Creating a Diagram Automatically

Prerequisites

You are running the goal diagram editor. For more information, see Adding a Diagram.

Context

You use Auto-layout format to have the system build a diagram using a pre-existing T template format that shows the mission, vision, perspectives, and objectives. This is the quickest way to design a diagram and make a diagram available to your organization.

Procedure

  1. In the goal diagram editor, choose Auto-layout from the Format drop-down field. A default diagram is created using the perspectives and objectives from the context.
  2. You can do any of the following functions as appropriate:

    Function

    Navigation

    More Information

    Add or remove objects in the diagram, including text objects

    In the Select Items to Show on Diagram section of the navigation panel, select and/or deselect the checkboxes depending on the objects you want to display.

    An object is any vision, mission, perspective, or objective that has been defined in the administration application.

    If you remove a perspective, its objectives are automatically removed too. If you add a perspective, the associated objectives are not automatically added unless you select them.

    You cannot add a context as an object when you use Auto format.

    Change properties that affect the entire diagram such as the template type, border colors, background colors, and object shapes.

    In the Design section of the navigation panel, select the desired property values to modify the overall diagram default values.

    The default properties affect any object that are not using individually set properties.

    For more information, see Properties.

    Change properties of individual objects, and override any default properties set for the entire diagram

    Double-click the object in the diagram layout on the right side of the editor and specify the object properties.

    For more information, see Properties.

    Control the display of status indicators on objects in the diagram

    Select the Display Scorecard Status checkbox and/or select Display Scorecard Trend to display these indicators in the diagram.

    Status and trend indicators appear only for objects whose performance is measured. For example, a perspective shows a status indicator when it is measured by an index of objectives.

    To display status or trend indicators for the mission, the scorecard administrator must first define the context to be measured.

    Create a text object

    In the Text Items section of the navigator panel, click New and enter text and a URL link to add a text object to the diagram.

    You use text items to incorporate additional information that does not come directly from the defined strategy. You can also use text items to add a URL link that supports the information in the diagram. In the application, users can click the link to the Web page from the published diagram.

    Text objects appear at the bottom of the diagram, but you can move and resize them and change their properties.

    Move an object

    Double-click the object and specify new coordinates in the Properties dialog box.

    None.

    Resize an object

    Double-click the object and specify a new size in the Properties dialog box using numbers.

    None.

    Remove an arrow

    Hover your mouse over an arrow and right-click to remove the arrow.

    None.

Next Steps

Creating a Diagram Manually

Creating a Diagram from an Image

Publishing and Unpublishing Diagrams