.
4 Type a value in the Number of co-workers to insert box.
5 Enable one of the following options:
Left-adds a co-worker position to the left of the selected box
Right-adds a co-worker position to the right of the selected box
To add a manager position to an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Insert Manager.
To replace a manager position with a subordinate position
1 Double-click an organization chart.
2 Click a manager position box.
3 Click Edit Replace manager.
Viewing organization charts
You can view a selected branch of an organization chart or the entire organization chart. You can also display or hide subordinate positions in an organization chart. Hiding subordinate positions is useful when an organization chart is large or complex.
To view an organization chart
To view Do the following
A branch of an organization chart Double-click an organization chart. Click a subordinate box. Click View Zoom to branch.
An entire organization chart Double-click an organization chart, and click View Zoom to chart.
Note
In organization charts, manager positions are represented by the highest boxes in the chart, subordinate and staff positions by the next level of boxes, and co-worker positions by the lowest level of boxes.
Tip
You can also view an organization chart branch by clicking the Zoom branch button on the property bar.
You can also expand or collapse subordinates by clicking the Collapse/expand button on the property bar.
Formatting organization chart boxes
You can automatically size boxes relative to their text or the other boxes in the chart, or you can manually adjust the size of the selected boxes. You can also change a box type. Adding a border and a fill to a box is also possible. In addition, the spacing between a manager and a subordinate box, and the amount of spacing between sibling boxes can be adjusted. You can remove box attributes, branch structure, and branch orientation from an organization chart.
To size a box automatically in an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box properties.
4 Click the Box size tab.
5 In the AutoSize to area, enable one of the following options:
Largest box in branch
Largest box in level
Largest box in chart
Autosize to fit text within box
To size a box manually in an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box properties.
4 Click the Box size tab.
5 Enable the Manually adjust box size to percent of current text option.
6 Move any of the following sliders:
Vertical size
Horizontal size
To change a box type in an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box properties.
4 Click the Box type tab.
5 Click a box shape on the palette.
Tip
You can also change a box type by opening the Box style picker on the property bar and clicking a box style.
To add a border to a box in an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box properties.
4 Click the Box type tab.
5 Disable the No border check box.
6 Open the Border color picker, and click a color.
Tip
You can choose a border style for a box by opening the Border style picker on the property bar and clicking a border style.
To add a pattern or gradient fill to a box in an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box properties.
4 Click the Fill tab.
5 In the Fill style area, click one of the following:
Pattern
Gradient
6 Click a pattern or gradient fill on the palette.
To add a texture or picture fill to a box in an organization chart
1 Double-click an organization chart.
2 Click a box.
3 Click Format Box properties.
4 Click the Fill tab.
5 In the Fill style area, click one of the following:
Texture
Picture
6 Choose a category from the Category list box.
7 Click a texture or picture fill on the palette.
To adjust the spacing between boxes in an organization chart
1 Double-click an organization chart.
2 Click a manager or subordinate box.
3 Click Format Box spacing.
4 Move any of the following sliders:
Parent to child-sets the amount of spacing between manager and subordinate positions
Sibling to sibling-sets the amount of spacing between co-worker positions
Notes
You should use closer spacing between manager and subordinate boxes when you are working with a tall, thin chart.
You should use closer spacing between coworker boxes when you are working with a wide, flat chart.
Tip
You can eliminate excessive white space around the boxes by enabling the Maximize spacing check box, or by clicking the Maximize spacing button on the property bar.
To clear the box attributes, branch structure, and branch orientation from an organization chart
1 Double-click an organization chart.
2 Click Edit Clear all.
To delete a box from an organization chart
1 Click an organization chart box.
2 Click Edit Delete.
Tip
You can also reverse a deleting action by clicking Edit Undelete.
Changing organization chart branch structures and orientation
1) a multiple structure, 2) a single structure, 3) a staggered structure, 4) a left/top structure, and 5) a right/bottom structure.Changing how the branches are structured allows you to create a different look for the organization chart. For example, you can change the branches to stagger the boxes.
The following illustration shows examples of 1) a multiple structure, 2) a single structure, 3) a staggered structure, 4) a left/top structure, and 5) a right/bottom structure.
1) top-to-bottom orientation, 2) left-to-right orientation, 3) right-to-left orientation, and 4) bottom-to-top orientation.By changing the branch orientation, you can change the arrangement of boxes. For example, top-to-bottom orientation lets you have one box at the top of the organization chart, but bottom-to-top orientation lets you have many boxes at the top.
The following illustration shows examples of 1) top-to-bottom orientation, 2) left-to-right orientation, 3) right-to-left orientation, and 4) bottom-to-top orientation.
To change a branch structure in an organization chart
1 Double-click an organization chart.
2 Click a manager or subordinate box.
3 Click Format Branch structure.
4 Click the Structure tab.
5 Click one of the following:
Single
Staggered
Left/top
Right/bottom
Multiple, and type a value in the Columns box
6 Click Close.
To change a branch orientation in an organization chart
1 Click a manager or subordinate box.
2 Click Format Orientation.
3 Click the Orientation tab.
4 Click one of the following:
Top to bottom
Left to right
Right to left
Bottom to top
5 Click Close.
Changing box connector line properties in organization charts
You can change the angle.
You can change the line color, style, and width of connecting lines between positions in an organization chart.
To change the angle of a connector
1 Double-click an organization chart.
2 Drag to select a connector.
3 Click Format Connectors.
4 In the Connector type area, enable one of the following options:
Direct-connects the boxes with straight lines
Right angles-connects the boxes with right-angled lines
Tip
You can also change the angle of a connector by clicking the Connector style button on the property bar.
To change the appearance of a staff connector
1 Double-click an organization chart.
2 Drag to select a connector.
3 Click Format Connectors.
4 Enable the Show staff connectors check box.
5 Open the Color picker, and click a color.
6 Open the Line style picker, and click a line style.
7 Type a value in the Staff line width box.
To change the appearance of a subordinate connector
1 Double-click an organization chart.
2 Drag to select a connector.
3 Click Format Connectors.
4 Enable the Show subordinate connectors check box.
5 Open the Color picker, and click a color.
6 Open the Line style picker, and click a line style.
7 Type a value in the Subordinate line width box.
Copying organization charts
You can copy the color, line style, fill attributes, and font properties in a box and apply them to another box.
There are many different pre-defined organization chart layouts to choose from when you create an organization chart. The layout determines the structure and orientation of an organization chart. You can copy an organization chart style that you have previously saved and apply it to an organization chart. For information about saving an organization chart style, see "Creating and saving organization charts."
In addition, you can import an outline into a Corel Presentations organization chart. You can also export an outline.
To copy the attributes of a box in an organization chart
1 Double-click an organization chart.
2 Click a box whose attributes you want to copy.
3 Click Format Get attributes.
4 Click a box to which you wan to copy attributes.
5 Click Format Apply attributes.
To copy an organization chart style
1 Double-click an organization chart.
2 Click Chart Retrieve style.
3 Choose the drive and folder where the chart style is stored.
4 Choose a file.
5 Click Open.
Note
You must have saved a chart style first to be able to copy it.
To import an organization chart outline
1 Double-click an organization chart.
2 Click Chart Import outline.
3 Choose the drive and folder where the organization chart outline is stored.
4 Choose a file.
5 Click Insert.
To export an organization chart outline
1 Double-click an organization chart.
2 Click Chart Export.
3 Choose the drive and folder where you want to export the organization chart outline.
4 Type a filename in the Filename box.
5 Click Export.
Note
A chart outline is automatically exported in the WordPerfect file format (.wpd).
