Edit Visualization Properties

Project/Shell Administrators can edit visualizations from the Visualizations log of projects/shells they have access to.

You must have the Manage permission enabled for visualizations in the specific project/shell to perform this task.

To edit visualizations from the Visualizations log of a project/shell:

Sign in to Unifier with project/shell administration credentials.
Click the specific project/shell tab and switch to Admin mode. For example, click a tab called Vision Corporation.
In the left Navigator, select Setup, and then select Visualizations.
In the Visualizations log (right pane), from the Action () menu, select Edit Properties for a visualization.
In the Edit Properties drawer, edit the following information for the selected visualization:
- Name: Name of the visualization. For example, a visualization called RFI Summary.
- Description: (Optional) A short description of the visualization.
- Location: (Optional) The location of the visualization in the left Navigator. For example, select Document Issues to display the Visualizations node under the Document Issues business process in the User mode.
  (Default) If a location is not specified, the visualization displays in the Visualization log of the project/shell in the User mode.
Select any of the following actions:
- Click Update to save the information modified above.
- Click Cancel to discontinue editing the properties and return to the Visualization log.