Microsoft Visio 2013 – Advanced

Professional diagrams are an essential part of business communication and documentation. Documents typically help explain concepts and plans better than a table full of data or paragraphs of text do. Many of these diagramming use standard graphics. Visio helps create these with a professional look.

Unit 1: Creating technical layouts

• Topic A: Layers
• A-1:  Creating a template from a completed project
• A-2:  Creating a project from a template
• Topic B: Drawing scales
• B-1:   Creating a project from an Excel workbook
• Topic C:   Displaying shape dimensions

Unit 2: Custom themes and templates

• Topic A: Custom themes
•  A-1:  Setting a baseline
• A-2:  Updating a baseline plan
• Topic B: Custom templates
•  B-1:   Updating completed tasks
•  B-2:   Updating actual start and finish dates
•  B-3:   Updating tasks that are in progress
•  B-4:   Marking tasks as being track with a status date
•  B-5:   Updating the actual work performed on a task
•  C-1:   Using the Earned Value table
•  C-2:   Checking progress in Network Diagram view

Unit 3: Custom shapes and stencils

• Topic A: Special drawing operations
• A-1:  Viewing project statistics
• A-2:  Displaying slippage in the schedule
• Topic B: Shape behaviors
• B-1:  Splitting a task
• B-2:  Delaying work for a resource
• B-3:  Assigning overtime and extra resources
• B-4:  Using the Task Inspector to resolve conflicts
• B-5:  Inactivating a task
• Topic C: Custom stencils
• C-1:   Working with Team Planner view
• C-2:   Formatting Team Planner view

Unit 4: Business diagrams and Web site mapping

• Topic A: Block, tree, and onion diagrams
• A-1:  Creating reports
• A-2:  Creating a current activity report
• A-3:  Printing project information
• A-4:  Saving a project in PDF format
• Topic B: Flowcharts
• B-1:   Creating and modifying a visual report
• Topic C: Organization charts
• Topic D: Project management diagrams
• Topic E: Web site maps

Unit 5: Integrating Visio with other programs

• Topic A: Integration with Microsoft Word
• A-1:  Creating a custom view
• A-2:  Creating a combination view
• A-3:  Customizing the Quick Access toolbar
• Topic B: Integration with PowerPoint
• B-1:  Creating a macro
• B-2:  Running a macro
• Topic C: Integration with Microsoft Outlook
• C-1:  Modifying bar styles
• C-2:  Customizing the timescale
• C-3:  Drawing elements
• Topic D: Working with Web-enabling features
• D-1:  Creating a custom text field
• D-2:  Creating a formula-driven field
• D-3:  Applying graphical indicators

Unit 6: Software and database diagrams

• Topic A: Documenting software systems
• A-1:  Consolidating project files
• A-2:  Linking tasks across projects
• A-3:  Assigning project and task priorities
• A-4:  Sharing custom elements with all projects
• A-5:  Sharing an item with a specific project
• Topic B: Database model diagrams
• B-1:   Sharing resources with other projects

Unit 7: Presenting diagrams in Visio and HTML

• Topic A: Presentation Mode
• A-1:  Discussing Project Server 2013
• A-2:  Syncing a project with a SharePoint
• Topic B: Database model diagrams