In many organizations, reporting relationships change frequently—because of promotions, special projects, changes in resource allocations, or unexpected events. Visio 2007 helps you keep your chart up to date by making it easy to find, arrange, update (and delete) employee information. For example, when an employee is promoted, you can change the shape used to represent that employee in the organization chart. Table 10-1 summarizes the ways you can work with employee shapes in an organization chart.
Task | Technique |
---|---|
Locate an employee | Ensure no shape is selected. Press Ctrl+F or choose Edit, Find. Type the name of the person or any other text string, select the search options you want, and then click Find Next. |
Change the type of shape used for an employee | Right-click the shape, and then choose Change Position Type. Select the new position type, and then click OK. |
Change the order in which an employee is displayed under a manager | Select an employee shape, and then click one of the Move buttons on the Organization Chart toolbar. |
Change a reporting relationship | Drag an employee shape onto the new manager’s shape. Visio 2007 reconnects the affected shape. |
Remove an employee and all shape data information stored with the employee shape | Select the employee shape, and then press Delete. If the employee is a manager, all of the subordinates become disconnected. If the same employee appears on more than one page (that is, you’ve created synchronized copies), delete the shape from each page. |
Adjust a group’s layout after a shape is moved or deleted | Select the top-level shape in the group, such as the manager. On the Organization Chart toolbar, click Horizontal Layout, Vertical Layout, or Side-By-Side Layout, and then click the style you want. |
Adjust the spacing between selected shapes or all shapes | Choose Organization Chart, Change Spacing. Select the options you want, and then click OK. |
Note
Your chart spacing might become uneven when you move shapes around. For a tidier chart, click the Re-Layout button on the Organization Chart toolbar.