Create a value stream map

Create a value stream map to show how materials and information flow through the value stream. A current state value stream map helps you to identify waste and to envision an improved future state.

Insert a value stream map

  1. Choose Insert > Value Stream Map.
  2. Click a value stream map template, and then click Create. Some templates start with blank shapes and some do not.

If you opened a template that already has shapes and connectors, then start by adding data to the existing shapes. Go to Add data to a shape. You can add additional shapes and connectors as needed.

If you opened a blank template, then start by adding shapes and connectors to map the value stream.

Add shapes and connectors

For a list of available shapes and connectors, go to Value stream map shapes.

  1. In the Shapes gallery, click a shape, and then click the workspace.
  2. To connect the shapes, click Connector, and then choose a connector. To ensure that shapes stay connected even when you move them, connect the shapes at their anchor points. Anchor points turn green when they are connected to the shape.
    Start point
    End point
    Tip

    To quickly connect shapes at their anchor points, select a shape on the map, click the arrow in the direction where you want to place the shape, and then choose the shape. Companion automatically connects and anchors the new shape to the existing shape.

Format shapes and connectors

  • Right-click the shape or the connector to format, and then choose one of the following options:
    Option Description
    Text Change the font type, font style, font size, and color of the text on a shape or a connector.
    Paragraph Change the alignment or apply bullets or numbering to the text on a shape or a connector.
    Lines Change the color, type, and size of a connector or of a shape's outline.
    Fill Change the color, pattern, pattern color, or shadow color of the shape or the connector.
    After you format a shape or a connector, you can set the new format as the default.
  • (Optional) Right-click the shape or the connector and choose Set as default format. The next time you add a shape or a connector of the same type, the new default format is applied. For example, if you set the fill of a Process shape to blue, and then set it as the default format, the next time you add a Process shape, it will be blue.

To create a set of reusable formatting options, go to Edit and create reusable formatting options.

Add the same shape or connector multiple times

To save time, you can use Multi-Insert to add the same shape or connector to the map multiple times.

  1. Choose Map > Multi-Insert, and then, in the Shapes gallery, select the shape or connector to add.
  2. Choose either of the following options:
    • For shapes, click the workspace until you add as many shapes as necessary.
    • For connectors, hold the mouse pointer on a shape, click an anchor point, and then drag the connector to an anchor point on a different shape. Use this method to connect as many shapes as necessary.
  3. While Multi-Insert is on, select a connector, and then connect the shapes. Click Multi-Insert again to turn it off.

Add comments to a shape

By default, the Comments field is in the task pane on the Other tab. For information on how to change the location of a data field, go to Manage data fields from the task pane.

  1. Right-click the shape to add a comment to, and then chose Shape Data > Add Shape Data.
  2. In the task pane, click the Other tab and enter a comment.
    The comment symbol appears above the shape.
    Comment symbol
After you insert a comment you can do either of the following:
  • To see the comment in a tooltip, hold the mouse pointer on the comment.
  • To open or edit the comment in the task pane, double-click the comment.
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