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Some Presentation about MS. Visio 2007
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Microsoft Office Visio Professional 2007 for IT
How to Use Visio forProject ManagementPresenter: Date:
Project Management SummaryUse Visio 2007 with Project 2007Diagram All Project PhasesPlanningDesignEngineeringImplementationDiagram TypesGantt ChartProject timelineProject statusProcessesWork BreakdownResponsibility Matrix
Visio 2007 and Project 2007Create plan in ProjectImport plan into Visio diagramTimelineGantt ChartInclude with other project diagramsReport project status as Visio PivotDiagramPerform what-if modifications and export back into Project
Diagram TypesTimelineGantt ChartStatus Report
Diagram TypesWork BreakdownProcess FlowResponsibility Matrix
Import a Timeline(Menu) Data Insert Data Solutions TimelineBrowse to Project fileSelect tasks to include
Import a TimelineSelect shapes for Visio timelineFinish
Working with a TimelineReposition textMove intervals and milestonesAdd intervals and milestonesResize interval shapesSynchronize milestonesAlter timeline typeApply theme
Applying a ThemeShow Theme task pane(Menu) Format ThemeSelect color paletteClick on Theme Colors linkSelect theme colors from listSelect font, line and connector, fill, and shadow styleClick on Theme Effects linkSelect theme effects from list
Import a Gantt Chart(Menu) Data Insert Data Solutions Gantt ChartSelect Information thats already stored in a fileSelect Microsoft Office Project File
Import a Gantt ChartBrowse to Project fileSelect Major and Minor time scale unitsSelect task duration format
Import a Gantt ChartSelect task types to includeFinish
Working with a Gantt ChartPush project forward/backMove task bar shapes left/rightCreate new task linksDrag Add Link control handle to connection point at start or finish of linked taskSet % completeDrag Change % complete control handle
Working with a Gantt ChartModify task listDrop task bar shape onto chart to add taskModify columnsDrop column onto chart to add columnRight-click shapes for action menuApply theme
Export a Project Report to Visio(Menu) Report Visual ReportsChoose a Visio reportSelect level of usage data to include in reportView
Working with a PivotDiagramApply themeApply shapeOpen stencil with shape(File) ShapesWork Flow Objects, Department automatically openedSelect nodes(PivotDiagram pane) Apply ShapeChoose stencil from dropdownChoose shape to applyApply Data Graphics
Data Graphics
Turn on display(Menu) Data Display Data on ShapesSelect Data Graphic format from Task PaneEdit Data Graphic if required(Right Click) Data Edit Data GraphicDisplays Shape Data values Text Relative graphsColorsIcons
Working with a PivotDiagramAggregate numerical dataSelect field from Add Total on PD pane Select aggregate type from dropdown (if avail.)SumAverageMinimum valueMaximum valueCount
Add category breakdownSelect nodeClick category in Add Category on PD taskpaneOpen dropdown, select level for multi-level categoryWorking with a PivotDiagram
Working with a PivotDiagramSort nodesSelect all nodes in levelClick Other Actions button on PD task paneSelect SortChoose sort propertyChoose ascending or descendingLimit number of nodes shown
Working with a PivotDiagramOther tasksMerge/Unmerge nodes on same levelPromote nodeCollapse nodeRefresh data after changes to source
Other Diagram TypesCreate a flowchartBasic FlowchartOpen Visio template(Menu) File New Flowchart Basic FlowchartCross-Functional FlowchartOpen Sample(Menu) File New Getting StartedSamples Process Improvement Open DiagramOpen Template(Menu) File New Flowchart Cross-Functional Flowchart
Basic flowchartDrag shapes from stencilsConnect shapesAutoConnect or Connector ToolOther Diagram TypesAutoConnect
Link with data(Menu) Data Link Data to ShapesSelect data source Excel, Access, SQL, other DBOpens External Data windowConnect data with shapeDrag record to shapeAutoLink (if shape IDs correspond with data records)Display data with Data GraphicsDrag to link
Other Diagram TypesWBS Modeler Add-Inhttp://www.wbsmodeler.com/Responsibility MatrixCustom Visio template
Use HyperlinksReference data in other files or Web sourcesOpen URLsOpen local files Open specific page in Visio fileCreate drill down navigationInsert a Hyperlink(Menu) Insert HyperlinksSelect Address and Sub-Address (page)Enter Description for right-click shape menuSupports multiple Hyperlinks on a shape
Result: Consolidated Project ViewImport and display data from Project, Excel or DatabaseLink the data to Visio shapes and display the data using Data Graphics
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