OrgPlus 5 - Moving from OrgPlus 4.0 to OrgPlus 5
OP-0500-S1130
Questions answered in this article:
- Will OrgPlus 5 open files created in earlier versions of OrgPlus?
- What happened to the Start Page?
- How can I create new fields?
- How do I change the layout of fields in boxes?
- How do I format fields in boxes?
- Where did the Style menu item go? How can I change the Branch Styles in my chart?
- How do I make my background "gradient"?
- How can I copy my box setup?
- How do I "Hide" a box?
- How do I "Hide" a branch?
- Where do I find a total count of boxes in my chart?
- How do I change the "Line" properties in my chart?
- How do I show a "Thumbnail" view of my chart?
- How do I "exclude" amount calculations from my chart?
- How do I create a chart title to my chart?
- How do I save my chart as a reusable template?
- How do I sort my boxes?
- Where is the spell checker in OrgPlus 5?
- Can I save my existing 3.x/4.0/SE templates as OrgPlus 5 templates?
- If I only have one copy of OrgPlus 5, can I still create and share charts with those who have previous versions?
- How can do I change the box spacing in OrgPlus 5?
- How do I change the chart page option from Portrait to Landscape?
- How do I anchor an item in OrgPlus?
- How do I remove the sub-chart arrows from my chart?
Question 1: Will OrgPlus 5 open files created in earlier versions of
OrgPlus?
Answer: Yes. OrgPlus 5 has the ability to open chart files created
in previous versions of OrgPlus. In addition to OrgPlus OPX files created in 3,
3.5, 4.0 and 4.0 SE, OrgPlus can open your old template (.ops) files.
Question 2: What happened to the Start Page?
Answer: The OrgPlus Start Page has been updated to a Welcome Page that appears
whenever you launch the application. The Welcome Page is a great starting point
to begin the charting process, open existing charts or to view sample files. To
show or hide the Welcome page, Select Welcome to OrgPlus from the Help menu.
Question 3: How can I create new fields?
Answer: To define new fields in OrgPlus 5, select Define Fields from the Data
menu. The Define Fields dialog gives you greater control over your field formats
and also includes a set of predefined fields.
Question 4: How do I change the layout of fields in boxes?
Answer: All the properties of a box, including field layout, can be accessed by
selecting the desired box and editing the box properties. After selecting a box
you can edit its properties by selecting Box Properties from the Format menu or
by right clicking on a box and selecting Box Properties.
Question 5: How do I format the fields in boxes?
Answer: OrgPlus 5 replaced the Set Text functionality found in previous versions
of OrgPlus with Format Fields. Format Fields allows you to select which fields
you want to format and then applies the changes to the entire chart. This
feature can be accessed by selecting Format Fields from the Format menu.
Question 6: Where did the Style menu item go? How can I change the Branch Styles
in my chart?
Answer: The OrgPlus 5 branch style format options can be accessed by selecting
the desired Chart Style from the Format menu.
Question 7: How do I make my chart background "gradient"?
Answer: In OrgPlus 5, select Format | Chart Properties | Background. Next,
select the Color drop down arrow to display more options. Select Fill Effects
for Gradient, Textures or Pictures.
Question 8: How can I copy a box setup?
Answer: In OrgPlus 5, select the box to copy. Select Edit | Copy Format. Select
a different box, or a group of boxes and select Edit | Paste.
Question 9: How do I hide a box in OrgPlus 5?
Answer: In OrgPlus 5, select the box you want to hide. Select Format | Hide.
Question 10: How do I hide a branch in OrgPlus 5?
Answer: In OrgPlus 5, select the branch of boxes you want to hide. Select Format
| Hide.
Question 11: Where do I find a total count of boxes in my chart?
Answer: In OrgPlus 5, select File | Project Properties. Select the Summary tab
for the box count total.
Question 10: How do I hide a branch in OrgPlus 5?
Answer: In OrgPlus 5, select the branch of boxes you want to hide. Select Format
| Hide.
Question 11: How can I find a total box count in my chart?
Answer: In OrgPlus 5, select File | Project Properties. Select the Contents tab
for a record count.
Question 12: How do I change the Line Properties in OrgPlus 5?
Answer: Select the line to modify and select Format | Line Properties.
Question 13: How do I show a thumbnail view of my chart in OrgPlus 5?
Answer: In OrgPlus 5, select View | Show Thumbnail View.
Question 14: How do I exclude amount calculations from my boxes in OrgPlus 5?
Answer: In OrgPlus 5, select the box to be excluded from the particular count.
Select Format | Box Properties. Now use the Calculation tab to exclude items
from the count.
Question 15: How do I create a chart title to my chart?
Answer: Adding titles is done the same way in OrgPlus 5 as in previous versions.
Use your mouse to click on the Header area. You will see a blinking curser where
you can add the chart title.
Question 16: How do I save my chart as a reusable template in OrgPlus 5?
Answer: In OrgPlus 5, select File | Save As. Navigate to the My Documents/My
Charts/Templates directory. Change the file type from a .OPX to a .OPXT. This
chart will now be saved as a template and accessible through the Template Panel.
Question 17: How do I sort my boxes in OrgPlus 5?
Answer: In OrgPlus 5, select a group of boxes you want to sort. Select Data |
Sort to sort the boxes on any available data field.
Question 18: Where is the spell checker in OrgPlus 5?
Answer: In OrgPlus 5 you can check your spelling throughout the chart by
selecting Tools | Spelling.
Question 19: Can I save my existing templates created with OrgPlus 3.x/4/SE in
OrgPlus 5?
Answer: Yes. Open your chart in the previous version of OrgPlus. Save the chart.
Open OrgPlus 5 and save that chart as a chart template. See our KB article on
how to save charts as templates.
Question 20: How do I change the box spacing in OrgPlus 5?
Answer: In OrgPlus 5, select a branch or group of boxes. Select Format | Spacing
to modify the spacing properties.
Question 12: How do I change the page layout of the chart in OrgPlus 5?
Answer: In OrgPlus 5, to change the page layout from Portrait to Landscape or
vice versa, select File | Page Setup. Select the correct orientation of your
chart.
Question 22: How do I anchor an object to my chart in OrgPlus 5?
Answer: In OrgPlus 5, select two objects you want to anchor. Select, Insert |
Anchor. To unanchor, select the two anchored items and right-click. Select
Unanchor.
Question 23: How can I remove the sub-chart arrows from my chart in OrgPlus 5?
Answer: In OrgPlus 5, select View | Show | Hide/Show Symbols.
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