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Mastering Visio 2002: Basics for Effective Systems Integration Training

Enhance your project engineering skills with our comprehensive Visio 2002 training module. This course covers essential techniques such as shortcuts, tips, and workarounds for known issues. You'll learn to utilize the strengths and methodologies of Visio, including template usage, efficient drawing practices, and effective diagram detailing. Emphasizing professionalism, the training will guide you in maintaining consistency and clarity in your diagrams. Join us to improve your proficiency with Visio, streamline your workflows, and optimize project outcomes.

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Mastering Visio 2002: Basics for Effective Systems Integration Training

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  1. T.A.C. Americas Houston Project Engineering Visio 2002 Basics Training Systems Integration Training Module PE 3

  2. T.A.C. Americas Houston

  3. Whats in Store Today • Review Visio Strength & Methodology • Understand Branch Std “Look & Feel” • Shortcuts, Tips, & Tricks • Workarounds for known issues • Practice what we preach

  4. But First ……

  5. Why Visio ? • Windows based drag and drop drawing package • Strong 2D drawing support • Supports VBA automation behind scenes • Interacts (import/export) ACAD • Shorter learning curve • Project Builder 2 platform

  6. Visio 2002 Methodology • Draw once, save and share • Use templates for format & stencils • Draw most complex first, copy & delete • Use strengths of software tools • Word for text • Excel for calcs and format • Visio for diagram detail • ACAD for flrplan Modification

  7. Branch Stds Look & Feel • Consistency = Professionalism • 11x17 PB Template (PB2) • Use smallest Line Weight • Keep Font = 8, 10, or 12 pt • Minimize & use demur Color • Maintain White Space • Remember 3CS (Clean, Clear, Concise) • KISS

  8. Visio File Types • .VSD = Visio 2002 Drawing File • Main multi page drawing • Incl toolbar, stencil, and user preferences • .VSS = Visio 2002 Stencil File • Shape library or holder • .VST = Visio 2002 Template File • Same as VSD but creates copy

  9. Visio Workspace User Toolbars Rulers Work Area Docked Stencils Drawing Page Page Tabs

  10. Visio Shortcut Keys • MVK (Most Valuable Keys) • CTRL • Shift • Left Mouse • Right Mouse

  11. Visio Shortcut Keys • Ctrl • W = view whole page • C = copy selection • V = paste selection • Z = Undo • R = Rotate right • L = Rotate left • D = Duplicate shape

  12. Visio Shortcut Keys • Ctrl + Shift • Left Mouse Drag = Zoom to window • Right Mouse Drag = Pan window • U = Ungroup • G = Group • F = Bring shape to front • B = Send shape to back

  13. Visio Shortcut Keys • Misc Tips • F4 = Repeat Action • F7 = Spell check • F8 = Align shapes • Shift + F4 = Go to page • Shift = Draw lines at 45 & 90 degree • Ctrl + A = Select All

  14. Align & Arrange • Array Shapes • Example

  15. Align & Arrange • Align Shapes • Example

  16. Align & Arrange • Distribute Shapes • Example

  17. Shape Operations • Union • Combine vs Group • Fragment • Intersect • Subtract

  18. Import/Export Formats • Object (Excel, Word, ACAD, etc) • Embedded • Large File size • Allows modification within Visio • BMP (Bitmap Picture) • Smaller • May be manipulated with Paint or PSP • Fuzzy • EMZ (Enhanced Metafile) • Very lightweight • Crisp & clear • Very Fast • May be “ungrouped”

  19. Import/Export Tips • Avoid object or paste link • Excel size limits • Import ACAD as view not modify • Insert from File vs Copy/Paste • Save as Metafile if static • Save as BMP if must modify

  20. Embedded

  21. BMP

  22. EMZ

  23. ShapeSheet • Associated with … • Page • Shape • Group • Holds info & behavior • Allows for code control • Like Registry = Use With Caution

  24. ShapeSheet Activate Developer Toolbar Select shape and then select shapesheet menu icon

  25. ShapeSheet (Location)

  26. ShapeSheet (Protection)

  27. ShapeSheet (Page)

  28. Visio Basics - LAB • 03:00 to 04:30 pm • Drawing Exercise (Split System TSTAT Interlock) • Import TAC Logo • Use at least 4 colors • Use stencils + time saving tips • Sequence of Ops (import from Word or Excel) • Save file as Visio_XX_061803 (where xx is your initials) Save to disk and email to Andy Kitchens.

  29. T.A.C. Americas Houston End of Presentation Visio 2002 Basics Training Systems Integration Training Module PE 3

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