Add and Update Project/Shell Templates with Visualizations
From the Company Workspace tab, Company Administrators can create and publish visualizations from the Visualizations log of project/shell templates and then deploy the published visualizations to individual projects/shells.
To access the Visualizations log of a project/shell template:
- Sign in to Unifier with company administration credentials.
- Go to the Company Workspace tab, and switch to Admin mode.
- In the left Navigator, select Templates, and then select Projects.
- In the Project Templates log (right pane), click to select a project template.
- From the gear menu (
), select Open to open a project template.
- Under the opened project/shell template node in the left Navigator, select Setup and then select Visualizations.
- Perform any of the following actions:
- To add visualizations in the project/shell template, select Create. See Create Visualizations in Projects/Shells.
- To efficiently create similar visualizations that can be modified as needed, select Duplicate. See Duplicate Visualizations in Projects/Shells.
- To delete visualizations from a project/shell template, select Delete. See Delete Visualizations in Projects/Shells.
- Edit a visualization. See Edit Visualizations in Projects/Shells.
- Modify visualization properties. See Edit Visualization Properties.
- Manage user/group permissions for specific visualizations. See Manage User/Group Permissions for Specific Visualizations.
- View and/or download the audit log of a visualization. See View and Export the Visualizations Audit Log From Projects/Shells.
- Make changes as needed to finalize the visualizations in a project/shell template.
- From the Update menu, select any of the following menu options to update projects/shells with visualizations created in this project/shell template:
- Select Shells to update only selected shells with visualizations. See Update Specific Projects/Shells with Visualizations From Project/Shell Template.
- Select All Shells to update all shells with visualizations. See Update All Projects/Shells with Visualizations From a Project/Shell Template.
- Select Shell Templates to update selected shell templates with visualizations. See Update Selected Project/Shell Templates with Visualizations.
- Select All Shell Templates to update all shell templates with visualizations. See Update All Shell Templates with Visualizations.
- Select History to update the job history of projects/shells that were populated with visualizations through project/shell templates. See Update the History Log Across Shell Templates.
Related Topics
Manage Visualizations in Project/Shell Templates
Update Specific Projects/Shells with Visualizations From Project/Shell Template
Update All Projects/Shells with Visualizations From a Project/Shell Template
Update Selected Project/Shell Templates with Visualizations
Update All Shell Templates with Visualizations
Update the History Log Across Shell Templates
Last Published Friday, October 17, 2025