Generate Report – Editing Project Map

The Edit Project Map diagram editor allows the user to perform edits on the project map that will be reflected in the generated project report. The user can draw basic elements, edit font and line properties, and arrange elements using the diagram editor.

Follow the steps below to use the Edit Project Map diagram editor:

1. From the Results ribbon menu, select the Generate Report command.
   
2. The Generate Report dialog box will be displayed.
   
3. Select the Project Map panel under the Report Specifications section.
   
4. Click the [Edit] button available in the Map Preview subpanel under the Project Map subsection.
   
5. The Edit Project Map diagram editor will be displayed, as shown below.
   

The following sections describe the functionality of various ribbon menu commands provided in the diagram editor.

Home Ribbon Menu

The Home ribbon menu contains the following commands:

• Save Edits
  This command saves the user’s work in the Diagram Editor and returns the user to the previous dialog box.

• Discard Edits
  This command discards the user’s work in the Diagram Editor and returns the user to the previous dialog box with the original diagram (before any changes were made).

• Copy to Scenarios
  This command can be used to select the drawn entities to copy to other scenario diagrams. Note that this command is only functional in the Edit Schematic Diagram dialog box.

• Undo
  This command implements the undo stack and allows the user to undo the changes.

• Redo
  This command implements the redo stack and allows the user to restore any previously undone actions using the Undo command.

• Restore
  This command restores the Diagram Editor to the original state (before any changes were made).

• Paste
  This command pastes the objects copied to the Windows clipboard onto the drawing canvas.

• Delete
  This command deletes the selected objects from the drawing canvas.

• Cut
  This command removes the selected objects from the drawing canvas and copies them to the Windows clipboard.

• Copy
  This command copies the selected objects from the drawing canvas to the Windows clipboard.

• Format Painter
  This command allows the user to quickly apply the same formatting, such as color, font style and size, and border style, to multiple objects on the drawing canvas. To learn how to use this command, refer to this article in our knowledge base.

• Font Formatting Section
  This section provides various commands to format the text on the drawing canvas. The user can select the font type, size, and color, use text highlighter, bold, italicize, and underline text. In addition, the user can also clear all the text formatting with a single click, if required.

• Line Color
  This menu item defines the color of polylines and the outer boundaries of the shapes (i.e., circles, polygons, and rectangles). Selecting this item will display a color palette to choose the desired color.

• Fill Color
  This menu item defines the color fill for the shapes (i.e., circles, polygons, and rectangles). Selecting this item will display a color palette to choose the desired color.

• Line Weight
  This menu item defines the line weight of the polylines and the outer boundaries of the shapes (i.e., circles, polygons, and rectangles). Selecting this item will display a line weight selection dialog box to choose the line weight.

• Line Style
  This menu item defines the line styling of the drawn polyline (i.e., dashed, or solid lines).

• Line Ends
  This menu item displays a submenu allowing the user to define arrowheads on drawn polylines. The following commands are provided in the submenu:

1. 1. No Arrowhead: This command removes the arrowhead from the polyline.
   2. Arrowhead Front: This command places an arrowhead at the front of the polyline (endpoint). Note that the arrowhead is automatically sized based upon the line weight.
   3. Arrowhead Rear: This command places an arrowhead at the rear of the polyline (start point). Note that the arrowhead is automatically sized based upon the line weight.
   4. Arrowhead Both Ends: This command places arrowheads at both ends of the polyline.
   5. Swap Arrowhead Ends: This command is only enabled if the user has selected a single polyline with a single arrowhead. It swaps the arrowhead from the front to the end of the polyline (and vice versa).

• Group Elements
  This menu item displays a submenu that allows the user to group and ungroup selected elements. At least two elements need to be selected on the drawing canvas to enable this menu item.

• Lock Elements
  This menu item displays a submenu that allows the user to lock and unlock selected elements from moving. At least one element needs to be selected on the drawing canvas to enable this menu item.

• Bring to Front
  This menu item displays a submenu that allows the user to change the draw order of selected elements. At least one element needs to be selected on the drawing canvas to enable this menu item. The submenu contains the following commands:

1. 1. Bring to Front: Moves selected elements above all elements.
   2. Bring Forward: Moves selected elements forward.
   3. Send Backwards: Moves selected elements backward.
   4. Send to Back: Moves selected elements below all other elements.

