Data Outline View

Located at the bottom of the work area, the Data Outline View is an area that allows the centralized management of component information. It can also be used to change Data Field content.

Note: Data Outline View can only be toggled “on” and “off” through the View tab. The main advantage of Data Outline View over the Box Item menu is that you can manage all of the component data fields in one place.

Data Outline: Revealing Data Outline View

The Data Outline View is not listed on the Toolbars menu; instead, it is found on the View tab. To hide and reveal this palette:

1. Go to the View tab.
2. Click on Data and Divisions. The palette will toggle in and out of view accordingly.

Data Outline: Field types in Data Outline View

Information fields may be of the following types:

1. Text – text information can be typed directly (or cut and pasted) into these fields.
2. Salary – is a powerful field used for dynamic, on– the– fly calculations of bud­gets and expenditures. It is used in conjunction with the Headcount and Team Budget fields. Single click to open.
3. Link – double clicking this field launches a new interface for link creation.
4. Image – stored images are linked to a component through this field.
5. Attachment – stored information files are linked to a component through this field.

Data Outline: Collapsing Subordinates

In this view, the hierarchical tree of linked components can be collapsed or expanded by clicking the box next to the parent component’s name. (A plus sign (+) in the box indicates that the tree is collapsed and a minus sign (–) indicates that the tree is expanded.)

Data Outline: Additional commands

The following Data Outline View functions can be accessed by going to View on the Main Menu:

1. Customize Data Outline View columns.
2. Intelligence sort.
3. List Sort.
4. Field Hidden

Data Outline: Manually rearrange data fields

1. Click on the data field’s column header.
2. Hold down the Left mouse button and drag the header along the top of the data fields area. Release the header when you reach the desired location. For more details on resizing and rearranging the Data Outline View title bar, please see Data Outline View in the first chapter of this manual.

Note: the order of the data fields in Data Outline View does not influence how they appear in the associated on– screen component.

Data Outline: Display and hiding components

A box component can contain more Data Fields than can be displayed on the chart. To solve this, the user can control which fields are visible. By default, the Name and Title fields are active. To select which fields will be displayed you need to use the Box Properties dialog (see below):

Fields are dragged from the field list on the left to the right preview area. In the above example, name and title have been selected to be visible on chart boxes.

Data Outline: Data Fields information types

Information fields may of the following types:

1. Text – text information can be typed directly (or cut and pasted) into these fields. Single click to open.
2. Salary – is a powerful field used for dynamic, on– the– fly calculations of bud­gets and expenditures. It is used in conjunction with the Headcount and Team Budget fields. Single click to open.
3. Link – this is where links are created. Double click in the field to open the Modify Link menu.
4. Image – stored images are linked to a component through this field. Double click in the field to open the Photo Property menu.
5. Attachment – stored information files are linked to a component through this field. Double click in  the field to open the Attachment menu.