Creating New Charts

Charts can be created directly in OrgPlus or from within Microsoft Office products (Word, Visio, Excel and PowerPoint).

To create a new chart:

1        If OrgPlus is not already running, double-click the Insperity OrgPlus 2012 icon  on your desktop.

OR

From the Windows Start menu, choose All Programs | Insperity OrgPlus | Insperity OrgPlus 2012.

Note: If you are using OrgPlus Professional or OrgPlus Premium and have not disabled the Import Wizard at startup, you will be prompted with instructions on how to get started. If you are using OrgPlus Standard, continue with these steps.

2        Click the File tab and select New to open the New Project dialog box.

Click to enlarge

3        Select Blank from the list of templates and click OK. You can also try selecting one of the other chart templates.

4        Alternately, to create a chart in a Microsoft Office application, launch Microsoft Word (or any other Microsoft Office application) and click the New Chart icon  on the toolbar.

The Microsoft Office application (Microsoft Word in this tutorial) opens and displays a new chart.

Note: In Microsoft Office 2003 and earlier, the OrgPlus toolbar appears automatically if you selected that option during installation. To display the OrgPlus toolbar icons in Microsoft Office 2007, select the Add-Ins Tab.

5        Double-click the chart to edit it in OrgPlus.