Updating a Diagram to Reflect New Settings

Prerequisites

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

Context

You must update the diagram if you add, change, or delete any definitions for the mission, vision, perspectives and objectives in the administration application.

If a diagram is open for editing when you update the settings in the administration application, you must close and reopen the diagram to see the changes reflected in the diagram.

Procedure

  1. In the goal diagram editor, review the Select Items to Show on Diagram section of the navigation panel on the left.
  2. If you added any new definitions in the administration application, select them to add them to the diagram.
  3. Check the diagram to see if you need to make any layout adjustments based on the additions, changes, or deletions of strategy objects. Observe the following:

    • If an object is added: In Auto format, the new object is added to the diagram and the layout is automatically adjusted. In Manual format, you must move the new object to its desired location and may need to make other layout changes to accommodate the added information. In Custom Image mode, you must move the new hotspot object into place.

    • If an object changes: In Auto format, the layout is automatically adjusted. In Manual format, you may need to resize the object or move other objects to accommodate the updated information. In Custom Image format, you may need to adjust the size or placement of the hotspot object.

    • If an object is deleted: In Auto format, the layout is automatically adjusted. In Manual format, you may need to resize the object or move other objects to accommodate the deleted information. In Custom Image format, you may need to adjust the size or placement of other hotspot objects.

  4. Save and publish the diagram.

Next Steps

Publishing and Unpublishing Diagrams