Modifying an Organization Chart

In most companies, personnel and corporate structures change often. You can modify an existing organization chart whenever changes occur at your company. These modifications are done in Microsoft Organization Chart. Chart boxes exist in relation to each other. For example, if you want to add a Subordinate chart box, you must select the chart box to which it will be attached. The buttons on the toolbar show the relationship between the different chart boxes you can add. When you add a Subordinate, it is automatically placed below the selected chart box. You can, however, display the chart box levels in a different structure, and you can customize the organization chart's appearance using the formatting options.

Add a Chart Box

Click an existing organization chart.

Click the Insert Shape button on the Organization Chart toolbar, and then click the chart box type that you want to add.

Click the chart box to which you want to attach the new chart box.

Enter the information for the box you just added.

When you are finished, click outside the chart box.

Change the Organization Chart Layout

Click an existing organization chart.

Click the Layout button on the Organization Chart toolbar, and then click the layout type that you want to add.

Click the Layout button.

Click the button with the organization chart style you want.

Rearrange a Chart Box

Click an existing organization chart.

Select the chart box you want to move.

Drag the chart box over an existing chart box.

The chart box appears below the existing chart box.

Release the mouse button to reposition the chart box.

Format a Chart Box

Click an existing organization chart.

Select the chart box(es) you want to format.

Use the buttons (Fill Color, Line Color, Font Color, Line Style, Dash Style, Shadow Style, or 3-D Style) on the Drawing toolbar to format the chart box(es).

TROUBLE? Some pre-defined chart styles do not allow to format some parts of a chart box.

Did You Know?

You can quickly delete a chart box . Click the chart box, and then press Delete.