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OrgPlus 9 - Level 2 & 3 / Advanced

New – OrgPlus is a software application used to create organizational charts that enable a user to chart.

GK# 7003

Course Overview


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


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  • Date:
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What You'll Learn

  • Profiles
  • Pictures, Photos and Hotspots
  • Conditional Formatting
  • Working with Legends
  • Sorting Data
  • Groups
  • Reports
  • Importing Content
  • Reviewing the Import Wizard


Viewing outline for:

Classroom Live Outline


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

Pictures, Photos and 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



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

Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 2 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 2 day

Request this course in a different delivery format.