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

Working with a PivotDiagramFilter DataOpen dropdown for measure to filter in Add Category or Add Totals on PD task paneSelect Configure Measure/Column/ DimensionSelect filter operation=, !=, >=,

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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