Position Detail Menu

Dynamic in nature, this menu displays the Data Fields for any currently selected component.

Note: the Position Detail menu will only become active after an on screen chart box has been selected.

Position Detail: Hiding and revealing

1. Go to the View tab and click on Position Detail.
2. The Position Detail menu will toggle in and out of view accordingly.

Note: a check mark next to the item’s name will indicate if it is hidden or visible.

Position Detail: Information types

1. Text – text information can be typed directly (or cut and pasted) into these fields.
2. Salary – single click this field to make dynamic, on-the-fly calculations of bud­gets and expenditures. It is used in conjunction with the Headcount and Team Budget fields.
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.

Position Detail: Options button

Two options show on the Position Detail view.

1. Options button on the Data View tab – affects primarily the Box Item work space and data. Most of the options launch either another screen, or another dialogue to help organize, print or export the data itself.

Options available from this dropdown menu:

• Edit Chart Data Set – launches the Chart Data Set menu. The Chart Data Set interface sets global changes which can affect every component if you so choose. From this menu you can: a) create new data fields, b) load predefined fields, 3) edit fields, 4) rearrange the order in which fields appear and 5) delete existing fields.
• Edit Current Data View – launches the Edit Data View menu. This inter­face is used to define and edit data views currently available in the Cur­rent Box Layout drop down menu directly to the right of the Options button.
• Show Column Name – toggles between displaying and hiding the data field titles in the Box Item area.

2. Options button on the Layout tab – These affect only on– chart components. The following is a list of options available from this drop down menu:
   • Display Column Name – toggles between displaying and hiding the data field titles in the on-chart component (see below):

Note: this affects each data field independently, so one field could be set to Display Column Name “on”, while another data field in the same com­ponent could be set to have this option toggled off.

• Align Left – aligns the text of the on– chart component to the left.
• Align Center – centers the text of the on– chart component.
• Align Right – aligns the text of the on– chart component to the right.
• Font Style – launches the Font Style menu. This interface provides a range of choices on how the text inside a component will appear.

Position Detail: Displaying a picture in Box Item window

In addition to displaying text or numerical information, images and pictures can now be displayed in the Box Item window (see below):

OrgChart is great for browsing personnel photos or having instant access to any other visual data you may wish to have associated with a component.

To display a picture in the Box Item window:

1. Click on a component in your chart to activate the Box Item window.
2. In the Box Item window, make certain the data view you have chosen contains the Photo data field. (For more information on editing and choosing data views, please see the Current Box Layout section.)
3. Click on the Photo data field. The field will turn gray and a button will appear.

4. Click the small button, this will launch the Image Data box (see below)

5. Click the Browse button and navigate to the location of the image you wish to display.
6. Select the image and click OK.
7. The image will now appear in the Preview Pane of the Image Data box.
8. Select the Display Size from the drop down menu and click OK.
9. The image will appear in the Box Item window.