Update Selected Project/Shell Templates with Visualizations

From the Company Workspace tab, you can selectively replicate visualizations across one or more project/shell templates.

To copy visualizations from a project/shell template into one or more project/shell templates:

  1. Sign in to Unifier with company administration credentials.
  2. Go to the Company Workspace tab, and switch to Admin mode.
  3. In the left Navigator, select Templates, and then select Projects.
  4. In the Project Templates log (right pane), click to select a project template.
  5. From the gear menu (), select Open to open a project template.
  6. Under the opened project/shell template node in the left Navigator, select Setup and then select Visualizations.
  7. In the Visualizations log (right pane), select the checkbox for one or more visualizations that you want to replicate.
  8. From the Update menu, select Shell Templates.
  9. In the Update Shell Templates drawer, select the checkbox for one or more project/shell templates that the selected visualizations (step 7) will be copied into, and select Update.
  10. In the Update Shell Templates dialog box, select Update to reconfirm.

Review the visualizations in the updated project/shell templates.

Note: You can select Cancel in any step to discontinue this task.

Related Topics

Manage Visualizations in Project/Shell Templates

Prerequisites

Add and Update Project/Shell Templates with Visualizations

Update Specific Projects/Shells with Visualizations From Project/Shell Template

Update All Projects/Shells with Visualizations From a Project/Shell Template

Update All Shell Templates with Visualizations

Update the History Log Across Shell Templates



Last Published Friday, October 17, 2025