Professional Documents
Culture Documents
Talking Points
Why Visio ?
What makes Visio unique ?
Using Visio templates
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Why VISIO?
Integrating Data with Visual Objects
Create complex, collapsible diagrams
Hide the data when you need to see the visuals, display the data when you need details
Low-end CAD
Rich library of standardized shapes ensures consistency and facilitates easier
validation
Flowcharts, network diagram templates
Competition
SmartDraw, AutoCAD, eDraw
Prices are comparable, but training and support can be a problem
Sutanu Ghosh, June 2010
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Pivot Diagrams
Swim-lane diagrams
Network diagrams
Cause-and-Effect diagrams
Brainstorming
Maps and floor-plans
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Templates
Microsoft (Free) Templates
Getting Started probably has
all you need as a project
manager
Dont forget to use the free MS
resources
http://office.microsoft.com/enus/visio-help/
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Shape Data
Default Data
Data Types
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Variable List
Choices are offered,
but the actual value
in the field may be
something that is not
defined in the pulldown
Create Lists
Use the format field
to define the choices
Must be separated
by a semicolon
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Insert Tab
Annotation
Visio allows
annotations (strings) to
be displayed as a
screen-tip
Use the Insert Shape
ScreenTip
Hyperlinks
Insert Hyperlink
Multiple hyperlinks per
shape
Formulae
Insert Field
Formula
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Reports
Why Reports?
Shape data entered may
need to be collated and
grouped in a meaningful
way
Report Types
Excel
XML
VISIO
HTML
Flowchart Report
Master Name Displayed Text Resources
Cost
Duration
Decision
IF
Count
1
Total
Document
Document 1
NONE $10.00
0
Count
1
1
Total
$10.00
Process
Process 1
Res A $100.00
24 eh.
Process
Process 2
Res B $200.00
48 eh.
Process
Process 3
Res C $300.00
96 eh.
Process
Process 4
Res A $500.00 192 eh.
Count
4
4
Total
$1,100.00
Grand Total
$1,110.00
How To
Review Shape Reports
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Making Flowcharts
What is a Flowchart?
A flowchart is a visual means to show a sequence of
activities
Has a definite start and definite end point(s)
Each activity in the sequence of activities has one or more
predecessors and one or more successors
Start point has a NULL predecessor
End point has a NULL successor
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Software Shapes
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Timeline Template
You can add custom data to the WBS nodes (see earlier
example) e.g., Start, Finish, Actual Start, Actual Finish
However, this produces a network diagram and not
necessarily a chronological map of activities
Calendar
Org Chart
Gantt Chart
Schedule Calendar
Not very useful to PMs due to lack of automation
PERT Chart
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Schedules WBS
Summarization Structure
No default shape data
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Milestone Data
Default data is simple but
sufficient
Custom data is the same as any
other shape data
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Always show
Today and
elapsed time
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Synchronize
Milestones
Intervals
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Import
You can import any .mpp file to recreate a timeline
diagram
Vast improvement over VISIO 2007
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Pivot Diagram
Pivot Diagrams VISIO Professional Only!
Available in the business section templates
Role of Shapes
Each shape represents a field in the pivot table
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3
4
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1
2
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1
2
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1. Create New
3. Insert Graphics
5. Select
Background Page
4. Page Setup of
Foreground Page
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Q&A
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BACKUP
SLIDES
Sutanu Ghosh, June 2010
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Effect
Category
Primary Cause
Secondary Cause
Caveat Each
Secondary Cause
may have its own
primary and
secondary causes
Shape Data
No default shape
data
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Network Diagram
Rich Palette of Shapes
Use Computers and Monitors and Network
and Peripherals libraries
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Cute
Many cute graphics
May be suited for
social/personal events,
but not vey useful for
Project Managers
Shape Data
Default Shape Data
Calendar
Month, Week,
Multiple Week,
Day
Multi-Day Event
Reminder
Clock
Attention
Note
To Do
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