How to Draw Organizational Charts with EDraw Organizational Chart?

Even as you create an up-to-the-minute organization chart today, you know it will be obsolete tomorrow. But you can set up your organization charts so they are fast and easy to revise.

You can also turn organization charts into dynamic communication and management tools by storing data in the shapes, such as department or telephone number, or even protected confidential information about employees, such as salary or start date, behind the scenes.

Make your organization chart easy to revise

There are two keys to creating an organization chart that is easy to revise in the future:

 

Create your organization chart using the Organization Chart template, a set of specially designed shapes, wizards, and other tools.

Let the Organization Chart template automatically draw the connectors that establish the reporting relationships in your organization chart.

To open the Organization Chart template, on the File menu, point to New, point to Organization Chart, and then click Organization Chart.

To automatically establish a reporting relationship, drag a shape from the Organization Chart Shapes stencil and drop it directly onto the shape that represents the position it reports to.

To create an organization chart

From the Organization Chart Shapes stencil, drag the Executive shape onto the drawing page.
You see a demo of how to quickly add subordinate positions.

 

With the Executive shape selected, type the executive's name. Press the ENTER key, type the executive's title, and then click anywhere outside the shape.

Drag a Manager shape directly onto the Executive shape to establish a reporting relationship. Type a name and title for the new manager. Repeat until you've added all of the managers you want.

Drag a Position shape directly onto a Manager shape to establish a reporting relationship. Add a name and title for the new position. Repeat until you've added all the positions you want.

If you need more reporting levels, drag Staff shapes directly onto Position shapes to establish reporting relationships. With a Staff shape selected, type the name of the staff member.

If you want to change the layout of the subordinates under a supervisor, right-click the supervisor, click Arrange Subordinates, click the layout style you want, and then click OK.

Work efficiently

To quickly create reporting relationships between one supervisor and several subordinates, drop the Multiple shapes or Three positions shape onto the supervisor shape.

To convert one position to another position-type, right-click the position, and then click Change Position Type.

Link your organizational charts together

It's easy to add hyperlinks to the shapes and pages in your diagrams. The hyperlinks can go to:

Another page in the same EDraw drawing.
A page or shape in another EDraw drawing.
A document other than a EDraw drawing.
A Web site.

For network design and documentation, linking a shape or page in one EDraw drawing to a shape or page in another EDraw drawing is an ideal way to reduce complexity.

 

For network design and documentation, linking a shape or page in one EDraw drawing to a shape or page in another EDraw drawing is an ideal way to reduce complexity.

1. Make sure that both the file you're linking from and the file you're linking to have been saved.

2. If you're creating a link to a specific shape, make a note of the shape id and the name of the page that the shape is on.

To find a shape id, click the shape to select it, and then the shape id will appear on the statute bar at bottom of the window.
To find the page name, locate the tab for the page at the bottom of the drawing window.


3. Select the shape to add a hyperlink.

4. On the Insert menu, click Hyperlinks.

5. In the Address box, click Browse, and navigate to the file you want, and then click Open.
If you don't see the file you want, try changing the Files of type list.

 

6. To link to a specific page or a specific shape on a page, or to choose a zoom level, click Browse next to Sub-address. Do any of the following:

To link to a specific page, select the page name in the Page box.
To link to a specific shape, first select the page name on which the shape appears in the Page box, and then type the id of the shape in the Shape box.
To specify a zoom level, type a percentage in the Zoom box, or click the arrow to select a zoom level.
Note You can use the zoom level to show more or less detail of the drawing. Use a low number to show more detail of a smaller area of the drawing or a high number to show less detail of a larger area of the drawing.
Click OK.

7. In the Description box, type a name for the link. This text will appear when the pointer rests over the link in the drawing.

8. To create a Web link, type the web address in Address box.

9. To add another hyperlink to the page or selected shape, click New, and then repeat steps 5 through 8.

10. Click OK.