• Align Left
  This menu item displays a submenu that allows the user to change the alignment of selected elements. At least two elements need to be selected on the drawing canvas to enable this menu item. The submenu contains the following commands:

1. 1. Align Left: Aligns the selected elements to the left.
   2. Align Center: Aligns the selected elements to the center.
   3. Align Right: Aligns the selected elements to the right.
   4. Align Top: Aligns the selected elements to the top.
   5. Align Middle: Aligns the selected elements to the middle.
   6. Align Bottom: Aligns the selected elements to the bottom.

• Draw Text
  This command allows the user to click on the drawing canvas and insert a resizing word wrap text frame. The user can grab the corners and sides of the text frame to resize it. Clicking in the middle of the text frame allows the user to move the text frame to a different location. The user can type the text inside the frame. Once the user adds text, it will be displayed at the top of the frame, aligned based upon the text justification selected (i.e., left, center or right).

• Draw Polyline
  This command allows the user to draw linear and curvilinear polylines on the drawing canvas.

• Draw Shape
  This command allows the user to draw various basic geometrical shapes, block arrows, flow chart symbols, and containers on the drawing canvas.

• Draw Callout
  This command allows the user to place a note with an arrow pointing to a feature of interest. After selecting this command, the user can click on a point on the drawing canvas to place the callout note and draw the callout polyline bend points or arrowhead. Note that holding down the [Shift] key while drawing arrowheads creates orthogonal lines. Once finished, the user can press the [Enter] key or right-click and choose Done from the displayed context menu.

The user can drag parts of the callout object and move them independently of other parts. Clicking and dragging the corner and mid-point grips of the note text block allows the user to resize the block. While resizing, the text will reflow within the text block (i.e., word wrap) if there are no hard carriage returns.

• North Arrow
  This command displays the North Arrow dialog box listing all the North Arrow symbols supported by the software.
  
  Once the user selects the North Arrow symbol to display and clicks the [OK] button, the software remembers that symbol for the next project.

• Scale Bar
  This command allows the user to insert a scale bar on the project map. Scale bars visually indicate distance and feature size on the map. Note that this command works only to edit the Map Preview’s project map.

This command displays the Scale Bar dialog box that provides different scale bar styles.

The user can select the scale bar style and click the [OK] button. The software will then prompt the user to click at a location in the Diagram Workspace to place the selected scale bar. Once the user has added a scale bar to the layout, it can be modified. The user can select and drag the scale bar to adjust its position and resize it horizontally to use different gradations. The user can also change the appearance of the scale bar by adjusting the properties for the scale bar using commands in the Properties group of the Home ribbon menu.

Settings Ribbon Menu

The Settings ribbon menu provides commands for adjusting the properties of the drawing canvas grid.

The following commands are provided in this ribbon menu:

• Page Color
  This command displays a color palette that allows the user to set the diagram canvas page color.

• Show Grid
  This command shows and hides the background grid.

• Grid Color
  This command displays a color palette that allows the user to set the background color of the grid.

• Snap to Elements
  This command snaps the elements together using the connection points.

• Snap to Grid
  This command snaps the elements to the background of the grid.

• Export Image
  This command displays the Windows Save As dialog box, allowing the user to export the diagram contents to a graphic file.

• Print
  This command displays the Print Preview dialog box, allowing the user to print the diagram contents.
  

Resizing a Picture, Shape, Text Box, or Other Object

After selecting an object, whether a picture or a text box, the user has several options for resizing the object as described below:

Resize by Dragging

Select the object, move the mouse pointer over one of the handles, and then click and drag the mouse.

Dragging While Keeping the Center in the Same Place

1. Select the Object.
2. Hold down the Ctrl key.
3. Move the mouse pointer over one of the handles and then click and drag the mouse.
4. Release the mouse button before you release the Ctrl key.

Dragging While Maintaining the Object’s Proportions

1. Select the object.
2. Hold down the Shift key.
3. Move the mouse pointer over one of the corner handles and then click and drag the mouse.
4. Release the mouse button before you release the Shift key.

Dragging While Maintaining the Proportions and Keeping the Center in the Same Place

1. Hold down the Ctrl+Shift keys.
2. Move the mouse pointer over one of the handles and then click and drag the mouse.
3. Release the mouse before you release the Ctrl+Shift keys.