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ORG9ADV: OrgPlus 9 – Level 2 & 3 / Advanced


Duration: 2 days

Course Description
OrgPlus is a software application used to create organizational charts that enable a user to chart.

The prerequisites for this course are an introductory course to OrgPlus as well as experience with Windows.

Course Content

Tools and options

  • Spell check
  • Customizing Toolbars and Commands
  • Options


  • Why use profiles
  • Creating profiles
  • Profile manager
  • Editing Profiles
  • Deleting Profiles
  • Profile versus hotspot

Pictures, Photos abd Hotspots

  • Adding pictures/photos to cells
  • Finding by Photo
  • Photo Manager
  • Formatting Pictures
  • Working with Hotspots

Conditional Formatting

  • Why apply conditional formatting
  • Creating conditional formats
  • Modifying and reordering conditional formats
  • Deleting conditional formats
  • How conditional formats relate to legends
  • Smart Fields

Working with Legends

  • Inserting a legend
  • Legend elements
  • Editing existing legends
  • Working with multiple legends

Sorting Data

  • Single-level (simple) sorts
  • Multi-level sorts
  • Sorting subordinate boxes


  • Working with the Groups Toolbar
  • Creating new groups
  • Applying groups
  • Editing, deleting, or ordering groups


  • Why use reports
  • Creating reports
  • Managing reports
  • Editing Reports
  • Predefined Reports

Importing Content

  • Importing from Excel
  • Importing from corporate databases
  • Reviewing the Import Wizard